Q4 2015 Holdings
Filed 2016-02-16 | 77 holdings | $531.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sohu COM Inc | COM | 83408W103 | $30.8K | 538,575 | 5.8% |
| Syntel Inc | COM | 87162H103 | $25.8K | 570,976 | 4.9% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $25.1K | 138,515 | 4.7% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $24.5K | 781,168 | 4.6% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $20.4K | 488,733 | 3.8% |
| 51Job Inc(JOBSUSD) | SP ADR REP COM | 316827104 | $20.0K | 677,287 | 3.8% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $18.7K | 162,958 | 3.5% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $17.5K | 704,857 | 3.3% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $16.5K | 308,900 | 3.1% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $16.0K | 957,678 | 3.0% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $15.8K | 584,274 | 3.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $15.7K | 285,700 | 2.9% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $15.6K | 497,312 | 2.9% |
| Netgear Inc(NTGR) | COM | 64111Q104 | $15.3K | 364,971 | 2.9% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $14.6K | 139,300 | 2.7% |
| China Biologic Prods Inc | COM | 16938C106 | $13.3K | 93,077 | 2.5% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $13.0K | 415,527 | 2.4% |
| Sciclone Pharmaceuticals Inc | COM | 80862K104 | $12.8K | 1,389,089 | 2.4% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $11.8K | 349,305 | 2.2% |
| WNS Holdings LTD(WNSN) | SPON ADR | 92932M101 | $11.4K | 365,294 | 2.1% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $11.1K | 330,800 | 2.1% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $10.7K | 1,603,320 | 2.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $9.7K | 398,100 | 1.8% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $8.4K | 151,700 | 1.6% |
| Homeinns Hotel Group | SPONSORED ADR | 43742E102 | $8.1K | 237,690 | 1.5% |
| AVX Corp New | COM | 002444107 | $7.9K | 654,161 | 1.5% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $7.7K | 845,836 | 1.4% |
| Usana Health Sciences Inc(USNA) | COM | 90328M107 | $7.4K | 57,828 | 1.4% |
| Waters Corp(WAT) | COM | 941848103 | $7.0K | 51,919 | 1.3% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $6.5K | 170,860 | 1.2% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $6.3K | 541,343 | 1.2% |
| DUN & Bradstreet Corp del NE | COM | 26483E100 | $6.3K | 60,500 | 1.2% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $6.0K | 216,588 | 1.1% |
| Linear Technology Corp | COM | 535678106 | $5.1K | 119,600 | 1.0% |
| Kongzhong Corp | SPONSORED ADR | 50047P104 | $5.1K | 676,221 | 1.0% |
| Kadant Inc(KAI) | COM | 48282T104 | $4.8K | 117,327 | 0.9% |
| Chipmos Tech Bermuda LTD(IMOS) | SHS | G2110R114 | $4.4K | 220,629 | 0.8% |
| Integrated Device Technology | COM | 458118106 | $4.0K | 152,400 | 0.8% |
| Cabot Corp(CBT) | COM | 127055101 | $3.7K | 90,377 | 0.7% |
| Intersil Corp | CL A | 46069S109 | $3.4K | 265,280 | 0.6% |
| Hollysys Automation Technolo | SHS | G45667105 | $3.2K | 146,220 | 0.6% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $3.1K | 212,125 | 0.6% |
| NET 1 Ueps Technologies Inc(LSAK) | COM NEW | 64107N206 | $3.0K | 221,456 | 0.6% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $3.0K | 491,272 | 0.6% |
| Coherent Inc(COHREUR) | COM | 192479103 | $2.6K | 39,229 | 0.5% |
| China Distance ED Hldgs LTD | SPONS ADR | 16944W104 | $2.5K | 170,512 | 0.5% |
| Mentor Graphics Corp | COM | 587200106 | $2.4K | 130,159 | 0.5% |
| Orbotech LTD | ORD | M75253100 | $2.0K | 92,355 | 0.4% |
| Universal Electrs Inc(UEIC) | COM | 913483103 | $1.9K | 36,100 | 0.3% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $1.7K | 37,200 | 0.3% |