Newmont Neutral

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    4/17/2020 Gilead Sciences Sell CFRA 4/17/2020 Kansas City Southern Buy CFRA 4/17/2020 Barnes Group Buy UBS 4/17/2020 Curtiss-Wright a Buy UBS 4/17/2020 Embraer Neutral UBS 4/17/2020 HEICO Neutral UBS 4/17/2020 Hexcel Neutral UBS 4/17/2020 Intuitive Surgical Neutral UBS 4/17/2020 NVIDIA Buy UBS 4/17/2020 Spirit AeroSystems Neutral UBS 4/17/2020 TransDigm Group Buy UBS 4/17/2020 Newmont Mining Neutral UBS 4/17/2020 Triumph Group Neutral UBS 4/17/2020 Barrick Gold Buy UBS 4/17/2020 Abbott Laboratories Buy UBS 4/17/2020 Autoliv Buy Mizuho 4/17/2020 NXP Semiconductors Buy Mizuho 4/17/2020 QUALCOMM Buy Mizuho 4/17/2020 Perrigo Company Hold Argus Research Company 4/17/2020 Qorvo Buy Mizuho 4/17/2020 Skyworks Solutions Buy Mizuho 4/17/2020 JB Hunt Transportation Services Buy Argus Research Company 4/17/2020 Morgan Stanley Buy Argus Research Company 4/17/2020 Alcoa Overweight J.P. Morgan 4/17/2020 Alphabet A (ex Google Buy Mizuho 4/17/2020 Chipotle Mexican Grill Buy Argus Research Company 4/17/2020 Alexion Pharmaceuticals Overweight J.P. Morgan 4/17/2020 Allegheny Technologies Neutral J.P. Morgan 4/17/2020 Bed Bath & Beyond Neutral J.P. Morgan 4/17/2020 Evolus Buy Mizuho 4/17/2020 Treehouse Foods Overweight J.P. Morgan 4/17/2020 BellRing Brand a Overweight J.P. Morgan 4/17/2020 Advanced Drainage Systems Outperform Baird Patrick & Co 4/17/2020 Sprouts Farmers Markets Neutral J.P. Morgan 4/17/2020 Carpenter Technology Neutral J.P. Morgan 4/17/2020 Sonoco Products Neutral Baird Patrick & Co 4/17/2020 Freshpet Overweight J.P. Morgan 4/17/2020 Kroger Neutral J.P. Morgan 4/17/2020 GrafTech International Overweight J.P. Morgan 4/17/2020 The Kraft Heinz Company Overweight J.P. Morgan 4/17/2020 Kellogg Neutral J.P. Morgan 4/17/2020 Hostess Brand a Overweight J.P. Morgan 4/17/2020 Badger Meter Neutral Baird Patrick & Co 4/17/2020 Kaiser Aluminum Neutral J.P. Morgan 4/17/2020 McCormick & Underweight J.P. Morgan 4/17/2020 New Oriental Education & Technology Group Overweight J.P. Morgan 4/17/2020 Nucor Overweight J.P. Morgan 4/17/2020 Intuitive Surgical Buy Capital Depesche 4/17/2020 Reliance Steel & Aluminum Neutral J.P. Morgan 4/17/2020 Ryerson Neutral J.P. Morgan