CIK: 0001665751
Total reported value
$339.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EDU | New Oriental Education & Technology Group Inc. | Stock-Consumer Staples | 47.24% | — | +0.06% | |
| 2 | IPGP | Ipg Photonics CORP | Stock-Tech | 15.93% | — | — | |
| 3 | MOMOUSD | Momo Inc-spon Adr | Stock-Other | 14.39% | — | — | |
| 4 | LRCXEUR | Lam Research CORP | Stock-Tech | 9.45% | — | +58.11% | |
| 5 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 9.42% | — | -52.49% | |
| 6 | BZUN | Baozun Inc-spn Adr | Stock-Other | 3.56% | — | — | |
| 7 | WUBAUSD | 58.com Inc-adr | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EDU | New Oriental Education & Technology Group Inc. | +6.2% | +0.06% | Add |
| 2 | LRCXEUR | Lam Research CORP | +4% | +58.11% | Add |
| 3 | WUBAUSD | 58.com Inc-adr | — | — | Unchanged |
| 4 | TAL | Tal Education Group- Adr | -8.1% | -52.49% | Trim |
| 5 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 6 | IPGP | Ipg Photonics CORP | — | NEW | New buy |
| 7 | MOMOUSD | Momo Inc-spon Adr | — | NEW | New buy |
| 8 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 9 | BZUN | Baozun Inc-spn Adr | — | NEW | New buy |
| 10 | CAJPY | Canon Inc-spons Adr | — | EXIT | Sold out |
| 11 | WB | Weibo Corp-spon Adr | — | EXIT | Sold out |