MTD Returns so far: 6.66%

$TSLA 20%

$LMND 18%

$TWLO 16%

$ESTC 15%

$FSLY 11%

$CRWD 8%*

$ESPO 7%

$NVDA 2%

$MSFT 1%

$AMZN 0%

$GOOGL 0%

$AAPL -1%

$FB -2%

$AONE -5%

$V -6%

*$CRWD position has grown 16% this month with a small add. Only trade of the month.