Companies covered: Credit Acceptance Corporation (NASDAQ:CACC), Carvana Co. (NYSE:CVNA), CarMax Inc (NYSE:KMX), Amazon.com, Inc. (NASDAQ:AMZN), Etsy Inc. (NASDAQ:ETSY), Triton International Ltd. (NYSE:TRTN), Agilent Technologies, Inc. (NYSE:A), Commercial Metals Company (NYSE:CMC), Quest Diagnostics Incorporated (NYSE:DGX), Ecolab Inc. (NYSE:ECL), Adtalem Global Education (NYSE:ATGE), Corning Incorporated (NYSE:GLW), Nokia Corporation (NYSE:NOK), QUALCOMM Incorporated (NASDAQ:QCOM), Akamai Technologies, Inc. (NASDAQ:AKAM), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Magna International, Inc. (NYSE:MGA), Methode Electronics, Inc. (NYSE:MEI), Nikola Corporation (NASDAQ:NKLA), Facebook, Inc. (NASDAQ:FB), CONMED Corporation (NYSE:CNMD), Netflix, Inc. (NASDAQ:NFLX), Carnival Corporation (NYSE:CCL), Microsoft Corporation (NASDAQ:MSFT), Tesla Motors, Inc. (NASDAQ:TSLA), Orion Engineered Carbons S.A (NYSE:OEC), BorgWarner Inc. (NYSE:BWA), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), General Motors Company (NYSE:GM), Gamestop Corporation (NYSE:GME), Lamar Advertising Company (NASDAQ:LAMR), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), OUTFRONT Media Inc. (NYSE:OUT), Avalara Inc. (NYSE:AVLR), Silvercrest Asset Management Group Inc. (NASDAQ:SAMG), Hywin Holdings Ltd – ADR (NASDAQ:HYW), Movado Group Inc. (NYSE:MOV), Compagnie Financiere Richemont SA (OTCMKTS:CFRHF), Kering SA (OTCMKTS:PPRUF), United Bancorp, Inc. (NASDAQ:UBCP), Sun Hung Kai & Co. Limited (HKG:0086), Leoch International Technology Ltd. (HKG:0842), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Coca-Cola Company (The) (NYSE:KO), Zoom Video Communications (NASDAQ:ZM), Okta (NASDAQ:OKTA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), McDonald's Corporation (NYSE:MCD), Lockheed Martin Corporation (NYSE:LMT), General Electric Company (NYSE:GE), Deere & Company (NYSE:DE), NVIDIA Corporation (NASDAQ:NVDA), Adobe Systems Incorporated (NASDAQ:ADBE), Northrop Grumman Corporation (NYSE:NOC), RTX Corp. (Raytheon) (NYSE:RTX), Costco Wholesale Corporation (NASDAQ:COST), Paypal Holdings Inc (NASDAQ:PYPL), The Middleby Corporation (NASDAQ:MIDD), Toyota Motor Corp Ltd Ord (NYSE:TM), Lowe's Companies, Inc. (NYSE:LOW), Exxon Mobil Corporation (NYSE:XOM), Pepsico, Inc. (NASDAQ:PEP), WD-40 Company (NASDAQ:WDFC), Duke Energy Corporation (NYSE:DUK), Lamb Weston Holdings Inc (NYSE:LW), Dentsply Sirona (NASDAQ:XRAY), FANUC CORP (OTCMKTS:FANUF), New York Times Company (The) (NYSE:NYT), Palantir Technologies Inc. (NYSE:PLTR), Coca-Cola European Partners PLC (NYSE:CCEP), Murata Manufacturing ADR (OTCMKTS:MRAAY), AMC Entertainment Holdings, Inc. (NYSE:AMC), Xilinx, Inc. (NASDAQ:XLNX), Advanced Micro Devices, Inc. (NASDAQ:AMD), Lancaster Colony Corporation (NASDAQ:LANC), Kansas City Southern (NYSE:KSU), Kirby Corporation (NYSE:KEX), Restoration Hardware Holdings Inc. (NYSE:RH), Allegiant Travel Company (NASDAQ:ALGT), Square Inc (NYSE:SQ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Home Depot, Inc. (The) (NYSE:HD), Lennar Corporation (NYSE:LEN), Booking Holdings (NASDAQ:BKNG), TripAdvisor, Inc. (NASDAQ:TRIP), Expedia, Inc. (NASDAQ:EXPE), Southwest Airlines Company (NYSE:LUV), CSX Corporation (NYSE:CSX), KeyCorp (NYSE:KEY), Novavax, Inc. (NASDAQ:NVAX), Airbnb Inc. (NASDAQ:ABNB), Floor & Decor Holdings Inc. (NYSE:FND), DraftKings Inc. (NASDAQ:DKNG), Annovis Bio Inc. (NYSEAMERICAN:ANVS), W&T Offshore, Inc. (NYSE:WTI), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Vail Resorts, Inc. (NYSE:MTN), Transdigm Group Incorporated (NYSE:TDG), Coinbase Global Inc. (NASDAQ:COIN), McCormick & Company, Incorporated (NYSE:MKC), Zillow Group (NASDAQ:ZG), Redfin Corp (NASDAQ:RDFN), Manitex International, Inc. (NASDAQ:MNTX), Tadano LTD. (TYO:6395), Terex Corporation (NYSE:TEX), East West Bancorp, Inc. (NASDAQ:EWBC), Silicom Ltd (NASDAQ:SILC), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), Telefonica SA (NYSE:TEF), Intel Corporation (NASDAQ:INTC), EZCORP, Inc. (NASDAQ:EZPW), Eagle Materials Inc (NYSE:EXP), U.S. Concrete (NASDAQ:USCR), Martin Marietta Materials, Inc. (NYSE:MLM), Vulcan Materials Company (NYSE:VMC), Brinker International, Inc. (NYSE:EAT), NCR Corporation (NYSE:NCR), Nordstrom, Inc. (NYSE:JWN), Summit Materials Inc. (NYSE:SUM), Cleveland-Cliffs Inc. (NYSE:CLF), CVS Health Corporation (NYSE:CVS), Whirlpool Corporation (NYSE:WHR), MetLife, Inc. (NYSE:MET), Omnicom Group Inc. (NYSE:OMC), FedEx Corporation (NYSE:FDX), Kohl's Corporation (NYSE:KSS), Seagate Technology. (NASDAQ:STX), Big Lots, Inc. (NYSE:BIG), M.D.C. Holdings, Inc. (NYSE:MDC), Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC), ManpowerGroup (NYSE:MAN), Caterpillar, Inc. (NYSE:CAT), Nutrien Ltd. (NYSE:NTR), Newmont Corporation (NYSE:NEM), WestRock Co. (NYSE:WRK), Volkswagen AG (ADR) (OTCMKTS:VWAGY), BASF SE (OTCMKTS:BASFY), TotalEnergies SE (NYSE:TTE), Allianz SE (ADR) (OTCMKTS:ALIZY)
