As Q1 earnings arrive, I have my set of holdings I'll cut or will be looking to cut depending on the performance and results posted by those... I was thinking about a bit of a consolidation in my corporate enterprise allocation, and decided to:

There seems to be nothing wrong with those names, I just thought like there's a pretty substantial overlap between them and so I decided to cut some and strengthen those other names.

And then on the other hand I have $DOCU -- I'll be really closely watching the execution of Agreement Cloud, as this is a substantial part of my thesis and they seem to have some problems there for a couple of quarters already... If I'll see just another underperformance on that part I'll be selling for $ADBE or one of the other names I want to add to my portfolio but yet didn't buy any.

Secondly, there's $ZM. Still a leader in this market, but I'm seeing some evolution of competitors in this pretty competitive space, and so I'll be closely watching what they have to say about the competition and put their numbers into a perspective. Will decide then what to do.

Notably, I'll be looking to listen to $OKTA's earnings call to see the effects of their breach and how they answer questions on their reaction to the fact.