Here's his top holdings. On this link you can download all the holdings to an .xls https://www.defianceetfs.com/fivg It might be worth a look to see what small names he's got. Maybe find a 10 bagger going forward. *surprised CCI isn't in there.
AFAIK, UBNT is a strong. Cisco is slow but stable riser, xilinx is in a nice position and strong company, nokia is a meeh.