Companies covered: Micron Technology, Inc. (NASDAQ:MU), Electronics for Imaging, Inc. (NASDAQ:EFII), Xerox Corporation (NYSE:XRX), Canon, Inc. (NYSE:CAJ), Amazon.com, Inc. (NASDAQ:AMZN), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), Tencent Holdings Ltd (OTCMKTS:TCTZF), Weibo Corporation (NASDAQ:WB), Yum China Holdings (NYSE:YUMC), Bitauto Holdings Limited (NYSE:BITA), Smurfit Kappa Group Plc (OTCMKTS:SMFTF), Sunny Optical Technology (Group) Co. Ltd. (OTCMKTS:SNPTF), Geely Automobile Holdings Ltd. (OTCMKTS:GELYF), B2Gold Corp (NYSEAMERICAN:BTG), ZTE (HKG:0763), Boeing Company (The) (NYSE:BA), WPX Energy, Inc. (NYSE:WPX), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Kelt Exploration Ltd (OTCMKTS:KELTF), Osisko gold royalties Ltd (NYSE:O), General Electric Company (NYSE:GE), KYUDENKO CORPORATION (TYO:1959), Advantest Corp (ADR) (OTCMKTS:ATEYY), Anthem, Inc. (NYSE:ANTM), Illumina, Inc. (NASDAQ:ILMN), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Okta (NASDAQ:OKTA), MakeMyTrip Limited (NASDAQ:MMYT), Ctrip.com International, Ltd. (NASDAQ:CTRP), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Wells Fargo & Company (NYSE:WFC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alibaba Group Holding Limited (NYSE:BABA), Alphabet Inc (NASDAQ:GOOG)