Libby's portfolio at the end of Apr 2018

JohnBelg: That’s an interesting interpretation of “Hope this helps”. Very little surprises
me these days but that sure did. Awesome.

Rizz: I never ignore valuation. I mostly use different forms of discounted cash flow.

Randy: I keep track of these cloud stocks for purposes other than this board. The only
reason I posted here was because I know people here are heavily into these stocks and
thought people might be interested in this data. It was meant as a factual presentation
but I understand why some people would interpret it differently.

Champico: BOX, COUP, DATA, ELLI, MULE, NEWR, OKTA, RING, VEEV, ZEN

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