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 | 9,233,120 | 125,450 | SH | SOLE | 97,490 | 0 | 27,960 | ||
| ABIOMED INC | COM | 003654100 | 5,928,694 | 13,180 | SH | SOLE | 5,930 | 0 | 7,250 | ||
| ADOBE SYSTEMS INC | COM | 00724F101 | 6,061,500 | 22,450 | SH | SOLE | 9,250 | 0 | 13,200 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 15,858,150 | 96,250 | SH | SOLE | 63,740 | 0 | 32,510 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 4,890,500 | 12,500 | SH | SOLE | 5,800 | 0 | 6,700 | ||
| AMAZON.COM INC | COM | 023135106 | 5,807,816 | 2,900 | SH | SOLE | 1,190 | 0 | 1,710 | ||
| ANSYS INC | COM | 03662Q105 | 3,463,749 | 18,550 | SH | SOLE | 7,700 | 0 | 10,850 | ||
| AUTOHOME INC-ADR | ADR | 05278C107 | 12,831,482 | 165,760 | SH | SOLE | 107,865 | 0 | 57,895 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 18,791,376 | 386,813 | SH | SOLE | 248,688 | 0 | 138,125 | ||
| CHEGG INC | COM | 163092109 | 3,108,274 | 109,350 | SH | SOLE | 45,350 | 0 | 64,000 | ||
| CINTAS CORP | COM | 172908105 | 2,244,973 | 11,350 | SH | SOLE | 4,700 | 0 | 6,650 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 13,766,488 | 335,768 | SH | SOLE | 216,800 | 0 | 118,968 | ||
| CUBIC CORP | COM | 229669106 | 3,432,175 | 47,000 | SH | SOLE | 19,500 | 0 | 27,500 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 1,183,875 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FLIR SYSTEMS INC | COM | 302445101 | 2,925,734 | 47,600 | SH | SOLE | 19,600 | 0 | 28,000 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 5,437,353 | 428,138 | SH | SOLE | 327,913 | 0 | 100,225 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 5,727,867 | 60,870 | SH | SOLE | 46,570 | 0 | 14,300 | ||
| HUAZHU GROUP LTD-ADR | ADR | 44332N106 | 8,204,975 | 254,024 | SH | SOLE | 188,780 | 0 | 65,244 | ||
| INTUITIVE SURGICAL INC | COM | 46120E602 | 4,534,047 | 7,900 | SH | SOLE | 3,000 | 0 | 4,900 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 16,486,155 | 507,735 | SH | SOLE | 320,600 | 0 | 187,135 | ||
| MATCH GROUP INC | COM | 57665R106 | 5,045,985 | 87,150 | SH | SOLE | 36,000 | 0 | 51,150 | ||
| MOMO INC-SPON ADR | ADR | 60879B107 | 8,313,678 | 189,810 | SH | SOLE | 147,050 | 0 | 42,760 | ||
| NETFLIX INC | COM | 64110L106 | 5,820,474 | 15,400 | SH | SOLE | 6,650 | 0 | 8,750 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 4,159,461 | 47,350 | SH | SOLE | 19,500 | 0 | 27,850 | ||
| PTC INC | COM | 69370C100 | 3,318,438 | 31,250 | SH | SOLE | 12,750 | 0 | 18,500 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 3,398,080 | 32,000 | SH | SOLE | 13,200 | 0 | 18,800 | ||
| SPOTIFY TECHNOLOGY SA | COM | 177876291 | 3,725,407 | 20,600 | SH | SOLE | 8,450 | 0 | 12,150 | ||
| STAAR SURGICAL CO | COM | 852312305 | 3,716,125 | 77,500 | SH | SOLE | 32,500 | 0 | 45,000 | ||
| TACTILE SYSTEMS TECHNOLOGY I | COM | 87357P100 | 3,755,900 | 52,900 | SH | SOLE | 21,710 | 0 | 31,190 | ||
| TRANSUNION | COM | 89400J107 | 4,517,198 | 61,400 | SH | SOLE | 25,800 | 0 | 35,600 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 3,421,216 | 12,200 | SH | SOLE | 5,000 | 0 | 7,200 | ||
| ZOETIS INC | COM | 98978V103 | 3,295,980 | 36,000 | SH | SOLE | 15,000 | 0 | 21,000 | ||