No. of Recommendations: 1
                             2019
wk wk wk wk wk wk wk wk wk Ticker 18 19
Company F1 F8 F15 F22 M1 M8 M15 M22 M29 Ov Ov M Cap

Xilinx Inc 10 21 21 21 21 10 15 21 15 XLNX 6 170 Large
Atlassian Corp Plc 15 15 15 15 21 6 15 10 15 TEAM 115 157 Large
Veeva Systems Inc 10 15 15 10 6 6 10 10 3 VEEV 72 112 Mid
Ubiquiti Networks Inc 6 10 15 10 6 6 6 10 10 UBNT 131 105 Mid
Kirkland Lake Gold 10 10 10 10 10 10 6 6 3 KL 26 98 Mid
ServiceNow Inc 15 10 6 6 10 3 6 3 6 NOW 211 95 Large
CyberArk Software Ltd 15 10 10 10 6 3 3 6 3 CYBR 68 83 Mid
Intuit Inc . . . 15 10 10 10 6 10 INTU 28 81 Large
Cadence Design Systems 3 6 6 15 15 15 10 10 . CDNS . 77 Mid
Palo Alto Networks Inc 6 10 10 10 10 6 6 6 6 PANW 128 76 Large
Ulta Salon Cosm & Frag 6 6 6 10 10 . 6 3 3 ULTA 42 60 Large
The Trade Desk 6 6 6 10 6 6 6 . . TTD 64 52 Mid
Ciena Corporation 3 3 6 15 6 3 3 . . CIEN . 49 Mid
NeoGenomics Inc 6 3 6 6 6 3 6 3 6 NEO 33 42 Small
Booz Allen Hamilton Hldg C . 10 6 6 3 3 6 6 6 BAH . 40 Mid
World Wrestling Ent 6 10 6 3 3 . 6 3 3 WWE 164 40 Mid
SS&C Tech Hldgs Inc . . 6 . 10 4 6 6 10 SSNC . 38 Large
Alarm.Com Hldgs 3 6 6 3 3 . . . . ALRM . 37 Mid
American Tower Corp . . . . . 6 10 10 6 AMT . 32 Large
Bio Telemetry Inc 6 10 10 . 3 . . . . BEAT 75 32 Small
Chegg Inc 3 . 3 6 6 3 3 . . CHGG . 30 Mid
Five Below Inc 6 6 6 3 . . . . 6 FIVE 80 30 Mid
Horizon Pharma Plc 3 6 6 3 6 3 3 . . HZNP 6 30 Mid
Lulemon Athletica Inc . . . . 3 . . . 10 LULU 271 30 Large
Workday Inc 6 6 3 3 3 3 3 . . WDAY 6 30 Large
Planet Firness Inc 3 3 3 . 3 3 3 3 3 PLNT 42 25 Mid
Salesforce.Com Inc 6 6 6 6 3 . . . . CRM 22 24 Large
Twilio Inc 6 6 . 3 3 . 6 6 3 TWLO . 24 Large
Veracyte Inc 3 3 3 . 6 . 3 6 . VCYT . 24 Small
Avago Technologies LTD 3 3 3 3 3 3 3 3 . AVGO 6 22 Large
iRobot Corp . 6 10 . 6 3 . . . IRBT . 22 Mid
Paycom Software Inc . 10 6 6 . . . . . PAYC 90 22 Mid
Arista Networks Inc . . . . 3 3 6 6 6 ANET 38 18 Large
Coupa Software Inc 6 . . . . . . . . COUP . 18 Mid
Edwards Life Sciences 3 3 3 . . . . 6 . EW 22 18 Large
Five9 Inc 6 6 6 . . . . . . FIVN 6 18 Mid
Fortinet Inc . . . 6 6 3 3 6 . FTNT 126 18 Large
NanoString Tech Inc 3 3 3 . 6 3 3 . . NSTG . 18 Small
Vanda Pharmaceutical . . . . . . . . . VNDA 22 18 Small
VeriSign Inc . . 6 6 3 3 6 3 3 VRSN . 18 Large
Match Group Inc 10 10 3 . . . . . . MTCH 6 16 Large
Adobe Systems Inc . 6 3 . . . . . . ADBE 148 12 Large
American Superconductor C . 6 6 3 3 3 3 3 3 AMSC . 12 Small
Benefitfocus Inc 6 3 6 3 . . . . . BNFT 12 12 Small
Cheniere Ener Prtnrs LP 6 6 3 . . . . . . CQP . 12 Large
Crocs Inc 3 3 3 3 . . . . . CROX 56 12 Small
DexCom Inc . 3 6 . 3 3 6 . . DXCM 6 12 Large
