Tuesday, June 5, 2018

The 149 San Francisco/Silicon Valley Area Cos Excluding McKesson With Market Caps of at Least $1 Bil Total Pretax Income For the March 2018 Quarter Was $62.491 Bil, Up a Very Robust 19% From the March 2017 Quarter and Total After-Tax Net Income Was Up an Exceptional 33% ....................................................................................... The 120 California Companies Headquartered in the Rest of the State, Predominately in Southern California, With Market Caps of at Least $1 Bil Total Pretax Income For the March 2018 Quarter Was $12.674 Bil, Up an Excellent 9% From the March 2017 Quarter and Total After-Tax Net Income Was Up a Very Robust 22% ....................................................................................... McKesson Was Isolated Since It Recorded a $3.947 Bil Gain Just From the Creation of a Joint Venture Which Dramatically Bolstered Its Reported March 2017 Quarter Pretax Income .......................................................................................

From a review of SEC filings, the below chart sorted by HQs Area shows the US GAAP Pretax Income (Loss) From Continuing Operations, the US GAAP Net Income (Loss) From Continuing Operations and the related US GAAP Income Tax Expense for the March 2018 and 2017 Quarters for all US  Companies including both Partnerships and REITs which are Headquartered in the US State of California with March 2018 Quarter Ends, with stock market caps above $1 Bil recently and which have released their March 2018 Quarter Earnings by June 1, 2018.  

I will update this quarterly earnings chart later for Companies with April 2018 and May 2018 Quarter End Earnings.

 US GAAP   US GAAP   US GAAP   US GAAP 
 US GAAP   US GAAP   Effective   Effective  Pretax Net
 US GAAP   Income   US GAAP   US GAAP   Income   US GAAP   Income   Income  Income Income
California Companies Pretax Tax Net Pretax Tax Net Tax Tax % Change % Change
Market Caps At Least $1 Bil Income Expense Income Income Expense Income Rate Rate March Qtr March Qtr
Releasing March 2018 Qtr  March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr 2018 2018
 Earnings By June 1, 2018 2018 2018 2018 2017 2017 2017 2018 2017 vs 2017 vs 2017
mils $ mils $ mils $ mils $ mils $ mils $
McKesson       (1,094)              (7)       (1,087)        4,674        1,044        3,630 0.6% 22.3% -123% -130%
San Fran/Silicon Valley Area Cos
Apple      16,168        2,346      13,822      14,684        3,655      11,029 14.5% 24.9% 10% 25%
Alphabet      10,543        1,142        9,401        6,819        1,393        5,426 10.8% 20.4% 55% 73%
Wells Fargo        7,501        1,374        6,127        7,858        2,133        5,725 18.3% 27.1% -5% 7%
Facebook        5,610           622        4,988        3,408           344        3,064 11.1% 10.1% 65% 63%
Chevron        5,073        1,414        3,659        3,129           430        2,699 27.9% 13.7% 62% 36%
Intel        5,011           557        4,454        3,815           851        2,964 11.1% 22.3% 31% 50%
Visa        3,217           612        2,605        2,702        2,272           430 19.0% 84.1% 19% 506%
Gilead Sciences        2,033           494        1,539        3,617           918        2,699 24.3% 25.4% -44% -43%
Charles Schwab        1,002           219           783           843           279           564 21.9% 33.1% 19% 39%
Bio-Rad Labs           864           207           657             20               8             12 24.0% 40.0% 4220% 5375%
Lam Research           772              (7)           779           531             44           487 -0.9% 8.3% 45% 60%
Electronic Arts           754           147           607           716           150           566 19.5% 20.9% 5% 7%
Franklin Resources           633           150           483           628           193           435 23.7% 30.7% 1% 11%
PayPal Holdings           548             37           511           438             54           384 6.8% 12.3% 25% 33%
eBay           547           140           407           558          (477)        1,035 25.6% -85.5% -2% -61%
PG&E Corp           496             51           445           688           109           579 10.3% 15.8% -28% -23%
Prologis           409             17           392           230             10           220 4.2% 4.3% 78% 78%
Seagate Technology           393             12           381           212             18           194 3.1% 8.5% 85% 96%
KLA-Tencor           366             59           307           319             66           253 16.1% 20.7% 15% 21%
Intuitive Surgical            290               3           287           202             21           181 1.0% 10.4% 44% 59%
SVB Financial Group           282             74           208           159             51           108 26.2% 32.1% 77% 93%
First Republic Bank           246             47           199           214             37           177 19.1% 17.3% 15% 12%
Clorox           242             61           181           247             75           172 25.2% 30.4% -2% 5%
Check Point Software           228             41           187           221             39           182 18.0% 17.6% 3% 3%
Maxim Integrated Products           222             29           193           170             30           140 13.1% 17.6% 31% 38%
