Companies covered: Garmin Ltd. (NASDAQ:GRMN), Esterline Technologies Corporation (NYSE:ESL), TASER International, Inc. (NASDAQ:TASR), Heico Corporation (NYSE:HEI), MTS Systems Corporation (NASDAQ:MTSC), Cubic Corporation (NYSE:CUB), Boeing Company (The) (NYSE:BA), AIRBUS GROUP SE EUR1 (OTCMKTS:EADSF), Bombardier Inc (OTCMKTS:BDRBF), General Electric Company (NYSE:GE), SLM Solutions Group AG (FRA:AM3D), Arcam AB (publ) (STO:ARCM), Alstom SA (EPA:ALO), ABB Ltd (NYSE:ABB), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), United Technologies Corporation (NYSE:UTX), JetBlue Airways Corporation (NASDAQ:JBLU), American Airlines Group, Inc. (NASDAQ:AAL), Delta Air Lines, Inc. (NYSE:DAL), Siemens AG (OTCMKTS:SIEGY), Mitsubishi Heavy Industries Ltd (TYO:7011), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Faiveley Transport SA (EPA:LEY), Hillenbrand Inc (NYSE:HI), Lockheed Martin Corporation (NYSE:LMT), Raytheon Company (NYSE:RTN), Southwest Airlines Company (NYSE:LUV), Spirit Airlines, Inc. (NASDAQ:SAVE), Allegiant Travel Company (NASDAQ:ALGT), Virgin America Inc. (NASDAQ:VA), Alaska Air Group, Inc. (NYSE:ALK), Orbital ATK Inc (NYSE:OA), Power Solutions International, Inc. (NASDAQ:PSIX), Nordson Corporation (NASDAQ:NDSN)