Tuesday, June 5: Presentations, Day 1 of 3

CLICK HERE TO REGISTER Tuesday, June 5: Presentations, Day 1 of 3

7:30 - 9:00 a.m. Registration & Breakfast, Mezzanine Level Session I Session II Session III Session IV Session V Grand Ballroom I, Mezzanine Level Grand Ballroom II, Mezzanine Level Empire Ballroom I, Mezzanine Level Empire Ballroom II, Mezzanine Level Morgan Suite, Mezzanine Level Breakout: Astor Suite A, Mezzanine Level Breakout: Astor Suite B, Mezzanine Level Breakout: Rockefeller Suite, Mezzanine Level Breakout: Vanderbilt Suite, Mezzanine Level Breakout: Astor Suite C, Mezzanine Level

8:25 - 9:00 a.m. CDW Corporation (CDW) ManpowerGroup (MAN) Emerald Expositions Events, Inc. (EEX) Sykes Enterprises, Incorporated (SYKE) Plantronics, Inc. (PLT)

9:05 - 9:35 a.m. FIS (FIS) No Breakout Session 2U, Inc. (TWOU) GameStop Corp. (GME) Bottomline Technologies, Inc. (EPAY) ICF International (ICFI)

9:40 - 10:10 a.m. Nielsen Holdings plc (NLSN) Whirlpool Corporation (WHR) Robert Half International Inc. (RHI) Deluxe Corporation (DLX) TELUS International (T-CA Subsidiary)

10:15 - 10:45 a.m. Take-Two Interactive Software, Inc. (TTWO) The Dun & Bradstreet Corporation (DNB) iRobot Corporation (IRBT) ePlus Inc. (PLUS) WillScot Corp. (WSC)

10:50 - 11:20 a.m. Fiserv, Inc. (FISV) Tapestry, Inc. (TPR) Shutterfly, Inc. (SFLY) Pitney Bowes Inc. (PBI) Kronos Incorporated (privately held)

11:25 - 11:55 a.m. Gartner, Inc. (IT) Paycom Software, Inc. (PAYC) Avis Budget Group, Inc. (CAR) UniFirst Corporation (UNF) ExlService Holdings, Inc. (EXLS)

11:55 a.m. - 12:15 p.m. Lunch

12:15 - 12:45 p.m. Alliance Data Systems Corporation (ADS) RingCentral, Inc. (RNG) The Brink's Company (BCO) Korn/Ferry International (KFY) Concentrix Corporation (SNX Subsidiary)

12:50 - 1:20 p.m. Ecolab Inc. (ECL) AMN Healthcare Services, Inc. (AMN) Teradyne, Inc. (TER) Lions Gate Entertainment Corp. (LGF.A) Exela Technologies, Inc. (XELA)

1:25 - 1:55 p.m. Broadridge Financial Solutions, Inc. (BR) Bright Horizons Family Solutions, Inc. (BFAM) Healthcare Services Group Inc. (HCSG) Syntel, Inc. (SYNT) Insight Global Inc. (privately held)

2:00 - 2:30 p.m. ANSYS, Inc. (ANSS) Experian PLC (EXPN-GB) National Instruments Corporation (NATI) Universal Electronics Inc. (UEIC) ServiceSource International, Inc. (SREV)

2:35 - 3:05 p.m. Jack Henry & Associates, Inc. (JKHY) Brunswick Corporation (BC) HealthEquity, Inc. (HQY) Watsco, Inc. (WSO) Frutarom Industries Ltd (FRUT-IL)

3:10 - 3:40 p.m. CoStar Group, Inc. (CSGP) Spectrum Brands Holdings, Inc. (SPB) Vonage Holdings Corp. (VG) Teladoc, Inc. (TDOC) HomeServe plc (HSV-GB)

Willis Towers Watson (WLTW) No Breakout 3:45 - 4:15 p.m. Verisk Analytics, Inc. (VRSK) PTC Inc. (PTC) Novanta Inc. (NOVT) Net 1 UEPS Technologies, Inc. (UEPS) Session

Manhattan Associates, Inc. (MANH) No 4:20 - 4:50 p.m. ServiceMaster Global Holdings, Inc. (SERV) Qualys, Inc. (QLYS) WNS (Holdings) Limited (WNS) Viad Corp (VVI) Breakout Session

