Coupland Cardiff Asset Management LLP Activity Q4 2012-Q4 2015

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Q4 2015

			Value		Shares		↓ Weighting
VIPS	Buy	VIPSHOP HLDGS LTDsponsored adr	$7,800,000	-1.0%	510,800	+9.0%	40.18%	+57.6%
BIDU	Sell	BAIDU INCspon adr rep a	$4,838,000	-49.9%	25,595	-63.6%	24.92%	-20.3%
JD	Buy	JD COM INCspon adr cl a	$3,485,000	+59.2%	108,000	+28.6%	17.95%	+153.4%
CBPO	New	CHINA BIOLOGIC PRODS INC	$1,710,000	–	12,000	–	8.81%	–
ATHM	Sell	AUTOHOME INCsp adr rp cl a	$798,000	-55.4%	22,860	-58.4%	4.11%	-29.0%
YY	New	YY INC	$781,000	–	12,500	–	4.02%	–
GDXJ	Exit	MARKET VECTORS ETF TRjr gold miners e	$0	–	-97,300	–	-6.17%	–
GLD	Exit	SPDR GOLD TRUST	$0	–	-18,000	–	-6.22%	–
WX	Exit	WUXI PHARMATECH CAYMAN INC	$0	–	-45,000	–	-6.29%	–
KANG	Exit	IKANG HEALTHCARE GROUP INCsponsored adr	$0	–	-243,969	–	-11.69%	–

Q3 2015

			Value		Shares		↓ Weighting
BIDU	Sell	BAIDU INCspon adr rep a	$9,659,000	-36.3%	70,295	-7.7%	31.26%	-17.5%
VIPS	Sell	VIPSHOP HLDGS LTDsponsored adr	$7,876,000	-34.0%	468,800	-12.5%	25.49%	-14.5%
KANG	Buy	IKANG HEALTHCARE GROUP INCsponsored adr	$3,611,000	-6.6%	243,969	+22.0%	11.69%	+20.8%
JD	New	JD COM INCspon adr cl a	$2,189,000	–	84,000	–	7.08%	–
WX	Sell	WUXI PHARMATECH CAYMAN INC	$1,944,000	-16.4%	45,000	-18.2%	6.29%	+8.2%
GLD	New	SPDR GOLD TRUST	$1,923,000	–	18,000	–	6.22%	–
GDXJ	New	MARKET VECTORS ETF TRjr gold miners e	$1,906,000	–	97,300	–	6.17%	–
ATHM	New	AUTOHOME INCsp adr rp cl a	$1,789,000	–	55,000	–	5.79%	–
EDU	Exit	NEW ORIENTAL ED & TECH GRP Ispon adr	$0	–	-273,500	–	-16.77%	–

Q2 2015

			Value		Shares		↓ Weighting
BIDU	New	BAIDU INCspon adr rep a	$15,155,000	–	76,125	–	37.91%	–
VIPS	New	VIPSHOP HLDGS LTDsponsored adr	$11,926,000	–	536,000	–	29.83%	–
EDU	New	NEW ORIENTAL ED & TECH GRP Ispon adr	$6,706,000	–	273,500	–	16.77%	–
KANG	New	IKANG HEALTHCARE GROUP INCsponsored adr	$3,868,000	–	200,000	–	9.68%	–
WX	New	WUXI PHARMATECH CAYMAN INC	$2,324,000	–	55,000	–	5.81%	–

Q4 2014

			Value		Shares		↓ Weighting
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-45,000	–	-3.98%	–
LEJU	Exit	LEJU HLDGS LTDsponsored ads	$0	–	-321,600	–	-4.11%	–
YUM	Exit	YUM BRANDS INC	$0	–	-111,000	–	-7.95%	–
EJ	Exit	E HOUSE CHINA HLDGS LTDadr	$0	–	-849,560	–	-8.05%	–
HMIN	Exit	HOME INNS & HOTELS MGMT INCspon adr	$0	–	-307,539	–	-8.87%	–
WX	Exit	WUXI PHARMATECH CAYMAN INC	$0	–	-449,361	–	-15.66%	–
BIDU	Exit	BAIDU INCspon adr rep a	$0	–	-92,300	–	-20.04%	–
EDU	Exit	NEW ORIENTAL ED & TECH GRP Ispon adr	$0	–	-1,357,827	–	-31.34%	–

