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Holdings and names you keep on the desk.

· 11 one-off(s)

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ADBE
ADOBE INC.
P/E 12.8 P/OE 11.8 OE yld 8.5%
Price $238.79 g* -4.2% OE $7.9B
KODK
EASTMAN KODAK CO
P/E -10.4 P/OE n/a OE yld n/a
Price $10.03 g* n/a OE n/a
NVDA
NVIDIA CORP
P/E 29.9 P/OE 63.9 OE yld 1.6%
Price $238.90 g* 17.8% OE $90.3B
OLED
UNIVERSAL DISPLAY CORP PA
P/E 18.8 P/OE 29.1 OE yld 3.4%
Price $79.80 g* 7.6% OE $126M
ORCL
ORACLE CORP
P/E 22.9 P/OE n/a OE yld n/a
Price $142.48 g* n/a OE n/a
PYPL
PayPal Holdings, Inc.
P/E 9.2 P/OE 10.2 OE yld 9.8%
Price $54.41 g* -6.0% OE $4.6B
SPCX
SPACE EXPLORATION TECHNOLOGIES CORP
P/E n/a P/OE n/a OE yld n/a
Price $171.09 g* n/a OE n/a
UPWK
UPWORK, INC
P/E 10.2 P/OE 5.9 OE yld 17.0%
Price $8.36 g* -13.6% OE $177M