Q1 2020 Holdings
Filed 2020-05-15 | 16 holdings | $32.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $31.6M | 1,590,251 | 97.9% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $189.1K | 4,668,172 | 0.6% |
| Vaneck Vectors ETF TR(SMH)Put | SEMICONDUCTOR ET | 92189F676 | $85.5K | 730,000 | 0.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $65.0K | 1,121,174 | 0.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $59.5K | 1,650,420 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $39.2K | 931,500 | 0.1% |
| 360 Finance Inc(QFIN) | ADS | 88557W101 | $38.9K | 4,863,827 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $36.3K | 1,371,478 | 0.1% |
| New Frontier Health Corp | ORD SHS | G6461G106 | $33.7K | 4,081,250 | 0.1% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $31.0K | 730,875 | 0.1% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $30.8K | 1,070,538 | 0.1% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $23.0K | 2,587,435 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $21.0K | 40,000 | 0.1% |
| SO Young International Inc(SY) | SPONSORED ADS | 83356Q108 | $19.0K | 1,857,187 | 0.1% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $18.5K | 1,331,816 | 0.1% |
| New Frontier Health Corp | W EXP 11/30/202 | G6461G114 | $154 | 162,500 | 0.0% |