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)
Companies covered: EPAM Systems, Inc. (NYSE:EPAM), Endava PLC – ADR (NYSE:DAVA), Globant S.A. (NYSE:GLOB), Genpact Limited (NYSE:G), WNS (Holdings) Limited (NYSE:WNS), ExlService Holdings, Inc. (NASDAQ:EXLS), Accenture plc. (NYSE:ACN), Perficient, Inc. (NASDAQ:PRFT), Grid Dynamics Holdings Inc. (NASDAQ:GDYN), TTEC Holdings Inc. (NASDAQ:TTEC), TELUS International Cda Inc. (NYSE:TIXT), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fifth Third Bancorp (NASDAQ:FITB), Customers Bancorp, Inc (NYSE:CUBI), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), BP p.l.c. (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM), Total SE (NYSE:TOT), Royal Dutch Shell PLC (NYSE:RDS/A), Chevron Corporation (NYSE:CVX), Diamondback Energy, Inc. (NASDAQ:FANG), Plains All American Pipeline, L.P. (NYSE:PAA), Kinder Morgan, Inc. (NYSE:KMI), Magellan Midstream Partners L.P. (NYSE:MMP), Enterprise Products Partners L.P. (NYSE:EPD), Targa Resources Corp. (NYSE:TRGP), Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Williams-Sonoma, Inc. (NYSE:WSM), Restoration Hardware Holdings Inc. (NYSE:RH), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Ralph Lauren Corporation (NYSE:RL), PVH Corp. (NYSE:PVH), G-III Apparel Group, LTD. (NASDAQ:GIII), Wayfair Inc. (NYSE:W), Apple Inc. (NASDAQ:AAPL), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Gap, Inc. (The) (NYSE:GPS), Burlington Stores, Inc. (NYSE:BURL), Ulta Beauty (NASDAQ:ULTA), lululemon athletica inc. (NASDAQ:LULU), Nordstrom, Inc. (NYSE:JWN)
Companies covered: TASER International, Inc. (NASDAQ:TASR), Axon Enterprise, Inc. (NASDAQ:AXON), Celsius Holdings, Inc. (NASDAQ:CELH), Plug Power, Inc. (NASDAQ:PLUG), PyroGenesis Canada Inc. (CVE:PYR), PyroGenesis Canada Inc. (NASDAQ:PYR), Trex Company, Inc. (NYSE:TREX), Kirkland Lake Gold Ltd. (TSE:KL), Kirkland Lake Gold Ltd. (NYSE:KL), Freshpet, Inc. (NASDAQ:FRPT), Novocure Ltd. (NASDAQ:NVCR), DexCom, Inc. (NASDAQ:DXCM)
Companies covered: Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), Obsidian Energy Ltd. (OTCMKTS:OBELF), W&T Offshore, Inc. (NYSE:WTI), Vaalco Energy Inc (NYSE:EGY), Martin Midstream Partners L.P. (NASDAQ:MMLP), Arena Pharmaceuticals, Inc. (NASDAQ:ARNA), Monarch Casino & Resort, Inc. (NASDAQ:MCRI), Celsius Holdings, Inc. (NASDAQ:CELH), Exponent, Inc. (NASDAQ:EXPO), Perficient, Inc. (NASDAQ:PRFT), INDUS Realty Trust, Inc. (NASDAQ:INDT), Iron Mountain Incorporated (NYSE:IRM), Marcus & Millichap, Inc. (NYSE:MMI), Uniti Group (NASDAQ:UNIT), Tiptree Inc. (NASDAQ:TIPT), Sensus Healthcare (NASDAQ:SRTS), Dime Community Bancshares, Inc. (NASDAQ:DCOM), Standex International Corporation (NYSE:SXI), NAPCO Security Technologies, Inc. (NASDAQ:NSSC), ReWalk Robotics Ltd (NASDAQ:RWLK)
Companies covered: Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), American Eagle Outfitters, Inc. (NYSE:AEO), TJX Companies, Inc. (The) (NYSE:TJX), Burlington Stores, Inc. (NYSE:BURL), Ross Stores, Inc. (NASDAQ:ROST), Restoration Hardware Holdings Inc. (NYSE:RH), Capri Holdings Ltd. (NYSE:CPRI), Tapestry (NYSE:TPR), Ulta Beauty (NASDAQ:ULTA), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Williams-Sonoma, Inc. (NYSE:WSM), Kroger Company (The) (NYSE:KR), Starbucks Corporation (NASDAQ:SBUX), Abercrombie & Fitch Company (NYSE:ANF), Nordstrom, Inc. (NYSE:JWN), Designer Brands Inc. (NYSE:DBI), Urban Outfitters, Inc. (NASDAQ:URBN), Chewy (NYSE:CHWY), Wayfair Inc. (NYSE:W), Revolve Group LLC (NYSE:RVLV), Stitch Fix (NASDAQ:SFIX), ThredUp Inc. (NASDAQ:TDUP), Allbirds Inc. (NASDAQ:BIRD), Boot Barn Holdings, Inc. (NYSE:BOOT), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), Warby Parker Inc. (NYSE:WRBY), Brilliant Earth Group Inc. (NASDAQ:BRLT), Uber Technologies (NYSE:UBER), Gap, Inc. (The) (NYSE:GPS), Coca-Cola Company (The) (NYSE:KO), Anheuser-Busch Inbev SA (NYSE:BUD), Macy's Inc (NYSE:M), Aritzia Inc. (OTCMKTS:ATZAF), National Vision Holdings Inc. (NASDAQ:EYE), eBay Inc. (NASDAQ:EBAY), Poshmark Inc. (NASDAQ:POSH), RealReal (NASDAQ:REAL), Hermes International SCA (OTCMKTS:HESAF), Destination XL Group, Inc. (NASDAQ:DXLG), Esports Technologies Inc. (NASDAQ:EBET), Hall of Fame Resort & Entertainment Co. (NASDAQ:HOFV)