Q1 2018 Holdings
Filed 2018-05-09 | 29 holdings | $117.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $10.4M | 65,670 | 8.9% |
| Baozun Inc-Spn ADR(BZUN) | ADR | 06684L103 | $8.9M | 309,303 | 7.6% |
| Hdfc Bank LTD(HDB) | ADR | 40415F101 | $7.6M | 75,130 | 6.5% |
| Autohome Inc(ATHM) | ADR | 05278C107 | $6.7M | 114,040 | 5.7% |
| Ishares Msci India ETF(INDA) | MSCI INDIA ETF | 46429B598 | $6.4M | 177,095 | 5.4% |
| New Oriental Educatio | ADR | 647581107 | $6.3M | 66,645 | 5.3% |
| Weibo Corp(WB) | ADR | 948596101 | $5.8M | 55,755 | 4.9% |
| China Lodging Group | SPONSORED ADR | 16949N109 | $5.7M | 39,256 | 4.8% |
| Yandex NV(NBIS) | SHS CLASS A | N97284108 | $5.5M | 183,900 | 4.6% |
| Jd.com Inc(JD) | ADR | 47215P106 | $4.5M | 109,370 | 3.8% |
| Columbia India Consumer ETF(INCO) | INDIA CONSMR ETF | 19762B707 | $3.6M | 73,335 | 3.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $3.5M | 24,800 | 2.9% |
| Shopify Inc(SHOP) | COM | 82509L107 | $3.4M | 41,400 | 2.9% |
| Fang Holdings LTD | ADR | 30711Y102 | $3.2M | 573,500 | 2.7% |
| Facebook Inc(META) | COM | 30303M102 | $3.1M | 22,100 | 2.6% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.1M | 3,320 | 2.6% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $3.1M | 20,600 | 2.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.0M | 19,800 | 2.6% |
| Transunion(TRU) | COM | 89400J107 | $2.7M | 61,400 | 2.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.7M | 15,000 | 2.3% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $2.7M | 17,050 | 2.3% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $2.2M | 32,150 | 1.8% |
| TAL Education Group(TAL) | ADR | 874080104 | $2.1M | 89,500 | 1.8% |
| Freshpet Inc(FRPT) | COM | 358039105 | $2.1M | 139,000 | 1.8% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $2.1M | 36,000 | 1.8% |
| Visteon Corp(VC) | COM | 92839U206 | $2.0M | 19,450 | 1.7% |
| Cooper COS Inc | COM | 216648402 | $1.9M | 10,750 | 1.6% |
| Wabco Holdings Inc(WBC1EUR) | COM | 92927K102 | $1.8M | 16,000 | 1.6% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $1.8M | 10,350 | 1.5% |