Raptor Squeaks by another Month

Time flies, end of another month. I figure I had better post this while I
still have some gains. HDP & BESIY are down so far, but nothing that
concerns me, although BESIY might get kicked out. Chips, chips, always
the dips. I know better, no excuse.

My gains for January were 14.3%. I’ve had YEARS where that would have
made me happy!

Dan

Ticker	Company . . . . . . . . . . 	Size	Bought     	Mo Gain	Mo CAGR	CAGR/all
ANET	Arista Networks, Inc. . . . .	10.8%	11/29/17	17.1%	563.5%	112.2%
SQ	Square, Inc. . . . . . .	8.6%	12/06/17	35.2%	3625.9%	150.4%
SHOP	Shopify Inc. . . . . . . . 	7.0%	02/27/17	25.9%	1488.7%	112.0%
ALGN	Align Technology, Inc. . . . 	6.8%	05/10/17	17.7%	606.4%	132.0%
MA	Mastercard Incorporated . . 	6.7%	02/21/17	11.2%	256.6%	58.7%
IPGP	IPG Photonics Corporation . 	6.5%	12/11/17	17.7%	603.7%	240.0%
ABMD	ABIOMED, Inc. . . . . . 	5.7%	11/29/17	21.6%	943.0%	251.2%
MKSI	MKS Instruments, Inc. . . . .	5.3%	12/20/17	7.6%	141.6%	98.7%
TREE	LendingTree, Inc. . . . . .	4.6%	12/07/17	7.5%	139.3%	120.3%
NVDA	NVIDIA Corporation . . . . .	4.6%	12/20/17	25.5%	1433.8%	302.8%
AYX	Alteryx, Inc. . . . . . . 	4.5%	01/29/18	(4.2%)	100.0%)	(98.0%)
FB	Facebook, Inc. . . . . . . . 	3.7%	04/23/15	5.2%	83.4%	34.1%
GRUB	GrubHub Inc. . . . . . . . .	3.7%	11/29/17	1.0%	12.6%	19.1%
GOOGL	Alphabet Inc. . . . . . . . .	3.7%	03/21/17	12.3%	301.0%	36.4%
LRCX	Lam Research Corporation . 	3.5%	12/26/17	3.4%	50.1%	(26.8%)
PYPL	PayPal Holdings, Inc. . . 	3.5%	05/01/17	14.9%	430.8%	85.6%
CGNX	Cognex Corporation . . . . .	3.2%	11/29/17	1.7%	22.8%	(59.6%)
PAYC	Paycom Software, Inc. . . .	2.9%	05/31/17	13.9%	375.8%	53.2%
BESIY	BE Semiconductor Industries	1.9%	11/29/17	15.1%	440.7%	91.8%
HDP	Hortonworks, Inc. . . . .	1.8%	11/29/17	(1.3%)	(14.4%)	(13.0%)
FB	Facebook, Inc. . . . . . . . 	4.3%	03/21/17	5.2%	83.4%	35.9%

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