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 | 7,367,767 | 118,510 | SH | SOLE | 87,090 | 0 | 31,420 | ||
| ADOBE INC | COM | 00724F101 | 4,596,306 | 15,600 | SH | SOLE | 6,300 | 0 | 9,300 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 13,613,613 | 80,340 | SH | SOLE | 59,310 | 0 | 21,030 | ||
| AMAZON.COM INC | COM | 023135106 | 3,844,069 | 2,030 | SH | SOLE | 830 | 0 | 1,200 | ||
| ANSYS INC | COM | 03662Q105 | 4,107,051 | 20,050 | SH | SOLE | 7,700 | 0 | 12,350 | ||
| APPIAN CORP | COM | 03782L101 | 3,534,860 | 98,000 | SH | SOLE | 38,000 | 0 | 60,000 | ||
| AUTOHOME INC-ADR | COM | 05278C107 | 7,000,291 | 81,760 | SH | SOLE | 60,350 | 0 | 21,410 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 3,425,604 | 53,350 | SH | SOLE | 20,600 | 0 | 32,750 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 17,896,649 | 358,938 | SH | SOLE | 230,448 | 0 | 128,490 | ||
| CAREDX INC | COM | 14167L103 | 3,786,148 | 105,200 | SH | SOLE | 41,200 | 0 | 64,000 | ||
| CHEGG INC | COM | 163092109 | 4,239,112 | 109,850 | SH | SOLE | 42,350 | 0 | 67,500 | ||
| CINTAS CORP | COM | 172908105 | 4,176,304 | 17,600 | SH | SOLE | 6,850 | 0 | 10,750 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 8,184,525 | 198,750 | SH | SOLE | 98,500 | 0 | 100,250 | ||
| DEXCOM INC | COM | 252131107 | 3,527,234 | 23,540 | SH | SOLE | 9,200 | 0 | 14,340 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 5,990,530 | 50,750 | SH | SOLE | 18,250 | 0 | 32,500 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 6,093,750 | 468,750 | SH | SOLE | 337,536 | 0 | 131,214 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 14,245,882 | 109,550 | SH | SOLE | 77,340 | 0 | 32,210 | ||
| INTUITIVE SURGICAL INC | COM | 46120E602 | 4,143,945 | 7,900 | SH | SOLE | 3,000 | 0 | 4,900 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 10,095,800 | 286,000 | SH | SOLE | 127,300 | 0 | 158,700 | ||
| KEYSIGHT TECHNOLOGIES IN | COM | 49338L103 | 3,457,685 | 38,500 | SH | SOLE | 15,000 | 0 | 23,500 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 2,805,000 | 10,200 | SH | SOLE | 4,000 | 0 | 6,200 | ||
| MATCH GROUP INC | COM | 57665R106 | 6,299,836 | 93,650 | SH | SOLE | 36,500 | 0 | 57,150 | ||
| NETFLIX INC | COM | 64110L106 | 2,938,560 | 8,000 | SH | SOLE | 3,000 | 0 | 5,000 | ||
| NOAH HOLDINGS LTD-SPON ADS | ADR | 65487X102 | 5,871,900 | 138,000 | SH | SOLE | 102,700 | 0 | 35,300 | ||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 5,419,681 | 47,350 | SH | SOLE | 19,500 | 0 | 27,850 | ||
| SEA LTD-ADR | ADR | 81141R100 | 16,584,750 | 499,200 | SH | SOLE | 311,900 | 0 | 187,300 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 3,169,677 | 60,850 | SH | SOLE | 24,000 | 0 | 36,850 | ||
| STERIS PLC | COM | 859152100 | 4,391,960 | 29,500 | SH | SOLE | 11,500 | 0 | 18,000 | ||
| TAL EDUCATION GROUP- ADR | ADR | 874080104 | 15,079,980 | 395,800 | SH | SOLE | 244,300 | 0 | 151,500 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 4,578,948 | 13,200 | SH | SOLE | 5,200 | 0 | 8,000 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 4,017,683 | 23,150 | SH | SOLE | 9,000 | 0 | 14,150 | ||
| ZOETIS INC | COM | 98978V103 | 4,880,070 | 43,000 | SH | SOLE | 16,700 | 0 | 26,300 | ||