Q2 2020 results:

CAGR since March 2014: +21.34%
YTD (June 30): +44.54%
June: +22%
TTM: +58.81%
Cumulative Return: +238.56%

Portfolio: $AYX, $TTD, $ZS, $NOW, $KC, $MA, $FFIV, $CVET, $ZEN, $EXPO, $TYL, $ADBE, $STNE, $PAYC, $INMD, $INSP, $PLAN, $GAN, $YY, $ATVI, $ESTC