Companies covered: Horizon Global Corp (NYSE:HZN), TriMas Corporation (NASDAQ:TRS), Masco Corporation (NYSE:MAS), CenterState Banks, Inc. (NASDAQ:CSFL), NeoPhotonics Corporation (NYSE:NPTN), Alphabet Inc (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), Facebook, Inc. (NASDAQ:FB), ServiceMaster Global Holdings, Inc. (NYSE:SERV), VWR Corporation (NASDAQ:VWR), Merck & Company, Inc. (NYSE:MRK), Patterson Companies, Inc. (NASDAQ:PDCO), Keysight Technologies Inc. (NYSE:KEYS), Agilent Technologies, Inc. (NYSE:A), Samsung Electronics Co Ltd (KRX:005930), Hologic, Inc. (NASDAQ:HOLX), Lifetime Brands, Inc. (NASDAQ:LCUT), Amdocs Limited (NASDAQ:DOX), AT&T Inc. (NYSE:T), Vodafone Group Plc (NASDAQ:VOD), Cablevision Systems Corporation (NYSE:CVC), Comcast Corporation (NASDAQ:CMCSA), Telefonica SA (NYSE:TEF), Verizon Communications Inc. (NYSE:VZ), Pets at Home Group PLC (LON:PETS), Amazon.com, Inc. (NASDAQ:AMZN), Western Digital Corporation (NASDAQ:WDC), Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), Covanta Holding Corporation (NYSE:CVA), Stericycle, Inc. (NASDAQ:SRCL), Apple Inc. (NASDAQ:AAPL), Time Warner Inc. (NYSE:TWX), Walt Disney Company (The) (NYSE:DIS), Twenty-First Century Fox, Inc. (NASDAQ:FOX), Sky plc (LON:SKY), Wells Fargo & Company (NYSE:WFC), Visa Inc. (NYSE:V), Paypal Holdings Inc (NASDAQ:PYPL), Portola Pharmaceuticals, Inc. (NASDAQ:PTLA), National Beverage Corp. (NASDAQ:FIZZ), Coca-Cola Company (The) (NYSE:KO), Pepsico, Inc. (NASDAQ:PEP), Whole Foods Market, Inc. (NASDAQ:WFM), Costco Wholesale Corporation (NASDAQ:COST), Universal Display Corporation (NASDAQ:OLED), Corning Incorporated (NYSE:GLW), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Kate Spade & Company (NYSE:KATE), Michael Kors Holdings Limited (NYSE:KORS), Coach, Inc. (NYSE:COH), Kohl's Corporation (NYSE:KSS), Under Armour, Inc. (NYSE:UA), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), Medtronic, Inc. (NYSE:MDT), ProLogis, Inc. (NYSE:PLD), Las Vegas Sands Corp. (NYSE:LVS), MGM Resorts International (NYSE:MGM), F5 Networks, Inc. (NASDAQ:FFIV), Cisco Systems, Inc. (NASDAQ:CSCO), International Business Machines Corporation (NYSE:IBM), SJM Holdings Limited (HKG:0880), Lannett Co Inc (NYSE:LCI), United States Steel Corporation (NYSE:X), Southwestern Energy Company (NYSE:SWN), Gulfport Energy Corporation (NASDAQ:GPOR), ENSCO plc (NYSE:ESV), Whiting Petroleum Corporation (NYSE:WLL), Verifone Systems, Inc. (NYSE:PAY), OFG Bancorp (NYSE:OFG), Goldman Sachs Group, Inc. (The) (NYSE:GS), American Express Company (NYSE:AXP), Mastercard Incorporated (NYSE:MA), Citigroup Inc. (NYSE:C), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Hikma Pharmaceuticals Plc (OTCMKTS:HKMPY), Uniti Group (NASDAQ:UNIT), Windstream Holdings, Inc. (NASDAQ:WIN), Fifth Third Bancorp (NASDAQ:FITB), Synchrony Financial (NYSE:SYF), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), General Electric Company (NYSE:GE), Philip Morris International Inc (NYSE:PM), Ingredion Incorporated (NYSE:INGR), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Caterpillar, Inc. (NYSE:CAT), Foot Locker, Inc. (NYSE:FL), Nike, Inc. (NYSE:NKE), Aeropostale Inc (NYSE:ARO), PRA Group, Inc. (NASDAQ:PRAA), DeVry Education Group Inc. (NYSE:DV), Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), Electronic Arts Inc. (NASDAQ:EA), Gamestop Corporation (NYSE:GME), Service Corporation International (NYSE:SCI), Atlassian Corporation PLC (NASDAQ:TEAM)