Tuesday, June 2: Presentations, Day 1 of 3 REGISTER NOW

EDT Session I Session II Session III Session IV Session V

8:30 - 9:00 a.m. Britvic plc (BVIC-GB) Pool Corporation (POOL) Aramark (ARMK) Nielsen Holdings plc (NLSN) Sykes Enterprises, Incorporated (SYKE)

9:05 - 9:35 a.m. Fiserv, Inc. (FISV) TransUnion (TRU) ManpowerGroup (MAN) ICF International, Inc. (ICFI)* KnowBe4, Inc. (privately held)*

9:40 - 10:10 a.m. WNS (Holdings) Limited (WNS) ServiceMaster Global Holdings, Inc. (SERV) Shoe Carnival, Inc. (SCVL) Constellation Brands, Inc. (STZ) Gannett Co., Inc. (GCI)*

10:15 - 10:45 a.m. Automatic Data Processing, Inc. (ADP) Equifax Inc. (EFX) BMC Stock Holdings, Inc. (BMCH) Teradyne, Inc. (TER) WillScot Corp. (WSC)

10:50 - 11:20 a.m. FleetCor Technologies, Inc. (FLT) 2U, Inc. (TWOU) The Brink's Company (BCO)* PROS Holdings, Inc. (PRO) Spectrum Brands Holdings, Inc. (SPB)

11:25 - 11:55 a.m. Experian PLC (EXPN-GB) Paycom Software, Inc. (PAYC) Novanta Inc. (NOVT) Exponent, Inc. (EXPO) Cerence, Inc. (CRNC)*

12:15 - 12:45 p.m. FICO (FICO) Jack Henry & Associates, Inc. (JKHY) Keysight Technologies, Inc. (KEYS) J2 Global, Inc. (JCOM) CBIZ, Inc. (CBZ)*

12:50 - 1:20 p.m. Paylocity Holding Corporation (PCTY) Chipotle Mexican Grill, Inc. (CMG) SolarWinds, Inc. (SWI) NortonLifeLock Inc. (NLOK) Blucora, Inc. (BCOR)*

1:25 - 1:55 p.m. Bright Horizons Family Solutions, Inc. (BFAM) Watsco, Inc. (WSO) Five9 Inc. (FIVN) Quanta Services, Inc. (PWR) NO SESSION

2:00 - 2:30 p.m. Cerner Corporation (CERN) Blackbaud, Inc. (BLKB) NO SESSION Robert Half International Inc. (RHI) Universal Electronics Inc. (UEIC)*

2:35 - 3:05 p.m. NO SESSION Akamai Technologies, Inc. (AKAM) Nu Skin Enterprises, Inc. (NUS)* National Instruments Corporation (NATI) NO SESSION

3:10 - 3:40 p.m. Couchbase, Inc. (privately held)* NO SESSION Lions Gate Entertainment Corp. (LGF.A) Penske Automotive Group, Inc. (PAG)* 1-800-FLOWERS.COM, Inc. (FLWS)*

3:45 - 4:15 p.m. Palo Alto Networks, Inc. (PANW) Grand Canyon Education, Inc. (LOPE) NO SESSION Dolby Laboratories, Inc. (DLB)* CSG Systems International, Inc. (CSGS)

4:20 - 4:50 p.m. Vonage Holdings Corp. (VG) Tyler Technologies, Inc. (TYL) AMN Healthcare Services, Inc. (AMN) RealPage, Inc. (RP) Construction Partners, Inc. (ROAD)

*denotes a formal presentation; all others will host fireside chat presentations

Updated as of 6/3/2020 Wednesday, June 3: Presentations, Day 2 of 3

EDT Session I Session II Session III Session IV Session V

8:30 - 9:00 a.m. Sally Beauty Holdings, Inc. (SBH) Verisk Analytics, Inc. (VRSK) Planet Fitness, Inc. (PLNT) Gray Television Inc. (GTN)* OneWater Marine Inc. (ONEW)

9:05 - 9:35 a.m. Texas Roadhouse, Inc. (TXRH) Gentherm Incorporated (THRM) Extended Stay America, Inc. (STAY) Adtalem Global Education Inc. (ATGE) Genpact Limited (G)

9:40 - 10:10 a.m. FIS (FIS) Kohl's Corporation (KSS) LCI Industries (LCII) NO SESSION Tractor Supply Company (TSCO)

