Portfolio - End Of May Performance

+12.11% YTD vs -5.68% SPX
                       vs +9.99% QQQ

Top 10 Positions

$AMZN – 17.4%
$CSCO – 8.1%
$ORCL – 6.5%
$PS – 6.5%
$ZS – 5.3%
$HUBS – 5.1%
$NTES – 4.8%
$NTNX – 4.8%
$NVDA – 4.7%
$TWTR – 4.3%
$AYX – 4.2% https://t.co/86vzMUDRxN