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 |
| 58.COM INC-ADR | ADR | 31680Q104 | 7,092,567 | 105,450 | SH | SOLE | 77,490 | 0 | 27,960 | ||
| ABIOMED INC | COM | 003654100 | 6,056,354 | 17,030 | SH | SOLE | 6,930 | 0 | 10,100 | ||
| ADOBE SYSTEMS INC | COM | 00724F101 | 6,277,137 | 25,800 | SH | SOLE | 10,600 | 0 | 15,200 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 16,335,158 | 87,450 | SH | SOLE | 39,940 | 0 | 47,510 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 4,752,694 | 13,500 | SH | SOLE | 5,800 | 0 | 7,700 | ||
| AMAZON.COM INC | COM | 023135106 | 5,157,876 | 2,900 | SH | SOLE | 1,190 | 0 | 1,710 | ||
| ANSYS INC | COM | 03662Q105 | 2,614,795 | 15,500 | SH | SOLE | 7,000 | 0 | 8,500 | ||
| AUTOHOME INC-ADR | ADR | 05278C107 | 14,831,348 | 152,260 | SH | SOLE | 69,775 | 0 | 82,485 | ||
| AXOGEN INC | COM | 05463X106 | 3,273,000 | 72,500 | SH | SOLE | 30,000 | 0 | 42,500 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 20,805,571 | 359,813 | SH | SOLE | 155,648 | 0 | 204,165 | ||
| CHEGG INC | COM | 163092109 | 13,858 | 500 | SH | SOLE | 500 | 0 | 0 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 11,740,393 | 245,768 | SH | SOLE | 126,800 | 0 | 118,968 | ||
| CUBIC CORP | COM | 229669106 | 3,156,212 | 47,000 | SH | SOLE | 19,500 | 0 | 27,500 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 4,629,240 | 275,550 | SH | SOLE | 130,050 | 0 | 145,500 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 11,901,668 | 115,170 | SH | SOLE | 53,870 | 0 | 61,300 | ||
| HUAZHU GROUP LTD-ADR | ADR | 44332N106 | 9,219,264 | 230,424 | SH | SOLE | 103,580 | 0 | 126,844 | ||
| INTUITIVE SURGICAL INC | COM | 46120E602 | 3,989,300 | 7,900 | SH | SOLE | 3,000 | 0 | 4,900 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 15,240,198 | 427,735 | SH | SOLE | 240,600 | 0 | 187,135 | ||
| LITTELFUSE INC | COM | 537008104 | 3,710,402 | 17,050 | SH | SOLE | 7,150 | 0 | 9,900 | ||
| MATCH GROUP INC | COM | 57665R106 | 3,102,155 | 87,150 | SH | SOLE | 36,000 | 0 | 51,150 | ||
| MOMO INC-SPON ADR | ADR | 60879B107 | 5,006,080 | 122,040 | SH | SOLE | 88,850 | 0 | 33,190 | ||
| NETFLIX INC | COM | 64110L106 | 5,846,072 | 17,400 | SH | SOLE | 7,150 | 0 | 10,250 | ||
| NEW ORIENTAL EDUCATIO-SP ADR | ADR | 647581107 | 8,405,677 | 97,695 | SH | SOLE | 45,070 | 0 | 52,625 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 3,608,392 | 43,850 | SH | SOLE | 18,000 | 0 | 25,850 | ||
| PTC INC | COM | 69370C100 | 2,862,325 | 31,250 | SH | SOLE | 12,750 | 0 | 18,500 | ||
| SHOPIFY INC - CLASS A | COM | 82509L107 | 4,332,290 | 30,075 | SH | SOLE | 12,275 | 0 | 17,800 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 1,166,823 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | COM | 177876291 | 3,153,153 | 17,550 | SH | SOLE | 8,450 | 0 | 9,100 | ||
| STAAR SURGICAL CO | COM | 852312305 | 2,418,688 | 77,500 | SH | SOLE | 32,500 | 0 | 45,000 | ||
| TACTILE SYSTEMS TECHNOLOGY I | COM | 87357P100 | 2,539,879 | 52,900 | SH | SOLE | 21,710 | 0 | 31,190 | ||
| TAL EDUCATION GROUP- ADR | ADR | 874080104 | 3,408,180 | 105,200 | SH | SOLE | 43,700 | 0 | 61,500 | ||
| TRANSUNION | COM | 89400J107 | 4,382,544 | 61,400 | SH | SOLE | 25,800 | 0 | 35,600 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 2,975,463 | 12,200 | SH | SOLE | 5,000 | 0 | 7,200 | ||
| YANDEX NV-A | SHS CLASS A | N97284108 | 6,907,916 | 192,100 | SH | SOLE | 84,500 | 0 | 107,600 | ||
| ZOETIS INC | COM | 98978V103 | 3,071,415 | 36,000 | SH | SOLE | 15,000 | 0 | 21,000 | ||