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No. of Recommendations: 2
                                      2020
wk wk wk wk wk wk wk wk wk wk wk wk % +
Ticker Company S4 S11 S18 S25 O2 O9 O16 O23 O30 N6 N13 N20 MA

CDNS Cadence Design Systems Inc 3 . . 3 3 3 3 3 3 3 3 3 d
LRCX Lam Research Corp . . . . . . . . . 3 3 3 d14
NVDA NVIDIA Corporation 3 . . 3 3 6 3 3 3 6 3 ddd
POOL Pool Corporation . . . . . . 3 3 3 3 3 3
TTD The Trade Desk . . . . . . . . . 3 3 3 jjj25
WST West Pharmaceutical Services 3 3 3 3 3 3 3 3 3 3 3 3 d



        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 48 . 3 Mid
LRCX 42 . . . . . . . . . 129 327 64 . 21 . 3 Large
NVDA . . . . . . . . . 12 568 335 50 . 123 . 3 Large
POOL . . . . . . . . . . . . . . 15 3 Large
TTD . . . . . . . . . . . . 64 94 27 . 3 Mid
WST . . . . . . . . . . . . . . 66 3 Large



Anne
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