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No. of Recommendations: 2
                                      2020
wk wk wk wk wk wk wk wk wk wk wk % +
Ticker Company S4 S11 S18 S25 O2 O9 O16 O23 O30 N6 N13 MA

CDNS Cadence Design Systems Inc 3 . . 3 3 3 3 3 3 3 3 ddd3
LOGI Logitech International SA . . . . . . . . . 3 3 ddd
LRCX Lam Research Corp . . . . . . . . . 3 3 16
POOL Pool Corporation . . . . . . 3 3 3 3 3 ddd
TMO Thermo Fisher Scientific Inc 3 3 3 3 3 3 3 . 3 3 3 ddd4
TTD The Trade Desk . . . . . . . . . 3 3 ddd18
WST West Pharmaceutical Services 3 3 3 3 3 3 3 3 3 3 3 d2



        Year
2006 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Ticker OV OV OV OV OV OV OV OV Ov Ov Ov Ov Ov Ov Ov N crnt M Cap

CDNS . . . . . . . . . . 22 . . 137 45 . 3 Mid
LOGI . . . . . . . . . . . . . . 6 3 Large
LRCX 42 . . . . . . . . . 129 327 64 . 18 . 3 Large
POOL . . . . . . . . . . . . . . 12 3 Large
TMO . . . . . . . . . . . . . . 45 3 Large
TTD . . . . . . . . . . . . 64 94 24 . 3 Mid
WST . . . . . . . . . . . . . . 66 3 Large



Anne
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