I am slightly nervous about having chased the likes of $TDOC $CPNG $PINS $LTCH $ME and $APPH as I don't usually add to losers. However, much of the growth market has been losers, so it's hard to avoid.

I will be building out some positions in companies not seen on this list to take advantage of the growth sell-off. $ZM $SHOP $DOCU $DOCN to highlight a few, maybe even $PYPL once the dust settles.