Added two new positions:

#1

7Y Return: +700%

Market Cap $5B

5Y Annual Rev growth: 29%

5Y Annual EPS growth: 71%

FCF Margin 18%

TTM P/E 6

#2

5Y Return: +1,000%

Market Cap: <$1B

5Y Revenue Growth: 19%

5Y Gross margin improved from 30% to 70%