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No. of Recommendations: 1
        2019                       2020
Ticker 12,6 12,13 12,20 12,27 1,3 1,10 1,17 1,24 1,31 2,7 2,14 2,21 Ticker

SEDG 7 1 SEDG
PLMR 3 3 3 2 2 2 PLMR
SITE 3 SITE
PCTY 2 2 2 2 2 2 2 2 5 4 4 PCTY
EDU 12 11 9 10 13 10 19 15 8 5 5 EDU
LITE 16 24 27 34 10 9 6 LITE
NVDA 10 7 NVDA
HQY 22 8 HQY
ADBE 28 12 12 11 11 12 10 8 7 7 7 9 ADBE
NOW 21 17 15 13 15 15 11 10 9 9 8 10 NOW
LULU 3 8 9 9 14 12 10 14 13 11 LULU
MSFT 22 18 16 15 18 16 18 20 12 14 12 MSFT
FTNT 6 5 49 6 1 3 4 6 6 6 11 13 FTNT
SQ 22 17 17 14 SQ
XP 29 26 28 8 40 12 15 XP
VRTX 16 13 18 16 VRTX
GPN 15 17 GPN
MA 18 MA
DHI 24 22 27 27 37 39 37 26 12 15 19 19 DHI
FNV 27 20 26 20 20 19 22 22 18 22 22 20 FNV
PLNT 32 34 28 23 29 24 27 38 23 27 24 21 PLNT
TRU 22 TRU
ZTO 17 24 26 28 44 40 28 28 23 ZTO
TER 13 17 18 21 24 TER
EPRT 11 10 12 13 11 11 11 20 25 EPRT
BMY 21 25 26 BMY
RMD 41 28 24 26 27 RMD
AMAT 27 28 AMAT
UCTT 29 UCTT
NFLX 38 41 50 41 38 26 23 30 NFLX
CDW 10 9 7 9 8 8 17 15 24 31 CDW
GOOGL 30 33 32 GOOGL
ICHR 36 30 33 ICHR
STNE 31 25 30 34 30 33 33 37 35 38 36 34 STNE
JBL 10 16 14 14 15 17 27 29 32 35 JBL
REGN 36 REGN
SRC 19 39 31 34 42 37 SRC
WEX 47 45 39 38 WEX
TROW 31 34 39 TROW
BRO 37 41 40 BRO
EW 9 19 35 46 39 50 41 EW
TTC 22 19 23 21 32 36 36 41 37 42 TTC
SF 33 38 43 SF
KLAC 42 35 44 KLAC
AMD 37 43 43 45 AMD
VEEV 35 26 40 43 46 49 49 46 VEEV
FISV 35 40 47 FISV
TW 46 48 TW
CBRE 44 36 32 29 35 41 42 44 45 47 49 CBRE
BLK 48 46 48 50 BLK
ACGL 46 42 42 44 43 47 ACGL
AL 40 33 31 30 38 AL
ALB 44 ALB
ALGN 37 35 36 37 ALGN
AQUA 20 21 14 AQUA
ASML 33 ASML
BABA 15 13 11 8 7 7 8 18 20 16 16 BABA
BAH 34 32 34 28 32 44 BAH
BOOT 6 12 16 13 BOOT
BRKR 16 BRKR
CARG 38 46 CARG
CHGG 42 43 20 28 23 16 23 14 20 CHGG
CMCSA 40 50 47 45 CMCSA
CMG 46 45 39 38 43 CMG
COLM 47 49 COLM
CPRT 5 3 5 5 5 6 6 5 5 3 6 CPRT
CRM 44 35 40 27 CRM
EEFT 33 27 21 26 32 25 31 29 29 48 EEFT
ENV 23 30 ENV
ESNT 13 14 25 36 42 49 ESNT
FBC 47 35 29 32 47 FBC
FLT 18 19 31 26 FLT
FND 8 14 FND
G 18 21 22 30 30 G
HDB 29 29 33 44 49 44 49 HDB
HEI 26 16 43 39 32 HEI
IDXX 46 IDXX
INCY 14 INCY
INMD 1 1 1 1 1 1 1 1 1 1 INMD
INTU 50 INTU
ISRG 47 ISRG
ISRG 50 50 50 50 ISRG
JAZZ 39 40 45 36 35 48 42 JAZZ
JCOM 37 41 41 37 42 40 38 43 49 JCOM
JPM 25 23 19 22 27 32 JPM
KL 17 13 25 34 41 KL
LDOS 30 24 17 18 21 20 23 32 33 25 29 LDOS
LHX 39 34 28 26 31 29 25 30 23 31 LHX
MOMO 17 31 43 39 39 35 MOMO
MPW 50 MPW
MRCY 48 MRCY
MRK 49 44 37 36 46 42 43 MRK
NKE 23 25 NKE
NMIH 4 6 3 7 10 11 9 14 19 19 NMIH
OLED 8 7 6 3 3 5 7 9 OLED
PAGS 48 41 PAGS
PAYC 2 4 4 4 4 4 5 4 4 4 3 PAYC
PFSI 16 15 13 12 19 18 21 21 21 PFSI
PRGS 50 50 PRGS
PYPL 48 45 45 44 PYPL
RGLD 45 42 33 48 RGLD
SAFE 46 SAFE
STOR 36 47 STOR
SYK 47 49 SYK
TEAM 7 TEAM
TSM 39 45 TSM
V 43 28 25 24 33 30 20 24 25 V
VAR 49 48 46 48 VAR
WGO 23 31 34 34 40 WGO
YNDX 48 38 36 31 41 38 40 45 47 45 YNDX



Anne
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