AGP LP 519 Alpha Group Capital Paul Barrett Alkeon's Main Investment Elements LONG INVESTMENTS SHORT INVESTMENTS GROWTH PHILOSOPHY TRUE LONG/SHORT FOCUS Emphasize long positions in growth companies with strong fundamentals and free cash flows. Establish short positions in low quality businesses facing long-term challenges such as unstable and weak business models, deteriorating fundamentals, and declining profitability metrics. Identify growth cycles that are largely independent of economic cycles to weather economic uncertainty. Maintain an active, alpha-seeking short investment book independent of market conditions. Goal is to profit, not hedge GLOBAL MANDATE Pursue superior growth opportunities globally, including emerging markets. ALKEON CAPITAL MANAGEMENT Private & Confidential Page 5 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087887 CONFIDENTIAL SDNY_GM_00234071 EFTA01386269