Companies covered: Microchip Technology Incorporated (NASDAQ:MCHP), Xilinx, Inc. (NASDAQ:XLNX), Versum Materials Inc (NYSE:VSM), Apple Inc. (NASDAQ:AAPL), CDW Corporation (NASDAQ:CDW), Ross Stores, Inc. (NASDAQ:ROST), Amazon.com, Inc. (NASDAQ:AMZN), Liberty Media Corporation - Series A Liberty Formula One (NASDAQ:FWONA), Liberty Sirius XM Group (NASDAQ:LSXMK), IDW Media Holdings Inc (OTCMKTS:IDWM), Liberty Interactive Corporation (NASDAQ:QVCA), Liberty Interactive Corporation (NASDAQ:LVNTA), Liberty Global plc (NASDAQ:LBTYA), Discovery Communications, Inc. (NASDAQ:DISCA), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Alphabet Inc (NASDAQ:GOOG), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), Honda Motor Company, Ltd. (NYSE:HMC), Bayerische Motoren Werke AG (ETR:BMW), AT&T Inc. (NYSE:T), Twenty-First Century Fox, Inc. (NASDAQ:FOX), Ferrari NV (BIT:RACE), Live Nation Entertainment, Inc. (NYSE:LYV), Time Warner Inc. (NYSE:TWX), Viacom Inc. (NASDAQ:VIA), Sirius XM Holdings Inc. (NASDAQ:SIRI), Pandora Media, Inc. (NYSE:P), IDT Corporation (NYSE:IDT), Genie Energy Ltd. (NYSE:GNE), Straight Path Communications Inc. (AMEX:STRP), Verizon Communications Inc. (NYSE:VZ), Hasbro, Inc. (NASDAQ:HAS), Sony Corp Ord (NYSE:SNE), Walt Disney Company (The) (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Lions Gate Entertainment Corporation (NYSE:LGF), Qingdao Haier Co., Ltd. (SHA:600690), General Electric Company (NYSE:GE), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Housing Development Finance Corp Ltd (NSE:HDFC), NK Lukoil PAO (OTCMKTS:LUKOY), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Royal Dutch Shell PLC (NYSE:RDS/A), Indiabulls Housing Finance Ltd. (NSE:IBULHSGFIN), Arcelik AS (IST:ARCLK), SAP SE (NYSE:SAP), Nestle SA (OTCMKTS:NSRGY), Aqua America, Inc. (NYSE:WTR), Franklin Electric Co., Inc. (NASDAQ:FELE), Tetra Tech, Inc. (NASDAQ:TTEK), Ball Corporation (NYSE:BALL), Charter Communications, Inc. (NASDAQ:CHTR), Aramark (NYSE:ARMK), Compass Minerals International, Inc. (NYSE:CMP), Sally Beauty Holdings, Inc. (NYSE:SBH), Ulta Beauty (NASDAQ:ULTA), CVS Health Corporation (NYSE:CVS), L'Oreal SA (OTCMKTS:LRLCY), Kimberly-Clark Corporation (NYSE:KMB), Wolverine World Wide, Inc. (NYSE:WWW), K&S AG (ETR:SDF), Samsung Electronics Co Ltd (KRX:005930), Micron Technology, Inc. (NASDAQ:MU), Whirlpool Corporation (NYSE:WHR), Kimberly-Clark de Mexico S.A.B. de C.V. – ADR (OTCMKTS:KCDMY), Goldman Sachs Group, Inc. (The) (NYSE:GS), Vodafone Group Plc (NASDAQ:VOD), PPG Industries, Inc. (NYSE:PPG), Sherwin-Williams Company (The) (NYSE:SHW), Vivendi SA (EPA:VIV), Peyto Exploration & Development Corp. (TSE:PEY)
