Reiterated Buy X

AABA Altaba

MKM Partners

$76 $112

Initiated Buy X

AAL American Airlines

MKM Partners

$29

Initiated Buy X

AAP Advance Auto

MKM Partners

$195

Downgrades Neutral Sell X

ACB Aurora Cannabis

MKM Partners

Downgrades Buy Neutral X

ACIA Acacia Communications

MKM Partners

Upgrades Neutral Buy X

ALGT Allegiant Travel

MKM Partners

$230

Initiated Neutral X

ALGT Allegiant Travel

MKM Partners

$230

Initiated Buy X

ALK Alaska Air

MKM Partners

$81

Downgrades Neutral Sell X

AMC AMC Entertainment

MKM Partners

$1

Reiterated Buy X

AMD Advanced Micro

MKM Partners

$13.50 $20

Reiterated Buy X

AMD Advanced Micro

MKM Partners

$13 $14.50

Reiterated Buy X

AMZN Amazon

MKM Partners

$145 $125

Reiterated Buy X

AMZN Amazon

MKM Partners

$170 $165

Reiterated Buy X

AMZN Amazon

MKM Partners

$4000 $4100

Reiterated Buy X

AMZN Amazon

MKM Partners

$3750 $3975

Resumed Buy X

AMZN Amazon

MKM Partners

$2240 $2350

Reiterated Buy X

AMZN Amazon

MKM Partners

$1840 $2215

Reiterated Buy X

AMZN Amazon

MKM Partners

$1350 $1750

Reiterated Buy X

AON Aon

MKM Partners

$335 $360

Upgrades Neutral Buy X

AON Aon

MKM Partners

Resumed Buy X

APA APA Corp.

