WT Asset Management Ltd Activity Q4 2018-Q3 2023

Q3 2023

			Value		Shares		↓ Weighting
PDD	Buy	PDD HOLDINGS INCsponsored ads	$162,735,200	+99.6%	1,659,378	+40.7%	18.08%	-27.4%
	Buy	NEW ORIENTAL ED & TECHNOLOGYspon adr	$111,193,944	+120.7%	1,899,128	+48.9%	12.35%	-19.7%
MSFT	New	MICROSOFT CORP	$105,855,503	–	335,251	–	11.76%	–
LI	Buy	LI AUTO INCsponsored ads	$93,092,667	+221.2%	2,611,295	+216.2%	10.34%	+16.8%
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$78,451,299	–	904,442	–	8.71%	–
FB	New	META PLATFORMS INCcl a	$72,860,967	–	242,700	–	8.09%	–
AMZN	New	AMAZON COM INC	$53,030,905	–	417,172	–	5.89%	–
NVDA	Sell	NVIDIA CORPORATION	$52,140,946	-42.7%	119,867	-44.2%	5.79%	-79.1%
KWEB	New	KRANESHARES TRcsi chi internet	$43,021,890	–	1,571,863	–	4.78%	–
TCOM	Buy	TRIP COM GROUP LTDads	$41,886,716	+1.5%	1,197,790	+1.6%	4.65%	-63.1%
GOOG	Buy	ALPHABET INCcap stk cl c	$30,447,857	+3559.5%	230,928	+3257.5%	3.38%	+1231.5%
NTES	New	NETEASE INCsponsored ads	$20,751,850	–	207,187	–	2.30%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$15,285,532	–	1,677,885	–	1.70%	–
MNSO	New	MINISO GROUP HLDG LTDsponsored ads	$4,829,081	–	186,451	–	0.54%	–
ZTO	New	ZTO EXPRESS CAYMAN INCsponsored ads a	$2,320,320	–	96,000	–	0.26%	–
	New	DIREXION SHS ETF TRdl ftse bull 3x	$1,446,000	–	50,000	–	0.16%	–
GNRC	Exit	GENERAC HLDGS INC	$0	–	-1,500	–	-0.07%	–
BIDU	Exit	BAIDU INCspon adr rep a	$0	–	-2,300	–	-0.10%	–
SHOP	Exit	SHOPIFY INCcl a	$0	–	-6,125	–	-0.12%	–
ZI	Exit	ZOOMINFO TECHNOLOGIES INC	$0	–	-16,667	–	-0.13%	–
HTHT	Exit	H WORLD GROUP LTDsponsored ads	$0	–	-11,000	–	-0.13%	–
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-3,000	–	-0.16%	–
RLX	Exit	RLX TECHNOLOGY INCsponsored ads	$0	–	-371,750	–	-0.20%	–
VRT	Exit	VERTIV HOLDINGS CO	$0	–	-40,000	–	-0.30%	–
PANW	Exit	PALO ALTO NETWORKS INC	$0	–	-6,000	–	-0.47%	–
	Exit	PDD HOLDINGS INCnote 12/0	$0	–	-7,005,000	–	-2.07%	–
	Exit	LI AUTO INCnote 0.250% 5/0	$0	–	-7,624,000	–	-3.20%	–

