- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?