Q2 2015 Holdings
Filed 2015-08-14 | 70 holdings | $23.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $11.8M | 804,900 | 50.6% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $9.9M | 290,805 | 42.3% |
| Ceva Inc(CEVA) | COM | 157210105 | $1.2M | 60,994 | 5.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $27.4K | 1,119,310 | 0.1% |
| Usana Health Sciences Inc(USNA) | COM | 90328M107 | $26.4K | 193,072 | 0.1% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $26.0K | 179,215 | 0.1% |
| Wuxi Pharmatech Cayman Inc | SPONS ADR SHS | 929352102 | $21.1K | 498,250 | 0.1% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $19.7K | 495,905 | 0.1% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $19.0K | 547,884 | 0.1% |
| Sciclone Pharmaceuticals Inc | COM | 80862K104 | $17.4K | 1,769,782 | 0.1% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $17.0K | 1,073,800 | 0.1% |
| 51Job Inc(JOBSUSD) | SP ADR REP COM | 316827104 | $16.8K | 506,550 | 0.1% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $16.6K | 429,833 | 0.1% |
| Genpact Limited(G) | SHS | G3922B107 | $15.4K | 722,354 | 0.1% |
| Syntel Inc | COM | 87162H103 | $15.3K | 321,826 | 0.1% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $13.9K | 464,351 | 0.1% |
| Omnivision Technologies Inc | COM | 682128103 | $13.5K | 516,713 | 0.1% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $13.4K | 469,095 | 0.1% |
| Sohu COM Inc | COM | 83408W103 | $11.8K | 200,075 | 0.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $11.6K | 1,430,107 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $11.3K | 964,010 | 0.0% |
| Shanda Games LTD | SP ADR REPTG A | 81941U105 | $9.0K | 1,313,531 | 0.0% |
| Herbalife LTD(HLF) | COM USD SHS | G4412G101 | $8.1K | 146,889 | 0.0% |
| Intersil Corp | CL A | 46069S109 | $7.2K | 573,415 | 0.0% |
| AVX Corp New | COM | 002444107 | $7.2K | 531,561 | 0.0% |
| Fairchild Semiconductor Intl | COM | 303726103 | $7.0K | 401,280 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $6.7K | 142,200 | 0.0% |
| DUN & Bradstreet Corp del NE | COM | 26483E100 | $6.7K | 54,900 | 0.0% |
| Cabot Corp(CBT) | COM | 127055101 | $6.6K | 177,001 | 0.0% |
| Intl Fcstone Inc | COM | 46116V105 | $6.3K | 190,142 | 0.0% |
| TTM Technologies Inc(TTMI) | COM | 87305R109 | $5.6K | 562,510 | 0.0% |
| Orbotech LTD | ORD | M75253100 | $5.3K | 254,089 | 0.0% |
| Interface Inc(TILE) | COM | 458665304 | $4.6K | 182,900 | 0.0% |
| Pmc-Sierra Inc | COM | 69344F106 | $4.4K | 515,690 | 0.0% |
| Chipmos Tech Bermuda LTD(IMOS) | SHS | G2110R114 | $4.3K | 196,839 | 0.0% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $3.7K | 267,808 | 0.0% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $3.6K | 455,872 | 0.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $3.5K | 154,749 | 0.0% |
| Kongzhong Corp | SPONSORED ADR | 50047P104 | $2.9K | 393,550 | 0.0% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $2.7K | 41,993 | 0.0% |
| China Distance ED Hldgs LTD | SPONS ADR | 16944W104 | $2.5K | 154,081 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $2.4K | 43,655 | 0.0% |
| E House China Hldgs LTD | ADR | 26852W103 | $2.2K | 332,200 | 0.0% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $2.2K | 190,800 | 0.0% |
| Pericom Semiconductor Corp | COM | 713831105 | $2.0K | 155,343 | 0.0% |
| China Digital TV Hldg Co LTD | SPONSORED ADR | 16938G107 | $1.9K | 456,125 | 0.0% |
| DSP Group Inc(DSPGEUR) | COM | 23332B106 | $1.9K | 181,536 | 0.0% |
| Ezchip Semiconductor Limited | ORD | M4146Y108 | $1.8K | 115,200 | 0.0% |
| Interdigital Inc(IDCC) | COM | 45867G101 | $1.8K | 31,600 | 0.0% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $1.8K | 72,900 | 0.0% |