EFTA Document EFTA01374187

AGP LP 519 Alpha Group Capital Paul Barrett Idea Generation: Deep Domain Expertise BUSINESS Research-intensive approach to investing, extensive analysis of business drivers and detailed modeling of projected earnings INDUSTRY Executive-level understanding of industry competitive dynamics, market shore shifts, profitability trends, and growth rates PEOPLE Extensive communications with industry leaders and executives globally, thousands of calls and visits per year DATA Detailed analysis of public filings and industry data OWNERSHIP PERSPECTIVE Analyze businesses from an "owner's" perspective. ALKEON CAPITAL MANAGEMENT Private & Confidential Page 6 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068758 CONFIDENTIAL SDNY_GM_00214942 EFTA01374187