Q2 2019 Holdings
Filed 2019-07-18 | 15 holdings | $124.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $72.0M | 424,626 | 57.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $31.9M | 775,274 | 25.6% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $20.5M | 144,375 | 16.4% |
| KB Financial Group Inc(KBIA) | SPONSORED ADR | 48241A105 | $50.0K | 1,265,404 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $44.1K | 1,195,773 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $38.1K | 471,188 | 0.0% |
| Arconic Inc(ARNCCHF) | COM | 03965L100 | $34.7K | 1,342,713 | 0.0% |
| Hess Corp(HES) | COM | 42809H107 | $34.5K | 542,193 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $32.9K | 230,832 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $32.7K | 234,077 | 0.0% |
| Alphabet Inc CL C(GOOG) | COM | 02079K107 | $30.5K | 28,249 | 0.0% |
| Textron Inc(TXT) | COM | 883203101 | $28.9K | 545,083 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $28.5K | 406,888 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $25.2K | 153,425 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $10.0K | 157,182 | 0.0% |