SLOANE ROBINSON LLP Information

36 QUEEN STREET, LONDON, , EC4R 1BN, (44207) 929-2771

Report Date: 06/30/2015

Position Statistics

Total Positions 12
New Positions 3
Increased Positions 7
Decreased Positions 4
Positions with Activity 11
Sold Out Positions 1
Total Mkt Value (in $ millions) 86

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 8.11%
Consumer/Non-Cyclical 0.41%
Energy 0.71%
Financial 5.71%
Healthcare 0%
Services 34.05%
Technology 51.01%
Transportation
Utilities

7 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOLLYSYS AUTOMATION TECHNOLOGI SHS 28,175 12,025 74.46 1,682,100
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 9,764 8,478 658.97 486,500
HARMAN INTL INDS INC COM 6,956 6,956 New 71,200
VISA INC COM CL A 3,745 3,745 New 53,200
PROSHARES TR PSHS SHRT S&P500 467 267 133.22 20,990
ADECOAGRO S A COM 351 167 90.39 43,600
ALPS ETF TR SPROTT GL MINE 287 287 New 22,900


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