Q2 2023

			Value		Shares		↓ Weighting
NVDA	New	NVIDIA CORPORATION	$90,949,300	–	215,000	–	27.76%	–
PDD	New	PDD HOLDINGS INCsponsored ads	$81,539,706	–	1,179,342	–	24.89%	–
	New	NEW ORIENTAL ED & TECHNOLOGYspon adr	$50,377,117	–	1,275,693	–	15.38%	–
TCOM	New	TRIP COM GROUP LTDads	$41,259,645	–	1,178,847	–	12.60%	–
LI	New	LI AUTO INCsponsored ads	$28,985,791	–	825,806	–	8.85%	–
	New	LI AUTO INCnote 0.250% 5/0	$10,499,773	–	7,624,000	–	3.20%	–
	New	SEA LTDnote 0.250% 9/1	$7,440,840	–	9,258,000	–	2.27%	–
	New	PDD HOLDINGS INCnote 12/0	$6,788,335	–	7,005,000	–	2.07%	–
	New	BILIBILI INCnote 0.500%12/0	$2,837,069	–	3,246,000	–	0.87%	–
PANW	New	PALO ALTO NETWORKS INC	$1,533,060	–	6,000	–	0.47%	–
VRT	New	VERTIV HOLDINGS CO	$990,800	–	40,000	–	0.30%	–
GOOG	New	ALPHABET INCcap stk cl c	$832,032	–	6,878	–	0.25%	–
RLX	New	RLX TECHNOLOGY INCsponsored ads	$657,998	–	371,750	–	0.20%	–
	New	ATOUR LIFESTYLE HOLDINGS LTDsponsored ads	$562,570	–	34,641	–	0.17%	–
SNOW	New	SNOWFLAKE INCcl a	$527,940	–	3,000	–	0.16%	–
HTHT	New	H WORLD GROUP LTDsponsored ads	$426,580	–	11,000	–	0.13%	–
ZI	New	ZOOMINFO TECHNOLOGIES INC	$423,175	–	16,667	–	0.13%	–
SHOP	New	SHOPIFY INCcl a	$395,675	–	6,125	–	0.12%	–
BIDU	New	BAIDU INCspon adr rep a	$314,893	–	2,300	–	0.10%	–
GNRC	New	GENERAC HLDGS INC	$223,695	–	1,500	–	0.07%	–

Q4 2022

			Value		Shares		↓ Weighting
	Exit	BILIBILI INCnote 1.250% 6/1	$0	–	-5,400,000	–	-3.60%	–
	Exit	PINDUODUO INCnote 12/0	$0	–	-7,005,000	–	-4.54%	–
	Exit	SEA LTDnote 0.250% 9/1	$0	–	-9,258,000	–	-4.62%	–
	Exit	LI AUTO INCnote 0.250% 5/0	$0	–	-7,624,000	–	-5.70%	–
LI	Exit	LI AUTO INCsponsored ads	$0	–	-1,855,727	–	-30.57%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-1,137,775	–	-50.97%	–

Q3 2022

			Value		Shares		↓ Weighting
PDD	Buy	PINDUODUO INCsponsored ads	$71,202,000	+252.7%	1,137,775	+248.3%	50.97%	+343.2%
LI	Sell	LI AUTO INCsponsored ads	$42,700,000	-44.8%	1,855,727	-8.1%	30.57%	-30.6%
TSLA	Exit	TESLA INC	$0	–	-71,608	–	-27.47%	–

Q2 2022

			Value		Shares		↓ Weighting
LI	New	LI AUTO INCsponsored ads	$77,356,000	–	2,019,208	–	44.06%	–
TSLA	New	TESLA INC	$48,222,000	–	71,608	–	27.47%	–
PDD	New	PINDUODUO INCsponsored ads	$20,189,000	–	326,680	–	11.50%	–
	New	LI AUTO INCnote 0.250% 5/0	$11,181,000	–	7,624,000	–	6.37%	–
	New	SEA LTDnote 0.250% 9/1	$6,767,000	–	9,258,000	–	3.86%	–
	New	PINDUODUO INCnote 12/0	$6,164,000	–	7,005,000	–	3.51%	–
	New	BILIBILI INCnote 1.250% 6/1	$5,670,000	–	5,400,000	–	3.23%	–

Q4 2021

			Value		Shares		↓ Weighting
	Exit	QUDIAN INCnote 1.000% 7/0	$0	–	-1,000,000	–	-0.09%	–
ZLAB	Exit	ZAI LAB LTDadr	$0	–	-82,180	–	-0.85%	–
	Exit	PINDUODUO INCnote 12/0	$0	–	-10,000,000	–	-0.91%	–
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-2,319,701	–	-1.10%	–
HTHT	Exit	HUAZHU GROUP LTDsponsored ads	$0	–	-275,800	–	-1.24%	–
KWEB	Exit	KRANESHARES TRcsi chi internet	$0	–	-273,200	–	-1.27%	–
	Exit	SEA LTDnote 0.250% 9/1	$0	–	-15,000,000	–	-1.50%	–
	Exit	BILIBILI INCnote 1.250% 6/1	$0	–	-9,000,000	–	-1.58%	–
TQQQ	Exit	PROSHARES TRultrapro qqq	$0	–	-166,500	–	-2.04%	–
ALB	Exit	ALBEMARLE CORP	$0	–	-127,166	–	-2.74%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-104,784	–	-3.29%	–
BZ	Exit	KANZHUN LIMITEDsponsored ads	$0	–	-1,075,911	–	-3.81%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-765,068	–	-6.83%	–
LI	Exit	LI AUTO INCsponsored ads	$0	–	-2,744,661	–	-7.10%	–
NTES	Exit	NETEASE INCsponsored ads	$0	–	-905,921	–	-7.62%	–
NVDA	Exit	NVIDIA CORPORATION	$0	–	-390,693	–	-7.97%	–
JD	Exit	JD.COM INCspon adr cl a	$0	–	-1,138,892	–	-8.10%	–
QQQ	Exit	INVESCO QQQ TRunit ser 1	$0	–	-233,600	–	-8.23%	–
TSM	Exit	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$0	–	-1,416,648	–	-15.57%	–
TSLA	Exit	TESLA INC	$0	–	-237,448	–	-18.13%	–

