Apple Inc.

ASML Holding NV

DBS GROUP HLDGS LTD S/ADR

Datadog, Inc. Class A Common Stock

Mercado Libre, Inc

Microsoft Corp

Match Group, Inc

Nvidia Corp

PayPal Holdings, Inc. Common Stock

Shopify Inc. Class A subordinate voting shares

Snowflake Inc.

Block, Inc.

Shockwave Medical, Inc. Common Stock

Tesla, Inc. Common Stock

The Trade Desk, Inc.

Twilio Inc.

**$TTD** 1%
**$SNOW** 0.25%
**$NVDA** 1.5%
​
Looking to add more **$DDOG** **$SWAV** **$TSLA** & **$ASML** in the coming week(s).
​
Core positions bouncing back - **$DBSDY** **$AAPL** **$MSFT**
​
Watching carefully through 2022 for any change in thesis and/or lack of leverage showing itself:
**$TWLO** **$PYPL** **$SHOP** **$SQ** **$MELI** **$MTCH**

Reasonable Yield

Added small positions this week

Sachiv