Added to AYX, CRWD, MDB, OKTA, TTD, TWLO, And ZM this morning.

Sorry for the late email. Had to send it after work. But I added to the following positions pre-market today. Just small bits to each position. It ended up being a pretty good day for our portfolio. We will see what the rest of this week brings, but remember the next 5 years matter far more than the next 2 weeks.