Q3 2021

			Value		Shares		↓ Weighting
TSLA	Buy	TESLA INC	$184,136,000	+57.2%	237,448	+37.8%	18.13%	-8.7%
TSM	New	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$158,169,000	–	1,416,648	–	15.57%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$83,619,000	–	233,600	–	8.23%	–
JD	New	JD.COM INCspon adr cl a	$82,274,000	–	1,138,892	–	8.10%	–
NVDA	Buy	NVIDIA CORPORATION	$80,936,000	+120.0%	390,693	+749.6%	7.97%	+27.8%
NTES	Buy	NETEASE INCsponsored ads	$77,366,000	+231.3%	905,921	+347.1%	7.62%	+92.5%
LI	Sell	LI AUTO INCsponsored ads	$72,157,000	-28.7%	2,744,661	-5.3%	7.10%	-58.6%
PDD	Buy	PINDUODUO INCsponsored ads	$69,369,000	-10.6%	765,068	+25.3%	6.83%	-48.0%
BZ	Sell	KANZHUN LIMITEDsponsored ads	$38,722,000	-17.2%	1,075,911	-8.8%	3.81%	-51.9%
SE	Sell	SEA LTDsponsord ads	$33,398,000	-43.0%	104,784	-50.9%	3.29%	-66.9%
ALB	New	ALBEMARLE CORP	$27,846,000	–	127,166	–	2.74%	–
TQQQ	New	PROSHARES TRultrapro qqq	$20,741,000	–	166,500	–	2.04%	–
	New	BILIBILI INCnote 1.250% 6/1	$16,017,000	–	9,000,000	–	1.58%	–
	New	SEA LTDnote 0.250% 9/1	$15,209,000	–	15,000,000	–	1.50%	–
KWEB	New	KRANESHARES TRcsi chi internet	$12,928,000	–	273,200	–	1.27%	–
HTHT	New	HUAZHU GROUP LTDsponsored ads	$12,648,000	–	275,800	–	1.24%	–
TAL	Buy	TAL EDUCATION GROUPsponsored ads	$11,227,000	-68.5%	2,319,701	+64.1%	1.10%	-81.7%
	New	PINDUODUO INCnote 12/0	$9,276,000	–	10,000,000	–	0.91%	–
ZLAB	Sell	ZAI LAB LTDadr	$8,661,000	-71.6%	82,180	-52.3%	0.85%	-83.5%
	New	QUDIAN INCnote 1.000% 7/0	$900,000	–	1,000,000	–	0.09%	–
DDL	Exit	DINGDONG CAYMAN LTDads	$0	–	-10,000	–	-0.06%	–
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-135,070	–	-1.09%	–
EDU	Exit	NEW ORIENTAL ED & TECHNOLOGYspon adr	$0	–	-1,621,461	–	-2.25%	–
YMM	Exit	FULL TRUCK ALLIANCE CO LTDsponsored ads	$0	–	-682,800	–	-2.36%	–
DIDI	Exit	DIDI GLOBAL INCsponsored ads	$0	–	-2,010,318	–	-4.82%	–

