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CONVICTION LIST (UPDATE) Networks & Comms $API $BAND $FSLY $NET $RNG $TWLO $ZM $TMUS E-Commerce $SHOP $ETSY $SE $MELI $FTCH $WIX $CVNA $JD $BZUN $LSPD $JD $PDD Entreprise Tech $COUP $DOCU $TEAM $FROG $WDAY $NOW Data $AYX $ESTC $IDN $MDB $SNOW CONTINUED

Diversified Internet $AMZN $BABA $GOOG $TCEHY Health $TDOC $VEEV $DHR Cyber Security $ZS $CRWD $OKTA Gaming $U $TTWO $EA $NTDOY $SE $ATVI $NVDA Media $ROKU $TTD $APPS $MGNI Food $SHAK $KRUS $WING $QSR $CMG $DPZ $SBUX CONTINUED

Social $FB $PINS $TWTR Finance $SQ $STNE $PAGS $ADYEY $PYPL $LMND $MKTX $V $MA Gig economy $FVRR $UBER $UPWK Consumers $AAPL $PTON Vehicles $TSLA $NIO $XPEV Electronics $AMD $TSM $SNPS