Companies covered: Orix Corp Ads (NYSE:IX), Samsung Electronics Co Ltd (KRX:005930), Hyundai Motor Co (KRX:005380), NVIDIA Corporation (NASDAQ:NVDA), Intel Corporation (NASDAQ:INTC), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Alibaba Group Holding Limited (NYSE:BABA), Microsoft Corporation (NASDAQ:MSFT), TESARO, Inc. (NASDAQ:TSRO), Johnson & Johnson (NYSE:JNJ), Pfizer, Inc. (NYSE:PFE), Inphi Corporation (NYSE:IPHI), Cisco Systems, Inc. (NASDAQ:CSCO), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Paylocity Holding Corporation (NASDAQ:PCTY), Paycom Software, Inc. (NYSE:PAYC), Netsuite Inc (NYSE:N), Oracle Corporation (NYSE:ORCL), Salesforce.com Inc (NYSE:CRM), B/E Aerospace, Inc. (NASDAQ:BEAV), Berkshire Hathaway Inc. (NYSE:BRK/A), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), CVS Health Corporation (NYSE:CVS), Voya Financial, Inc. (NYSE:VOYA), Micron Technology, Inc. (NASDAQ:MU), Aercap Holdings N.V. (NYSE:AER), Canadian Imperial Bank of Commerce (NYSE:CM), Australia and New Zealand Banking (OTCMKTS:ANZBY), Fluidra SA (BME:FDR), Biesse SpA (BIT:BSS), Sonae Capital SGPS SA (ELI:SONC)