Companies covered: Apple Inc. (NASDAQ:AAPL), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), International Business Machines Corporation (NYSE:IBM), Samsung Electronics Co Ltd (KRX:005930), Goldman Sachs Group, Inc. (The) (NYSE:GS), Morgan Stanley (NYSE:MS), CVS Health Corporation (NYSE:CVS), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), McDonald's Corporation (NYSE:MCD), Axon Enterprise, Inc. (NASDAQ:AXON), HealthStream, Inc. (NASDAQ:HSTM), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), Workday, Inc. (NYSE:WDAY), PROS Holdings, Inc. (NYSE:PRO), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Five9, Inc. (NASDAQ:FIVN), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Zuora (NYSE:ZUO), Pluralsight (NASDAQ:PS), Anaplan (NYSE:PLAN), Ceridian HCM Holding (NYSE:CDAY), Zoom Video Communications (NASDAQ:ZM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), First American Corporation (The) (NYSE:FAF), Fidelity National Financial, Inc. (NYSE:FNF), Walmart Inc. (NYSE:WMT), Alteryx (NYSE:AYX), Twilio Inc (NYSE:TWLO), Amazon.com, Inc. (NASDAQ:AMZN), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Salesforce.com Inc (NYSE:CRM), Infosys Limited (NYSE:INFY), Wipro Limited (NYSE:WIT), Accenture plc. (NYSE:ACN), Ford Motor Company (NYSE:F), Hyatt Hotels Corporation (NYSE:H), General Electric Company (NYSE:GE), Tableau Software, Inc. (NYSE:DATA), Splunk Inc. (NASDAQ:SPLK), Domino's Pizza Inc (NYSE:DPZ), Veeva Systems Inc. (NYSE:VEEV), Atlassian Corporation PLC (NASDAQ:TEAM), Cisco Systems, Inc. (NASDAQ:CSCO), Red Hat, Inc. (NYSE:RHT), Smartsheet Inc. (NYSE:SMAR), Altair Engineering (NASDAQ:ALTR), BlackLine (NASDAQ:BL), Domo (NASDAQ:DOMO), Pivotal Software (NYSE:PVTL), Lyft (NASDAQ:LYFT), Appian Corp. (NASDAQ:APPN), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FI), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Bottomline Technologies, Inc. (NASDAQ:EPAY), Q2 Holdings, Inc. (NYSE:QTWO), First Data Corp (NYSE:FDC), Global Payments Inc. (NYSE:GPN), Total System Services, Inc. (NYSE:TSS), ACI Worldwide, Inc. (NASDAQ:ACIW), Square Inc (NYSE:SQ), Equifax, Inc. (NYSE:EFX), Experian plc (ADR) (OTCMKTS:EXPGY), Fair Isaac Corporation (NYSE:FICO), CoStar Group, Inc. (NASDAQ:CSGP), Worldpay (NYSE:WP), LiveRamp Holdings (NYSE:RAMP), ASGN Incorporated (NYSE:ASGN), CSG Systems International, Inc. (NASDAQ:CSGS), GTT Communications, Inc. (NYSE:GTT), Perficient, Inc. (NASDAQ:PRFT), StrikeForce Technologies, Inc. (OTCMKTS:SFOR)
