My top 20 holdings as we cruise into July:  $MELI-5.6% $NFLX-4.6% $SHOP-4.1% $CMG-3.9% $ETSY-3.1% $AMZN-2.9% $FB-2.7% $ANET-2.3% $BNKG-2.2% $TTD-2.2% $SBUX-2.2% $MNST-2.1% $TSLA-2% $MTCH-1.9% $DOCU-1.9% $ZM-1.8% $TSCO-1.8% $VEEV-1.7% $AYX-1.7% $VMD-1.6%