We believe that risk management is as important as stock selection. We attempt to reduce risk by investing in high-quality growth stocks, generally with market capitalizations above $2 billion and annual revenues of at least $200 million. We also manage risk by diversifying portfolios among approximately 20 to 30 stocks in a variety of industries and sectors. Initial positions are limited to no more than 4% of equity. Alcosta Capital Management, Inc. is a Registered Investment Advisor.