Advanced Micro Devices

Amazon.Com Inc

DigitalOcean Holdings, Inc.

Doximity, Inc.

Etsy, Inc.

Alphabet Inc. Class A Common Stock

Cloudflare, Inc. Class A common stock, par value $0.001 per shar

SoFi Technologies, Inc. Common Stock

The Trade Desk, Inc.

Unity Software Inc.

Upstart Holdings, Inc. Common stock

Exited: **$U**, **$NET**, **$UPST**, **$SOFI**
Added more to: **$TTD**, **$DOCS** , **$DOCN**, **$AMD** , and **$ETSY**
Planning to add more **$AMZN** on Friday and **$GOOGL** next month.
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Attempted to de-risk and free up cash and added to higher conviction names. SPAXX represents cash position on Fidelity platform. 
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[https://share.commonstock.com/4WMGTV7xvqb](https://share.commonstock.com/4WMGTV7xvqb)

What about $ETSY suggests to you that is it more than just a covid beneficiary?

Joey Hirendernath

Portfolio at month-end of May

Jeff Sanders