No. of Recommendations: 2
                                2018                 2019
wk wk wk wk wk wk wk wk wk wk wk wk wk
Ticker Company D7 D14 D21 D28 J4 J11 J18 J25 F1 F8 F15 F22 M1

TEAM Atlassian Corp Plc . 3 3 10 10 10 3 10 15 15 15 15 21
XLNX Xilinx Inc . . . . . . . 15 10 21 21 21 21
CDNS Cadence Design Systems . . . . . . . . 3 6 6 15 15
INTU Intuit Inc . . . . . . . . . . . 15 10
KL Kirkland Lake Gold 6 . 10 10 10 6 3 10 10 10 10 10 10
NOW ServiceNow Inc 10 3 . 6 6 10 10 10 15 10 6 6 10
PANW Palo Alto Networks Inc . 3 . 3 3 3 3 6 6 10 10 10 10
SSNC SS&C Tech Hldgs Inc . . . . . . . . . . 6 . 10
ULTA Ulta Salon Cosm & Frag . . . . . 10 3 6 6 6 6 10 10
CHGG Chegg Inc . . . . . 6 6 6 3 . 3 6 6
CIEN Ciena Corporation . . . . 3 6 6 10 3 3 6 15 6
CYBR CyberArk Software Ltd 6 . 3 3 10 6 10 15 10 10 10 6
ETSY Etsy Inc 3 . . . . . 3 3 . . . 3 6
FTNT Fortinet Inc . . . . . . . . . . . 6 6
HZNP Horizon Pharma Plc . . . . . 6 6 3 3 6 6 3 6
IRBT iRobot Corp . . . . . . . . . 6 10 . 6
LLY Eli Lilly and Company . . . . . . . . . . . . 6
NEO NeoGenomics Inc 6 . . . . 3 3 6 6 3 6 6 6
NSTG NanoString Tech Inc . . . . . 6 6 . 3 3 3 . 6
QURE uniQure N.V. . . . . . . . . . . . . 6
RCII Rent-A-Center Inc . . . . . . . . . . . . 6
TTD The Trade Desk . . . . . . 6 3 6 6 6 10 6
UBNT Ubiquiti Networks Inc 10 . 3 3 3 3 3 6 6 10 15 10 6
VCYT Veracyte Inc . . . . . 6 6 3 3 3 3 . 6
VEEV Veeva Systems Inc . . . . . 3 15 15 10 15 15 10 6
W Wayfair Inc . . . . . . . . . . . 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

j10 TEAM . . . . . . . . . . . 6 115 111 . 21 Large
d14 XLNX . . . . . . . . . . . . 6 109 . 21 Large
jj17 CDNS . . . . . . . . . . 22 . . 42 . 15 Mid
jjj15 INTU . . . . . . . . . . . . 28 25 . 10 Large
j16 KL . . . . . . . . . . . . 26 76 . 10 Mid
d17 NOW . . . . . . . . . . . . 211 83 . 10 Large
d9 PANW . . . . . . . . 12 88 . . 128 52 . 10 Large
j16 SSNC . . . . . . . . . . . . . 16 10 Large
d6 ULTA . . . . 70 . 184 . . 250 208 . 42 54 . 10 Large
d12 CHGG . . . . . . . . . . . . . 30 . 6 Mid
dd8 CIEN . . . . . . . . . . . . . 49 . 6 Mid
d21 CYBR . . . . . . . . . . . . 68 77 . 6 Mid
jjj29 ETSY . . . . . . . . . . . . 12 6 . 6 Mid
d10 FTNT . . . . . . . . . . . . 126 12 . 6 Large
jjj26 HZNP . . . . . . . . . 42 . . 6 30 . 6 Mid
d27 IRBT . . . . . . . . . . . . . 22 6 Mid
jjj7 LLY . . . . . . . . . . . . . 6 N 6 Large
13 NEO . . . . . . . . . . . . 33 30 . 6 Small
jj21 NSTG . . . . . . . . . . . . . 18 . 6 Small
jjj52 QURE . . . . . . . . . . . . . 6 N 6 Mid
j10 RCII . . . . . . . . . . . . . 6 N
6 Small
ddd28 TTD . . . . . . . . . . . . 64 40 . 6 Mid
dd19 UBNT . . . . . . . 18 24 . 62 . 131 53 . 6 Mid
ddd10 VCYT . . . . . . . . . . . . . 18 . 6 Small
d7 VEEV . . . . . . . . . . 78 81 72 86 . 6 Mid
jj43 W . . . . . . . . . . . . . 12 6 Large



Anne
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