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No. of Recommendations: 2
                                     2019                                        2020
wk wk wk wk wk wk wk wk wk wk wk wk wk wk wk wk
Ticker Company N1 N8 N15 N22 N29 D6 D13 D20 D27 J3 J10 J17 J24 J31 F7 F14

CPRT Copart inc . . 3 3 3 . . 3 . 3 6 6 6 6 6 6
MSFT Microsoft Corporation . . . . . . . . . . 3 3 3 3 6 6
RMD ResMed Inc . . . . . . . . . . . . . . 6 6
ANSS ANSYS, Inc . . . . . . . . . . . . 3 3 3 3
BRO Brown & Brown, Inc . . . . . . . . . . . . . . 3 3
EPRT Essential Properties Realty . 3 . . . . . . . . . . 3 3 3 3
FISV Fiserve Inc . . . . . . . . . . . . . . 3 3
FNV Franco-Nevada Corp . . . . . . . . . . 3 3 3 3 3 3
LDOS Leidos Holdings Inc . . . . . . . . . 3 3 3 . . 3 3
LITE Lumentum Hldngs Inc . . . . . . . . . 3 3 . . . 3 3
TDY Teledyne Tech Inc . . . . . . . . . . . . . . 3 3



% +           6   7   8   9   10  11  12  13  14  15  16  17  18  19  20
MA Ticker OV OV OV OV OV OV OV OV Ov Ov Ov Ov Ov Ov N crnt M Cap

d5 CPRT . 39 33 . . . . . . . 59 30 58 15 39 . 6 Mid
jj11 MSFT . . . . . . . . . . . . . . 24 6 Mega
j7 RMD . . . . . . . . . . . . . . 12 6 Large
j7 ANSS . . . . . . . . . . . . . . 12 3 Large
d11 BRO . . . . . . . . . . . . . . 6 3 Large
j10 EPRT . . . . . . . . . . . . . 3 12 3 Small
3 FISV . . . . . . . . . 12 58 . . . 6 . 3 Large
j7 FNV . . . . . . . . . . . . . . 18 . 3 Large
j9 LDOS . . . . . . . . . . . . . . 15 3 Large
d6 LITE . . . . . . . . . . 84 42 . . 9 . 3 Small
5 TDY . . 10 . . 18 . . . . . . . . 6 . 3 Large



Anne
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