• We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge.
• The first candidate is JD.com, a quality name which has sold off nearly 20% in short order.
• Finisar and Nutanix are also way off their highs, but we think that will correct itself in time, given the fundamentals.

Source: SHU Portfolio: JD.Com, Finisar And Nutanix | Seeking Alpha