29/5/2020- second portfolio publication. The following publications will occur at the end of each month. Added $Dis and $MTCH
$TMFC- 36%
$Shop- 13%
$SIVB- 11%
$BAM- 9%
$SQ- 8%
$SPY- 6%
$FSLY- 6%
$ZS- 6%
$DIS- 2%
$MTCH- 2%

YTD- +24.0%