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Long-term Watch List

Apple Inc - Chart
Axcelis Technologies Inc - Chart
Align Technology, Inc. - Chart
Applied Materials, Inc. - Chart
AMN Healthcare Services, Inc. - Chart
A-Mark Precious Metals Inc - Chart
Arista Networks Inc - Chart
Atkore Inc - Chart
Builders FirstSource, Inc. - Chart
Boot Barn Holdings Inc - Chart
Blackstone Inc - Chart
Century Communities Inc - Chart
Commercial Metals Company - Chart
Chipotle Mexican Grill, Inc. - Chart
Centene Corp - Chart
Concentrix Corp - Chart
ConocoPhillips - Chart
Charles River Laboratories Intl. Inc - Chart
CoStar Group Inc - Chart
Catalent Inc - Chart
Deckers Outdoor Corp - Chart
Enphase Energy Inc - Chart
Ensign Group Inc - Chart
Evercore Inc - Chart
Five Below Inc - Chart
Generac Holdings Inc. - Chart
Alphabet Inc Class A - Chart
Hudson Technologies, Inc. - Chart
Hibbett Inc - Chart
MarineMax Inc - Chart
Keurig Dr Pepper Inc - Chart
Keysight Technologies Inc - Chart
Kulicke and Soffa Industries Inc. - Chart
Knight-Swift Transportation Holdings Inc - Chart
Lithia Motors Inc - Chart
Logitech International SA - Chart
LPL Financial Holdings Inc - Chart
Louisiana-Pacific Corp - Chart
Lam Research Corporation - Chart
Lululemon Athletica Inc - Chart
Matson Inc - Chart
Malibu Boats Inc - Chart
Medifast Inc - Chart
Medpace Holdings Inc - Chart
Meta Platforms Inc - Chart
M/I Homes Inc - Chart
MKS Instruments Inc - Chart
Marcus & Millichap Inc - Chart
Monolithic Power Systems, Inc. - Chart
Microsoft Corp - Chart
Micron Technology, Inc. - Chart
NVIDIA Corporation - Chart
Nexstar Media Group Inc - Chart
ON Semiconductor Corp - Chart
Patrick Industries, Inc. - Chart
Performance Food Group Co - Chart
Regeneron Pharmaceuticals Inc - Chart
Revolve Group Inc - Chart
Southern Copper Corp - Chart
SiteOne Landscape Supply Inc - Chart
SM Energy Co - Chart
Sportsman's Warehouse Holdings Inc - Chart
Steel Dynamics, Inc. - Chart
Thor Industries, Inc. - Chart
TJX Companies Inc - Chart
Thermo Fisher Scientific Inc. - Chart
Trex Company Inc - Chart
Texas Roadhouse Inc - Chart
Ultra Clean Holdings Inc - Chart
Ufp Industries Inc - Chart
Ulta Beauty Inc - Chart
Veeva Systems Inc - Chart
WESCO International, Inc. - Chart
Encore Wire Corp - Chart
West Pharmaceutical Services Inc. - Chart
Yeti Holdings Inc - Chart

Short-term Watch List

Applied Materials, Inc. - Chart
Arista Networks Inc - Chart
Boot Barn Holdings Inc - Chart
Chipotle Mexican Grill, Inc. - Chart
Deckers Outdoor Corp - Chart
Evercore Inc - Chart
Hibbett Inc - Chart
Lam Research Corporation - Chart
Medpace Holdings Inc - Chart
Meta Platforms Inc - Chart
Monolithic Power Systems, Inc. - Chart
Micron Technology, Inc. - Chart
NVIDIA Corporation - Chart
Southern Copper Corp - Chart
Texas Roadhouse Inc - Chart

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