Portfolio update for June.
YTD return 48% versus S&amp;P -4.5%

Top holdings: $MELI, $FSLY $TWLO $MA $TTD $V $SE $NOW $PAYC $SPLK $MSFT $ADBE $CRM $AMZN $CRWD $ADYEY $ETSY $SHOP $LVGO $VEEV $EXAS $GOOG $NFLX $RNG $TSLA $PINS $FB $AYX $ZS $OKTA $FICO $AAPL