The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALBEMARLE CORP | COM | 012653101 | 15,753 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 165,240 | 890,637 | SH | SOLE | 890,637 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 136,909 | 3,069,024 | SH | SOLE | 3,069,024 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 73,881 | 1,497,681 | SH | SOLE | 1,497,681 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 10,299 | 1,900,148 | SH | SOLE | 1,900,148 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 54,828 | 825,966 | SH | SOLE | 825,966 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 329 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,969 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||