Companies covered: Berkshire Hathaway Inc. (NYSE:BRK/A), Markel Corporation (NYSE:MKL), Check Point Software Technologies Ltd. (NASDAQ:CHKP), QUALCOMM Incorporated (NASDAQ:QCOM), Helen of Troy Limited (NASDAQ:HELE), Mentor Graphics Corporation (NASDAQ:MENT), EXACT Sciences Corporation (NASDAQ:EXAS), Gilead Sciences, Inc. (NASDAQ:GILD), Celgene Corporation (NASDAQ:CELG), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), Palo Alto Networks, Inc. (NYSE:PANW), Fortinet, Inc. (NASDAQ:FTNT), Verizon Communications Inc. (NYSE:VZ), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), UnitedHealth Group Incorporated (NYSE:UNH), Electronic Arts Inc. (NASDAQ:EA), Activision Blizzard, Inc (NASDAQ:ATVI), Fitbit Inc (NYSE:FIT), Apple Inc. (NASDAQ:AAPL), NXP Semiconductors N.V. (NASDAQ:NXPI), Avago Technologies Limited (NASDAQ:AVGO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Starbucks Corporation (NASDAQ:SBUX), EQT Midstream Partners, LP (NYSE:EQM), Cisco Systems, Inc. (NASDAQ:CSCO), Oracle Corporation (NYSE:ORCL), Twitter, Inc. (NYSE:TWTR), AT&T Inc. (NYSE:T), BOK Financial Corporation (NASDAQ:BOKF), General Electric Company (NYSE:GE), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), Chevron Corporation (NYSE:CVX), Procter & Gamble Company (The) (NYSE:PG), Unilever PLC (NYSE:UL), Volkswagen AG (OTCMKTS:VLKAF), Glencore PLC (LON:GLEN), Rolls-Royce Holding PLC (LON:RR), Alphabet Inc (NASDAQ:GOOG), BP p.l.c. (NYSE:BP), Microsoft Corporation (NASDAQ:MSFT), Walt Disney Company (The) (NYSE:DIS), Costco Wholesale Corporation (NASDAQ:COST), FedEx Corporation (NYSE:FDX), Walmart Inc. (NYSE:WMT), Veeva Systems Inc. (NYSE:VEEV), Caterpillar, Inc. (NYSE:CAT), Deere & Company (NYSE:DE), Amgen Inc. (NASDAQ:AMGN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Illumina, Inc. (NASDAQ:ILMN), Rackspace Hosting, Inc (NYSE:RAX), GoPro, Inc. (NASDAQ:GPRO), Helmerich & Payne, Inc. (NYSE:HP), United Parcel Service, Inc. (NYSE:UPS), Xilinx, Inc. (NASDAQ:XLNX), Altera Corporation (NASDAQ:ALTR), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Kohl's Corporation (NYSE:KSS), Whole Foods Market, Inc. (NASDAQ:WFM), Exxon Mobil Corporation (NYSE:XOM), Bayerische Motoren Werke AG (ETR:BMW), Internet of Things (CVE:ITT)