Q2 2021

			Value		Shares		↓ Weighting
TSLA	New	TESLA INC	$117,161,000	–	172,372	–	19.86%	–
LI	New	LI AUTO INCsponsored ads	$101,238,000	–	2,897,467	–	17.16%	–
PDD	New	PINDUODUO INCsponsored ads	$77,572,000	–	610,709	–	13.15%	–
SE	New	SEA LTDsponsord ads	$58,585,000	–	213,346	–	9.93%	–
BZ	New	KANZHUN LIMITEDsponsored ads	$46,784,000	–	1,179,936	–	7.93%	–
NVDA	New	NVIDIA CORPORATION	$36,793,000	–	45,986	–	6.24%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$35,658,000	–	1,413,320	–	6.04%	–
ZLAB	New	ZAI LAB LTDadr	$30,478,000	–	172,200	–	5.16%	–
DIDI	New	DIDI GLOBAL INCsponsored ads	$28,426,000	–	2,010,318	–	4.82%	–
NTES	New	NETEASE INCsponsored ads	$23,351,000	–	202,609	–	3.96%	–
YMM	New	FULL TRUCK ALLIANCE CO LTDsponsored ads	$13,915,000	–	682,800	–	2.36%	–
EDU	New	NEW ORIENTAL ED & TECHNOLOGYspon adr	$13,280,000	–	1,621,461	–	2.25%	–
BEKE	New	KE HLDGS INCsponsored ads	$6,440,000	–	135,070	–	1.09%	–
DDL	New	DINGDONG CAYMAN LTDads	$383,000	–	10,000	–	0.06%	–

Q4 2020

			Value		Shares		↓ Weighting
ZTO	Exit	ZTO EXPRESS CAYMAN INCsponsored ads a	$0	–	-153,500	–	-1.08%	–
NTES	Exit	NETEASE INCsponsored ads	$0	–	-12,300	–	-1.32%	–
HTHT	Exit	HUAZHU GROUP LTDsponsored ads	$0	–	-130,400	–	-1.33%	–
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-88,200	–	-1.58%	–
LI	Exit	LI AUTO INCsponsored ads	$0	–	-630,731	–	-2.59%	–
TSLA	Exit	TESLA INC	$0	–	-37,600	–	-3.80%	–
NIO	Exit	NIO INCspon ads	$0	–	-1,055,300	–	-5.28%	–
AMZN	Exit	AMAZON COM INC	$0	–	-9,800	–	-7.28%	–
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-563,383	–	-8.14%	–
TSM	Exit	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$0	–	-556,800	–	-10.64%	–
AAPL	Exit	APPLE INC	$0	–	-601,715	–	-16.43%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-1,148,287	–	-20.08%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-295,100	–	-20.45%	–

Q3 2020

			Value		Shares		↓ Weighting
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$86,753,000	–	295,100	–	20.45%	–
PDD	Buy	PINDUODUO INCsponsored ads	$85,145,000	+32.5%	1,148,287	+53.4%	20.08%	+29.9%
AAPL	Buy	APPLE INC	$69,685,000	+47.2%	601,715	+363.7%	16.43%	+44.3%
TSM	Buy	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$45,140,000	+213.7%	556,800	+119.6%	10.64%	+207.4%
BEKE	New	KE HLDGS INCsponsored ads	$34,535,000	–	563,383	–	8.14%	–
AMZN	New	AMAZON COM INC	$30,858,000	–	9,800	–	7.28%	–
NIO	Sell	NIO INCspon ads	$22,393,000	+14.1%	1,055,300	-58.5%	5.28%	+11.8%
TSLA	Sell	TESLA INC	$16,131,000	-66.1%	37,600	-14.7%	3.80%	-66.8%
LI	New	LI AUTO INCsponsored ads	$10,968,000	–	630,731	–	2.59%	–
TAL	Sell	TAL EDUCATION GROUPsponsored ads	$6,707,000	-91.6%	88,200	-92.5%	1.58%	-91.8%
HTHT	New	HUAZHU GROUP LTDsponsored ads	$5,638,000	–	130,400	–	1.33%	–
NTES	New	NETEASE INCsponsored ads	$5,592,000	–	12,300	–	1.32%	–
ZTO	Sell	ZTO EXPRESS CAYMAN INCsponsored ads a	$4,593,000	-62.5%	153,500	-54.0%	1.08%	-63.3%
VIPS	Exit	VIPSHOP HOLDINGS LIMITEDsponsored ads a	$0	–	-272,343	–	-1.30%	–
SWKS	Exit	SKYWORKS SOLUTIONS INC	$0	–	-60,500	–	-1.86%	–
BILI	Exit	BILIBILI INCspons ads rep z	$0	–	-418,700	–	-4.67%	–
EL	Exit	LAUDER ESTEE COS INCcl a	$0	–	-120,218	–	-5.46%	–
NVDA	Exit	NVIDIA CORPORATION	$0	–	-72,470	–	-6.62%	–
JD	Exit	JD.COM INCspon adr cl a	$0	–	-782,480	–	-11.33%	–

