Companies covered: Owens & Minor, Inc. (NYSE:OMI), Novavax, Inc. (NASDAQ:NVAX), Werner Enterprises, Inc. (NASDAQ:WERN), Rexford Industrial Realty, Inc. (NYSE:REXR), Cargojet (TSE:CJT), Zynga Inc. (NASDAQ:ZNGA), CD Projekt SA (WSE:CDR), Wingstop Inc (NASDAQ:WING), Seegene (KOSDAQ:096530), Kossan Rubber Industries Berhad (KLSE:KOSSAN), BELLUS Health (NASDAQ:BLU), NEXTDC Ltd. (ASX:NXT), Inseego Corp. (NASDAQ:INSG), HelloFresh SE (OTCMKTS:HLFFF), adidas AG (OTCMKTS:ADDYY), Nike, Inc. (NYSE:NKE), Microsoft Corporation (NASDAQ:MSFT), Alibaba Group Holding Limited (NYSE:BABA), Henkel AG & Co. (ADR) (OTCMKTS:HENKY), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Tesla Motors, Inc. (NASDAQ:TSLA), Sensata Technologies Holding N.V. (NYSE:ST), Cognex Corporation (NASDAQ:CGNX), KEYENCE CORP NPV (OTCMKTS:KYCCF), Enphase Energy, Inc. (NASDAQ:ENPH), Generac Holdlings Inc. (NYSE:GNRC), Energy Recovery, Inc. (NASDAQ:ERII), Kornit Digital Ltd. (NASDAQ:KRNT), Apple Inc. (NASDAQ:AAPL), Sunnova Energy International (NYSE:NOVA), Infineon Technologies AG (OTCMKTS:IFNNY)