Instructure's (INST) third quarter offered no surprises. The stock's disappointments and volatility during 2018 belie a solid, fundamental growth story that continues to be appealing in its decidedly dull development. But the same catalyst simmers below the surface, ready to thrill us in 2019! (Can you guess the catalyst? You'll need to keep reading...). INST is my largest holding and my high confidence has no reason to waver. I am not swinging for the fences here, this position is firstly informed by risk management and my desire to limit my downside. True, ironically, I am