Q1 2019 Holdings
Filed 2019-05-14 | 32 holdings | $207.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $19.6M | 107,220 | 9.4% |
| Baozun Inc-Spn ADR(BZUN) | ADR | 06684L103 | $17.1M | 410,488 | 8.2% |
| TAL Education Group(TAL) | ADR | 874080104 | $13.3M | 368,800 | 6.4% |
| Autohome Inc(ATHM) | COM | 05278C107 | $12.5M | 119,060 | 6.0% |
| Huazhu Group LTD(HTHT) | ADR | 44332N106 | $11.7M | 278,180 | 5.6% |
| Ishares Msci India ETF(INDA) | MSCI INDIA ETF | 46429B598 | $11.2M | 318,000 | 5.4% |
| Hdfc Bank LTD(HDB) | ADR | 40415F101 | $10.1M | 87,140 | 4.9% |
| Columbia India Consumer ETF(INCO) | INDIA CONSMR ETF | 19762B707 | $9.3M | 221,350 | 4.5% |
| SEA LTD(SE) | ADR | 81141R100 | $7.9M | 334,500 | 3.8% |
| 58.com Inc(WUBAUSD) | ADR | 31680Q104 | $7.7M | 117,710 | 3.7% |
| Momo Inc | ADR | 60879B107 | $7.0M | 184,310 | 3.4% |
| Greentree Hospitality GR(GHG) | ADR | 39579V100 | $6.4M | 463,550 | 3.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $4.9M | 47,350 | 2.4% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $4.8M | 84,150 | 2.3% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $4.6M | 13,200 | 2.2% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $4.5M | 7,900 | 2.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $4.4M | 2,470 | 2.1% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $4.4M | 50,750 | 2.1% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $4.3M | 43,000 | 2.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.2M | 15,600 | 2.0% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $3.7M | 17,750 | 1.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $3.7M | 97,350 | 1.8% |
| Ansys Inc(AKX) | COM | 03662Q105 | $3.7M | 20,050 | 1.8% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $3.6M | 12,580 | 1.7% |
| Spotify Technology SA | COM | 177876291 | $3.6M | 25,650 | 1.7% |
| Pluralsight Inc | COM | 72941B106 | $3.0M | 96,000 | 1.5% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $2.9M | 18,850 | 1.4% |
| Cintas Corp(CTAS) | COM | 172908105 | $2.9M | 14,250 | 1.4% |
| Servicemaster Global Holding | COM | 81761R109 | $2.8M | 60,850 | 1.4% |
| Penumbra Inc(PEN) | COM | 70975L107 | $2.8M | 19,000 | 1.3% |
| Tactile Systems Technology I(TCMD) | COM | 87357P100 | $2.8M | 52,900 | 1.3% |
| Dexcom Inc(DXCM) | COM | 252131107 | $2.3M | 19,251 | 1.1% |