Companies covered: Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Ulta Beauty (NASDAQ:ULTA), Kirby Corporation (NYSE:KEX), OceanFirst Financial Corp. (NASDAQ:OCFC), Universal Technical Institute Inc (NYSE:UTI), Bayerische Motoren Werke ADR (OTCMKTS:BMWYY), Centene Corporation (NYSE:CNC), Kraft Heinz Co (NASDAQ:KHC), CNH Industrial N.V. (NYSE:CNHI)