3月回報：-8.6%
YTD回報：14.7%
投資組合：
Electric Car – TSLA,KNDI
Solar – SUNE,SCTY,CSIQ,SPWR
Gambling – LVS,MPEL
China Internet/Mobile – YY
Biotech – REGN
Fuel Cell – PLUG
觀察名單：
Biotech – BIIB,GILD,ALXN,ILMN,TEVA
Biotech (tier 2) – JAZZ,INSY,MYL
Internet/Mobile – FB,TWTR,YELP,P,GOGO,LIVE
China Internet/Mobile – VIPS,BITA,SFUN,QIHU,DL,DANG
Solar – TSL,JKS,DQ,GTAT
Fuel Cell – HYGS,BLDP,FCEL
Gambling – WYNN,MGM