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 | 57.28% | — | +19.97% | |
| 2 | IPGP | Ipg Photonics CORP | Stock-Tech | 39.76% | — | +142.46% | |
| 3 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 2.26% | — | — | |
| 4 | MOMOUSD | Momo Inc-spon Adr | Stock-Other | 0.71% | — | -92.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IPGP | Ipg Photonics CORP | +23.8% | +142.46% | Add |
| 2 | EDU | New Oriental Education & Technology Group Inc. | +10% | +19.97% | Add |
| 3 | MOMOUSD | Momo Inc-spon Adr | -13.7% | -92.80% | Trim |
| 4 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 5 | TAL | Tal Education Group- Adr | — | EXIT | Sold out |
| 6 | BZUN | Baozun Inc-spn Adr | — | EXIT | Sold out |
| 7 | JD | Jd.com Inc-adr | — | NEW | New buy |
| 8 | WUBAUSD | 58.com Inc-adr | — | EXIT | Sold out |