Companies covered: Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), Square Inc (NYSE:SQ), Alliance Data Systems Corporation (NYSE:ADS), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Global Payments Inc. (NYSE:GPN), Euronet Worldwide, Inc. (NASDAQ:EEFT), Cardtronics, Inc. (NASDAQ:CATM), WEX Inc. (NYSE:WEX), Green Dot Corporation (NYSE:GDOT), GreenSky LLC (NASDAQ:GSKY), EVO Payments (NASDAQ:EVOP), Lightspeed POS (OTCMKTS:LGHEF), Adyen NV (ADR) (OTCMKTS:ADYEY), Microsoft Corporation (NASDAQ:MSFT), Manhattan Associates, Inc. (NASDAQ:MANH), ServiceNow, Inc. (NYSE:NOW), Slack Technologies (NYSE:WORK), Tyler Technologies, Inc. (NYSE:TYL), Salesforce.com Inc (NYSE:CRM), Zoom Video Communications (NASDAQ:ZM), DocuSign (NASDAQ:DOCU), Citrix Systems, Inc. (NASDAQ:CTXS), Smartsheet Inc. (NYSE:SMAR), Five9, Inc. (NASDAQ:FIVN), Everbridge (NASDAQ:EVBG), Walmart Inc. (NYSE:WMT), Paylocity Holding Corporation (NASDAQ:PCTY), Paycom Software, Inc. (NYSE:PAYC), Coupa Software (NASDAQ:COUP), Bill.com Holdings (NYSE:BILL), Okta (NASDAQ:OKTA), Proofpoint, Inc. (NASDAQ:PFPT), Mimecast Ltd. (NASDAQ:MIME), Fortinet, Inc. (NASDAQ:FTNT), Zscaler (NASDAQ:ZS), CrowdStrike Holdings (NASDAQ:CRWD), SailPoint Technologies Holdings (NYSE:SAIL), Limelight Networks, Inc. (NASDAQ:LLNW)