HOSTING 1-1 MEETINGS ONLY 6/5: AECOM (ACM); Cognizant Technology Solutions (CTSH); Garmin Ltd. (GRMN); TomTom NV (TOM2-NL); Tower Semiconductor Ltd. (TSEM-IL); Ubiquiti Networks, Inc. (UBNT); WPP Plc (WPP-GB)

Updated as of 4/24/2018 Wednesday, June 6: Presentations, Day 2 of 3

7:50 - 8:25 a.m. salesforce.com, inc. (CRM) Hilton Grand Vacations Inc. (HGV) RELX Group (RELX) KEMET Corporation (KEM) Allied Universal Corporation (privately held)

8:30 - 9:00 a.m. Sally Beauty Holdings, Inc. (SBH) Equifax Inc. (EFX) Choice Hotels International, Inc. (CHH) Hibbett Sports, Inc. (HIBB) Cott Corporation (COT)

9:05 - 9:35 a.m. Cintas Corporation (CTAS) Jack in the Box Inc. (JACK) BlackLine, Inc. (BL) Laureate Education, Inc. (LAUR) TBA

9:40 - 10:10 a.m. L Brands, Inc. (LB) The Ultimate Software Group, Inc. (ULTI) Extended Stay America, Inc. (STAY) Sotheby's (BID) El Pollo Loco Holdings, Inc. (LOCO)

10:15 - 10:45 a.m. LKQ Corporation (LKQ) Domino's Pizza Inc. (DZP) Genesco, Inc. (GCO) Grand Canyon Education, Inc. (LOPE) Tetra Tech, Inc. (TTEK)

10:50 - 11:20 a.m. Cognex Corporation (CGNX) Paylocity Holding Corporation (PCTY) Tyler Technologies, Inc. (TYL) Playa Hotels & Resorts (PLYA) asTech (privately held)

11:25 - 11:55 a.m. Hilton Inc. (HLT) CoreLogic, Inc. (CLGX) Cars.com Inc. (CARS) Kforce Inc. (KFRC) Fox Factory Holding Corp. (FOXF)

11:55 a.m. - 12:15 p.m. Lunch

12:15 - 12:50 p.m. Brian Rauscher, Baird's Chief Portfolio Strategist - Rockefeller Suite, Mezzanine Level (12:15 - 12:50 p.m.)

12:15 - 12:45 p.m. KAR Auction Services, Inc. (KAR) FICO (FICO) Iron Mountain Incorporated (IRM) Boot Barn Holdings, Inc. (BOOT) Zoës Kitchen, Inc. (ZOES)

12:50 - 1:20 p.m. Under Armour, Inc. (UAA) Wyndham Hotels & Resorts, Inc. (WYN) Tupperware Brands Corporation (TUP) Pure Storage, Inc. (PSTG) Qualtrics® (privately held)

1:25 - 1:55 p.m. ASGN Incorporated (ASGN) Cerner Corporation (CERN) NetScout Systems, Inc. (NTCT) BRP, Inc. (DOO.CN) Freshpet, Inc. (FRPT)

2:00 - 2:30 p.m. Synopsys, Inc. (SNPS) Proofpoint, Inc. (PFPT) TrueBlue, Inc. (TBI) Bandwidth, Inc. (BAND) Camping World Holdings, Inc. (CWH) 2:00 - 3:00 p.m. No Breakout Session 2:35 - 3:05 p.m. Wingstop Inc. (WING) Tile Shop Holdings, Inc. (TTS) Nu Skin Enterprises, Inc. (NUS) Gray Television Inc. (GTN)

3:10 - 3:40 p.m. Polaris Industries Inc. (PII) J.C. Penney Company, Inc. (JCP) Las Vegas Sands Corp. (LVS) Cision Ltd. (CISN) ShotSpotter, Inc. (SSTI)

3:45 - 4:15 p.m. Trex Company, Inc. (TREX) The Habit Restaurants, Inc. (HABT) Littelfuse, Inc. (LFUS) Rocky Brands, Inc. (RCKY) Hamilton Beach Brands Holding Company (HBB)

