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$NVD (0.5%): finally back in; mission critical for so many companies and even countries

Added to $AXON (2.79%): been a while since I added to this high conviction position; they continue to be necessary in police forces around the world; more use cases in any guard/security/enforcing scenario

$MASI (0.13%): purchase of Sound United giving a good buy in opportunity; steady/solid business in pulse oximetery that should continue to grow for years; cash/expertise of that business used to test other markets

Added to $PUBM (0.54%): same reasons as below, business is very strong, and long-term tailwinds are still strong despite the short-term headwinds

Added to $MASI (0.2%): building out a position

Added to $AMZN (3.55%): same reasons as below

Added to $ZS (1.63%): Very robust network security which is essential for the cloud. Continuing to partner with other security services and growing revenue fast with high margins. Now trading for close to its lowest valuation as a public company

Added to $ARE (0.48%): seemingly being dragged down with biotech which doesn't make sense; continuing to build out as position as a safe steady grower in my HSA

Added to $CRWD (2.49%): leader in endpoint security, number of endpoints connected to the cloud will continue growing for decades to come; biggest risk is still SBC and its own major cyber attack; the reward outweighs the risk IMO