Bought 252 shares of ESGV @ 77.5982

Sold 263 SPYG @ 59.78

Purchase Stop-Loss orders on each holding in portfolio (except ETFs) @ 30% downside; reduce risk of any industry-wide or company-specific downside event

Sold 36 shares of NFLX @ 585.20 - worries surrounding erosion of competitive advantage as streaming industry becomes more saturated, two consequetive quarters of unimpressive subscriber growth

Sold 83 shares of VRTX @ 183.23 - 99.9% of revenues concentrated in cystic fibrosis treatment, abandoned a liver disease treatment trial in June which caused worries about ability to diversify revenue stream

Sold 240 shares of ATVI @ 73.48 - ongoing gender discrimination lawsuit looming, management noted lawsuit could impact bottom line, general market pressure on video game publishers as of recent, China restrictions on video games

Bought 600 shares of UPWK @ 51.00 - see upside driven by secular tailwinds from freelance worker adoption by companies, realigned sales force for focus on high IRR Enterprise segment, and abaility of company to achieve growth targets laid out in June '21 IP

Sold 252 shares of ESGV @ 81.36 to rotate into SPYG due to lagging performance and to consolodate cash into our benchmark

Bought 635 shares of SPYG @ 64.43 to consolidate cash and proceeds from ESGV sale into benchmark

Sold 740 shares of SPYG @ 67.61 to fund purchases of GLW and ROKU

Bought 655 shares of GLW @ 38.19 -

Bought 73 shares of ROKU @ 340.72 -

Sold 167 shares of AMAT @ 148.53 -- sold to take profits, supply chain issues in semiconductor space created unwanted volatility

Bought 275 shares of HZNP @ 109.72

Sold 52 shares of TWLO @ $257.74 -- extreme downward pressure triggered stop-loss

Sold 600 shares of UPWK @ $35.20 -- extreme downward pressure triggered stop-loss

Sold 73 shares of ROKU @ $204.85 -- extreme downward pressure triggered stop-loss

Bought 261 shares of LHCG @ $114.75

Sold 32 shares of LULU @ $344.88 -- trimmed due to weak guidance after holdiay season

Bought 343 shares of SPYG @ $69.87

Sold 135 shares of PYPL @ $155.82 -- hit stop loss

Sold 17 shares of SHOP @ $859 -- hit stop loss

Sold 388 shares of NOVA @ $17.73 -- hit stop loss

Sold 118 shares of TER @$114.14 -- existing position trimmed in half after weak guidance on recent earnings. A few downgrades and lowered price targets put unnessary pressure on shares. Initiate -20% stop-loss from inherited price.

Bought 100 shares of CROX @ $99.75 (Stop-Loss @ $89.78) --

Bought 60 shares of NVDA @ $249.12 (Stop-Loss @ $211.75) --

Bought 480 shares of BJ @ $62.64 -- (Brock add catalysts)

Sold 100 shares of CROX @ 89.77 -- stock slipped after Q4 and full year 2021 earnings, despite beating consensus estimates for revenue and EPS; worries surrounding supply chain issues and international factory closure during Q3/Q4 that will impact

Bought 40 shares of NVDA @ $246.99 -- company reported earnings above consensus estimates; intial position was intended to be enlarged following earnings

Sold 400 shares of YETI @ $54.00 -- hit stop loss

Bought 113 sharesof V @ $220.51 -- (David add catalysts)

Sold 117 shares of TER @ $106.07 -- already trimmed position, hit stop loss

Sold 155 shares of AVLR @ $92.00 -- (David add commentary)

Sold 565 shares of SPYG @ $64.47 -- sold to free up cash to fund purchases of AAPL and SBNY

Bought 93 shares of SBNY @ $320.34 -- (add catalysts)

Bought 177 shares of AAPL @ $169.04 -- (add catalysts)

Sold 28 shares of ADBE @ $459.25 -- missed on Q1 earnings and cited potential slowdown in core Creative Cloud business; reduce exposure heading into Q2 in case experience another miss

Bought 436 shares of DT @ $45.82 -- strong APM and cloud tailwinds, recent valuation haircut with underlying strong fundamentals, revenue acceleration tailwinds from subscription shift, Russia-Ukraine conflict driving demand for security platforms which DT offers

Sold 261 shares of LHCG @ $168.48 -- LHCG announced it was being acquired by United Health Group for $170/share