MKM Partners

$45

Initiated Buy X

APC Anadarko Petroleum

MKM Partners

$76

Initiated Buy X

AR Antero Resources

MKM Partners

$17

Upgrades Neutral Buy X

ARLP Alliance Resource

MKM Partners

Upgrades Neutral Buy X

ATVI Activision Blizzard

MKM Partners

$95

Downgrades Neutral Sell X

ATVI Activision Blizzard

MKM Partners

$75 $54

Downgrades Buy Neutral X

ATVI Activision Blizzard

MKM Partners

$108 $75

Reiterated Neutral X

ATVI Activision Blizzard

MKM Partners

$45 $47

Reiterated Buy X

AZO AutoZone

MKM Partners

$2350 $2650

Initiated Buy X

AZO AutoZone

MKM Partners

$2350

Reiterated Buy X

BABA Alibaba

MKM Partners

$260 $280

Initiated Buy X

BC Brunswick

MKM Partners

$96

Initiated Buy X

BLMN Bloomin’ Brands

MKM Partners

Initiated Buy X

BP BP

MKM Partners

$31

Reiterated Buy X

CB Chubb

MKM Partners

$235 $260

Resumed Buy X

CDEV Centennial Resource Development

MKM Partners

$10

Upgrades Neutral Buy X

CGC Canopy Growth

MKM Partners

Upgrades Sell Buy X

CHK Chesapeake Energy

MKM Partners

Initiated Neutral X

CHK Chesapeake Energy

MKM Partners

$3

Initiated Buy X

CIEN Ciena

MKM Partners

$62

Initiated Buy X

CIVI Civitas Resources

MKM Partners

$70

Upgrades Neutral Buy X

CLR Continental Resources

MKM Partners

$54 $56

Downgrades Buy Neutral X

CLR Continental Resources

MKM Partners

$57 $54

Upgrades Neutral Buy X

CLR Continental Resources

MKM Partners

$36 $46

Downgrades Buy Neutral X

CLR Continental Resources

MKM Partners

$35 $36

Upgrades Neutral Buy X

CLR Continental Resources

MKM Partners

$34

Downgrades Buy Neutral X

CLR Continental Resources

MKM Partners

$23 $26

Initiated Buy X

CLR Continental Resources

MKM Partners

$38

Downgrades Buy Neutral X

CNK Cinemark

MKM Partners

$22

Resumed Neutral X

CNX CNX Resources

MKM Partners

$16

Upgrades Neutral Buy X

CNX CNX Resources

MKM Partners

$15 $16

Downgrades Buy Neutral X

CNX CNX Resources

MKM Partners

$14

Initiated Buy X

CNX CNX Resources

MKM Partners

$19

Upgrades Neutral Buy X

COG Cabot Oil & Gas

MKM Partners

Initiated Neutral X

COG Cabot Oil & Gas

MKM Partners

$27

Resumed Buy X

COP ConocoPhillips

MKM Partners

$110

Upgrades Neutral Buy X

CPE Callon Petroleum

MKM Partners

$47 $54

Downgrades Buy Neutral X

CPE Callon Petroleum

MKM Partners

$26

Reiterated Buy X

CPRI Capri Holdings

MKM Partners

$85 $93

Resumed Buy X

CRC California Resources Corp

MKM Partners

$48

Resumed Neutral X

CRK Comstock

MKM Partners

$11.50

Initiated Buy X

CRWD CrowdStrike

MKM Partners

$240

Initiated Buy X

CRZO Carrizo Oil & Gas

MKM Partners

$27

Initiated Buy X

CSCO Cisco

MKM Partners

$61

Resumed Neutral X

CTRA Coterra Energy

MKM Partners

$26

Upgrades Neutral Buy X

CTRN Citi Trends

MKM Partners

Initiated Buy X

CXO Concho Resources

MKM Partners

$176

Initiated Buy X

CY Cypress Semi

MKM Partners

$20

Initiated Buy X

CYBR CyberArk

MKM Partners

$190

Initiated Buy X

DAL Delta Air Lines

MKM Partners

$59

Resumed Buy X

DEN Denbury

MKM Partners

$75

Upgrades Neutral Buy X

DISCA Discovery

MKM Partners

Initiated Buy X

DORM Dorman Products

MKM Partners

$129

Reiterated Neutral X

DPZ Domino’s Pizza

MKM Partners

$515 $525

Initiated Neutral X

DPZ Domino’s Pizza

MKM Partners

Upgrades Neutral Buy X

DRI Darden Restaurants

MKM Partners

$155 $168

Downgrades Buy Neutral X

DRI Darden Restaurants

MKM Partners

$125 $160

Initiated Neutral X

DRI Darden Restaurants

MKM Partners

Initiated Buy X

DVN Devon Energy

MKM Partners

$38

Downgrades Buy Neutral X

EA Electronic Arts

MKM Partners

$131

Reiterated Buy X

EA Electronic Arts

MKM Partners

$172 $162

Downgrades Buy Neutral X

EA Electronic Arts

MKM Partners

Initiated Buy X

ECA Encana

MKM Partners

$12

Initiated Neutral X

EGHT 8×8

MKM Partners

$5.50

Resumed Buy X

EOG EOG Resources

MKM Partners

$123

Downgrades Buy Neutral X

EOG EOG Resources

MKM Partners

$109

Initiated Buy X

EOG EOG Resources

MKM Partners

$133

Downgrades Buy Neutral X

EQT EQT Corp.

MKM Partners

$23

Initiated Buy X

EQT EQT Corp.

