EFTA01386160.pdf

AGP LP 519 Alpha Group Capital Paul Barrett Typical Example of Portfolio Construction Alkeon Growth Strategy Universe. Strategy: Global Growth Equities (Net Long Bias) Market Capitalization . .lorket Capitalization Sectors All Sectors Typical Net Exposure Range (Delia adjusted) +30% to +80% Typical Industry Net Exposure Range Less than 20% Typical Gross Exposure Range 80% to 200% Typical Position at Cost (long) 1% to 5% Typical Position at Cost (Short) 0.50% to 1.5% Typical Number of Positions Range: 120 to 180 Typical Underlying Instruments Liquid Instruments, No Private Equity Investments Page 10 ALKEON CAPITAL MANAGEMENT Private & Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0087731 CONFIDENTIAL SDNY_GM_00233915 EFTA01386160