Q4 2017 Holdings
Filed 2018-02-07 | 425 holdings | $59.3M | 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 | $39.6M | 229,951 | 66.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $9.3M | 42,076 | 15.8% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.4M | 19,199 | 5.7% |
| ARK ETF TR Innovation(ARKK) | ETF | 00214Q104 | $2.0M | 54,285 | 3.4% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $1.7M | 39,597 | 2.9% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $1.2M | 37,392 | 2.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $372.0K | 9,730 | 0.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $330.0K | 3,150 | 0.6% |
| Cummins Inc(CMI) | COM | 231021106 | $321.0K | 1,820 | 0.5% |
| Coty Inc(COTY) | COM CL A | 222070203 | $249.0K | 12,530 | 0.4% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $25.5K | 616,076 | 0.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $25.0K | 490 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $24.2K | 103,290 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $23.9K | 69,200 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $22.2K | 70,521 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $18.5K | 163,756 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $18.5K | 419,334 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $16.9K | 515,255 | 0.0% |
| Sina Corp | ORD | G81477104 | $15.4K | 153,749 | 0.0% |
| Petmed Express Inc(PETS) | COM | 716382106 | $14.9K | 327,359 | 0.0% |
| Grubhub Inc | COM | 400110102 | $14.3K | 198,647 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $14.1K | 191,850 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $13.7K | 191,825 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $11.2K | 953,788 | 0.0% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $10.5K | 72,796 | 0.0% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $10.0K | 179,565 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.9K | 149,274 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $9.9K | 41,986 | 0.0% |
| Thor Inds Inc(THO) | COM | 885160101 | $9.7K | 64,131 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $9.4K | 54,505 | 0.0% |
| Control4 Corp(CTRL) | COM | 21240D107 | $9.2K | 309,644 | 0.0% |
| Lands END Inc(LE) | NEW COM | 51509F105 | $9.1K | 467,354 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $9.0K | 209,174 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $8.6K | 44,219 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $8.5K | 92,815 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $8.3K | 35,661 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $8.3K | 150,719 | 0.0% |
| Grupo Supervielle S A(SUPV) | SPONSORED ADR | 40054A108 | $8.2K | 280,891 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $8.2K | 180,482 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $8.1K | 28,546 | 0.0% |
| Momo Inc | ADR | 60879B107 | $7.7K | 313,264 | 0.0% |
| Overstock COM Inc(BBBY) | DEL COM | 690370101 | $7.6K | 118,542 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $7.2K | 38,451 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.2K | 375,613 | 0.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $7.0K | 117,013 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $6.7K | 64,467 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $6.5K | 318,333 | 0.0% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $6.4K | 128,714 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $6.3K | 78,235 | 0.0% |
| Flws/1-800 Flowers(FLWS) | CL A | 68243Q106 | $5.9K | 555,922 | 0.0% |