MKM Partners

$28

Resumed Buy X

FANG Diamondback Energy

MKM Partners

$155

Initiated Buy X

FANG Diamondback Energy

MKM Partners

Resumed Buy X

FB Facebook

MKM Partners

$190 $245

Reiterated Buy X

FB Facebook

MKM Partners

$230 $190

Initiated Neutral X

FIVE Five Below

MKM Partners

$115

Initiated Buy X

FIVN Five9

MKM Partners

$135

Initiated Neutral X

FN Fabrinet

MKM Partners

$100

Initiated Neutral X

FND Floor & Decor

MKM Partners

$65

Reiterated Buy X

FTNT Fortinet

MKM Partners

$70 $65

Initiated Buy X

FTNT Fortinet

MKM Partners

$70

Upgrades Sell Neutral X

FVRR Fiverr

MKM Partners

$260 $245

Downgrades Neutral Sell X

FVRR Fiverr

MKM Partners

$185

Reiterated Buy X

GOOG Alphabet

MKM Partners

$165 $140

Reiterated Buy X

GOOGL Alphabet A

MKM Partners

$130 $120

Reiterated Buy X

GOOGL Alphabet A

MKM Partners

$165 $140

Resumed Buy X

GOOGL Alphabet A

MKM Partners

Reiterated Buy X

GOOGL Alphabet A

MKM Partners

$1465 $1365

Reiterated Buy X

GOOGL Alphabet A

MKM Partners

$1355 $1465

Reiterated Buy X

GOOGL Alphabet A

MKM Partners

$1210 $1355

Initiated Neutral X

GPOR Gulfport Energy

MKM Partners

$10

Initiated Neutral X

HA Hawaiian Holdings

MKM Partners

$27

Upgrades Neutral Buy X

HAS Hasbro

MKM Partners

Upgrades Neutral Buy X

HCC Warrior Met Coal

MKM Partners

Initiated Neutral X

HD Home Depot

MKM Partners

$285

Upgrades Neutral Buy X

HES Hess

MKM Partners

Downgrades Buy Neutral X

HES Hess

MKM Partners

$71

Initiated Buy X

HES Hess

MKM Partners

$73

Downgrades Buy Neutral X

HIG Hartford Financial

MKM Partners

$65 $70

Initiated Buy X

HPR HighPoint Resources

MKM Partners

$9

Resumed Buy X

INFN Infinera

MKM Partners

$9

Upgrades Neutral Buy X

INFN Infinera

MKM Partners

$6

Upgrades Sell Neutral X

INFN Infinera

MKM Partners

$6

Downgrades Neutral Sell X

INFN Infinera

MKM Partners

Reiterated Buy X

INTC Intel

MKM Partners

Initiated Buy X

JAG Jagged Peak Energy

MKM Partners

$15

Upgrades Sell Neutral X

JBLU JetBlue Airways

MKM Partners

$13

Downgrades Neutral Sell X

JBLU JetBlue Airways

MKM Partners

$13

Initiated Neutral X

JBLU JetBlue Airways

MKM Partners

$21

Upgrades Neutral Buy X

JEC Jacobs

MKM Partners

Upgrades Neutral Buy X

JNPR Juniper Networks

MKM Partners

$26 $33

Reiterated Neutral X

KSS Kohl’s

MKM Partners

$57 $63

Initiated Buy X

LCII LCI Industries

MKM Partners

$153

Initiated Neutral X

LESL Leslie’s

MKM Partners

$14

Reiterated Buy X

LITE Lumentum

MKM Partners

$60 $76

Initiated Buy X

LKQ LKQ

MKM Partners

$68

Initiated Neutral X

LOW Lowe’s

MKM Partners

$190

Downgrades Buy Neutral X

LPI Laredo Petroleum

MKM Partners

Initiated Buy X

LPI Laredo Petroleum

MKM Partners

$8

Downgrades Buy Neutral X

LUV Southwest Air

MKM Partners

$45

Initiated Buy X

LUV Southwest Air

MKM Partners

$74

Reiterated Buy X

MCD McDonald’s

MKM Partners

$265 $270

Initiated Buy X

MCD McDonald’s

MKM Partners

Initiated Neutral X

MCW Mister Car Wash

MKM Partners

$9

Resumed Buy X

MGY Magnolia Oil & Gas

MKM Partners

$26

Initiated Buy X

MRO Marathon Oil

MKM Partners

$26