Xilinx           186             20           166           171             18           153 10.8% 10.5% 9% 8%
Arista Networks           143              (2)           145             74              (9)             83 -1.4% -12.2% 93% 75%
Robert Half Intl           135             39             96           126             47             79 28.9% 37.3% 7% 22%
Exelixis           118               2           116             17              -               17 1.7% 0.0% 594% 582%
Digital Realty Trust           110              -             110             85              -               85 0.0% 0.0% 29% 29%
Align Technologies             99               3             96             62              (7)             69 3.0% -11.3% 60% 39%
Essex Property Trust             97              -               97           188              -             188 0.0% 0.0% -48% -48%
Varian Medical             95             22             73             90             21             69 23.2% 23.3% 6% 6%
Coherent             91             26             65             61             19             42 28.6% 31.1% 49% 55%
Dolby Laboratories             90             19             71             66             15             51 21.1% 22.7% 6% 13%
Advanced Micro Devices             89               8             81            (28)               5            (33) 9.0% -17.9% 418% 345%
Realty Income Corp             84              -               84             89              -               89 0.0% 0.0% -6% -6%
Equinix             80             17             63             55             13             42 21.3% 23.6% 45% 50%
Cadence Design Systems             78               5             73             74               6             68 6.4% 8.1% 5% 7%
Corporate Capital Trust             74               1             73             85              -               85 1.4% 0.0% -13% -14%
Trimble             67               8             59             64             14             50 11.9% 21.9% 5% 18%
Trinet Group             67             13             54             45             16             29 19.4% 35.6% 49% 86%
Jazz Pharmaceuticals             66             19             47           116             29             87 28.8% 25.0% -43% -46%
Twitter             64               3             61            (58)               3            (61) 4.7% -5.2% 210% 200%
Central Garden & Pet             57             11             46             56             21             35 19.3% 37.5% 2% 31%
Redwood Trust             52               5             47             43               6             37 9.6% 14.0% 21% 27%
Sanmina             42             17             25             57             25             32 40.5% 43.9% -26% -22%
Juniper Networks             41               7             34           141             32           109 17.1% 22.7% -71% -69%
Fair Isaac             41               9             32             33               8             25 22.0% 24.2% 24% 28%
Logitech Intl             39               5             34             38              (1)             39 12.8% -2.6% 3% -13%
Fortinet             37              (5)             42               8              (3)             11 -13.5% -37.5% 363% 282%
Simpson Manufacturing             33               7             26             31               8             23 21.2% 25.8% 6% 13%
Innoviva             30              -               30             17              -               17 0.0% 0.0% 76% 76%
Ultragenyx             30              -               30            (68)              -              (68) 0.0% 0.0% -144% -144%
Financial Engines             28             10             18             17               4             13 35.7% 23.5% 65% 38%
NMI Holdings             26               4             22               7               1               6 15.4% 14.3% 271% 267%
Integrated Device Technology             25               4             21             28              (2)             30 16.0% -7.1% -11% -30%
TPG RE Finance Trust             25              -               25             23              -               23 0.0% 0.0% 9% 9%
Monolithic Power Systems             23               1             22             15               1             14 4.3% 6.7% 53% 57%
Westamerica Bancorp             22               4             18             20               5             15 18.2% 25.0% 10% 20%
Exponent             22               2             20             18               1             17 9.1% 5.6% 22% 18%
Corcept Therapeutics             21               4             17               4              -                 4 19.0% 0.0% 425% 325%
Textainer Group Holdings Ltd             21               1             20              (8)              -                (8) 4.8% 0.0% -363% -350%
McGrath RentCorp             19               5             14             13               5               8 26.3% 38.5% 46% 75%
Flex Ltd             16             35            (19)             99             12             87 218.8% 12.1% -84% -122%
Four Corners Property Trust             16              -               16             15              -               15 0.0% 0.0% 7% 7%
Fox Factory Holding             15              (6)             21             11               1             10 -40.0% 9.1% 36% 110%