Q2 2020

			Value		Shares		↓ Weighting
TAL	New	TAL EDUCATION GROUPsponsored ads	$80,319,000	–	1,174,593	–	19.32%	–
PDD	New	PINDUODUO INCsponsored ads	$64,255,000	–	748,539	–	15.46%	–
TSLA	New	TESLA INC	$47,620,000	–	44,100	–	11.46%	–
AAPL	New	APPLE INC	$47,338,000	–	129,763	–	11.39%	–
JD	New	JD.COM INCspon adr cl a	$47,090,000	–	782,480	–	11.33%	–
NVDA	New	NVIDIA CORPORATION	$27,532,000	–	72,470	–	6.62%	–
EL	New	LAUDER ESTEE COS INCcl a	$22,683,000	–	120,218	–	5.46%	–
NIO	New	NIO INCspon ads	$19,623,000	–	2,541,800	–	4.72%	–
BILI	New	BILIBILI INCspons ads rep z	$19,394,000	–	418,700	–	4.67%	–
TSM	New	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$14,391,000	–	253,500	–	3.46%	–
ZTO	New	ZTO EXPRESS CAYMAN INCsponsored ads a	$12,252,000	–	333,747	–	2.95%	–
SWKS	New	SKYWORKS SOLUTIONS INC	$7,736,000	–	60,500	–	1.86%	–
VIPS	New	VIPSHOP HOLDINGS LIMITEDsponsored ads a	$5,422,000	–	272,343	–	1.30%	–

Q4 2019

			Value		Shares		↓ Weighting
QFIN	Exit	360 FINANCE INCads	$0	–	-10,000	–	-0.03%	–
VIPS	Exit	VIPSHOP HLDGS LTDsponsored ads a	$0	–	-239,500	–	-0.82%	–
IQ	Exit	IQIYI INCsponsored ads	$0	–	-153,000	–	-0.95%	–
LX	Exit	LEXINFINTECH HLDGS LTDadr	$0	–	-281,373	–	-1.09%	–
YY	Exit	YY INCsponsored ads a	$0	–	-60,800	–	-1.32%	–
QD	Exit	QUDIAN INCadr	$0	–	-1,104,400	–	-2.93%	–
AMD	Exit	ADVANCED MICRO DEVICES INC	$0	–	-273,852	–	-3.06%	–
BILI	Exit	BILIBILI INCspons ads rep z	$0	–	-564,700	–	-3.07%	–
NKE	Exit	NIKE INCcl b	$0	–	-89,800	–	-3.25%	–
CTRP	Exit	CTRIP COM INTL LTDsponsored ads	$0	–	-310,346	–	-3.50%	–
SBUX	Exit	STARBUCKS CORP	$0	–	-105,085	–	-3.58%	–
AMAT	Exit	APPLIED MATLS INC	$0	–	-196,104	–	-3.77%	–
AAPL	Exit	APPLE INC	$0	–	-45,000	–	-3.88%	–
YUMC	Exit	YUM CHINA HLDGS INC	$0	–	-226,203	–	-3.96%	–
TLT	Exit	ISHARES TR20 yr tr bd etf	$0	–	-80,000	–	-4.40%	–
EL	Exit	LAUDER ESTEE COS INCcl a	$0	–	-63,800	–	-4.88%	–
EDU	Exit	NEW ORIENTAL ED & TECH GRP Ispon adr	$0	–	-133,300	–	-5.68%	–
ZTO	Exit	ZTO EXPRESS CAYMAN INCsponsored ads a	$0	–	-720,000	–	-5.91%	–
TSLA	Exit	TESLA INC	$0	–	-63,830	–	-5.92%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-886,191	–	-10.99%	–
TSM	Exit	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$0	–	-617,700	–	-11.05%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-248,247	–	-15.98%	–

