No. of Recommendations: 1
My friend Marjory is hanging up the towel after many good years of running the Overlaps spreadsheet and sharing it with many. It seems like an era has ended. What good conversations and thinking we have had over many years. Thanks, Marjory and good investing... Are you willing to discuss the ways in which you are investing these days?

                                    2019
wk wk wk wk wk wk wk wk wk wk wk wk wk
Ticker Company J4 J11 J18 J25 F1 F8 F15 F22 M1 M8 M15 M22 M29

TEAM Atlassian Corp Plc 10 10 3 10 15 15 15 15 21 6 15 10 15
XLNX Xilinx Inc . . . 15 10 21 21 21 21 10 15 21 15
INTU Intuit Inc . . . . . . . 15 10 10 10 6 10
LULU Lulemon Athletica Inc 3 3 10 10 . . . . 3 . . . 10
SSNC SS&C Tech Hldgs Inc . . . . . . 6 . 10 4 6 6 10
UBNT Ubiquiti Networks Inc 3 3 3 6 6 10 15 10 6 6 6 10 10
ADP Automatic Data Processing . . . . . . . . . . . . 6
AMT American Tower Corp . . . . . . . . . 6 10 10 6
ANET Arista Networks Inc . . . . . . . . 3 3 6 6 6
ATHM Autohome Inc . . . . . . . . . . . . 6
BAH Booz Allen Hamilton Hldg C . . . . . 10 6 6 3 3 6 6 6
CCI Crown Castle Intnl C . . . 3 3 3 . . . . 3 3 6
FIVE Five Below Inc . . . 6 6 6 6 3 . . . . 6
KEYS Keysight Technologies Inc . . . . . . . . . . 6 . 6
NEO NeoGenomics Inc . 3 3 6 6 3 6 6 6 3 6 3 6
NOW ServiceNow Inc 6 10 10 10 15 10 6 6 10 3 6 3 6
PANW Palo Alto Networks Inc 3 3 3 6 6 10 10 10 10 6 6 6 6
PYPL PayPal Holding Inc 3 . . . . . . . 3 . 3 3 6
V Visa Inc Cl A . . . . . . . . . . 6 . 6



% +    Ticker  6   7   8   9   10  11  12  13  14  15   16  17   18   19
MA Ov Ov Ov Ov Ov Ov Ov Ov Ov Ov Ov Ov Ov Ov N crnt M Cap

j4 TEAM . . . . . . . . . . . 6 115 157 . 15 Large
d3 XLNX . . . . . . . . . . . . 6 170 . 15 Large
j6 INTU . . . . . . . . . . . . 28 81 . 10 Large
ddd10 LULU . . . . . . . . . . . . 271 30 . 10 Large
j5 SSNC . . . . . . . . . . . . . 38 10 Large
j6 UBNT . . . . . . . 18 24 . 62 . 131 105 . 10 Mid
jj5 ADP . . . . . . . . . . . . . 6 N 6 Large
8 AMT . . . . . . . . . . . . . 32 6 Large
j12 ANET . . . . . . . . . . 6 261 38 18 . 6 Large
jjj19 ATHM . . . . . . . . . 18 . 70 36 6 . 6 Mid
j6 BAH . . . . . . . . . . . . . 40 6 Mid
5 CCI . . . . . . . . . . . . 6 6 . 6 Large
d2 FIVE . . . . . . . . . . 51 6 80 30 . 6 Mid
d4 KEYS . . . . . . . . . . . . . 12 6 Large
d8 NEO . . . . . . . . . . . . 33 42 . 6 Small
d4 NOW . . . . . . . . . . . . 211 95 . 6 Large
3 PANW . . . . . . . . 12 88 . . 128 76 . 6 Large
j6 PYPL . . . . . . . . . . 12 90 30 6 . 6 Large
d5 V . . . . . . 78 32 . 104 . . 6 12 . 6 Large



Anne
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