Companies covered: GlaxoSmithKline PLC (NYSE:GSK), Bristol-Myers Squibb Company (NYSE:BMY), Celgene Corporation (NASDAQ:CELG), New York Community Bancorp, Inc. (NYSE:NYCB), Assured Guaranty Ltd. (NYSE:AGO), Berkshire Hathaway Inc. (NYSE:BRK/A), Amphenol Corporation (NYSE:APH), Mapletree Logistics Trust (SGX:M44U), Mahindra & Mahindra Limited (NSE:M&M), Rubis SCA (OTCMKTS:RUBSF), Moody's Corporation (NYSE:MCO), SEI Investments Company (NASDAQ:SEIC), Broadridge Financial Solutions, Inc. (NYSE:BR), Verisk Analytics, Inc. (NASDAQ:VRSK), Graco Inc. (NYSE:GGG), Exponent, Inc. (NASDAQ:EXPO), Ross Stores, Inc. (NASDAQ:ROST), TJX Companies, Inc. (The) (NYSE:TJX), Amazon.com, Inc. (NASDAQ:AMZN), Macy's Inc (NYSE:M), Elanco Animal Health (NYSE:ELAN), Eli Lilly and Company (NYSE:LLY), Zoetis Inc. (NYSE:ZTS), Aspen Technology, Inc. (NASDAQ:AZPN), Cooper Companies, Inc. (The) (NYSE:COO), Johnson & Johnson (NYSE:JNJ), Globus Medical, Inc. (NYSE:GMED), Medtronic, Inc. (NYSE:MDT), Stryker Corporation (NYSE:SYK), AMN Healthcare Services Inc (NYSE:AMN), J.M. Smucker Company (The) (NYSE:SJM), Nestle SA (OTCMKTS:NSRGY), General Mills, Inc. (NYSE:GIS), Freshpet, Inc. (NASDAQ:FRPT), Henry Schein, Inc. (NASDAQ:HSIC), PetMed Express, Inc. (NASDAQ:PETS), Aratana Therapeutics, Inc. (NASDAQ:PETX), PetIQ (NASDAQ:PETQ), Walmart Inc. (NYSE:WMT), Covetrus (NASDAQ:CVET), Verizon Communications Inc. (NYSE:VZ)