Power Integrations             15               1             14             13              (1)             14 6.7% -7.7% 15% 0%
Cypress Semiconductor             14               5               9            (38)               5            (43) 35.7% -13.2% 137% 121%
Abaxis             14               4             10             12               4               8 28.6% 33.3% 17% 25%
Mellanox Technologies Ltd             12            (26)             38            (14)              (2)            (12) -216.7% 14.3% -186% -417%
Oclaro             11              -               11             39               1             38 0.0% 2.6% -72% -71%
Qualys             10               1               9               8            (14)             22 10.0% -175.0% 25% -59%
Tereno Realty             10              -               10               6              -                 6 0.0% 0.0% 67% 67%
Zynga               9               4               5              (7)               3            (10) 44.4% -42.9% -229% -150%
NetGear               8               2               6             24               8             16 25.0% 33.3% -67% -63%
Hercules Capital               6              -                 6              (6)              -                (6) 0.0% 0.0% -200% -200%
Penumbra               4              (2)               6              (2)               1              (3) -50.0% -50.0% 300% 300%
Lumentum Holdings               3              -                 3            (44)             12            (56) 0.0% -27.3% -107% -105%
SJW Group               1              -                 1               5               1               4 0.0% 20.0% -80% -75%
Five9              (1)              -                (1)              (5)              -                (5) 0.0% 0.0% -80% -80%
Five9 Inc              (1)              -                (1)              (5)              -                (5) 0.0% 0.0% -80% -80%
Chegg Inc              (2)               1              (3)              (6)               1              (7) -50.0% -16.7% -67% -57%
Omnicell Inc              (2)              (5)               3            (19)              (9)            (10) 250.0% 47.4% -89% -130%
Yelp Inc              (2)              -                (2)              (4)              -                (4) 0.0% 0.0% -50% -50%
RingCentral              (3)              -                (3)              (2)              -                (2) 0.0% 0.0% -50% 50%
Ellie Mae              (3)              (5)               2               5              (5)             10 166.7% -100.0% -160% -80%
California Water Service Group              (3)              -                (3)               1              -                 1 0.0% 0.0% -400% -400%
Genomic Health              (4)              -                (4)              -                 1              (1) 0.0% NM NM 300%
Natus Medical              (4)              (1)              (3)              -                -                -   25.0% NM NM NM
Intersect ENT              (6)              -                (6)              (6)              -                (6) 0.0% 0.0% 0% 0%
Electronics For Imaging              (6)              (2)              (4)               4              (1)               5 33.3% -25.0% -250% -180%
Pattern Energy Group              (6)               7            (13)               7               5               2 -116.7% 71.4% -186% -750%
ServiceNow              (7)            (18)             11            (23)              (1)            (22) 257.1% 4.3% 70% 150%
New Relic              (7)              -                (7)            (15)              -              (15) 0.0% 0.0% 53% 53%
Atlassian Corp              (8)               6            (14)            (23)              (5)            (18) -75.0% 21.7% -65% -22%
Viavi Solutions              (8)               1              (9)             30               4             26 -12.5% 13.3% -127% -135%
Imperva            (10)              -              (10)             24               1             23 0.0% 4.2% -142% -143%
Talend SA            (10)              -              (10)              (7)              -                (7) 0.0% 0.0% 43% 43%
iRhythm            (11)              -              (11)              (5)              -                (5) 0.0% 0.0% 120% 120%
Quotient Technology            (11)              -              (11)              (3)              -                (3) 0.0% 0.0% 267% 267%
Extreme Networks            (12)               2            (14)              (4)               1              (5) -16.7% -25.0% 200% 180%
8X8 Inc            (13)              -              (13)              (3)              -                (3) 0.0% 0.0% 333% 333%
CytomX Therapeutics            (14)               1            (15)              (8)              -                (8) -7.1% 0.0% 75% 88%
Tivo Corp            (15)               4            (19)            (29)               6            (35) -26.7% -20.7% -48% -46%
MyoKardia            (18)              -              (18)            (15)              -              (15) 0.0% 0.0% 20% 20%
Nevro            (18)              -              (18)            (15)              -              (15) 0.0% 0.0% 20% 20%
