Companies covered: Computer Age Management Services Ltd. (NSE:CAMS), Union Auction PCL Crop Non-Voting DR (OTCMKTS:UAPNF), KAR Auction Services, Inc (NYSE:KAR), Copart, Inc. (NASDAQ:CPRT), Taisun Enterprise Co., Ltd. (TPE:1218), Baltic Classifieds Group PLC (LON:BCG), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), 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), Big Lots, Inc. (NYSE:BIG), Mattel, Inc. (NASDAQ:MAT), Meritage Homes Corp. (NYSE:MTH), Ares Capital Corporation (NASDAQ:ARCC), Ares Management Corp. (NYSE:ARES), Hercules Capital Inc (NYSE:HTGC), Barings BDC (NYSE:BBDC), FS KKR Capital Corp. (NYSE:FSK), KKR & Co. L.P. (NYSE:KKR), PennantPark Investment Corporation (NASDAQ:PNNT), Saratoga Investment Corp (NYSE:SAR), Trinity Capital Inc. (NASDAQ:TRIN), SLR Investment Corp. (NASDAQ:SLRC), Owl Rock Capital Corp. (NYSE:ORCC), Oaktree Specialty Lending Corp. (NASDAQ:OCSL)
Companies covered: Shopify (NYSE:SHOP), Facebook, Inc. (NASDAQ:FB), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Paramount Group, Inc. (NYSE:PGRE), Netflix, Inc. (NASDAQ:NFLX), ServiceNow, Inc. (NYSE:NOW), Pool Corporation (NASDAQ:POOL), SiteOne Landscape Supply (NYSE:SITE), Paycom Software, Inc. (NYSE:PAYC), Paylocity Holding Corporation (NASDAQ:PCTY), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Beyond Meat Inc. (NASDAQ:BYND), Pinterest Inc. (NYSE:PINS), NARI Technology Development Co., Ltd. (SHA:600406), Varun Beverages Ltd. (NSE:VBL), Airtac International Group (TPE:1590), Anglo American plc Unsponsored ADR (OTCMKTS:NGLOY), Pepsico, Inc. (NASDAQ:PEP)
Companies covered: Goldman Sachs Group, Inc. (The) (NYSE:GS), Bank of America Corporation (NYSE:BAC), JPMorgan Chase & Co. (NYSE:JPM), Truist Financial Corp. (NYSE:TFC), Cadence Bancorp. (NYSE:CADE), Fifth Third Bancorp (NASDAQ:FITB), Ameris Bancorp (NASDAQ:ABCB), BancorpSouth, Inc. (NYSE:BXS), New York Community Bancorp, Inc. (NYSE:NYCB), Flagstar Bancorp, Inc. (NYSE:FBC), Ally Financial Inc. (NYSE:ALLY), Huntington Bancshares Incorporated (NASDAQ:HBAN), Customers Bancorp, Inc (NYSE:CUBI), Axos Financial, Inc. (NYSE:AX), Dime Community Bancshares, Inc. (NASDAQ:DCOM)
Companies covered: Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Dick's Sporting Goods Inc (NYSE:DKS), 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), Zoom Video Communications (NASDAQ:ZM), Bank of America Corporation (NYSE:BAC), EOG Resources, Inc. (NYSE:EOG), Berkshire Hathaway Inc. (NYSE:BRK/A), Honeywell International Inc. (NYSE:HON), Fortive Corp (NYSE:FTV), Aptiv PLC (NYSE:APTV), Altra Industrial Motion Corp. (NASDAQ:AIMC), Danaher Corporation (NYSE:DHR)
Companies covered: McCormick & Company, Incorporated (NYSE:MKC), Zillow Group (NASDAQ:ZG), Redfin Corp (NASDAQ:RDFN), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Paypal Holdings Inc (NASDAQ:PYPL), Vail Resorts, Inc. (NYSE:MTN), Alphabet Inc (NASDAQ:GOOG), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), Transdigm Group Incorporated (NYSE:TDG), Coinbase Global Inc. (NASDAQ:COIN), Chewy (NYSE:CHWY), Resideo Technologies Inc. (NYSE:REZI), Carvana Co. (NYSE:CVNA), Regal Beloit Corporation (NYSE:RBC), Honeywell International Inc. (NYSE:HON), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Netflix, Inc. (NASDAQ:NFLX), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Moderna (NASDAQ:MRNA), Pfizer, Inc. (NYSE:PFE), Gamestop Corporation (NYSE:GME), AMC Entertainment Holdings, Inc. (NYSE:AMC)
