Q1 2015 Holdings
Filed 2015-05-18 | 56 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ceva Inc(CEVA) | COM | 157210105 | $406.0K | 19,030 | 37.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $226.0K | 6,800 | 20.6% |
| Wuxi Pharmatech Cayman Inc | SPONS ADR SHS | 929352102 | $26.1K | 672,513 | 2.4% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $25.0K | 915,675 | 2.3% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $24.7K | 118,600 | 2.3% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $23.9K | 227,315 | 2.2% |
| Intersil Corp | CL A | 46069S109 | $23.7K | 1,655,166 | 2.2% |
| Fairchild Semiconductor Intl | COM | 303726103 | $23.3K | 1,281,213 | 2.1% |
| Intel Corp(INTC) | COM | 458140100 | $23.2K | 741,000 | 2.1% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $23.1K | 859,368 | 2.1% |
| Cabot Corp(CBT) | COM | 127055101 | $22.1K | 491,971 | 2.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $20.9K | 944,110 | 1.9% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $17.4K | 454,708 | 1.6% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $16.2K | 1,038,161 | 1.5% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $15.5K | 1,669,023 | 1.4% |
| Sciclone Pharmaceuticals Inc | COM | 80862K104 | $13.8K | 1,552,482 | 1.3% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $13.3K | 320,533 | 1.2% |
| Shanda Games LTD | SP ADR REPTG A | 81941U105 | $12.6K | 1,971,994 | 1.2% |
| Ishares(THD) | MSCI THI CAP ETF | 464286624 | $11.9K | 150,500 | 1.1% |
| 51Job Inc(JOBSUSD) | SP ADR REP COM | 316827104 | $10.2K | 317,435 | 0.9% |
| Sohu COM Inc | COM | 83408W103 | $8.7K | 163,500 | 0.8% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $8.6K | 333,326 | 0.8% |
| Apple Inc(AAPL) | COM | 037833100 | $8.6K | 68,800 | 0.8% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $8.5K | 106,400 | 0.8% |
| YUM Brands Inc(YUM) | COM | 988498101 | $8.3K | 106,000 | 0.8% |
| AVX Corp New | COM | 002444107 | $8.1K | 564,861 | 0.7% |
| DTS Inc | COM | 23335C101 | $7.5K | 218,893 | 0.7% |
| Usana Health Sciences Inc(USNA) | COM | 90328M107 | $6.7K | 59,972 | 0.6% |
| Omnivision Technologies Inc | COM | 682128103 | $5.9K | 224,332 | 0.5% |
| Chipmos Tech Bermuda LTD(IMOS) | SHS | G2110R114 | $4.8K | 193,939 | 0.4% |
| Micrel Inc | COM | 594793101 | $4.7K | 311,507 | 0.4% |
| Orbotech LTD | ORD | M75253100 | $4.1K | 258,201 | 0.4% |
| China Distance ED Hldgs LTD | SPONS ADR | 16944W104 | $3.4K | 203,853 | 0.3% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $3.3K | 57,198 | 0.3% |
| Hollysys Automation Technolo | SHS | G45667105 | $3.0K | 149,616 | 0.3% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $2.6K | 463,172 | 0.2% |
| DSP Group Inc(DSPGEUR) | COM | 23332B106 | $2.4K | 203,036 | 0.2% |
| Genpact Limited(G) | SHS | G3922B107 | $2.2K | 96,300 | 0.2% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $2.0K | 46,500 | 0.2% |
| Pericom Semiconductor Corp | COM | 713831105 | $1.7K | 107,343 | 0.2% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $1.4K | 218,710 | 0.1% |
| Advanced Semiconductor Engr | SPONSORED ADR | 00756M404 | $1.2K | 168,700 | 0.1% |
| China Digital TV Hldg Co LTD | SPONSORED ADR | 16938G107 | $1.1K | 298,225 | 0.1% |
| Alpha & Omega Semiconductor(AOSL) | SHS | G6331P104 | $1.1K | 122,999 | 0.1% |
| Amkor Technology Inc(AMKR) | COM | 031652100 | $1.0K | 117,600 | 0.1% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $980 | 29,500 | 0.1% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $781 | 67,796 | 0.1% |
| Kongzhong Corp | SPONSORED ADR | 50047P104 | $743 | 134,390 | 0.1% |
| China Automotive SYS Inc(CAASEUR) | COM | 16936R105 | $500 | 68,663 | 0.0% |
| Golar LNG Partners LP | COM UNIT LPI | Y2745C102 | $454 | 16,878 | 0.0% |