Synaptics Inc            (18)              (4)            (14)             11               6               5 22.2% 54.5% -264% -380%
Sangamo Therapeutics            (20)              -              (20)            (17)              -              (17) 0.0% 0.0% 18% 18%
ARMO Biosciences            (22)              -              (22)              (9)              -                (9) 0.0% 0.0% 144% 144%
Square Inc            (24)              -              (24)            (15)              -              (15) 0.0% 0.0% -60% -60%
Twilio            (24)              -              (24)            (14)              -              (14) 0.0% 0.0% -71% -71%
Denali Therapeutics            (24)              -              (24)            (21)              -              (21) 0.0% 0.0% 14% 14%
Proofpoint            (26)            (14)            (12)            (19)               1            (20) 53.8% -5.3% -37% 40%
Audentes Therapeutics            (26)              -              (26)            (18)              -              (18) 0.0% 0.0% 44% 44%
Iovance Biotherapeutics            (27)              -              (27)            (21)              -              (21) 0.0% 0.0% 29% 29%
Infinera            (27)              (1)            (26)            (41)              -              (41) 3.7% 0.0% -34% -37%
ForeScout Technologies            (27)               1            (28)            (26)               1            (27) -3.7% -3.8% 4% 4%
Blackhawk Network Holdings            (27)            (11)            (16)            (29)            (12)            (17) 40.7% 41.4% -7% -6%
Zogenix            (30)              -              (30)            (21)            (21) 0.0% 0.0% 43% 43%
Inphi Corp            (31)              (8)            (23)            (11)              -              (11) 25.8% 0.0% 182% 109%
Lending Club            (31)              -              (31)            (30)              -              (30) 0.0% 0.0% 3% 3%
Zendesk            (32)              (3)            (29)            (25)              -              (25) 9.4% 0.0% -28% -16%
Revance Therapeutics            (35)              -              (35)            (27)              -              (27) 0.0% 0.0% 30% 30%
Xperi            (36)              (3)            (33)            (46)            (35)            (11) 8.3% 76.1% -22% 200%
Dynavax Technologies            (39)              -              (39)            (25)              -              (25) 0.0% 0.0% 56% 56%
Rambus Inc            (39)              -              (39)             10               7               3 0.0% 70.0% -490% -1400%
Atara Biotherapeutics            (41)              -              (41)            (26)              -              (26) 0.0% 0.0% 58% 58%
Fibrogen            (41)              -              (41)            (31)              -              (31) 0.0% 0.0% 32% 32%
Global Blood Therapeutics            (42)              -              (42)            (23)              -              (23) 0.0% 0.0% 83% 83%
Hortonworks            (42)              -              (42)            (55)              -              (55) 0.0% 0.0% -24% -24%
Shutterfly            (42)            (15)            (27)            (55)            (22)            (33) 35.7% 40.0% -24% -18%
Cavium            (43)              (1)            (42)            (49)               1            (50) 2.3% -2.0% 12% 16%
Aimmune Therapeutics            (50)              -              (50)            (26)              -              (26) 0.0% 0.0% 92% 92%
Biomarin Pharmaceuticals            (51)              (7)            (44)            (24)              (8)            (16) 13.7% 33.3% -113% -175%
Symantec            (61)            (27)            (34)          (248)            (71)          (177) 44.3% 28.6% 75% 81%
Theravance Biopharma            (65)              -              (65)            (60)               5            (65) 0.0% -8.3% 8% 0%
FireEye            (71)               1            (72)            (76)               1            (77) -1.4% -1.3% -7% -6%
Fitbit            (82)              (1)            (81)            (90)            (30)            (60) 1.2% 33.3% -9% 35%
Sunrun            (83)               8            (91)            (70)               5            (75) -9.6% -7.1% 19% 21%
Portola Pharmaceuticals            (85)              -              (85)            (42)              -              (42) 0.0% 0.0% 102% 102%
Nektar Therapeutics            (96)              -              (96)            (64)              -              (64) 0.0% 0.0% -50% -50%
Western Digital          (128)          (189)             61           304             56           248 147.7% 18.4% -142% -75%
Pandora Media          (132)              -            (132)          (132)              -            (132) 0.0% 0.0% 0% 0%
Impax Labs          (138)              (7)          (131)            (67)             31            (98) 5.1% -46.3% 106% 34%
Avaya Holdings          (139)              (9)          (130)            (27)            (19)              (8) 6.5% 70.4% 415% 1525%
SunPower          (145)               3          (148)          (235)               2          (237) -2.1% -0.9% -38% -38%
Dropbox          (464)               2          (466)            (33)              -              (33) -0.4% 0.0% -1306% -1312%
