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 |
| ADOBE INC | COM | 00724F101 | 4,641,284 | 16,800 | SH | SOLE | 6,300 | 0 | 10,500 | ||
| ALIBABA GROUP HOLDING-SP ADR | ADR | 01609W102 | 13,334,920 | 79,740 | SH | SOLE | 58,710 | 0 | 21,030 | ||
| AMAZON.COM INC | COM | 023135106 | 3,350,252 | 1,930 | SH | SOLE | 730 | 0 | 1,200 | ||
| ANSYS INC | COM | 03662Q105 | 4,438,807 | 20,050 | SH | SOLE | 7,700 | 0 | 12,350 | ||
| APPIAN CORP | COM | 03782L101 | 4,987,693 | 105,000 | SH | SOLE | 38,500 | 0 | 66,500 | ||
| AUTOHOME INC-ADR | COM | 05278C107 | 7,000,291 | 81,760 | SH | SOLE | 60,350 | 0 | 21,410 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 3,029,316 | 53,350 | SH | SOLE | 20,600 | 0 | 32,750 | ||
| BAOZUN INC-SPN ADR | ADR | 06684L103 | 2,032,520 | 47,600 | SH | SOLE | 0 | 0 | 47,600 | ||
| CHEGG INC | COM | 163092109 | 2,734,297 | 91,350 | SH | SOLE | 36,350 | 0 | 55,000 | ||
| CINTAS CORP | COM | 172908105 | 4,852,336 | 18,100 | SH | SOLE | 6,850 | 0 | 11,250 | ||
| COLUMBIA INDIA CONSUMER ETF | INDIA CONSMR ETF | 19762B707 | 5,507,319 | 133,223 | SH | SOLE | 66,352 | 0 | 66,871 | ||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 3,169,270 | 11,000 | SH | SOLE | 4,000 | 0 | 7,000 | ||
| DEXCOM INC | COM | 252131107 | 5,154,819 | 34,540 | SH | SOLE | 13,900 | 0 | 20,640 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 4,767,625 | 52,750 | SH | SOLE | 20,250 | 0 | 32,500 | ||
| FIDELITY NATIONAL INFORMATION | COM | 31620M106 | 3,332,044 | 25,100 | SH | SOLE | 9,300 | 0 | 15,800 | ||
| GREENTREE HOSPITALITY GR-ADR | ADR | 39579V100 | 4,615,500 | 461,550 | SH | SOLE | 330,336 | 0 | 131,214 | ||
| HDFC BANK LTD-ADR | ADR | 40415F101 | 13,013,105 | 228,100 | SH | SOLE | 163,860 | 0 | 64,240 | ||
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 8,029,944 | 239,200 | SH | SOLE | 126,700 | 0 | 112,500 | ||
| KEYSIGHT TECHNOLOGIES IN | COM | 49338L103 | 4,609,650 | 47,400 | SH | SOLE | 17,500 | 0 | 29,900 | ||
| LENNOX INTERNATIONAL INC | COM | 526107107 | 2,794,555 | 11,500 | SH | SOLE | 4,000 | 0 | 7,500 | ||
| MATCH GROUP INC | COM | 57665R106 | 6,247,264 | 87,450 | SH | SOLE | 32,800 | 0 | 54,650 | ||
| NEW ORIENTAL EDUCATION & TECH | COM | 647581107 | 10,787,504 | 97,400 | SH | SOLE | 67,800 | 0 | 29,600 | ||
| POOL CORP | COM | 73278L105 | 3,771,510 | 18,700 | SH | SOLE | 7,000 | 0 | 11,700 | ||
| RAPID7 INC | COM | 753422104 | 2,437,343 | 53,700 | SH | SOLE | 20,000 | 0 | 33,700 | ||
| SEA LTD-ADR | ADR | 81141R100 | 15,578,793 | 503,300 | SH | SOLE | 316,000 | 0 | 187,300 | ||
| SERVICEMASTER GLOBAL HOLDING | COM | 81761R109 | 3,401,395 | 60,850 | SH | SOLE | 24,000 | 0 | 36,850 | ||
| STERIS PLC | COM | 859152100 | 4,392,439 | 30,400 | SH | SOLE | 11,500 | 0 | 18,900 | ||
| TAL EDUCATION GROUP- ADR | ADR | 874080104 | 1,482,592 | 43,300 | SH | SOLE | 0 | 0 | 43,300 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 4,195,554 | 24,350 | SH | SOLE | 9,000 | 0 | 15,350 | ||
| ZOETIS INC | COM | 98978V103 | 5,780,559 | 46,400 | SH | SOLE | 16,700 | 0 | 29,700 | ||