The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABIOMED INC | COM | 003654100 | 3,109,042 | 20,600 | SH | SOLE | 8,500 | 0 | 12,100 | ||
| ADOBE SYSTEMS INC | COM | 00724F101 | 3,461,722 | 24,800 | SH | SOLE | 10,600 | 0 | 14,200 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 10,443,856 | 65,670 | SH | SOLE | 51,170 | 0 | 14,500 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 2,685,495 | 15,000 | SH | SOLE | 6,300 | 0 | 8,700 | ||
| AMAZON.COM INC | COM | 023135106 | 3,116,680 | 3,320 | SH | SOLE | 1,410 | 0 | 1,910 | ||
| AUTOHOME INC-ADR | ADR | 05278C107 | 6,693,379 | 114,040 | SH | SOLE | 84,240 | 0 | 29,800 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 8,915,873 | 309,303 | SH | SOLE | 228,703 | 0 | 80,600 | ||
| CHINA LODGING GROUP-SPON ADS | SPONSORED ADR | 16949N109 | 5,669,744 | 39,256 | SH | SOLE | 39,256 | 0 | 0 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 3,638,882 | 73,335 | SH | SOLE | 73,335 | 0 | 0 | ||
| COOPER COS INC/THE | COM | 216648402 | 1,875,247 | 10,750 | SH | SOLE | 4,600 | 0 | 6,150 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 2,156,597 | 32,150 | SH | SOLE | 13,500 | 0 | 18,650 | ||
| FACEBOOK INC-A | COM | 30303M102 | 3,118,477 | 22,100 | SH | SOLE | 9,450 | 0 | 12,650 | ||
| FANG HOLDINGS LTD - ADR | ADR | 30711Y102 | 3,200,130 | 573,500 | SH | SOLE | 573,500 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 2,073,322 | 139,000 | SH | SOLE | 64,000 | 0 | 75,000 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 7,638,467 | 75,130 | SH | SOLE | 75,130 | 0 | 0 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 6,387,816 | 177,095 | SH | SOLE | 177,095 | 0 | 0 | ||
| JD.COM INC-ADR | ADR | 47215P106 | 4,530,105 | 109,370 | SH | SOLE | 109,370 | 0 | 0 | ||
| LITTELFUSE INC | COM | 537008104 | 2,681,219 | 17,050 | SH | SOLE | 7,150 | 0 | 9,900 | ||
| NETFLIX INC | COM | 64110L106 | 3,034,593 | 19,800 | SH | SOLE | 8,300 | 0 | 11,500 | ||
| NEW ORIENTAL EDUCATIO-SP ADR | ADR | 647581107 | 6,264,630 | 66,645 | SH | SOLE | 66,645 | 0 | 0 | ||
| SHOPIFY INC - CLASS A | COM | 82509L107 | 3,356,520 | 41,400 | SH | SOLE | 17,500 | 0 | 23,900 | ||
| TAL EDUCATION GROUP- ADR | ADR | 874080104 | 2,091,096 | 89,500 | SH | SOLE | 38,000 | 0 | 51,500 | ||
| TRANSUNION | COM | 89400J107 | 2,691,155 | 61,400 | SH | SOLE | 25,800 | 0 | 35,600 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 1,762,208 | 10,350 | SH | SOLE | 4,350 | 0 | 6,000 | ||
| VISTEON CORP | COM | 92839U206 | 1,964,168 | 19,450 | SH | SOLE | 8,150 | 0 | 11,300 | ||
| WABCO HOLDINGS INC | COM | 92927K102 | 1,840,157 | 16,000 | SH | SOLE | 6,700 | 0 | 9,300 | ||
| WEIBO CORP-SPON ADR | ADR | 948596101 | 5,768,412 | 55,755 | SH | SOLE | 55,755 | 0 | 0 | ||
| YANDEX NV-A | SHS CLASS A | N97284108 | 5,453,167 | 183,900 | SH | SOLE | 183,900 | 0 | 0 | ||
| ZOETIS INC | COM | 98978V103 | 2,072,831 | 36,000 | SH | SOLE | 15,000 | 0 | 21,000 | ||