| Position | #Shares | $Value | % | # vs. 2017Q3 | $ vs. 2017Q3 |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd ADS | 138,155 | $23,822,000 | 25.95% | No Change | -$39,000 |
| Sunrun Inc. ON STOCK | 2,037,971 | $12,024,000 | 13.10% | No Change | +$713,000 |
| RigNet, Inc. ON STOCK | 64,179 | $959,000 | 1.04% | No Change | -$145,000 |