Q4 2019 Holdings
Filed 2020-02-13 | 23 holdings | $5.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.2M | 113,600 | 92.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $160.6K | 709,509 | 2.9% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $81.2K | 669,501 | 1.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $73.8K | 1,531,194 | 1.3% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $41.9K | 1,795,404 | 0.7% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $10.8K | 158,700 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $7.3K | 4,700 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.3K | 117,009 | 0.1% |
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $4.2K | 171,800 | 0.1% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $3.3K | 11,300 | 0.1% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $2.7K | 306,400 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $2.6K | 40,200 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $2.2K | 15,000 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $2.2K | 45,006 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $1.7K | 20,933 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.5K | 14,900 | 0.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADR NEW | 23703Q203 | $1.5K | 29,486 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.4K | 4,500 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.3K | 5,600 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $1.3K | 6,200 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.3K | 14,470 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $1.2K | 10,000 | 0.0% |
| Qudian Inc(HTT) | ADR | 747798106 | $982 | 208,500 | 0.0% |