Visa (V)
by Brian Weisman, Zuhair Ahmed, Aakriti Jhunjhunwala and Anant Garg

V One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +2.75%
(04.29.2011 to 05.31.2011)

Amphenol Corporation (APH)
by Dhruv Goyal, Runit Kumar, Gregory Nugent and Winston Wu

APH One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: -1.35%
(04.22.2011 to 05.31.2011)

FLIR Systems (FLIR)
by Abhiram Kumar and Justin Silver

FLIR Valuation
Was not voted into the portfolio.
Post-Presentation Return: +6.11%
(03.25.2011 to 05.31.2011)

ARM Holdings (ARMH)
by Tushar Jain and Joshua Erde

ARMH One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: -6.09%
(03.04.2011 to 05.31.2011)

Rollins Inc (ROL)
by Josh Greenspan, Alan Jiang and Nona Makaveeva

ROL One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: +3.02%
(02.25.2011 to 05.31.2011)

Mcdonalds (MCD)
by Zeena Advani, Andrew Efstathiou and Brian Fu

MCD Valuation
Was not voted into the portfolio.
Post-Presentation Return: +7.29%
(02.18.2011 to 05.31.2011)

Cliffs Natural Resources (CLF)
by Lisa Zhang and Wilson Keng

CLF Valuation
Was not voted into the portfolio.
Post-Presentation Return: +3.07%
(02.11.2011 to 05.31.2011)

Guess (GES)
by Lorna Hajdini, May Zhan, Kapish Haldia and Alexander Tus

GES One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +3.96%
(02.04.2011 to 05.31.2011)

Carrols Restaurant Group (TAST)
by Alan Jiang, Doneci Kone and Justin Silver

TAST One-Pager
Valuation
Was not voted into the portfolio.
Post-Presentation Return: +33.57%
(11.19.2010 to 05.31.2011)

Yongye International (YONG)
by Gary Wise, Alex Jiang, Scott Davidson and Winston Wu

YONG Valuation
Was voted into the portfolio.
Post-Presentation Return: -36.4%
(11.12.2010 to 05.31.2011)

Tenaris (TS)
by Alejandro Batista, Juan Arenas, Aakriti Jhunjhunwala and Daniel Witcik

TS Valuation
Was not voted into the portfolio.
Post-Presentation Return: +14.81%
(11.05.2010 to 05.31.2011)

MGM Resorts Int'l (MGM)
by Bing Kristanto, Zuhair Ahmed, Benjamin Lim, Guan Mak and Jeremiah Leong

MGM Valuation
Was not voted into the portfolio.
Post-Presentation Return: +38%
(10.29.2010 to 05.31.2011)

Atwood Oceanics (ATW)
by Graig Alpert, Runit Kumar and Jacob Preston

ATW One-Pager
Valuation
Was voted into the portfolio.
Post-Presentation Return: +36.76%
(10.22.2010 to 05.31.2011)

Myriad Genetics (MYGN)
by Sean Monga, Gregory Nugent, Cornelius Sheridan and Eric Rolston

MYGN Valuation
Was voted into the portfolio.
Post-Presentation Return: +28.33%
(10.15.2010 to 05.31.2011)

AeroVironment (AVAV)
by Tushar Jain, Mayank Vidyarthi and Omar Khedr

AVAV Valuation
Was voted into the portfolio.
Post-Presentation Return: +35.69%
(10.01.2010 to 05.31.2011)

TATA Motors (TTM)
by Lorna Hajdini, Ron Ahuja and Eugene Bang

TTM Valuation
Was not voted into the portfolio.
Post-Presentation Return: +0.37%
(09.24.2010 to 05.31.2011)