1) Portfolio summary - June-end

$ADYEY $AYX $COUP $CRWD $DDOG $DOCU $ETSY $LVGO $MELI $NOW $OKTA $PINS $ROKU $SE $SHOP $SQ $TTD $TWLO $VRM $WORK https://t.co/tMoa3ZO86v

Return since 1 Sept '16 -         

Portfolio +255.69%                    
$ACWI +24.48% 
$SPX +42.81% ... https://t.co/1hBG3W4q5R