Companies covered: Copart, Inc. (NASDAQ:CPRT), Visteon Corporation (NYSE:VC), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Fiat Chrysler Automobiles N.V. (NYSE:FCAU), Valeo, SA (USA) (OTCMKTS:VLEEY), Delphi Automotive plc (NYSE:DLPH), Mobileye N.V. (NYSE:MBLY), Tesla Motors, Inc. (NASDAQ:TSLA), Harman International Industries, Incorporated (NYSE:HAR), Advance Auto Parts Inc (NYSE:AAP), AutoZone, Inc. (NYSE:AZO), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Genuine Parts Company (NYSE:GPC), CarMax Inc (NYSE:KMX), The Priceline Group Inc. (NASDAQ:PCLN), Monro Muffler Brake, Inc. (NASDAQ:MNRO), AutoNation, Inc. (NYSE:AN), Penske Automotive Group, Inc. (NYSE:PAG), Daimler AG (OTCMKTS:DDAIF), Berkshire Hathaway Inc. (NYSE:BRK/A), Standard Motor Products, Inc. (NYSE:SMP), LKQ Corporation (NASDAQ:LKQ), Lithia Motors, Inc. (NYSE:LAD), Takata Corporation (TYO:7312), Volkswagen AG (ADR) (OTCMKTS:VWAGY)
Companies covered: Golub Capital BDC, Inc. (NASDAQ:GBDC), Solar Capital Ltd. (NASDAQ:SLRC), Safeguard Scientifics, Inc. (NYSE:SFE), Triangle Capital Corporation (NYSE:TCAP), Monroe Capital Corporation (NASDAQ:MRCC), TPG Specialty Lending, Inc. (NYSE:TSLX), Harvest Capital Credit Corporation (NASDAQ:HCAP), Medley Capital Corporation (NYSE:MCC), OFS Capital Corporation (NASDAQ:OFS), KCAP Financial, Inc. (NASDAQ:KCAP), Ares Capital Corporation (NASDAQ:ARCC), Hercules Capital Inc (NYSE:HTGC)
Companies covered: Flux Power Holdings, Inc. (NASDAQ:FLUX), Allied Motion Technologies, Inc. (NASDAQ:AMOT), FLIR Systems, Inc. (NASDAQ:FLIR), ABB Ltd (NYSE:ABB), Alstom SA (EPA:ALO), Bombardier Inc (OTCMKTS:BDRBF), Dover Corporation (NYSE:DOV), Emerson Electric Company (NYSE:EMR), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Eaton Corporation, PLC (NYSE:ETN), General Electric Company (NYSE:GE), Graco Inc. (NYSE:GGG), Honeywell International Inc. (NYSE:HON), Ingersoll-Rand plc (Ireland) (NYSE:IR), ITT Corporation (NYSE:ITT), Johnson Controls, Inc. (NYSE:JCI), 3M Company (NYSE:MMM), NN, Inc. (NASDAQ:NNBR), Rockwell Collins, Inc. (NYSE:COL), RBC Bearings Incorporated (NYSE:RBC), Siemens AG (OTCMKTS:SIEGY), SPX Corporation (NYSE:SPXC), TriMas Corporation (NASDAQ:TRS), Tyco International PLC (NYSE:TYC), United Technologies Corporation (NYSE:UTX), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), MITSUBISHI HVY IND NPV (OTCMKTS:MHVYF), Delta Air Lines, Inc. (NYSE:DAL), Faiveley Transport SA (EPA:LEY), Hitachi, Ltd. (ADR) (OTCMKTS:HTHIY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), Motorola Solutions, Inc. (NYSE:MSI), Huntington Ingalls Industries, Inc. (NYSE:HII), Orbital ATK Inc (NYSE:OA), AeroVironment, Inc. (NASDAQ:AVAV), L-3 Communications Holdings, Inc. (NYSE:LLL), Raytheon Company (NYSE:RTN), Lockheed Martin Corporation (NYSE:LMT), Southwest Airlines Company (NYSE:LUV), Spirit Airlines, Inc. (NASDAQ:SAVE), United Continental Holdings, Inc. (NYSE:UAL), American Airlines Group, Inc. (NASDAQ:AAL), Alaska Air Group, Inc. (NYSE:ALK), JetBlue Airways Corporation (NASDAQ:JBLU), Allegiant Travel Company (NASDAQ:ALGT), Hawaiian Holdings, Inc. (NASDAQ:HA), Boeing Company (The) (NYSE:BA)
