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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | EPAM Systems Inc | $123.3M | 910615 | 35.76% |
| 2 | Dr. Reddy's Laboratories Limited | $110.8M | 7999796 | 32.14% |
| 3 | HDFC Bank Limited | $102.6M | 4123527 | 29.76% |
| 4 | Infosys Ltd | $8.1M | 596346 | 2.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.