- Pure Storage Inc. Class A (PSTG)
- NV5 Global Inc. (NVEE)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Cerence Inc. (CRNC)
- Jacobs Solutions Inc. (J)
Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!