Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), Qorvo, Inc. (NASDAQ:QRVO), Amazon.com, Inc. (NASDAQ:AMZN), KKR & Co. L.P. (NYSE:KKR), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Brookfield Asset Management Inc (NYSE:BAM), The Carlyle Group L.P. (NASDAQ:CG), Shopify (NYSE:SHOP), Paycom Software, Inc. (NYSE:PAYC), Paylocity Holding Corporation (NASDAQ:PCTY), Fiserv, Inc. (NASDAQ:FI), Fidelity National Information Services, Inc. (NYSE:FIS), eBay Inc. (NASDAQ:EBAY), Square Inc (NYSE:SQ), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), ABIOMED, Inc. (NASDAQ:ABMD), Novartis AG (NYSE:NVS), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), O-I Glass (NYSE:OI), Oshkosh Corporation (NYSE:OSK), Axalta Coating Systems Ltd. (NYSE:AXTA), PPG Industries, Inc. (NYSE:PPG), Sherwin-Williams Company (The) (NYSE:SHW), WestRock Co. (NYSE:WRK), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Texas Instruments Incorporated (NASDAQ:TXN), Intel Corporation (NASDAQ:INTC), Walt Disney Company (The) (NYSE:DIS), RTX Corp. (Raytheon) (NYSE:RTX), General Electric Company (NYSE:GE), Boeing Company (The) (NYSE:BA), Bristol-Myers Squibb Company (NYSE:BMY), Merck & Company, Inc. (NYSE:MRK), Apple Inc. (NASDAQ:AAPL), Vulcan Materials Company (NYSE:VMC), Owens & Minor, Inc. (NYSE:OMI), Novavax, Inc. (NASDAQ:NVAX), Werner Enterprises, Inc. (NASDAQ:WERN), Rexford Industrial Realty, Inc. (NYSE:REXR), Cargojet (TSE:CJT), Zynga Inc. (NASDAQ:ZNGA), CD Projekt SA (WSE:CDR), Wingstop Inc (NASDAQ:WING), Seegene (KOSDAQ:096530), Kossan Rubber Industries Berhad (KLSE:KOSSAN), BELLUS Health (NASDAQ:BLU), NEXTDC Ltd. (ASX:NXT), Inseego Corp. (NASDAQ:INSG), HelloFresh SE (OTCMKTS:HLFFF), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Stryker Corporation (NYSE:SYK), Pool Corporation (NASDAQ:POOL), eHealth, Inc. (NASDAQ:EHTH), Expedia, Inc. (NASDAQ:EXPE), SelectQuote (NYSE:SLQT), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), Gilead Sciences, Inc. (NASDAQ:GILD), Ebix, Inc. (NASDAQ:EBIX), Yatra Online, Inc. (NASDAQ:YTRA), AT&T Inc. (NYSE:T), FLIR Systems, Inc. (NASDAQ:FLIR), Lowe's Companies, Inc. (NYSE:LOW), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), Boston Scientific Corporation (NYSE:BSX), Broadridge Financial Solutions, Inc. (NYSE:BR), American Express Company (NYSE:AXP), Exxon Mobil Corporation (NYSE:XOM), Mastercard Incorporated (NYSE:MA), Adobe Systems Incorporated (NASDAQ:ADBE), MSCI Inc (NYSE:MSCI), Copart, Inc. (NASDAQ:CPRT), Verisk Analytics, Inc. (NASDAQ:VRSK), Moody's Corporation (NYSE:MCO), Hermes International SCA (OTCMKTS:HESAF), S&P Global (NYSE:SPGI), Intuit Inc. (NASDAQ:INTU), Wells Fargo & Company (NYSE:WFC), The Charles Schwab Corporation (NYSE:SCHW), GNC Holdings, Inc. (OTCMKTS:GNCIQ), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Delta Air Lines, Inc. (NYSE:DAL), Walmart Inc. (NYSE:WMT), Koninklijke Philips N.V. (NYSE:PHG), Twitter, Inc. (NYSE:TWTR), Tailored Brands (OTCMKTS:TLRDQ), Tesla Motors, Inc. (NASDAQ:TSLA), Sensata Technologies Holding N.V. (NYSE:ST), Cognex Corporation (NASDAQ:CGNX), KEYENCE CORP NPV (OTCMKTS:KYCCF), Enphase Energy, Inc. (NASDAQ:ENPH), Generac Holdlings Inc. (NYSE:GNRC), Energy Recovery, Inc. (NASDAQ:ERII), Kornit Digital Ltd. (NASDAQ:KRNT), Sunnova Energy International (NYSE:NOVA), Infineon Technologies AG (OTCMKTS:IFNNY)