Tesla          (779)               6          (785)          (372)             25          (397) -0.8% -6.7% -109% -98%
Total all 149 SF/SV Area Cos      62,491        9,872      52,619      52,403      12,977      39,426 15.8% 24.8% 19% 33%
Rest of CA Predominately Southern CA
Walt Disney        3,928           813        3,115        3,751        1,212        2,539 20.7% 32.3% 5% 23%
Amgen        2,619           308        2,311        2,460           389        2,071 11.8% 15.8% 6% 12%
Sempra Energy           647           289           358           747           295           452 44.7% 39.5% -13% -21%
Activision Blizzard           567             67           500           453             27           426 11.8% 6.0% 25% 17%
QUALCOMM           358              (5)           363           857           108           749 -1.4% 12.6% -58% -52%
Public Storage           344              -             344           344           344 0.0% 0.0% 0% 0%
AerCap Holdings NV           305             39           266           300             39           261 12.8% 13.0% 2% 2%
Netflix           300               9           291           224             46           178 3.0% 20.5% 34% 63%
Monster Beverage           282             66           216           265             87           178 23.4% 32.8% 6% 21%
Edwards Lifesciences           264             57           207           293             63           230 21.6% 21.5% -10% -10%
Reliance Steel           225             54           171           168             55           113 24.0% 32.7% 34% 51%
Illumina           221             24           197           503           155           348 10.9% 30.8% -56% -43%
East West Bancorp           212             25           187           228             58           170 11.8% 25.4% -7% 10%
Edison Intl           211            (31)           242           352            (40)           392 -14.7% -11.4% -40% -38%
CBRE Group           196             46           150           193             54           139 23.5% 28.0% 2% 8%
Molina Health Care           179             72           107           131             54             77 40.2% 41.2% 37% 39%
PacWest Bancorp           163             45           118           126             47             79 27.6% 37.3% 29% 49%
Avery Dennison           158             33           125           136             24           112 20.9% 17.6% 16% 12%
Skechers USA           152             15           137           124             17           107 9.9% 13.7% 23% 28%
Oaktree Capital Group LLC           144               6           138           174             12           162 4.2% 6.9% -17% -15%
Alexandria Real Estate Equities           142              -             142             48              -               48 0.0% 0.0% 196% 196%
Air Lease           141             30           111           134             49             85 21.3% 36.6% 5% 31%
Resmed           130             20           110           108             20             88 15.4% 18.5% 20% 25%
First American Financial             93             17             76             84             26             58 18.3% 31.0% 11% 31%
Herbalife Nutrition Ltd             91               9             82           113             28             85 9.9% 24.8% -19% -4%
Cathay General Bancorp             83             19             64             69             20             49 22.9% 29.0% 20% 31%
Teledyne Technologies             82             16             66             41             10             31 19.5% 24.4% 100% 113%
Callaway Golf             80             17             63             39             13             26 21.3% 33.3% 105% 142%
Green Dot             80             10             70             63             22             41 12.5% 34.9% 27% 71%
BofI Holding             78             27             51             71             30             41 34.6% 42.3% 10% 24%
PS Business Parks             72              -               72             47              -               47 0.0% 0.0% 53% 53%
Hope Bancorp             69             18             51             59             23             36 26.1% 39.0% 17% 42%
Sabra Health Care REIT             63               1             62             19              -               19 1.6% 0.0% 232% 226%
Ares Management LP             62            (12)             74          (190)            (34)          (156) -19.4% 17.9% -133% -147%
Houlihan Lokey             61             23             38             57             23             34 37.7% 40.4% 7% 12%
TRI Pointe Group             58             15             43             13               5               8 25.9% 38.5% 346% 438%
Masimo             56             10             46             53               1             52 17.9% 1.9% 6% -12%
Ligand Pharmaceuticals             55             10             45               6               1               5 18.2% 16.7% 817% 800%
Korn/Ferry Intl             54             26             28             32               8             24 48.1% 25.0% 69% 17%
Hudson Pacific Properties             53              -               53             24              -               24 0.0% 0.0% 121% 121%
