**Ticker Equity Name Size Days Conv Gain CAGR**
ALGN Align Technology, Inc. 7.0% 183 8 78.6 % 223.0%
ANET Arista Networks, Inc. 3.1% 78 6 20.1 % 141.2%
CSX CSX Corporation 1.5% 947 6 59.2 % 19.7%
CSX CSX Corporation 1.2% 941 6 59.7 % 20.0%
FB Facebook, Inc. 2.7% 931 8 116.8 % 35.6%
FB Facebook, Inc. 3.6% 233 8 29.9 % 51.4%
GOOGL Alphabet Inc. 2.8% 904 7 94.6 % 31.0%
GOOGL Alphabet Inc. 3.4% 233 7 24.1 % 40.8%
MA Mastercard Incorporated 4.5% 261 8 37.2 % 55.8%
PAYC Paycom Software, Inc. 2.4% 171 6 23.0 % 56.6%
PAYC Paycom Software, Inc. 5.1% 157 6 21.6 % 58.5%
PYPL PayPal Holdings, Inc. 5.3% 192 7 56.9 % 138.0%
SHOP Shopify Inc. 6.4% 255 9 62.1 % 100.0%
SWKS Skyworks Solutions, Inc. 3.9% 192 6 12.3 % 25.0%
TTD The Trade Desk Inc. 8.7% 91 5 19.6 % 107.6%
Cash US Dollar 38.4% 312 0.0 % 0.0%
Haven’t reported for a couple months, so … I can’t even tell you exactly what my gains are YTD, although
I know they are pretty decent consider I’m running with 38% of funds on the sideline.
No buys, no sells, cash is piling up and I haven’t had time to sort out candidates for quite a while.
My watchlist looks like this: When I get time, I hope to get into NVDA, SQ, and UBNT. The rest will
require more study. If I was in a gambling mood, I should just buy a truckload of ALGN as they’re really
kicking some serious butt. But my bride would kill me and rightfully so. 
ABMD
ADBE
CGNX
CRTO
DLTR
EA
INBK
GRUB
HDP
HUBS
ISRG
IPGP
LGIH
MZOR
NTES
NEWR
NVCR
NTNX
NVDA
ORBK
SQ
STMP
TLND
TWLO
UBNT
V
WIX
Sorry, that’s all I have time for.
Luck to all,
Dan