Q3 2014

			Value		Shares		↓ Weighting
EDU	Sell	NEW ORIENTAL ED & TECH GRP Ispon adr	$31,502,000	-20.1%	1,357,827	-8.5%	31.34%	-0.5%
BIDU	Sell	BAIDU INCspon adr rep a	$20,143,000	-12.3%	92,300	-25.0%	20.04%	+9.1%
WX	Buy	WUXI PHARMATECH CAYMAN INC	$15,737,000	+83.2%	449,361	+71.9%	15.66%	+128.1%
HMIN	Buy	HOME INNS & HOTELS MGMT INCspon adr	$8,916,000	-1.4%	307,539	+16.4%	8.87%	+22.7%
EJ	Sell	E HOUSE CHINA HLDGS LTDadr	$8,088,000	-8.3%	849,560	-16.7%	8.05%	+14.2%
YUM	Buy	YUM BRANDS INC	$7,990,000	-11.3%	111,000	+0.1%	7.95%	+10.5%
LEJU	Sell	LEJU HLDGS LTDsponsored ads	$4,133,000	-19.5%	321,600	-34.5%	4.11%	+0.2%
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$3,998,000	–	45,000	–	3.98%	–
VNET	Exit	21VIANET GROUP INCsponsored adr	$0	–	-738,008	–	-17.68%	–

Q2 2014

			Value		Shares		↓ Weighting
EDU	New	NEW ORIENTAL ED & TECH GRP Ispon adr	$39,422,000	–	1,483,691	–	31.51%	–
BIDU	New	BAIDU INCspon adr rep a	$22,977,000	–	122,997	–	18.37%	–
VNET	New	21VIANET GROUP INCsponsored adr	$22,118,000	–	738,008	–	17.68%	–
HMIN	New	HOME INNS & HOTELS MGMT INCspon adr	$9,045,000	–	264,239	–	7.23%	–
YUM	New	YUM BRANDS INC	$9,003,000	–	110,871	–	7.20%	–
EJ	New	E HOUSE CHINA HLDGS LTDadr	$8,819,000	–	1,019,560	–	7.05%	–
WX	New	WUXI PHARMATECH CAYMAN INC	$8,588,000	–	261,361	–	6.86%	–
LEJU	New	LEJU HLDGS LTDsponsored ads	$5,135,000	–	490,957	–	4.10%	–

Q4 2013

			Value		Shares		↓ Weighting
SINA	Exit	SINA CORPord	$0	–	-125,000	–	-28.23%	–
HMIN	Exit	HOME INNS & HOTELS MGMT INCspon adr	$0	–	-374,629	–	-34.61%	–
WX	Exit	WUXI PHARMATECH CAYMAN INC	$0	–	-487,400	–	-37.16%	–

Q3 2013

			Value		Shares		↓ Weighting
WX	New	WUXI PHARMATECH CAYMAN INC	$13,355,000	–	487,400	–	37.16%	–
HMIN	Buy	HOME INNS & HOTELS MGMT INCspon adr	$12,438,000	+77.3%	374,629	+42.6%	34.61%	+107.3%
SINA	New	SINA CORPord	$10,146,000	–	125,000	–	28.23%	–
EWJ	Exit	ISHARES INCmsci japan	$0	–	-1,150,000	–	-30.71%	–
TTM	Exit	TATA MTRS LTDsponsored adr	$0	–	-942,970	–	-52.60%	–

Q2 2013

			Value		Shares		↓ Weighting
TTM	New	TATA MTRS LTDsponsored adr	$22,103,000	–	942,970	–	52.60%	–
EWJ	New	ISHARES INCmsci japan	$12,903,000	–	1,150,000	–	30.71%	–
HMIN	New	HOME INNS & HOTELS MGMT INCspon adr	$7,015,000	–	262,629	–	16.69%	–

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