Companies covered: MarketAxess Holdings, Inc. (NASDAQ:MKTX), Facebook, Inc. (NASDAQ:FB), Tencent Holdings Ltd. (HKG:0700), Sodexo SA (EPA:SW), Microsoft Corporation (NASDAQ:MSFT), AutoZone, Inc. (NYSE:AZO), Johnson & Johnson (NYSE:JNJ), GoPro, Inc. (NASDAQ:GPRO), Hormel Foods Corporation (NYSE:HRL), Kimberly-Clark Corporation (NYSE:KMB), Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), Lands' End, Inc. (NASDAQ:LE), PetMed Express, Inc. (NASDAQ:PETS), eBay Inc. (NASDAQ:EBAY), Alibaba Group Holding Limited (NYSE:BABA), Expedia, Inc. (NASDAQ:EXPE), The Priceline Group Inc. (NASDAQ:PCLN), Alphabet Inc (NASDAQ:GOOG), Silver Wheaton Corp (NYSE:SLW), Newmont Corporation (NYSE:NEM), Barrick Gold Corporation (NYSE:GOLD), McDermott International, Inc. (NYSE:MDR), Verizon Communications Inc. (NYSE:VZ), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), OSG Corporation (TYO:6136), Clear Media Ltd. (HKG:0100), JCDecaux SA (FRA:DCS), America Movil, S.A.B. de C.V. (NASDAQ:AMOV), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Cemex S.A.B. de C.V. (NYSE:CX), Alfa S.A.B. de C.V. (BMV:ALFAA), Grupo Financiero Santander Mexico S.A. B. de C.V. (NYSE:BSMX), Citigroup Inc. (NYSE:C), Banco Bilbao Viscaya Argentaria S.A. (NYSE:BBVA), General Electric Company (NYSE:GE), Occidental Petroleum Corporation (NYSE:OXY), JPMorgan Chase & Co. (NYSE:JPM), Grupo Financiero Banorte S.A.B. de C.V. (BMV:GFNORTEO), Alpek S.A.B. de C.V. (BMV:ALPEKA), Nemak S.A.B. de C.V. (BMV:NEMAKA), Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), Kimberly-Clark de Mexico S.A.B. de C.V. – ADR (OTCMKTS:KCDMY), Wal-Mart de Mexico S.A.B. de C.V. (BMV:WALMEX), Grupo Mexico S.A. de C.V. (BMV:GMEXICOB), Apple Inc. (NASDAQ:AAPL), Phoenix Healthcare Group (HKG:1515)
Companies covered: Intel Corporation (NASDAQ:INTC), Silicon Laboratories, Inc. (NASDAQ:SLAB), Semtech Corporation (NASDAQ:SMTC), NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Apple Inc. (NASDAQ:AAPL), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Samsung Electronics Co Ltd (KRX:005930), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cisco Systems, Inc. (NASDAQ:CSCO), Nokia Corporation (NYSE:NOK), MaxLinear, Inc (NYSE:MXL), Inphi Corporation (NYSE:IPHI), NXP Semiconductors N.V. (NASDAQ:NXPI), QUALCOMM Incorporated (NASDAQ:QCOM), Intersil Corporation (NASDAQ:ISIL), Cirrus Logic, Inc. (NASDAQ:CRUS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), InvenSense, Inc. (NYSE:INVN), Microsoft Corporation (NASDAQ:MSFT), Linear Technology Corporation (NASDAQ:LLTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cavium, Inc. (NASDAQ:CAVM), Xilinx, Inc. (NASDAQ:XLNX), ARM Holdings plc (NASDAQ:ARM), Applied Micro Circuits Corporation (NASDAQ:AMCC), SCI Engineered Materials, Inc. (OTCMKTS:SCIA), Micromem Technologies Inc. (OTCMKTS:MMTIF), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microchip Technology Incorporated (NASDAQ:MCHP), Integrated Device Technology, Inc. (NASDAQ:IDTI), Microsemi Corporation (NASDAQ:MSCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Ambarella, Inc. (NASDAQ:AMBA), SK Hynix (KRX:000660), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Power Integrations, Inc. (NASDAQ:POWI), ON Semiconductor Corporation (NASDAQ:ON), Vishay Intertechnology, Inc. (NYSE:VSH), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)
