- Atlassian Corporation (TEAM)
- Box Inc. Class A (BOX)
- Just Eat Takeaway.com N.V. (GRUB)
- Spotify Technology S.A. (SPOT)
- Rapid7 Inc. (RPD)
Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis