H1'20 / 3 / 5 yr CAGR = 45% /  30% / 23%

Sortino ratio YTD: 2.3

$SHOP: 8%
$TEAM: 8%
$TMUS: 7%
$SEDG: 5%
$MSFT: 4%
$OKTA: 4%
$MDB: 4%
$ADYEN: 4%
$ROKU: 4%
Remaining 52% in 30 other co's:

https://t.co/e5stspXO0v