Resumed Buy X

MTDR Matador Resources

MKM Partners

$68

Upgrades Neutral Buy X

MTDR Matador Resources

MKM Partners

$40

Downgrades Buy Neutral X

MTDR Matador Resources

MKM Partners

$33

Upgrades Neutral Buy X

MTDR Matador Resources

MKM Partners

$30

Downgrades Buy Neutral X

MTDR Matador Resources

MKM Partners

Upgrades Neutral Buy X

MTDR Matador Resources

MKM Partners

Downgrades Buy Neutral X

MTDR Matador Resources

MKM Partners

Initiated Buy X

MTDR Matador Resources

MKM Partners

$28

Reiterated Buy X

MU Micron

MKM Partners

$77 $63

Resumed Buy X

MUR Murphy Oil

MKM Partners

$38

Initiated Buy X

MUR Murphy Oil

MKM Partners

$44

Reiterated Buy X

NFLX Netflix

MKM Partners

$320 $390

Reiterated Buy X

NFLX Netflix

MKM Partners

$245 $320

Upgrades Neutral Buy X

NOK Nokia

MKM Partners

Upgrades Neutral Buy X

NPTN NeoPhotonics

MKM Partners

$5 $7

Downgrades Buy Neutral X

NPTN NeoPhotonics

MKM Partners

$9 $4.50

Initiated Buy X

NPTN NeoPhotonics

MKM Partners

Reiterated Buy X

OAS Oasis Petroleum

MKM Partners

$170 $178

Initiated Buy X

OAS Oasis Petroleum

MKM Partners

Reiterated Neutral X

OLLI Ollie’s Bargain Outlet

MKM Partners

$80 $82

Initiated Buy X

ORLY O’Reilly Auto

MKM Partners

$700

Resumed Neutral X

OXY Occidental Petro

MKM Partners

$65

Upgrades Neutral Buy X

OXY Occidental Petro

MKM Partners

$32

Initiated Buy X

PANW Palo Alto Networks

MKM Partners

$250

Initiated Buy X

PATK Patrick Industries

MKM Partners

$93

Resumed Buy X

PDCE PDC Energy

MKM Partners

$76

Initiated Buy X

PDCE PDC Energy

MKM Partners

$67

Initiated Buy X

PET Wag! Group

MKM Partners

$6

Initiated Neutral X

PII Polaris Industries

MKM Partners

$117

Downgrades Buy Neutral X

PINS Pinterest

MKM Partners

$27

Downgrades Buy Neutral X

PLTK Playtika

MKM Partners

$17 $13.50

Initiated Buy X

PLTK Playtika

MKM Partners

$32

Resumed Neutral X

POSH Poshmark

MKM Partners

$11

Downgrades Buy Neutral X

POSH Poshmark

MKM Partners

$50 $21

Initiated Buy X

POSH Poshmark

MKM Partners

$88

Downgrades Buy Neutral X

PTON Peloton

MKM Partners

$130 $70

Upgrades Neutral Buy X

PTON Peloton

MKM Partners

$130

Resumed Buy X

PXD Pioneer Natural Resources

MKM Partners

$264

Initiated Buy X

PXD Pioneer Natural Resources

MKM Partners

$213

Initiated Buy X

PZZA Papa John’s

MKM Partners

Initiated Neutral X

RBLX Roblox

MKM Partners

$55

Initiated Buy X

RDS-A Royal Dutch Shell

MKM Partners

$57

Downgrades Buy Neutral X

RNG RingCentral

MKM Partners

$40

Initiated Buy X

RNG RingCentral

MKM Partners

$80

Resumed Neutral X

RRC Range Resources

MKM Partners

$25

Upgrades Neutral Buy X

RRC Range Resources

MKM Partners

$15 $20

Downgrades Buy Neutral X

RRC Range Resources

MKM Partners

Initiated Neutral X

RRC Range Resources

MKM Partners

$17

Downgrades Buy Neutral X

SAVE Spirit Airlines

MKM Partners

$25

Initiated Buy X

SAVE Spirit Airlines

MKM Partners

$44

Reiterated Buy X

SBUX Starbucks

MKM Partners

$130 $123

Upgrades Neutral Buy X

SBUX Starbucks

MKM Partners

$114 $130

Reiterated Neutral X

SBUX Starbucks

MKM Partners

$130 $114

