CURRENT PORTFOLIO 78 POSITIONS GM JOHN....ARE YOU GOING TO COME TO WORK TODAY? LOTS OF BUYS YESTERDAY THAT I DIDN'T GET A CHANCE TO POST. ACB AHPI AME ANET APPN AXGN BHVN CAKE CARA CBSH CCI CPB CRON CTMX CUB DAR DEO DKNG DLB DNLI DRNA EXPE FLT FSR FTDR GBCI HEI HUBS IART IYR JKHY JWS KNX KO KSU KZIA LHX LYFT LZB MAXR MLCO MNST MOMO MPC NGG NNN ONCT ORAN PACB PFGC PRGO RGNX RIOT RNG ROST RYAAY SBUX SJR SLQT SRE SSD STAA TPIC TSM UHS USCR VCEL VG VNDA VRAY WELL WM WRB WWE WY YINN Z