10:15 - 10:45 a.m. Dunkin Brands Group, Inc. (DNKN) Pluralsight, Inc. (PS) Tetra Tech, Inc. (TTEK) Pitney Bowes Inc. (PBI) Heidrick & Struggles International, Inc. (HSII)*

10:50 - 11:20 a.m. Lowe's Companies, Inc. (LOW) LKQ Corporation (LKQ) Verra Mobility Corporation (VRRM) ACCO Brands Corporation (ACCO)* NO SESSION

11:25 - 11:55 a.m. ShotSpotter, Inc. (SSTI) Visa Inc. (V) Teledyne Technologies Incorporated (TDY)* EverQuote, Inc. (EVER)* Kforce Inc. (KFRC)

12:15 - 12:45 p.m. BJ's Wholesale Club Holdings, Inc. (BJ) HealthEquity, Inc. (HQY) Malibu Boats, Inc. (MBUU)* FireEye, Inc. (FEYE) Revolve Group, Inc. (RVLV)

12:50 - 1:20 p.m. Domino's Pizza Inc. (DPZ) Cadence Design Systems, Inc. (CDNS) Crocs, Inc. (CROX) FirstService Corporation (FSV-CA) CACI International Inc. (CACI)*

1:25 - 1:55 p.m. Proofpoint, Inc. (PFPT) Brunswick Corporation (BC) Envestnet, Inc. (ENV)* FARO Technologies, Inc. (FARO) ExlService Holdings, Inc. (EXLS)

2:00 - 2:30 p.m. The Cheesecake Factory Incorporated (CAKE) Rollins, Inc. (ROL) Lancaster Colony Corporation (LANC)* Bandwidth, Inc. (BAND) Las Vegas Sands Corp. (LVS)

2:35 - 3:05 p.m. Okta, Inc. (OKTA) IAA, Inc. (IAA) Aritzia Inc. (ATZ-CA) Steelcase Inc. (SCS)* Amkor Technology, Inc. (AMKR)*

3:10 - 3:40 p.m. Wingstop Inc. (WING) Model N, Inc. (MODN) Boot Barn Holdings, Inc. (BOOT) TTM Technologies, Inc. (TTMI)* E.W. Scripps Company (SSP)*

3:45 - 4:15 p.m. Patrick Industries, Inc. (PATK) Euronet Worldwide, Inc. (EEFT) TrueBlue, Inc. (TBI) NO SESSION The Marcus Corporation (MCS)

4:20 - 4:50 p.m. Vocera Communications, Inc. (VCRA) Hibbett Sports, Inc. (HIBB) NO SESSION ASGN Incorporated (ASGN) ePlus Inc. (PLUS)*

*denotes a formal presentation; all others will host fireside chat presentations

Updated as of 6/3/2020 Thursday, June 4: Presentations, Day 3 of 3

EDT Session I Session II Session III Session IV Session V

8:30 - 9:00 a.m. Gartner, Inc. (IT) Veoneer, Inc. (VNE) ISS A/S (ISS-DK) Mimecast Limited (MIME) Photronics, Inc. (PLAB)*

9:05 - 9:35 a.m. PTC Inc. (PTC) WEX, Inc. (WEX) BRP, Inc. (DOO-CA) Knowles Corporation (KN) Urban Outfitters, Inc. (URBN)

9:40 - 10:10 a.m. Tecnoglass Inc. (TGLS) BrightView Holdings, Inc. (BV) Cogent Communications Holdings, Inc. (CCOI) NO SESSION Stoneridge, Inc. (SRI)

10:15 - 10:45 a.m. Aspen Technology, Inc. (AZPN) Polaris Inc. (PII) Altair Engineering Inc. (ALTR)* Diodes Incorporated (DIOD) Interactive Brokers Group, Inc. (IBKR)*

10:50 - 11:20 a.m. Manhattan Associates, Inc. (MANH) Pegasystems, Inc. (PEGA)* NO SESSION Avaya Holdings Corp. (AVYA) Office Depot, Inc. (ODP)*

11:25 - 11:55 a.m. Everbridge, Inc. (EVBG) KAR Global (KAR) Workiva Inc. (WK) Vera Bradley, Inc. (VRA) SP Plus Corporation (SP)*

12:15 - 12:45 p.m. New Relic, Inc. (NEWR) iRobot Corporation (IRBT) Costco Wholesale Corporation (COST) NO SESSION Sequans Communications S.A. (SQNS)

12:50 - 1:20 p.m. Fastly, Inc. (FSLY) Zscaler, Inc. (ZS) Colliers International Group Inc. (CIGI)* NIC, Inc. (EGOV)* NO SESSION

