The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
21VIANET GROUP INC SPONSORED ADR 90138A103 54,467 2,315,782 SH   SOLE   2,315,782 0 0
58 COM INC SPON ADR REP A 31680Q104 35,273 920,000 SH   SOLE   920,000 0 0
BAIDU INC SPON ADR REP A 056752108 264,783 1,488,550 SH   SOLE   1,488,550 0 0
GOOGLE INC CL A 38259P508 251,525 224,434 SH   SOLE   224,434 0 0
HEXCEL CORP NEW COM 428291108 61,476 1,375,607 SH   SOLE   1,375,607 0 0
LAUDER ESTEE COS INC CL A 518439104 78,593 1,043,453 SH   SOLE   1,043,453 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 146,739 1,751,900 SH   SOLE   1,751,900 0 0
MICRON TECHNOLOGY INC COM 595112103 51,391 2,361,697 SH   SOLE   2,361,697 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 23,878 656,715 SH   SOLE   656,715 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 663 25,000 SH   SOLE   25,000 0 0
STARBUCKS CORP COM 855244109 24,328 310,350 SH   SOLE   310,350 0 0
TAL ED GROUP ADS REPSTG COM 874080104 59,886 2,723,337 SH   SOLE   2,723,337 0 0
TRIPADVISOR INC COM 896945201 26,920 325,000 SH   SOLE   325,000 0 0
VARIAN MED SYS INC COM 92220P105 23,695 305,000 SH   SOLE   305,000 0 0
VEECO INSTRS INC DEL COM 922417100 83,458 2,535,933 SH   SOLE   2,535,933 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 64,057 765,500 SH   SOLE   765,500 0 0
YELP INC CL A 985817105 133,336 1,933,808 SH   SOLE   1,933,808 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 77,337 2,552,383 SH   SOLE   2,552,383 0 0