Q3 2019

			Value		Shares		↓ Weighting
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$41,514,000	-41.2%	248,247	-40.4%	15.98%	-27.0%
TSM	New	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$28,711,000	–	617,700	–	11.05%	–
PDD	Sell	PINDUODUO INCsponsored ads	$28,553,000	-27.1%	886,191	-53.4%	10.99%	-9.6%
TSLA	New	TESLA INC	$15,375,000	–	63,830	–	5.92%	–
ZTO	Buy	ZTO EXPRESS CAYMAN INCsponsored ads a	$15,358,000	+85.8%	720,000	+66.5%	5.91%	+130.5%
EDU	Sell	NEW ORIENTAL ED & TECH GRP Ispon adr	$14,764,000	-34.8%	133,300	-43.2%	5.68%	-19.1%
EL	Buy	LAUDER ESTEE COS INCcl a	$12,693,000	+68.2%	63,800	+54.8%	4.88%	+108.8%
TLT	New	ISHARES TR20 yr tr bd etf	$11,446,000	–	80,000	–	4.40%	–
YUMC	Sell	YUM CHINA HLDGS INC	$10,276,000	-5.5%	226,203	-3.9%	3.96%	+17.3%
AAPL	New	APPLE INC	$10,079,000	–	45,000	–	3.88%	–
AMAT	New	APPLIED MATLS INC	$9,786,000	–	196,104	–	3.77%	–
SBUX	Sell	STARBUCKS CORP	$9,292,000	-9.5%	105,085	-14.2%	3.58%	+12.3%
CTRP	Sell	CTRIP COM INTL LTDsponsored ads	$9,090,000	-63.0%	310,346	-53.3%	3.50%	-54.1%
NKE	Buy	NIKE INCcl b	$8,434,000	+46.9%	89,800	+31.3%	3.25%	+82.3%
BILI	New	BILIBILI INCspons ads rep z	$7,974,000	–	564,700	–	3.07%	–
AMD	Sell	ADVANCED MICRO DEVICES INC	$7,939,000	-10.1%	273,852	-5.9%	3.06%	+11.5%
QD	Buy	QUDIAN INCadr	$7,609,000	+25.4%	1,104,400	+36.5%	2.93%	+55.7%
YY	Buy	YY INCsponsored ads a	$3,419,000	+7.1%	60,800	+32.8%	1.32%	+32.9%
LX	Buy	LEXINFINTECH HLDGS LTDadr	$2,822,000	+76.4%	281,373	+96.2%	1.09%	+119.0%
IQ	New	IQIYI INCsponsored ads	$2,468,000	–	153,000	–	0.95%	–
VIPS	New	VIPSHOP HLDGS LTDsponsored ads a	$2,136,000	–	239,500	–	0.82%	–
QFIN	New	360 FINANCE INCads	$89,000	–	10,000	–	0.03%	–
HIMX	Exit	HIMAX TECHNOLOGIES INCsponsored adr	$0	–	-20,000	–	-0.02%	–
HMI	Exit	HUAMI CORPsponsored ads	$0	–	-31,678	–	-0.10%	–
PVTL	Exit	PIVOTAL SOFTWARE INC	$0	–	-30,000	–	-0.10%	–
RACE	Exit	FERRARI N V	$0	–	-5,000	–	-0.25%	–
HUYA	Exit	HUYA INC	$0	–	-51,000	–	-0.39%	–
DIS	Exit	DISNEY WALT CO	$0	–	-11,100	–	-0.48%	–
TSN	Exit	TYSON FOODS INCcl a	$0	–	-20,100	–	-0.50%	–
PYPL	Exit	PAYPAL HLDGS INC	$0	–	-15,900	–	-0.56%	–
ATVI	Exit	ACTIVISION BLIZZARD INC	$0	–	-43,200	–	-0.63%	–
SNAP	Exit	SNAP INCcl a	$0	–	-179,700	–	-0.80%	–
KWEB	Exit	KRANESHARES TRcsi chi internet	$0	–	-60,000	–	-0.82%	–
MOMO	Exit	MOMO INCadr	$0	–	-76,200	–	-0.85%	–
ROG	Exit	ROGERS CORP	$0	–	-22,600	–	-1.21%	–
NFLX	Exit	NETFLIX INC	$0	–	-10,700	–	-1.22%	–
LULU	Exit	LULULEMON ATHLETICA INC	$0	–	-22,700	–	-1.27%	–
SE	Exit	SEA LTDsponsored ads	$0	–	-146,700	–	-1.51%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-26,300	–	-1.57%	–
SMH	Exit	VANECK VECTORS ETF TRsemiconductor et	$0	–	-79,600	–	-2.72%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-69,400	–	-2.88%	–
TQQQ	Exit	PROSHARES TRultrapro qqq	$0	–	-181,000	–	-3.47%	–
NVDA	Exit	NVIDIA CORP	$0	–	-68,800	–	-3.50%	–
QQQ	Exit	INVESCO QQQ TRunit ser 1	$0	–	-122,800	–	-7.11%	–

