Q1 2018 Holdings
Filed 2018-04-12 | 14 holdings | $80.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | ADR | 01609W102 | $58.9M | 321,100 | 73.6% |
| Baozun Inc(BZUN) | ADR | 06684L103 | $21.1M | 458,998 | 26.3% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $37.9K | 36,730 | 0.0% |
| Netflix Inc(NFLX)Put | COM | 64110L106 | $19.8K | 66,900 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $13.7K | 246,600 | 0.0% |
| TAL Education Group(TAL) | ADR | 874080104 | $8.5K | 230,000 | 0.0% |
| Applied Materials Inc(AMAT) | COM | 038222105 | $8.2K | 147,000 | 0.0% |
| JD.com Inc(JD)Put | ADR | 47215P106 | $5.7K | 141,510 | 0.0% |
| New Oriental Education & Techn | ADR | 647581107 | $5.7K | 65,000 | 0.0% |
| Huami Corp | ADR | 44331K103 | $4.5K | 424,366 | 0.0% |
| ProShares UltraShort 20 Year(TBT) | ETP | 74347B201 | $2.9K | 80,000 | 0.0% |
| GDS Holdings LTD(GDS)Put | ADR | 36165L108 | $2.2K | 80,562 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.0K | 34,000 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $666 | 642 | 0.0% |