Emerald Expositions Events             51             13             38             47             19             28 25.5% 40.4% 9% 36%
AMN Healthcare Services             50               7             43             47             15             32 14.0% 31.9% 6% 34%
Stamps.com             49               2             47             34               1             33 4.1% 2.9% 44% 42%
CVB Financial             49             14             35             45             16             29 28.6% 35.6% 9% 21%
Kilroy Realty             41              -               41             37              -               37 0.0% 0.0% 11% 11%
Quidel             39               5             34             16               2             14 12.8% 12.5% 144% 143%
ASGN Inc             39             10             29             35             13             22 25.6% 37.1% 11% 32%
Tetra Tech             39             10             29             40             13             27 25.6% 32.5% -3% 7%
HCP Inc             38              (5)             43           458              (6)           464 -13.2% -1.3% -92% -91%
PennyMac Mortgage Invest Trust             38             10             28             23              (6)             29 26.3% -26.1% 65% -3%
Pacific Premier Bancorp             37               9             28             14               4             10 24.3% 28.6% 164% 180%
PriceSmart             37             23             14             39             12             27 62.2% 30.8% -5% -48%
Jack in the Box             36             11             25             51             19             32 30.6% 37.3% -29% -22%
Sunstone Hotel Investors             35              (4)             39             64              -               64 -11.4% 0.0% -45% -39%
Douglas Emmett             33              -               33             22              -               22 0.0% 0.0% 50% 50%
Encore Capital Group             33               9             24             27             12             15 27.3% 44.4% 22% 60%
Kaiser Aluminum             32               6             26             55             19             36 18.8% 34.5% -42% -28%
Ensign Group             30               7             23               4               1               3 23.3% 25.0% 650% 667%
Cheesecake Factory             30               4             26             42               7             35 13.3% 16.7% -29% -26%
Microsemi             28             16             12             43               2             41 57.1% 4.7% -35% -71%
CoreLogic             27              (1)             28             19               6             13 -3.7% 31.6% 42% 115%
J2 Global             26               7             19             35               9             26 26.9% 25.7% -26% -27%
Marcus & Millichap             24               6             18             20               8             12 25.0% 40.0% 20% 50%
Preferred Bank             23               6             17             16               6             10 26.1% 37.5% 44% 70%
Dine Brands Global             23               6             17             26             10             16 26.1% 38.5% -12% 6%
American Homes 4 Rent             22              -               22             12              -               12 0.0% 0.0% 83% 83%
Wesco Aircraft Holdings             21               6             15             23               6             17 28.6% 26.1% -9% -12%
LTC Properties             20              -               20             22              -               22 0.0% 0.0% -9% -9%
Aerojet Rocketdyne             19               5             14               9               3               6 26.3% 33.3% 111% 133%
Deckers Outdoor             18              (3)             21            (32)            (16)            (16) -16.7% 50.0% -156% -231%
Opus Bank             17               4             13             13               5               8 23.5% 38.5% 31% 63%
TTM Technologies Inc             15               5             10             37               4             33 33.3% 10.8% -59% -70%
Rexford Industrial Realty             15              -               15               6              -                 6 0.0% 0.0% 150% 150%
Caretrust REIT             15              -               15             10              -               10 0.0% 0.0% 50% 50%
BJ's Restaurants             15              -               15             13               4               9 0.0% 30.8% 15% 67%
American States Water             13               2             11             20               7             13 15.4% 35.0% -35% -15%
Retail Opportunity Invest Corp             12              -               12             11              -               11 0.0% 0.0% 9% 9%
Inogen             10              (1)             11               6              -                 6 -10.0% 0.0% 67% 83%
Trade Desk               9              -                 9               1              (4)               5 0.0% -400.0% 800% 80%
California Resources               9              -                 9             52              -               52 0.0% 0.0% -83% -83%
ICU Medical               4              (1)               5             46            (10)             56 -25.0% -21.7% -91% -91%
AppFolio               4              -                 4               1              -                 1 0.0% 0.0% 300% 300%