1:25 - 1:55 p.m. BlackLine, Inc. (BL) Sanderson Farms, Inc. (SAFM)* Vishay Precision Group, Inc. (VPG)* Gentex Corporation (GNTX) NO SESSION

2:00 - 2:30 p.m. 8x8, Inc. (EGHT) Winnebago Industries, Inc. (WGO) Freshpet, Inc. (FRPT) OneSpan Inc. (OSPN)* NO SESSION

2:35 - 3:05 p.m. Varonis Systems, Inc. (VRNS) NO SESSION Deckers Outdoor Corporation (DECK) NO SESSION NO SESSION

3:10 - 3:40 p.m. Synopsys, Inc. (SNPS) MasterCraft Boat Holdings, Inc. (MCFT) LivePerson, Inc. (LPSN) Advanced Energy Industries, Inc. (AEIS)* NO SESSION

3:45 - 4:15 p.m. Axon Enterprise, Inc. (AAXN) Cloudflare, Inc. (NET) Wolverine World Wide, Inc. (WWW) NO SESSION NO SESSION

The Business of Sports in an Uncertain World 5:00 p.m. Join a Fireside Chat with NBA Team President Peter Feigin

*denotes a formal presentation; all others will host fireside chat presentations

Companies Hosting 1x1 Meetings Only: Abercrombie & Fitch Co. (ANF) - 6/3 Choice Hotels International, Inc. (CHH) - 6/3 Hewlett Packard Enterprise Company (HPE) - 6/2 RingCentral, Inc. (RNG) - 6/3 Activision Blizzard, Inc. (ATVI) - 6/2 Commvault Systems, Inc. (CVLT) - 6/3 HNI Corporation (HNI) - 6/3 Semtech Corporation (SMTC) - 6/3 AECOM (ACM) - 6/2 Conduent Incorporated (CNDT) - 6/2 Impinj, Inc. (PI) - 6/2 Shopify Inc. (SHOP) - 6/3 Alarm.com Holdings, Inc. (ALRM) - 6/4 CoStar Group, Inc. (CSGP) - 6/4 Iridium Communications Inc. (IRDM) - 6/2 Strategic Education, Inc. (STRA) - 6/2 Alibaba Group Holding Ltd. (BABA) - 6/2 Dassault Systemes (DSY-FR) - 6/3 Jacobs Engineering Group Inc. (J) - 6/2 Take-Two Interactive Software, Inc. (TTWO) - 6/3 Amdocs Limited (DOX) - 6/4 Deluxe Corporation (DLX) - 6/4 MasTec, Inc. (MTZ) - 6/3 T-Mobile US, Inc. (TMUS) - 6/2 Anheuser-Busch InBev SA/NV (ABI-BE) - 6/2 Entegris, Inc. (ENTG) - 6/4 Nemetschek Group (NEM-DE) - 6/2 Twilio Inc. (TWLO) - 6/4 ANSYS, Inc. (ANSS) - 6/2 Ecolab Inc. (ECL) - 6/2 NetScout Systems, Inc. (NTCT) - 6/3 Veeva Systems Inc. (VEEV) - 6/2 AT&T Inc. (T) - 6/3 El Pollo Loco Holdings, Inc. (LOCO) - 6/3 NTT DOCOMO, INC. (DCMYY) - 6/4 Verizon Communications Inc. (VZ) - 6/2 Avnet, Inc. (AVT) - 6/2 EVI Industries, Inc. (EVI) - 6/3 Novozymes A/S (NZYM.B-DK) - 6/2 Viad Corp (VVI) - 6/4 Broadridge Financial Solutions, Inc. (BR) Floor & Decor Holdings, Inc. (FND) - 6/3 Peloton Interactive, Inc. - 6/2 WPP plc (WPP-GB) - 6/3 & 6/4 Casa Systems, Inc. (CASA) - 6/4 Fox Factory Holding Corp. (FOXF) - 6/4 Playa Hotels & Resorts (PLYA) - 6/3 Wyndham Hotels & Resorts, Inc. (WH) - 6/3 CDK Global, Inc. - 6/2 Garmin Ltd. (GRMN) - 6/2 & 6/3 Rambus Inc. (RMBS) - 6/2 Check Point Software Technologies, Inc. (CHKP) 6/3 & 6/4 Herbalife Nutrition (HLF) - 6/2-6/4 Renewable Energy Group, Inc. (REGI) - 6/4

Updated as of 6/3/2020