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 | 6,814,197 | 125,700 | SH | SOLE | 93,840 | 0 | 31,860 | ||
| ABIOMED INC | COM | 003654100 | 4,089,003 | 12,580 | SH | SOLE | 5,330 | 0 | 7,250 | ||
| ADOBE INC | COM | 00724F101 | 3,529,344 | 15,600 | SH | SOLE | 6,300 | 0 | 9,300 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 13,401,321 | 96,350 | SH | SOLE | 61,740 | 0 | 34,610 | ||
| AMAZON.COM INC | COM | 023135106 | 4,355,713 | 2,900 | SH | SOLE | 1,190 | 0 | 1,710 | ||
| ANSYS INC | COM | 03662Q105 | 2,651,537 | 18,550 | SH | SOLE | 7,700 | 0 | 10,850 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 11,975,311 | 409,973 | SH | SOLE | 256,147 | 0 | 153,826 | ||
| CHEGG INC | COM | 163092109 | 3,107,727 | 109,350 | SH | SOLE | 45,350 | 0 | 64,000 | ||
| CINTAS CORP | COM | 172908105 | 2,393,857 | 14,250 | SH | SOLE | 5,600 | 0 | 8,650 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 10,311,471 | 233,268 | SH | SOLE | 114,300 | 0 | 118,968 | ||
| CUBIC CORP | COM | 229669106 | 2,525,780 | 47,000 | SH | SOLE | 19,500 | 0 | 27,500 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 2,555,550 | 40,500 | SH | SOLE | 16,000 | 0 | 24,500 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 6,251,652 | 483,874 | SH | SOLE | 348,669 | 0 | 135,205 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 10,578,610 | 102,120 | SH | SOLE | 62,720 | 0 | 39,400 | ||
| HUAZHU GROUP LTD-ADR | ADR | 44332N106 | 7,633,445 | 266,624 | SH | SOLE | 192,380 | 0 | 74,244 | ||
| INTUITIVE SURGICAL INC | COM | 46120E602 | 3,783,468 | 7,900 | SH | SOLE | 3,000 | 0 | 4,900 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 10,396,578 | 311,835 | SH | SOLE | 124,700 | 0 | 187,135 | ||
| MATCH GROUP INC | COM | 57665R106 | 3,727,405 | 87,150 | SH | SOLE | 36,000 | 0 | 51,150 | ||
| MOMO INC-SPON ADR | ADR | 60879B107 | 4,516,062 | 190,150 | SH | SOLE | 141,590 | 0 | 48,560 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 3,981,661 | 47,350 | SH | SOLE | 19,500 | 0 | 27,850 | ||
| PENUMBRA INC | COM | 70975L107 | 2,077,400 | 17,000 | SH | SOLE | 7,000 | 0 | 10,000 | ||
| PLURALSIGHT INC - A | COM | 72941B106 | 2,025,300 | 86,000 | SH | SOLE | 30,000 | 0 | 56,000 | ||
| PTC INC | COM | 69370C100 | 2,590,625 | 31,250 | SH | SOLE | 12,750 | 0 | 18,500 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 2,235,629 | 60,850 | SH | SOLE | 24,000 | 0 | 36,850 | ||
| SPOTIFY TECHNOLOGY SA | COM | 177876291 | 2,338,100 | 20,600 | SH | SOLE | 8,450 | 0 | 12,150 | ||
| TACTILE SYSTEMS TECHNOLOGY I | COM | 87357P100 | 2,409,595 | 52,900 | SH | SOLE | 21,710 | 0 | 31,190 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 3,672,600 | 15,000 | SH | SOLE | 6,200 | 0 | 8,800 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 2,487,069 | 18,850 | SH | SOLE | 7,450 | 0 | 11,400 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | COM | 989207105 | 2,109,797 | 13,250 | SH | SOLE | 5,000 | 0 | 8,250 | ||
| ZOETIS INC | COM | 98978V103 | 3,079,440 | 36,000 | SH | SOLE | 15,000 | 0 | 21,000 | ||