Resumed Neutral X

SFIX Stitch Fix

MKM Partners

$6

Downgrades Buy Neutral X

SFM Sprouts Farmers Market

MKM Partners

$38

Reiterated Neutral X

SHAK Shake Shack

MKM Partners

$103 $83

Initiated Neutral X

SHAK Shake Shack

MKM Partners

Resumed Buy X

SM SM Energy

MKM Partners

$54

Initiated Buy X

SM SM Energy

MKM Partners

$31

Initiated Buy X

SMP Standard Motor

MKM Partners

$62

Initiated Neutral X

SNA Snap-On

MKM Partners

$238

Downgrades Buy Neutral X

SNAP Snap

MKM Partners

$15 $10

Reiterated Buy X

SNAP Snap

MKM Partners

$42 $47

Reiterated Buy X

SPOT Spotify

MKM Partners

$200 $245

Reiterated Neutral X

STZ Constellation Brands

MKM Partners

$219 $216

Upgrades Sell Neutral X

STZ Constellation Brands

MKM Partners

$154 $210

Downgrades Buy Neutral X

SWN Southwestern Energy

MKM Partners

Initiated Buy X

SWN Southwestern Energy

MKM Partners

$6

Resumed Buy X

TALO Talos Energy

MKM Partners

$23

Reiterated Neutral X

TGT Target

MKM Partners

$163 $161

Reiterated Neutral X

TGT Target

MKM Partners

$253 $180

Initiated Neutral X

THO Thor Industries

MKM Partners

$89

Initiated Buy X

TOT Total SE

MKM Partners

$70

Downgrades Buy Neutral X

TPR Tapestry

MKM Partners

Initiated Buy X

TSCO Tractor Supply

MKM Partners

$230

Reiterated Neutral X

TTWO Take-Two

MKM Partners

$200 $205

Downgrades Buy Neutral X

TTWO Take-Two

MKM Partners

$200

Downgrades Buy Neutral X

TWTR Twitter

MKM Partners

$49

Upgrades Neutral Buy X

TWTR Twitter

MKM Partners

$47 $60

Reiterated Buy X

TWTR Twitter

MKM Partners

$40 $43

Upgrades Neutral Buy X

TWTR Twitter

MKM Partners

$40

Upgrades Neutral Buy X

TXRH Texas Roadhouse

MKM Partners

$111

Upgrades Neutral Buy X

UAL United Airlines

MKM Partners

$54

Initiated Neutral X

UAL United Airlines

MKM Partners

$65

Initiated Neutral X

UNT Unit

MKM Partners

$20

Upgrades Sell Neutral X

URBN Urban Outfitters

MKM Partners

Initiated Buy X

VIAV Viavi

MKM Partners

$20

Resumed Buy X

VNOM Viper Energy Partners

MKM Partners

$31

Initiated Buy X

VSTO Vista Outdoor

MKM Partners

$54

Initiated Neutral X

W Wayfair

MKM Partners

$50

Reiterated Buy X

W Wayfair

MKM Partners

$130 $165

Reiterated Buy X

W Wayfair

MKM Partners

$92 $130

Initiated Neutral X

WEN Wendy’s

MKM Partners

Reiterated Neutral X

WGO Winnebago

MKM Partners

$53 $61

Downgrades Buy Neutral X

WGO Winnebago

MKM Partners

$67

Initiated Buy X

WGO Winnebago

MKM Partners

$79

Initiated Buy X

WLL Whiting Petroleum

MKM Partners

$25

Upgrades Neutral Buy X

WMT Walmart

MKM Partners

$156 $166

Initiated Buy X

WPX WPX Energy

MKM Partners

$15

Reiterated Buy X

WWE World Wrestling

MKM Partners

$95 $110

Reiterated Buy X

WWE World Wrestling

MKM Partners

$41 $44

Upgrades Neutral Buy X

XEC Cimarex

MKM Partners

$75 $78

Downgrades Buy Neutral X

XEC Cimarex

MKM Partners

$60

Initiated Buy X

XEC Cimarex

MKM Partners

$108

Initiated Neutral X

YUM Yum! Brands

MKM Partners

Downgrades Buy Neutral X

ZM Zoom Video

MKM Partners

$100 $75

Initiated Buy X

ZM Zoom Video

MKM Partners

$135

Initiated Buy X

ZS Zscaler

MKM Partners

$225