Companies covered: ATI Inc. (NYSE:ATI), Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), Caseys General Stores, Inc. (NASDAQ:CASY), First Horizon National Corporation (NYSE:FHN), Citizens Financial Group, Inc. (NYSE:CFG), Huntington Bancshares Incorporated (NASDAQ:HBAN), Modine Manufacturing Company (NYSE:MOD), Advanced Energy Industries, Inc. (NASDAQ:AEIS), IDEX Corporation (NYSE:IEX), Danaher Corporation (NYSE:DHR), Generac Holdlings Inc. (NYSE:GNRC), Verona Pharma PLC - ADR (NASDAQ:VRNA), Merck & Company, Inc. (NYSE:MRK), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Stride Inc. (NYSE:LRN), CECO Environmental Corp. (NASDAQ:CECO), Rambus, Inc. (NASDAQ:RMBS), CyberArk Software Ltd. (NASDAQ:CYBR), Palo Alto Networks, Inc. (NYSE:PANW), First Solar, Inc. (NASDAQ:FSLR), AAON, Inc. (NASDAQ:AAON), Veritex Holdings, Inc. (NASDAQ:VBTX), Eagle Materials Inc (NYSE:EXP), Range Resources Corporation (NYSE:RRC), CRISPR Therapeutics AG (NASDAQ:CRSP), Fox Factory Holding Corp. (NASDAQ:FOXF), Carpenter Technology Corporation (NYSE:CRS), Duolingo Inc. (NASDAQ:DUOL), West Pharmaceuticals Services Inc. (NYSE:WST)
