Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Diamond Offshore Drilling Inc. (NYSE:DO), Helix Energy Solutions Group, Inc. (NYSE:HLX), Dril-Quip, Inc. (NYSE:DRQ), Taseko Mines Ltd. (NYSEAMERICAN:TGB), Universal Technical Institute Inc (NYSE:UTI), Powell Industries, Inc. (NASDAQ:POWL), Tejon Ranch Co (NYSE:TRC), XOMA Corporation (NASDAQ:XOMA), Insulet Corporation (NASDAQ:PODD), Kinsale Capital Group Inc. (NASDAQ:KNSL), Zoom Video Communications (NASDAQ:ZM), Peloton Interactive (NASDAQ:PTON), Five Below, Inc. (NASDAQ:FIVE), Pool Corporation (NASDAQ:POOL), Heico Corporation (NYSE:HEI), Essent Group Ltd. (NYSE:ESNT), PTC Inc. (NASDAQ:PTC), Brookfield Renewable Partners LP (NYSE:BEP), Novo Nordisk A/S (NYSE:NVO), Adyen NV (OTCMKTS:ADYYF), Bank Rakyat Indonesia ADR (OTCMKTS:BKRKY), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), Berkshire Hathaway Inc. (NYSE:BRK/A)
