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

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



Anne
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