Gap Overweight

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9
10/7/2020 Parker Hannifin Buy Citigroup Corp. 10/7/2020 Restoration Hardware Overweight Barclays Capital 10/7/2020 Wingstop Overweight Wells Fargo & Co 10/7/2020 Heritage Global Buy Lake Street 10/7/2020 Open Lending a Overweight Stephens Inc. 10/7/2020 Philip Morris Buy Citigroup Corp. 10/7/2020 Cot a Buy Jefferies & Company Inc. 10/7/2020 Netflix Buy Pivotal Research Group 10/7/2020 Gap Overweight Barclays Capital 10/7/2020 HEICO Buy Goldman Sachs 10/7/2020 Teledyne Technologies Neutral Goldman Sachs 10/7/2020 SunPower Overweight Piper Sandler 10/7/2020 Penumbra Buy Capital Depesche 10/7/2020 TCF Financial Neutral D.A. Davidson & Co. 10/7/2020 Dynatrace Buy Berenberg 10/7/2020 New Relic Buy Berenberg 10/7/2020 SolarWinds Buy Berenberg 10/7/2020 Datado a Hold Berenberg 10/7/2020 PagerDuty Hold Berenberg 10/7/2020 Netfin Acqusition a Outperform Northland Capital 10/7/2020 Columbus McKinnon Buy Sidoti & Company 10/7/2020 Eidos Therapeutics Neutral Citigroup Corp. 10/7/2020 Mettler-Toledo International Sell UBS 10/7/2020 United Airlines Overweight J.P. Morgan 10/7/2020 Spirit Airlines Neutral J.P. Morgan 10/7/2020 Select Energy Service a Neutral Piper Sandler 10/7/2020 US Bancorp Neutral Bank of America Merrill Lynch 10/7/2020 3M Hold Gordon Haskett 10/7/2020 Tenaris Neutral Piper Sandler 10/7/2020 Reinsurance Group America Overweight Piper Sandler 10/7/2020 Horace Mann Educators Overweight Piper Sandler 10/7/2020 Wayfai a Buy Argus Research Company 10/7/2020 CNO Financial Group Overweight Piper Sandler 10/7/2020 Apergy Neutral Piper Sandler 10/7/2020 Integer Hold Argus Research Company 10/7/2020 Ameriprise Financial Overweight Piper Sandler 10/7/2020 American Equity Investment Life Neutral Piper Sandler 10/7/2020 New York Community Bancorp Neutral Credit Suisse 10/7/2020 Resonant Buy Stifel, Nicolaus & Co., Inc. 10/7/2020 OneMain Outperform Credit Suisse 10/7/2020 Home Depot Overweight Morgan Stanley 10/7/2020 Paychex Equal Weight Morgan Stanley 10/7/2020 OrthoPediatrics Buy BTIG Research 10/7/2020 Ryanair Outperform Raymond James Financial, Inc. 10/7/2020 BRP Grou a Outperform Raymond James Financial, Inc. 10/7/2020 Vir Biotechnology Buy H.C. Wainwright & Co. 10/7/2020 eBay Buy The Benchmark Company 10/7/2020 Amazon Buy The Benchmark Company 10/7/2020 Del Taco Restaurants Outperform Wedbush Morgan Securities Inc. 10/7/2020 Aduro Biotech Outperform SVB Leerink

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