Business Services and Application Software

November 06, 2015

Companies covered: Salesforce.com Inc (NYSE:CRM), SPS Commerce, Inc. (NASDAQ:SPSC), Veeva Systems Inc. (NYSE:VEEV), Fleetmatics Group PLC (NYSE:FLTX), Blackbaud, Inc. (NASDAQ:BLKB), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Amdocs Limited (NASDAQ:DOX), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), America Movil, S.A.B. de C.V. (NYSE:AMX), EMC Corporation (NYSE:EMC), Accenture plc. (NYSE:ACN), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Amazon.com, Inc. (NASDAQ:AMZN), PROS Holdings, Inc. (NYSE:PRO), Tyler Technologies, Inc. (NYSE:TYL), Amber Road, Inc. (NYSE:AMBR), Samsung Electronics Co Ltd (KRX:005930), Wal-Mart Stores, Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Splunk Inc. (NASDAQ:SPLK), Twitter, Inc. (NYSE:TWTR), Facebook, Inc. (NASDAQ:FB), MicroStrategy Incorporated (NASDAQ:MSTR), CVS Health Corporation (NYSE:CVS), Vmware, Inc. (NYSE:VMW), Citrix Systems, Inc. (NASDAQ:CTXS), Upland Software, Inc. (NASDAQ:UPLD), Zendesk, Inc. (NYSE:ZEN), Ringcentral, Inc. (NYSE:RNG), AppFolio Inc (NASDAQ:APPF), AlarmCom Hldg Inc (NASDAQ:ALRM), Sabre Corporation (NASDAQ:SABR), Zendesk Inc (NYSE:ZEN), Teradata Corporation (NYSE:TDC), Datawatch Corporation (NASDAQ:DWCH), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Global Payments Inc. (NYSE:GPN), Heartland Payment Systems, Inc. (NYSE:HPY), ACI Worldwide, Inc. (NASDAQ:ACIW), Bottomline Technologies, Inc. (NASDAQ:EPAY), Experian plc (LON:EXPN), Equifax, Inc. (NYSE:EFX), CoStar Group, Inc. (NASDAQ:CSGP), Dun & Bradstreet Corporation (The) (NYSE:DNB), Fair Isaac Corporation (NYSE:FICO), Acxiom Corporation (NASDAQ:ACXM), Alliance Data Systems Corporation (NYSE:ADS), Marchex, Inc. (NASDAQ:MCHX), Rocket Fuel Inc. (NASDAQ:FUEL), TubeMogul, Inc. (NASDAQ:TUBE), The Rubicon Project, Inc. (NYSE:RUBI), Alphabet Inc (NASDAQ:GOOG), Total System Services, Inc. (NYSE:TSS), Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA), Federal Home Loan Mortgage Corp (OTCBB:FMCC), StrikeForce Technologies, Inc. (OTCMKTS:SFOR), Xplore Technologies Corp (NASDAQ:XPLR), With, Inc. (OTCMKTS:WWTH)

Buy ($175)

Health Care IT

October 23, 2015

Companies covered: Medidata Solutions, Inc. (NASDAQ:MDSO), athenahealth, Inc. (NASDAQ:ATHN), Roche Holding Ltd. (VTX:ROG), Novartis AG (NYSE:NVS), GlaxoSmithKline PLC (NYSE:GSK), Biogen Idec Inc. (NASDAQ:BIIB), Fitbit Inc (NYSE:FIT), Cerner Corporation (NASDAQ:CERN), Salesforce.com Inc (NYSE:CRM), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), AbbVie Inc. (NYSE:ABBV), Oracle Corporation (NYSE:ORCL), WebMD Health Corp (NASDAQ:WBMD), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Nokia Corporation (NYSE:NOK), BlackBerry Limited (NASDAQ:BBRY), Apple Inc. (NASDAQ:AAPL), Teladoc Inc (NYSE:TDOC), Premier, Inc. (NASDAQ:PINC), The Advisory Board Company (NASDAQ:ABCO), McKesson Corporation (NYSE:MCK), Automatic Data Processing, Inc. (NASDAQ:ADP), International Business Machines Corporation (NYSE:IBM), DigiPath, Inc. (OTCMKTS:DIGP)

Buy ($175)

Internet Services

September 25, 2015

Companies covered: NIC Inc. (NASDAQ:EGOV), Moneysupermarket.Com Group PLC (LON:MONY), FNFV Group (NYSE:FNFV), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Ellie Mae, Inc. (NYSE:ELLI), CoreLogic, Inc. (NYSE:CLGX), Zillow, Inc. (NASDAQ:Z), QuinStreet, Inc. (NASDAQ:QNST), LendingTree, Inc. (NASDAQ:TREE), Bankrate, Inc. (NYSE:RATE), The Priceline Group Inc. (NASDAQ:PCLN), News Corporation (NASDAQ:NWSA), First American Corporation (The) (NYSE:FAF), Expedia, Inc. (NASDAQ:EXPE), DEMANDWARE, INC. (NYSE:DWRE), Speed Commerce, Inc. (NASDAQ:SPDC), Amazon.com, Inc. (NASDAQ:AMZN), Wal-Mart Stores, Inc. (NYSE:WMT), SAP SE (NYSE:SAP), PFSweb, Inc. (NASDAQ:PFSW), Oracle Corporation (NYSE:ORCL), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Gaiam, Inc. (NASDAQ:GAIA), eBay Inc. (NASDAQ:EBAY), Carter's, Inc. (NYSE:CRI), Costco Wholesale Corporation (NASDAQ:COST), iPass Inc. (NASDAQ:IPAS), VASCO Data Security International, Inc. (NASDAQ:VDSI), j2 Global, Inc. (NASDAQ:JCOM), GlobalSCAPE, Inc. (NYSEMKT:GSB)

Buy ($175)

Data Hosting Centers and Data Storage

September 11, 2015

Companies covered: Qualys, Inc. (NASDAQ:QLYS), Red Hat, Inc. (NYSE:RHT), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Microsoft Corporation (NASDAQ:MSFT), Internap Corporation (NASDAQ:INAP), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR)

Buy ($175)

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