Companies covered: Pinnacle Foods, Inc. (NYSE:PF), Envision Healthcare Holdings, Inc. (NYSE:EVHC), Celgene Corporation (NASDAQ:CELG), bluebird bio, Inc. (NASDAQ:BLUE), Roper Technologies (NYSE:ROP), Danaher Corporation (NYSE:DHR), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), QUALCOMM Incorporated (NASDAQ:QCOM), Motorola Solutions, Inc. (NYSE:MSI), Nokia Corporation (NYSE:NOK), BlackBerry Limited (NASDAQ:BBRY), Apple Inc. (NASDAQ:AAPL), Samsung Electronics Co Ltd (KRX:005930), Facebook, Inc. (NASDAQ:FB), Visa Inc. (NYSE:V), Extended Stay America, Inc. (NYSE:STAY), Royal Dutch Shell PLC (NYSE:RDS/A), Merck & Company, Inc. (NYSE:MRK), Hilton Worldwide Holdings Inc. (NYSE:HLT), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Bank of America Corporation (NYSE:BAC), Flex Ltd. (NASDAQ:FLEX), Nike, Inc. (NYSE:NKE), FMC Corporation (NYSE:FMC), Tesla Motors, Inc. (NASDAQ:TSLA), Viacom Inc. (NASDAQ:VIA), CBS Corporation (NYSE:CBS), Opt Holding (TYO:2389), Amuse (TYO:4301), Argo Graphics (TYO:7595), Dassault Systemes SE (OTCMKTS:DASTY), Musashi Co., Ltd. (TYO:7521), Honda Motor Company, Ltd. (NYSE:HMC), Sony Corp Ord (NYSE:SNE), Iron Mountain Incorporated (NYSE:IRM), Mylan Inc. (NASDAQ:MYL), Forterra (NASDAQ:FRTA), Commercial Metals Company (NYSE:CMC), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Home Depot, Inc. (The) (NYSE:HD), Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Sears Holdings Corporation (OTCMKTS:SHLDQ), Twitter, Inc. (NYSE:TWTR), Union Pacific Corporation (NYSE:UNP), Kansas City Southern (NYSE:KSU), U.S. Concrete (NASDAQ:USCR), Gazprom PAO (OTCMKTS:OGZPY), Turquoise Hill Resources Ltd. (NYSE:TRQ), Rio Tinto Plc (NYSE:RIO), Sberbank Rossii PAO (OTCMKTS:SBRCY), NK Lukoil PAO (OTCMKTS:LUKOY), EOG Resources, Inc. (NYSE:EOG), Halliburton Company (NYSE:HAL), Hess Corporation (NYSE:HES), Diamondback Energy, Inc. (NASDAQ:FANG), Pioneer Natural Resources Company (NYSE:PXD), Glencore PLC (LON:GLEN), Archer-Daniels-Midland Company (NYSE:ADM), Tyson Foods, Inc. (NYSE:TSN)