Added $FB and $WORK to my portfolio this month. Increased position in $OPRA and $TTD  Looking forward to sharing full details on Friday. As usual on   $AMZN $AYX $BIDU $CSCO $DIS $HUBS $NTES $NTNX $NVDA $OPRA $ORCL $POAHY $PS $PYPL $SBUX $SQ $TTD $TWTR $ZS