3rd Quarter (9 month) Portfolio Update &amp; thoughts

Me: Up 51.53% (humble brag)
S&amp;P 500: Up 4.32%

Current holdings:
1. $SQ 27.64% 
2. $ROKU 15.13%
3. $SPOT 14.17%
4. $MTCH 10.54%
5. $MA 9.02%
6. $SMLR 7.44%
7. $EA 3.83%
8. $AYX 2.97%
9. $LVGO 2.08%
10. Cash 7.18% https://t.co/ddvCZDfJ6J