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)