AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I 1 1 Research Public Company Industry Quantitative Analysts Filings Executives Leaders Filters I I I I I Analytical Modeling I Risk Management I Portfolio ALKEON CAPITAL MANAGEMENT Private & Confidential Page 8 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0068760 CONFIDENTIAL SDNY_GM_00214944 EFTA01374189