Erie Indemnity Co 6 3 6 3 . . . . . ERIE . 12 Mid
IAC/InterActiveCorp 6 6 3 . . . . . . IAC 6 12 Large
Innoviva Inc . . . . . . . . . INVA 12 12 Small
Iridium Communications . . . . 3 . 6 6 3 IRDM 6 12 Mid
Keysight Technologies Inc . . . . . . 6 . 6 KEYS . 12 Large
PCM Inc . . 6 . . . . . . PCMI . 12 Small
Secure Works Corp 6 6 . . . . . . . SCWX . 12 Small
Sea Limited . . . . . 6 3 6 . SE . 12 Mid
Shenandoah Telecomm. 3 3 6 6 . . . . . SHEN 24 12 Small
Visa Inc Cl A . . . . . . 6 . 6 V 6 12 Large
Wayfair Inc . . . 6 6 3 . . . W . 12 Large
Singstop Inc . . . . . . . . 3 WING 79 12 Small
Amedisys 3 3 10 3 . . . . AMED 133 10 Small
Automatic Data Processing . . . . . . . . 6 ADP . 6 Large
Anthem Inc . . 6 3 . . . . . ANTM . 6 Large
Aray BioPharma . . 3 . . . . . . ARRY . 6 Mid
Autohome Inc . . . . . . . . 6 ATHM 36 6 Mid
Attunity LTD . . . . . . . . . ATTU 58 6 Small
Alteryx Inc . . . . . . . 6 . AYX . 6 Mid
Belmond LTD . . . . . . . . . BEL 20 6 Mid
Crown Castle Intnl C 3 3 . . . . 3 3 6 CCI 6 6 Large
Chipotle Mexican Grill Inc . 6 3 . . . . . 3 CMG . 6 Large
Columbia Sportswear . 6 3 . . . . . 3 COLM 18 6 Mid
Cree Inc . . . . . . 6 . . CREE . 6 Mid
Deckers Outdoor Inc 6 3 3 . 3 . . . . DECK 18 6 Mid
Euronet Worldwide Inc 3 3 3 . . . . . . EEFT . 6 Mid
eHealth Inc . . . 6 . . . . . EHTH . 6 Small
EPAM Systems Inc . . 6 . . 3 3 3 3 EPAM . 6 Mid
Etsy Inc . . . 3 6 3 3 . . ETSY 12 6 Mid
1-800-FLOWERS.COM inc 6 3 3 . . . . . . FLWS . 6 Small
Fabrinet 3 . . . . . . . . FN . 6 Mid
3 . . . . . . . . INSG . 6
IQVIA Holdings Inc . . 6 3 3 . . . 3 IQV . 6 Large
Eli Lilly and Company . . . . 6 3 . 3 3 LLY . 6 Large
LPL Financial Hldgs 6 . . . . 3 3 . . LPLA 48 6 Mid
K12 Inc 6 3 3 . . . . . . LRN . 6 Small
MongoDB Inc . . . . . . . 6 . MDB . 6 Mid
Medpace Holdings 3 . 6 . . . . . . MEDP 18 6 Small
Mirati Therapeutics 3 3 3 3 3 . 3 . . MRTX 18 6 Small
Materialise NV . . . . . . . . . MTLS 16 6 Small
Insight Enterprises . . 6 6 . . . . . NSIT . 6 Small
Insperity Inc . . 6 6 . . . . . NSP 52 6 Mid
Napco Security Technologies . 6 3 . . . . . . NSSC . 6 Mid
Invitae Corporation . . . 3 3 3 6 . . NVTA 6 6 Small
PayPal Holding Inc . . . . 3 . 3 3 6 PYPL 30 6 Large
Rapid 7 Inc . 6 3 3 . . 3 . . RPD . 6 Mid
SPS Commerce 3 3 6 . . . . . . SPSC 10 6 Small
STORE Capital Corp 3 6 . 3 . . . 3 3 STOR . 6 Mid
TransDigm Group Inc . 6 3 . . . . . . TDG . 6 Large
Tandem Diabetes Care . . 6 3 3 3 3 . . TNDM 18 6 Small
Twitter Inc 6 . . . . . . . . TWTR 201 6 Large
Zebra Tchnlgs Corp . . 3 6 . . . . . ZBRA 114 6 Mid
Zendesk Inc . 6 . . . . 3 3 3 ZEN . 6 Mid



Anne
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