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LendingClub Corporation (LC $17.18)
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Exact Sciences Corporation (EXAS $47.42)
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Trupanion Inc. (TRUP $46.36)
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Pure Storage Inc. Class A (PSTG $77.61)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB $22.67)
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IES Holdings Inc. (IESC $349.31)
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Pinterest Inc. Class A (PINS $36.63)
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Chewy Inc. Class A (CHWY $40.96)
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Cloudflare Inc. Class A (NET $208.71)
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Magnite Inc. (MGNI $25.95)
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Unity Software Inc. (U $39.41)
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Upstart Holdings Inc. (UPST $73.28)
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Taboola.com Ltd. (TBLA $3.34)
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Matterport Inc. (MTTR)
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Upbound Group Inc. (UPBD $25.41)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
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