Companies covered: Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), National Oilwell Varco, Inc. (NYSE:NOV), Paypal Holdings Inc (NASDAQ:PYPL), Intercontinental Hotels Group (NYSE:IHG), SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), CBRE Group, Inc. (NYSE:CBRE), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Sabre Corporation (NASDAQ:SABR), KKR & Co. L.P. (NYSE:KKR), Cardinal Health, Inc. (NYSE:CAH), McKesson Corporation (NYSE:MCK), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), CME Group Inc. (NASDAQ:CME), Darden Restaurants, Inc. (NYSE:DRI), Genuine Parts Company (NYSE:GPC), Nike, Inc. (NYSE:NKE), Apple Inc. (NASDAQ:AAPL), Veracyte, Inc. (NASDAQ:VCYT), Sterling Construction Company Inc (NASDAQ:STRL), Luna Innovations Incorporated (NASDAQ:LUNA), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Alibaba Group Holding Limited (NYSE:BABA), AT&T Inc. (NYSE:T), Perceptron, Inc. (NASDAQ:PRCP), Cavco Industries, Inc. (NASDAQ:CVCO), Walmart Inc. (NYSE:WMT), Spirit Airlines, Inc. (NASDAQ:SAVE), IWG PLC (LON:IWG), Grivalia Properties REIC (OTCMKTS:GRVVF), J D Wetherspoon plc (LON:JDW), Atlassian Corporation PLC (NASDAQ:TEAM), Watsco, Inc. (NYSE:WSO), XPO Logistics, Inc. (NYSE:XPO), Align Technology, Inc. (NASDAQ:ALGN), Tesla Motors, Inc. (NASDAQ:TSLA), New York Community Bancorp, Inc. (NYSE:NYCB), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), MBIA, Inc. (NYSE:MBI), Assured Guaranty Ltd. (NYSE:AGO), Goldman Sachs Group, Inc. (The) (NYSE:GS), GlaxoSmithKline PLC (NYSE:GSK), Chegg, Inc. (NYSE:CHGG), Barnes & Noble, Inc. (NYSE:BKS), Twitter, Inc. (NYSE:TWTR), SLM Corporation (NASDAQ:SLM), Freshpet, Inc. (NASDAQ:FRPT), Procter & Gamble Company (The) (NYSE:PG), PlayAGS (NYSE:AGS), Scientific Games Corp (NASDAQ:SGMS), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Fiat Chrysler Automobiles N.V. (NYSE:FCAU), Toyota Motor Corp Ltd Ord (NYSE:TM), Volkswagen AG (OTCMKTS:VLKAF), Deere & Company (NYSE:DE), Nissan Motor Co. Ltd. (ADR) (OTCMKTS:NSANY), Autodesk, Inc. (NASDAQ:ADSK), Adobe Systems Incorporated (NASDAQ:ADBE), eBay Inc. (NASDAQ:EBAY), Samsung Electronics Co Ltd (KRX:005930)
