Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Internap Corporation (NASDAQ:INAP), CyrusOne Inc (NASDAQ:CONE), Microsoft Corporation (NASDAQ:MSFT), Dupont Fabros Technology, Inc. (NYSE:DFT), Facebook, Inc. (NASDAQ:FB), Yahoo! Inc. (NASDAQ:YHOO), QTS Realty Trust, Inc. (NYSE:QTS), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), eBay Inc. (NASDAQ:EBAY), Alibaba Group Holding Limited (NYSE:BABA), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Procter & Gamble Company (The) (NYSE:PG), The Priceline Group Inc. (NASDAQ:PCLN), Twitter, Inc. (NYSE:TWTR), Paypal Holdings Inc (NASDAQ:PYPL), Square Inc (NYSE:SQ), 1-800 FLOWERS.COM, Inc. (NASDAQ:FLWS), Perion Network Ltd (NASDAQ:PERI), Intralinks Holdings, Inc. (NYSE:IL), Tyler Technologies, Inc. (NYSE:TYL), InvenSense, Inc. (NYSE:INVN), Gigamon Inc. (NYSE:GIMO)