Q4 2018 Holdings
Filed 2019-02-13 | 30 holdings | $143.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $13.4M | 96,350 | 9.3% |
| Baozun Inc-Spn ADR(BZUN) | ADR | 06684L103 | $12.0M | 409,973 | 8.3% |
| Hdfc Bank LTD(HDB) | ADR | 40415F101 | $10.6M | 102,120 | 7.4% |
| Ishares Msci India ETF(INDA) | MSCI INDIA ETF | 46429B598 | $10.4M | 311,835 | 7.2% |
| Columbia India Consumer ETF(INCO) | INDIA CONSMR ETF | 19762B707 | $10.3M | 233,268 | 7.2% |
| Huazhu Group LTD(HTHT) | ADR | 44332N106 | $7.6M | 266,624 | 5.3% |
| 58.com Inc(WUBAUSD) | ADR | 31680Q104 | $6.8M | 125,700 | 4.7% |
| Greentree Hospitality GR(GHG) | ADR | 39579V100 | $6.3M | 483,874 | 4.4% |
| Momo Inc | ADR | 60879B107 | $4.5M | 190,150 | 3.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $4.4M | 2,900 | 3.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $4.1M | 12,580 | 2.8% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $4.0M | 47,350 | 2.8% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $3.8M | 7,900 | 2.6% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $3.7M | 87,150 | 2.6% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $3.7M | 15,000 | 2.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.5M | 15,600 | 2.5% |
| Chegg Inc(CHGG) | COM | 163092109 | $3.1M | 109,350 | 2.2% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $3.1M | 36,000 | 2.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $2.7M | 18,550 | 1.8% |
| PTC Inc(PTC) | COM | 69370C100 | $2.6M | 31,250 | 1.8% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $2.6M | 40,500 | 1.8% |
| Cubic Corp(CUBUSD) | COM | 229669106 | $2.5M | 47,000 | 1.8% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $2.5M | 18,850 | 1.7% |
| Tactile Systems Technology I(TCMD) | COM | 87357P100 | $2.4M | 52,900 | 1.7% |
| Cintas Corp(CTAS) | COM | 172908105 | $2.4M | 14,250 | 1.7% |
| Spotify Technology SA | COM | 177876291 | $2.3M | 20,600 | 1.6% |
| Servicemaster Global Holding | COM | 81761R109 | $2.2M | 60,850 | 1.6% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $2.1M | 13,250 | 1.5% |
| Penumbra Inc(PEN) | COM | 70975L107 | $2.1M | 17,000 | 1.4% |
| Pluralsight Inc | COM | 72941B106 | $2.0M | 86,000 | 1.4% |