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 | 7,731,193 | 117,710 | SH | SOLE | 85,290 | 0 | 32,420 | ||
| ABIOMED INC | COM | 003654100 | 3,593,603 | 12,580 | SH | SOLE | 5,330 | 0 | 7,250 | ||
| ADOBE INC | COM | 00724F101 | 4,156,932 | 15,600 | SH | SOLE | 6,300 | 0 | 9,300 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 19,562,394 | 107,220 | SH | SOLE | 68,340 | 0 | 38,880 | ||
| AMAZON.COM INC | COM | 023135106 | 4,399,156 | 2,470 | SH | SOLE | 970 | 0 | 1,500 | ||
| ANSYS INC | COM | 03662Q105 | 3,662,634 | 20,050 | SH | SOLE | 7,700 | 0 | 12,350 | ||
| AUTOHOME INC-ADR | COM | 05278C107 | 12,515,502 | 119,060 | SH | SOLE | 71,900 | 0 | 47,160 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 17,051,672 | 410,488 | SH | SOLE | 246,148 | 0 | 164,340 | ||
| CHEGG INC | COM | 163092109 | 3,708,548 | 97,350 | SH | SOLE | 42,350 | 0 | 55,000 | ||
| CINTAS CORP | COM | 172908105 | 2,880,424 | 14,250 | SH | SOLE | 5,600 | 0 | 8,650 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 9,349,204 | 221,350 | SH | SOLE | 114,300 | 0 | 107,050 | ||
| DEXCOM INC | COM | 252131107 | 2,293,564 | 19,251 | SH | SOLE | 7,411 | 0 | 11,840 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 4,396,980 | 50,750 | SH | SOLE | 18,250 | 0 | 32,500 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 6,410,897 | 463,550 | SH | SOLE | 327,436 | 0 | 136,114 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 10,100,397 | 87,140 | SH | SOLE | 60,720 | 0 | 26,420 | ||
| HUAZHU GROUP LTD-ADR | ADR | 44332N106 | 11,722,505 | 278,180 | SH | SOLE | 195,180 | 0 | 83,000 | ||
| INTUITIVE SURGICAL INC | COM | 46120E602 | 4,508,333 | 7,900 | SH | SOLE | 3,000 | 0 | 4,900 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 11,209,500 | 318,000 | SH | SOLE | 149,700 | 0 | 168,300 | ||
| MATCH GROUP INC | COM | 57665R106 | 4,761,207 | 84,150 | SH | SOLE | 33,000 | 0 | 51,150 | ||
| MOMO INC-SPON ADR | ADR | 60879B107 | 7,048,014 | 184,310 | SH | SOLE | 135,090 | 0 | 49,220 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 4,916,824 | 47,350 | SH | SOLE | 19,500 | 0 | 27,850 | ||
| PENUMBRA INC | COM | 70975L107 | 2,793,855 | 19,000 | SH | SOLE | 7,000 | 0 | 12,000 | ||
| PLURALSIGHT INC - A | COM | 72941B106 | 3,046,560 | 96,000 | SH | SOLE | 36,000 | 0 | 60,000 | ||
| SEA LTD-ADR | ADR | 81141R100 | 7,867,440 | 334,500 | SH | SOLE | 227,000 | 0 | 107,500 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 2,840,782 | 60,850 | SH | SOLE | 24,000 | 0 | 36,850 | ||
| SPOTIFY TECHNOLOGY SA | COM | 177876291 | 3,560,990 | 25,650 | SH | SOLE | 9,650 | 0 | 16,000 | ||
| TACTILE SYSTEMS TECHNOLOGY I | COM | 87357P100 | 2,787,830 | 52,900 | SH | SOLE | 21,710 | 0 | 31,190 | ||
| TAL EDUCATION GROUP- ADR | ADR | 874080104 | 13,306,304 | 368,800 | SH | SOLE | 222,500 | 0 | 146,300 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 4,602,312 | 13,200 | SH | SOLE | 5,200 | 0 | 8,000 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 2,943,710 | 18,850 | SH | SOLE | 7,450 | 0 | 11,400 | ||
| ZEBRA TECHNOLOGIES CORP-CL A | COM | 989207105 | 3,716,761 | 17,750 | SH | SOLE | 6,500 | 0 | 11,250 | ||
| ZOETIS INC | COM | 98978V103 | 4,329,025 | 43,000 | SH | SOLE | 16,700 | 0 | 26,300 | ||