Highlights:

Companies I like:

Cash Connect, ICX, CPI, Triton Systems, KAL ATM Software, ESQ, Bank of America, U.S. Bank, Elan , Test Link, Triton, Wells Fargo, Diebold Nixdorf, Hyosung, TestLink, Fiserv, NCR, First Data

• Investment Management
• Management
• Capital markets
• Physical Security
• Retail
• Security
• Simulation Software
• Software
• Workflow Management
• Data Management