Q2 2019

			Value		Shares		↓ Weighting
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$70,612,000	–	416,714	–	21.90%	–
PDD	New	PINDUODUO INCsponsored ads	$39,190,000	–	1,899,665	–	12.15%	–
CTRP	New	CTRIP COM INTL LTDsponsored ads	$24,554,000	–	665,246	–	7.61%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$22,932,000	–	122,800	–	7.11%	–
EDU	New	NEW ORIENTAL ED & TECH GRP Ispon adr	$22,648,000	–	234,500	–	7.02%	–
NVDA	New	NVIDIA CORP	$11,299,000	–	68,800	–	3.50%	–
TQQQ	New	PROSHARES TRultrapro qqq	$11,180,000	–	181,000	–	3.47%	–
YUMC	New	YUM CHINA HLDGS INC	$10,878,000	–	235,447	–	3.37%	–
SBUX	New	STARBUCKS CORP	$10,269,000	–	122,500	–	3.18%	–
MSFT	New	MICROSOFT CORP	$9,297,000	–	69,400	–	2.88%	–
AMD	New	ADVANCED MICRO DEVICES INC	$8,835,000	–	290,904	–	2.74%	–
SMH	New	VANECK VECTORS ETF TRsemiconductor et	$8,770,000	–	79,600	–	2.72%	–
ZTO	New	ZTO EXPRESS CAYMAN INCsponsored ads a	$8,267,000	–	432,400	–	2.56%	–
EL	New	LAUDER ESTEE COS INCcl a	$7,545,000	–	41,206	–	2.34%	–
QD	New	QUDIAN INCadr	$6,067,000	–	808,900	–	1.88%	–
NKE	New	NIKE INCcl b	$5,742,000	–	68,400	–	1.78%	–
FB	New	FACEBOOK INCcl a	$5,076,000	–	26,300	–	1.57%	–
SE	New	SEA LTDsponsored ads	$4,873,000	–	146,700	–	1.51%	–
LULU	New	LULULEMON ATHLETICA INC	$4,091,000	–	22,700	–	1.27%	–
NFLX	New	NETFLIX INC	$3,930,000	–	10,700	–	1.22%	–
ROG	New	ROGERS CORP	$3,900,000	–	22,600	–	1.21%	–
YY	New	YY INCsponsored ads a	$3,192,000	–	45,800	–	0.99%	–
MOMO	New	MOMO INCadr	$2,728,000	–	76,200	–	0.85%	–
KWEB	New	KRANESHARES TRcsi chi internet	$2,637,000	–	60,000	–	0.82%	–
SNAP	New	SNAP INCcl a	$2,570,000	–	179,700	–	0.80%	–
ATVI	New	ACTIVISION BLIZZARD INC	$2,039,000	–	43,200	–	0.63%	–
PYPL	New	PAYPAL HLDGS INC	$1,820,000	–	15,900	–	0.56%	–
TSN	New	TYSON FOODS INCcl a	$1,623,000	–	20,100	–	0.50%	–
LX	New	LEXINFINTECH HLDGS LTDadr	$1,600,000	–	143,400	–	0.50%	–
DIS	New	DISNEY WALT CO	$1,550,000	–	11,100	–	0.48%	–
HUYA	New	HUYA INC	$1,260,000	–	51,000	–	0.39%	–
RACE	New	FERRARI N V	$807,000	–	5,000	–	0.25%	–
HMI	New	HUAMI CORPsponsored ads	$317,000	–	31,678	–	0.10%	–
PVTL	New	PIVOTAL SOFTWARE INC	$317,000	–	30,000	–	0.10%	–
HIMX	New	HIMAX TECHNOLOGIES INCsponsored adr	$70,000	–	20,000	–	0.02%	–

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