OSI Systems               3               1               2             19               5             14 33.3% 26.3% -84% -86%
Kratos Defense&Security               2               1               1              (9)               1            (10) 50.0% -11.1% -122% -110%
Staar Surgical               1              -                 1              (2)              -                (2) 0.0% 0.0% -150% -150%
Maxlinear              -                (2)               2             10               2               8 NM 20.0% -100% -75%
American Assets Trust              (1)              -                (1)             10              -               10 0.0% 0.0% -110% -110%
Cubic              (2)               1              (3)            (10)            (52)             42 -50.0% 520.0% -80% -107%
Glaukos              (3)              -                (3)               1              -                 1 0.0% 0.0% -400% -400%
Colony NorthStar Credit Real Est              (3)              (1)              (2)             32              -               32 33.3% 0.0% -109% -106%
Mindbody              (4)              (2)              (2)              (4)              -                (4) 50.0% 0.0% 0% -50%
Kennedy-Wilson Holdings              (4)              (3)              (1)              (3)              (4)               1 75.0% 133.3% 33% -200%
Alteryx              (5)              -                (5)              (6)              -                (6) 0.0% 0.0% -17% -17%
Blackline              (7)              -                (7)              (8)              -                (8) 0.0% 0.0% -13% -13%
Roku              (7)              -                (7)              (9)              -                (9) 0.0% 0.0% -22% -22%
TrueCar Inc              (9)              -                (9)              (7)              -                (7) 0.0% 0.0% 29% 29%
Ionis Pharmaceuticals            (11)              -              (11)               9              -                 9 0.0% 0.0% -222% -222%
Granite Construction            (14)              (4)            (10)            (36)            (12)            (24) 28.6% 33.3% -61% -58%
AnaptysBio            (15)              -              (15)            (11)              -              (11) 0.0% 0.0% 36% 36%
Mirati Therapeutics            (15)              -              (15)            (18)              -              (18) 0.0% 0.0% -17% -17%
Cornerstone On Demand            (16)              -              (16)            (16)              -              (16) 0.0% 0.0% 0% 0%
Retrophin            (18)              -              (18)            (13)              (2)            (11) 0.0% 15.4% 38% 64%
Dexcom            (24)              -              (24)            (40)               1            (41) 0.0% -2.5% 40% 40%
Puma Biotechnology            (24)              -              (24)            (73)              -              (73) 0.0% 0.0% -67% -67%
Lions Gate Entertainment            (25)          (115)             90               5            (57)             62 460.0% -1140.0% -600% 45%
Halozyme Therapeutics            (27)              -              (27)            (33)              -              (33) 0.0% 0.0% -18% -18%
Xencor            (29)              -              (29)            (15)              -              (15) 0.0% 0.0% 93% 93%
Arena Pharmaceuticals            (31)              -              (31)            (23)            (23) 0.0% 0.0% 35% 35%
Live Nation Entertainment            (34)               7            (41)            (41)               7            (48) -20.6% -17.1% 17% 15%
Macerich            (37)              (3)            (34)             72              (3)             75 8.1% -4.2% -151% -145%
Nuvasive            (37)            (10)            (27)             13               1             12 27.0% 7.7% -385% -325%
Viasat            (37)            (17)            (20)               3              (1)               4 45.9% -33.3% -1333% -600%
Neurocrine Biosciences            (42)              -              (42)            (78)              -              (78) 0.0% 0.0% 46% 46%
Heron Therapeutics            (52)              -              (52)            (50)              -              (50) 0.0% 0.0% 4% 4%
Acadia Pharmaceuticals            (53)               1            (54)            (88)              -              (88) -1.9% 0.0% -40% -39%
Colony NorthStar            (59)            (33)            (26)             44               4             40 55.9% 9.1% -234% -165%
Mercury General            (60)            (17)            (43)             31               4             27 28.3% 12.9% -294% -259%
AECOM          (132)            (24)          (108)             80            (36)           116 18.2% -45.0% -265% -193%
Mattel          (314)              (3)          (311)          (146)            (33)          (113) 1.0% 22.6% -115% -175%
Snap          (384)               2          (386)       (2,212)              (3)       (2,209) -0.5% 0.1% 83% 83%
Total all 120 Rest of CA Cos      12,674        2,155      10,519      11,606        2,950        8,656 17.0% 25.4% 9% 22%
Total all 270 California Cos      74,071      12,020      62,051      68,683      16,971      51,712 16.2% 24.7% 8% 20%