1) Portfolio summary - May-end

$ADYEY $AYX $COUP $CRWD $DDOG $DOCU $ESTC  $ETSY $FB $LVGO $MELI $PINS $SE $SHOP $SQ $TTD $TWLO $WORK

Rentals $EADSY $BA $NCLH $RCL $SPG

Return since 1 Sept '16 -         

Portfolio +178.92%                    
$ACWI +22.07% 
$SPX +40.24% https://t.co/fKCkZwhQEN