Companies covered: AMC Entertainment Holdings, Inc. (NYSE:AMC), Gamestop Corporation (NYSE:GME), Costco Wholesale Corporation (NASDAQ:COST), Walmart Inc. (NYSE:WMT), Gilead Sciences, Inc. (NASDAQ:GILD), Moderna (NASDAQ:MRNA), Johnson & Johnson (NYSE:JNJ), Teladoc Inc (NYSE:TDOC), Voyager Digital Ltd. (OTCMKTS:VYGVF), Omeros Corporation (NASDAQ:OMER), Scientific Games Corp (NASDAQ:SGMS), Inspired Entertainment Inc. (NASDAQ:INSE), W&T Offshore, Inc. (NYSE:WTI), Netflix, Inc. (NASDAQ:NFLX), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Southwest Airlines Company (NYSE:LUV), Tesla Motors, Inc. (NASDAQ:TSLA), Donaldson Company, Inc. (NYSE:DCI), NIC Inc. (NASDAQ:EGOV), Tyler Technologies, Inc. (NYSE:TYL), Unifirst Corporation (NYSE:UNF), Cintas Corporation (NASDAQ:CTAS), Aramark (NYSE:ARMK), Medpace Holdings Inc. (NASDAQ:MEDP), Novavax, Inc. (NASDAQ:NVAX)