1) Portfolio Summary - May - YTD 

Euro markets have closed. 

+7.1% in May.

$AMZN $AYX $BIDU $CSCO $DIS $FB $HUBS $NTES $NTNX $NVDA $OPRA $ORCL $POAHY $PS $PYPL $SBUX $SQ $TTD $TWTR $WORK $ZS 

Return YTD Portfolio +12.1% 
$VEA (-)14.2% 
$SPX (-) 5.9%

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