4:20 - 4:50 p.m. Akamai Technologies, Inc. (AKAM) International Flavors & Fragrances Inc. (IFF) Chuy's Holdings, Inc. (CHUY) Euronet Worldwide, Inc. (EEFT) Atento S.A. (ATTO)

HOSTING 1-1 MEETINGS ONLY 6/6: Activision Blizzard, Inc. (ATVI); Amdocs Limited (DOX); AT&T Inc. (T); Herbalife Ltd. (HLF); ILG, Inc. (ILG); Rollins, Inc. (ROL); Sprint Corporation (S); T-Mobile US, Inc. (TMUS); TomTom NV (TOM2-NL); Verizon Communications Inc. (VZ); Workiva Inc. (WK); WPP Plc (WPP-GB); Wyndham Destinations, Inc. (private)

Updated as of 4/24/2018 Thursday, June 7: Presentations, Day 3 of 3 7:30 - 9:00 a.m. Registration & Breakfast, Mezzanine Level Session I Session II Session III Session IV Session V Grand Ballroom I, Mezzanine Level Grand Ballroom II, Mezzanine Level Empire Ballroom I, Mezzanine Level Empire Ballroom II, Mezzanine Level Morgan Suite, Mezzanine Level Breakout: Astor Suite A, Mezzanine Level Breakout: Astor Suite B, Mezzanine Level Breakout: Rockefeller Suite, Mezzanine Level Breakout: Vanderbilt Suite, Mezzanine Level Breakout: Astor Suite C, Mezzanine Level

8:25 - 9:00 a.m. Copart, Inc. (CPRT) Cadence Design Systems, Inc. (CDNS) Adtalem Global Education Inc. (ATGE) Rambus Inc. (RMBS) 1-800-FLOWERS.COM, Inc. (FLWS)

9:05 - 9:35 a.m. Michael Kors Holdings Ltd. (KORS) CDK Global, Inc. (CDK) Allscripts Healthcare Solutions, Inc. (MDRX) Cal-Maine Foods, Inc. (CALM) Himax Technologies, Inc. (HIMX)

9:40 - 10:10 a.m. Tractor Supply Company (TSCO) Patrick Industries, Inc. (PATK) Carvana Co. (CVNA) 8x8, Inc. (EGHT) Radware Ltd. (RDWR-IL)

10:15 - 10:45 a.m. Citrix Systems, Inc. (CTXS) LogMeIn, Inc. (LOGM) FormFactor, Inc. (FORM) Eros International PLC (EROS) Vera Bradley, Inc. (VRA)

10:50 - 11:20 a.m. Blackbaud, Inc. (BLKB) Exponent, Inc. (EXPO) Gentex Corporation (GNTX) Gannett Co., Inc. (GCI) Kopin Corporation (KOPN)

11:25 - 11:55 a.m. Atlassian Corporation Plc (TEAM) Lancaster Colony Corporation (LANC) Cogent Communications Holdings, Inc. (CCOI) Silicon Motion Technology Corporation (SIMO) Akira (privately held)

11:55 a.m. - 12:15 p.m. Lunch

12:15 - 12:45 p.m. Tesla Motors, Inc. (TSLA) New Relic, Inc. (NEWR) Insight Enterprises, Inc. (NSIT) Diodes Incorporated (DIOD) Renters Warehouse (privately held)

12:50 - 1:20 p.m. Hewlett Packard Enterprise Co (HPE) Winnebago Industries, Inc. (WGO) Glanbia plc (GL9-IE) tronc, Inc. (TRNC) NAPCO Security Technologies, Inc. (NSSC)

1:25 - 1:55 p.m. Lowe's Companies, Inc. (LOW) j2 Global, Inc. (JCOM) Envestnet, Inc. (ENV) NETGEAR, Inc. (NTGR) PROS Holdings, Inc. (PRO)

2:00 - 2:30 p.m. ABM Industries Incorporated (ABM) TBA Semtech Corporation (SMTC) Extreme Networks, Inc. (EXTR) Monotype Imaging Holdings, Inc. (TYPE)

HOSTING 1-1 MEETINGS ONLY 6/7: Activision Blizzard, Inc. (ATVI); Dassault Systemes (DSY-FR); Knowles Corporation (KN); Worldpay, Inc. (WP); WPP Plc (WPP-GB)

Updated as of 4/24/2018