Companies covered: Shopify (NYSE:SHOP), Facebook, Inc. (NASDAQ:FB), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Paramount Group, Inc. (NYSE:PGRE), Netflix, Inc. (NASDAQ:NFLX), ServiceNow, Inc. (NYSE:NOW), Pool Corporation (NASDAQ:POOL), SiteOne Landscape Supply (NYSE:SITE), Paycom Software, Inc. (NYSE:PAYC), Paylocity Holding Corporation (NASDAQ:PCTY), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Beyond Meat Inc. (NASDAQ:BYND), Pinterest Inc. (NYSE:PINS), NARI Technology Development Co., Ltd. (SHA:600406), Varun Beverages Ltd. (NSE:VBL), Airtac International Group (TPE:1590), Anglo American plc Unsponsored ADR (OTCMKTS:NGLOY), Pepsico, Inc. (NASDAQ:PEP)