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    <votingAuthority>
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      <None>0</None>
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    <cusip>30303M102</cusip>
    <value>16460</value>
    <shrsOrPrnAmt>
      <sshPrnamt>85287</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>85287</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <value>526</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3201</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3201</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>940</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89522</sshPrnamt>
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    <votingAuthority>
      <Sole>89522</Sole>
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      <None>0</None>
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    <cusip>40171v100</cusip>
    <value>223</value>
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      <sshPrnamt>2200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2200</Sole>
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      <None>0</None>
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    <cusip>437076102</cusip>
    <value>937</value>
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      <sshPrnamt>4505</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4505</Sole>
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      <None>0</None>
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    <cusip>44106m102</cusip>
    <value>441</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <cusip>459200101</cusip>
    <value>1995</value>
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      <sshPrnamt>14467</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14467</Sole>
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      <None>0</None>
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    <value>1191</value>
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      <sshPrnamt>7735</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7735</Sole>
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      <None>0</None>
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      <sshPrnamt>148060</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <value>1497</value>
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      <sshPrnamt>31281</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31281</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>46187w107</cusip>
    <value>10659</value>
    <shrsOrPrnAmt>
      <sshPrnamt>398757</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>398757</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>4320</value>
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      <sshPrnamt>38640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38640</Sole>
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      <None>0</None>
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    <cusip>469814107</cusip>
    <value>12709</value>
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      <sshPrnamt>150601</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53463</Sole>
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      <None>0</None>
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    <cusip>485170302</cusip>
    <value>10091</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>82835</Sole>
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      <None>0</None>
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    <value>8223</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>393824</Sole>
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      <None>0</None>
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    <cusip>548661107</cusip>
    <value>1113</value>
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      <sshPrnamt>11026</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <cusip>580135101</cusip>
    <value>1174</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5652</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>58933y105</cusip>
    <value>491</value>
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      <sshPrnamt>5858</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>2023</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <value>244</value>
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      <sshPrnamt>4529</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <value>547</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
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    <value>525</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>NetEase</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>231</value>
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      <sshPrnamt>905</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>905</Sole>
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      <None>0</None>
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    <cusip>65158n102</cusip>
    <value>195</value>
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      <sshPrnamt>21762</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21762</Sole>
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      <None>0</None>
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    <value>10656</value>
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      <sshPrnamt>126930</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>126930</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>G66721104</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>238668</Sole>
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      <None>0</None>
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      <sshPrnamt>68064</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>185034</Sole>
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      <None>0</None>
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      <sshPrnamt>124447</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>124447</Sole>
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      <None>0</None>
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  <infoTable>
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    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>1104</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25494</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25494</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Philip Morris Int'l</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718172109</cusip>
    <value>994</value>
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      <sshPrnamt>12660</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <value>2298</value>
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      <sshPrnamt>20960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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  <infoTable>
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    <value>15342</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>401734</Sole>
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      <None>0</None>
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  <infoTable>
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    <titleOfClass>COM</titleOfClass>
    <cusip>75886F107</cusip>
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      <sshPrnamt>29147</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <cusip>759351604</cusip>
    <value>235</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1507</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1507</Sole>
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      <None>0</None>
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  <infoTable>
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    <cusip>761152107</cusip>
    <value>19592</value>
    <shrsOrPrnAmt>
      <sshPrnamt>160553</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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  <infoTable>
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    <titleOfClass>COM</titleOfClass>
    <cusip>780259206</cusip>
    <value>246</value>
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      <sshPrnamt>3778</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3778</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SPDR Tr (S&amp;P 500)</nameOfIssuer>
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    <cusip>78462f103</cusip>
    <value>1150</value>
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      <sshPrnamt>3924</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
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      <None>0</None>
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  <infoTable>
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    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>263</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6621</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6621</Sole>
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  <infoTable>
    <nameOfIssuer>Splunk</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>848637104</cusip>
    <value>5545</value>
    <shrsOrPrnAmt>
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