Q4 2019 Holdings
Filed 2020-02-13 | 38 holdings | $176.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | ADR | 81141R100 | $19.8M | 492,800 | 11.2% |
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $15.5M | 73,050 | 8.8% |
| Hdfc Bank LTD(HDB) | ADR | 40415F101 | $15.2M | 240,120 | 8.6% |
| New Oriental Education & Tech | COM | 647581107 | $13.6M | 112,500 | 7.7% |
| Dexcom Inc(DXCM) | COM | 252131107 | $8.3M | 37,940 | 4.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $5.8M | 17,500 | 3.3% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $5.6M | 42,500 | 3.2% |
| Ishares Msci India ETF(INDA) | MSCI INDIA ETF | 46429B598 | $5.3M | 149,900 | 3.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $4.9M | 52,750 | 2.8% |
| Keysight Technologies in(KEYS) | COM | 49338L103 | $4.9M | 47,400 | 2.8% |
| Cintas Corp(CTAS) | COM | 172908105 | $4.7M | 17,600 | 2.7% |
| Steris PLC | COM | 859152100 | $4.6M | 30,400 | 2.6% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $4.6M | 24,350 | 2.6% |
| Ansys Inc(AKX) | COM | 03662Q105 | $4.6M | 17,750 | 2.6% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $4.2M | 57,750 | 2.4% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $4.2M | 14,200 | 2.4% |
| Appian Corp(APPN) | COM | 03782L101 | $4.0M | 105,000 | 2.3% |
| Greentree Hospitality GR(GHG) | ADR | 39579V100 | $4.0M | 362,800 | 2.3% |
| Pool Corp(POOL) | COM | 73278L105 | $4.0M | 18,700 | 2.2% |
| Freshpet Inc(FRPT) | COM | 358039105 | $4.0M | 67,000 | 2.2% |
| Copart Inc(CPRT) | COM | 217204106 | $3.9M | 42,400 | 2.2% |
| Onespaworld Holdings LTD(OSW) | COM | P73684113 | $3.8M | 227,500 | 2.2% |
| Rapid7 Inc(RPD) | COM | 753422104 | $3.8M | 67,700 | 2.1% |
| Resmed Inc(RMD) | COM | 761152107 | $3.7M | 24,000 | 2.1% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $3.6M | 6,150 | 2.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.6M | 1,930 | 2.0% |
| Fidelity National Information(FIS) | COM | 31620M106 | $3.5M | 25,100 | 2.0% |
| Pinduoduo Inc(PDD) | COM | 722304102 | $3.3M | 88,500 | 1.9% |
| Columbia India Consumer ETF(INCO) | INDIA CONSMR ETF | 19762B707 | $3.3M | 78,452 | 1.9% |
| United Rentals Inc(URI) | COM | 911363109 | $430.0K | 3,169 | 0.2% |
| Vipshop Holdings LTD(VIPS) | COM | 92763W103 | $402.3K | 31,600 | 0.2% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $354.2K | 21,035 | 0.2% |
| Yandex NV(NBIS) | COM | N97284108 | $309.2K | 6,900 | 0.2% |
| Davita Inc(DVA) | COM | 23918K108 | $252.4K | 3,160 | 0.1% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $186.4K | 780 | 0.1% |
| Verra Mobility Corp(VRRM) | COM | 92511U102 | $173.6K | 10,900 | 0.1% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $163.9K | 7,900 | 0.1% |
| Inogen Inc(INGN) | COM | 45780L104 | $95.5K | 1,450 | 0.1% |