EFTA01386282.pdf

AGP LP 519 Alptta Group Capital Paul Barrett Alkeon Growth Strategy ("AGS") Gross/Net Exposure and Net Performance 200% Gross Net 180% 160% 140% 120% 100% 80% -- 60% 40% 20% - 096 ,,,,,, ,,,,, inn -nun-win nit Jon-01 Jan-02 Jan-03 Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 Jon-09 Jan-10 Jan-I I Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jon-17 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec MSCI World /ASCU AC World 2017 4.58% 3.19% 1.74% 3.24% 5.35% -1.73% 4.04% 2.95% 0.45% 26.26% 14.24% 15.42% 2016 -5.15% -4.02% 3.59% -0.55% 6.20% -1.16% 3.39% 0.47% -0.04% -0.76% -1.52% -1.34% -1.42% 5.32% 5.63% 2015 -2.46% 7.94% 0.72% -0.51% 1.45% 0.57% 1.46% -6.07% -4.69% 9.54% 0.80% -1.82% 5.99% -2.74% -4.26% 2014 -4.42% 5.01% -7.71% 4.04% 3.85% 2.91% -1.94% 2.32% -1.37% 3.63% 2.87% -1.62% -5.51% 2.93% 2.10% 2013 3.64% -0.52% -0.05% -0.78% 2.53% -0.31% 5 I 2% -0.48% 7.46% 0.58% 3.46% 3.05% 25.99% 24.10% 20.25% 2012 2.89% 5.19% 5.56% -0.12% -5.69% 0.50% 4.51% 2.49% 1.49% -5.02% 0.05% -2.35% 9.09% 13.18% 13.43% 2011 0.82% 3.35% 1 .31% 5.70% -3.65% 0.24% -1.99% -2.05% -4.57% 9.29% -2.86% -4.38% 0.21% -7.61% -9.41% 2010 -7.90% 3.42% 4.75% 0.74% -1.62% -2.47% 1.71% -0.69% 7.86% 2.71% 0.44% -0.90% 7.42% 9.55% 10.42% 2009 0.94% 1.98% 5.01% 1.51% 0.86% 1.15% 5.14% -2.46% 5.69% -1.38% 4.14% 4.82% 30.63% 26.98% 31.51% 2008 -13.63% 6.55% -3.07% 8.05% 6.01% -0.02% 1.95% -2.13% -13.31% -6.17% -3.72% 1.51% -18.96% -42.06% -43.54% 2007 2.27% 3.24% 2.59% 2.52% 6.96% 3.69% 5.06% -1.48% 12.96% 15.50% -3.20% .2.70% 56.66% 7.09% 9.64% 2006 7.84% -0.41% 2.49% 2.12% -5.73% -2.4I% -0.14% 3.60% 1.64% 0.51% 4.49% 2.42% 16.97% 17.95% 18.78% 2005 -5.49% 0.22% -0.40% -5.13% 9.69% 0.59% 7.11% 0.84% 2.30% -2.01% 2.67% 0.00% 10.40% 7.56% 8.83% 2004 3.74% -2.02% -4.70% -10.33% 5.15% 0.26% -8.43% -4.44% 3.56% 7.44% 3.55% 0.59% -7.13% 12.84% 13.30% 2003 -0.62% 1.04% -0.49% 4.81% 9.03% 1.28% 8.19% 3.66% -1.04% 6.32% 1.99% 34.80% 30.81% 31.62% 2002 -0.06% -5.19% 3.29% -2.71% -0.49% -0.83% -1.44% 0.22% -0.13% 2.74% 5.31% -5.60% -5.33% -21.06% -20.51% 2001 3.44% -8.76% -2.87% 10.12% -1.32% 2.35% -1.34% -3.70% -7.54% 4.25% 4.18% 1.07% .1.68% -17.83% -17.26% 2000 0.96% 28.25% -6.50% -7.03% -8.83% 8.05% -1.31% 11.78% -4.25% -4.47% -8.29% -0.57% 2.03% -14.05% -15.08% 1999 15.50% -6.59% 6.99% 2.35% -2.29% 7.58% -2. 1 1% 2.44% 2.20% 7.63% 18.77% 23.42% 100.81% 23.56% 25.00% 1998 1.66% 8.24% 2.27% 1.48% -3.76% 8.67% -1.66% -16.32% 11.90% 6.79% 8.36% 10.50%, 40.62% 22.78% 19.94% Sovice: Index performance information is from Bloomberg. Past performance cannot be relied upon os on indication or guarantee of future results. Performance data presented above describes performance for Alkeon Growth Strategy, and is not intended to provide a representation of the merits or risks associated with on investment in AGP Ply or AGO. Inception of AGS wos January 5,1998 (which does not include the first two tracing days of January 19981. The Alkeon Growth Strategy performance reflects thy performance of a private investment fund That offers the longest ovciloble track record for the strategy and reflects the deduction of o 20% incentive dlocotion and of o 1% management tee charged to investors prior to March I. 2004. o 1.5% management tee charged to investors beginring March I. 2034 and a 1.75% management fee charged to d investors begiming Juty I. 2011. Gross exposure is market whist. net ex,00sure is delta adjusted. Source BNY Mellon and Morgan Stanley Prime Brokerage. For complete dscharner. please see last pages of presentation. Private & Page 22 ALKEON CAPITAL MANAGEMENT Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087904 CONFIDENTIAL SDNY_GM_00234088 EFTA01386282