Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Diamond Offshore Drilling Inc. (NYSE:DO), Helix Energy Solutions Group, Inc. (NYSE:HLX), Dril-Quip, Inc. (NYSE:DRQ), Taseko Mines Ltd. (NYSEAMERICAN:TGB), Universal Technical Institute Inc (NYSE:UTI), Powell Industries, Inc. (NASDAQ:POWL), Tejon Ranch Co (NYSE:TRC), XOMA Corporation (NASDAQ:XOMA), Insulet Corporation (NASDAQ:PODD), Kinsale Capital Group Inc. (NASDAQ:KNSL), Zoom Video Communications (NASDAQ:ZM), Peloton Interactive (NASDAQ:PTON), Five Below, Inc. (NASDAQ:FIVE), Pool Corporation (NASDAQ:POOL), Heico Corporation (NYSE:HEI), Procter & Gamble Company (The) (NYSE:PG), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Warner Bros. Discovery Inc. (NASDAQ:WBD), Comcast Corporation (NASDAQ:CMCSA), NXP Semiconductors N.V. (NASDAQ:NXPI), Intel Corporation (NASDAQ:INTC), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Albertsons Companies Inc. (NYSE:ACI), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Texas Instruments Incorporated (NASDAQ:TXN), TE Connectivity Ltd. (NYSE:TEL), Lear Corporation (NYSE:LEA), Aptiv PLC (NYSE:APTV), Stanley Black & Decker, Inc. (NYSE:SWK), Fortune Brands Innovations Inc. (NYSE:FBIN), Lockheed Martin Corporation (NYSE:LMT), RTX Corp. (Raytheon) (NYSE:RTX), Brookfield Renewable Partners LP (NYSE:BEP), Novo Nordisk A/S (NYSE:NVO), Adyen NV (OTCMKTS:ADYYF), Bank Rakyat Indonesia ADR (OTCMKTS:BKRKY), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), Berkshire Hathaway Inc. (NYSE:BRK/A), Aercap Holdings N.V. (NYSE:AER), General Electric Company (NYSE:GE), Vulcan Materials Company (NYSE:VMC), MasTec, Inc. (NYSE:MTZ), Oracle Corporation (NYSE:ORCL), Salesforce.com Inc (NYSE:CRM), Deere & Company (NYSE:DE), Adobe Systems Incorporated (NASDAQ:ADBE), Costco Wholesale Corporation (NASDAQ:COST), General Mills, Inc. (NYSE:GIS), Motorola Solutions, Inc. (NYSE:MSI), T-Mobile US, Inc. (NASDAQ:TMUS), American Water Works (NYSE:AWK), Southern Company (The) (NYSE:SO), Wendy's Company (The) (NASDAQ:WEN), O’Reilly Automotive Inc. (NASDAQ:ORLY), Transdigm Group Incorporated (NYSE:TDG), McDonald's Corporation (NYSE:MCD), Alphabet Inc (NASDAQ:GOOG), Rivian Automotive Inc. (NASDAQ:RIVN), HCA Healthcare (NYSE:HCA), Enel S.p.A. ADS (OTCMKTS:ENLAY), Mercury NZ Ltd. (OTCMKTS:MGHTF), Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Exxon Mobil Corporation (NYSE:XOM), Flowserve Corporation (NYSE:FLS), R1 RCM Holdco Inc. (NASDAQ:RCM), Goosehead Insurance, Inc. (NASDAQ:GSHD), Primo Water Corporation (NASDAQ:PRMW), Plains All American Pipeline, L.P. (NYSE:PAA), Denbury Inc. (NYSE:DEN), Tempur Sealy International, Inc. (NYSE:TPX), Qualys, Inc. (NASDAQ:QLYS), Globus Medical, Inc. (NYSE:GMED), DoubleVerify Holdings Inc. (NYSE:DV), Chevron Corporation (NYSE:CVX), United Therapeutics Corporation (NASDAQ:UTHR), Albemarle Corporation (NYSE:ALB), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Globalfoundries Inc. (NASDAQ:GFS), Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp (NYSE:SBS), Sinopharm Group ADR (OTCMKTS:SHTDY), Sinotrans (HKG:0598), REC Limited (NSE:RECLTD), NHPC Limited (NSE:NHPC), PTC India Ltd. (NSE:PTC), JB Financial Group Co Ltd. (KRX:175330), Kina Securities Ltd. (ASX:KSL), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Eli Lilly and Company (NYSE:LLY), Deckers Outdoor Corporation (NYSE:DECK), ServiceNow, Inc. (NYSE:NOW), Fair Isaac Corporation (NYSE:FICO), Uber Technologies (NYSE:UBER), DexCom, Inc. (NASDAQ:DXCM)
