The Mission Report

William Blair Conference
June 12-14, 2012 - Chicago, Illinois

Fastenal Company (FAST)

Fastenal Company (NASDAQ: FAST) is engaged in selling various types of industrial and construction supplies. The company's product categories include thread fasteners and miscellaneous supplies; tools; metal cutting tool blades and abrasives; fluid transfer components and accessories for hydraulic and pneumatic power; material handling; storage and packaging products; janitorial, chemical and paint products; electrical supplies; welding supplies; safety supplies; metals, alloys and materials; and office supplies. The company operates around 2,600 stores domestically and internationally. For more information, visit the company's Web site at

Financial Engines, Inc. (FNGN)

Financial Engines, Inc. (NASDAQ: FNGN) is the largest independent investment advisor in the United States. The company is dedicated to providing trusted retirement help for all, and assists investors with their total retirement picture by offering personalized retirement plans for saving, investment, and retirement income. Financial Engines offers both Online Advice and Professional Management to meet the differing needs of investors. For more information, visit the company's Web site at

Fiserv, Inc. (FISV)

Fiserv, Inc. (NASDAQ: FISV) is one of the world's leading technology providers serving the financial services industry. The company drives innovation in payments, processing services, risk and compliance, customer and channel management, and business insight and optimization. Fiserv has ranked No. 1 on the FinTech 100 annual international listing for six of the past eight years. For more information, visit the company's Web site at

FLIR Systems, Inc. (FLIR)

FLIR Systems, Inc. (NASDAQ: FLIR) is leading global designer, manufacturer, and marketer of sensor systems that enhance perception and awareness. The company's thermal imaging and threat detection systems are utilized in a broad range of imaging, thermography, and security applications, such as airborne and ground-based surveillance; condition monitoring; research and development; manufacturing process control; search and rescue; drug interdiction; navigation; transportation safety; border and maritime patrol; environmental monitoring; and chemical, biological, radiological, nuclear and explosives detection. For more information, visit the company's Web site at

Fortinet, Inc. (FTNT)

Fortinet, Inc. (NASDAQ: FTNT) is a leading global provider of network security appliances and leads the market in unified threat management (UTM). The company's products and subscription services offer broad, integrated, and high-performance protection against dynamic threats, at the same time simplifying the IT security infrastructure. Fortinet serves enterprises, service providers, and government entities throughout the world, including many of the 2011 Fortune Global 100. For more information, visit the company's Web site at

The Fresh Market, Inc. (TFM)

The Fresh Market, Inc. (NASDAQ: TFM) is a specialty grocery retailer. Founded in 1982, the company operates more than 115 stores in 21 states throughout the Southeast, Midwest, Mid-Atlantic, and Northeast. Over the course of 30 years, The Fresh Market has been dedicated to providing high quality and friendly service to its customers and maintaining the specialty neighborhood grocer atmosphere that customers have grown to love. For more information, visit the company's Web site at

FTI Consulting, Inc. (FCN)

FTI Consulting, Inc. (NYSE: FCN) is a worldwide business advisory firm engaged in helping organizations protect and enhance enterprise value in a legal, regulatory, and economic environment that is becoming increasingly complex. FTI Consulting professionals work closely with clients to anticipate, illuminate, and overcome complicated business challenges in such areas as investigations, litigation, mergers and acquisitions, regulatory issues, reputation management, strategic communications, and restructuring. For more information, visit the company's Web site at

Gartner, Inc. (IT)

Gartner, Inc. (NYSE: IT) is the leading global information technology research and advisory company, delivering the technology-related insight clients need to make the best decisions. Gartner is a valuable partner to 60,000 clients in 11,000 distinct organizations, including CIOs, senior IT leaders in corporations and government agencies, business leaders in high-tech and telecom enterprises and professional service firms, and technology investors. Headquartered in Stamford, Conn., Gartner serves clients in 85 countries. For more information, visit the company's Web site at

Generac Holdings, Inc. (GNRC)

Generac Holdings, Inc. (NYSE: GNRC) is a premier designer, and manufacturer of generators and other engine-powered products. In business since 1959, Generac is a leader in power equipment and serves residential, light commercial, industrial, and construction markets. The company's power products, marketed and distributed chiefly under the Generac and Magnum brand names, are available through a vast network of independent dealers, retailers, wholesalers, and equipment rental companies. For more information, visit the company's Web site at

Genpact Limited (G)

Genpact Limited (NYSE: G) is a leading global provider of business process and technology management services. The company leverages the power of smarter processes, smarter analytics, and smarter technology to aid its clients in driving intelligence across their enterprises. Genpact's more than 56,000 professionals deliver services throughout the world to more than 600 clients from a network of 64 delivery centers across 17 countries. For more information, visit the company's Web site at

Gilead Sciences, Inc. (GILD)

Gilead Sciences, Inc. (NASDAQ: GILD) is a biopharmaceutical company engaged in the discovery, development, and commercialization of pioneering therapeutics in areas of unmet medical need. The company is dedicated to advancing the care of patients throughout the world who are suffering from life-threatening diseases. Gilead is headquartered in Foster City, Calif., and has operations in North America, Europe, and Asia Pacific. For more information, visit the company's Web site at

GNC Holdings, Inc. (GNC)

GNC Holdings, Inc. (NYSE: GNC) is a worldwide specialty retailer of health and wellness products, including vitamins, minerals, and herbal supplement products; sports nutrition products; and diet products. With more than 7,700 locations worldwide, including 5,900 retail locations in the U.S., GNC has been committed to helping consumers live well for more than 75 years. For more information, visit the company's Web site at

Green Dot Corporation (GDOT)

Green Dot Corporation (NYSE: GDOT) is a bank holding company regulated by the Board of Governors of the Federal Reserve System. The company provides widely distributed, low-cost banking and payment solutions to a wide variety of U.S. consumers. Among Green Dot's products and services are its market-leading general purpose reloadable (GPR) prepaid cards and its industry-leading cash transfer network – both directly available to consumers online and through a network of around 60,000 nationwide retail stores. For more information, visit the company's Web site at

Groupon, Inc. (GRPN)

Groupon, Inc. (NASDAQ: GRPN) features daily deals on the best things to do, eat, see, and buy in 48 countries worldwide. Launched in Chicago in 2008, Groupon uses collective buying power to provide huge discounts and a win-win for businesses and consumers, delivering more than 1,000 deals every day throughout the world. Groupon guarantees its participating businesses will attract paying customers. For more information, visit the company's Web site at

GSE Holding, Inc. (GSE)

GSE Holding, Inc. (NYSE: GSE) is a global provider of geosynthetic lining solutions, products, and services used in the containment and management of solids, liquids, and gases. The company serves organizations engaged in waste management, mining, water, wastewater, and aquaculture, and GSE's primary products are polyethylene-based geomembranes, geonets, geocomposites, geosynthetic clay liners, concrete protection liners, and vertical barriers. GSE is headquartered in Houston, Texas, and maintains sales offices and manufacturing facilities throughout the world. For more information, visit the company's Web site at

Henry Schein, Inc. (HSIC)

Henry Schein, Inc. (NASDAQ: HSIC) is the largest global provider of healthcare products and services for office-based dental, medical, and animal health practitioners, additionally catering to dental laboratories, government, and institutional healthcare clinics and other alternate care sites. Henry Schein is a Fortune 500 company and a member of the NASDAQ 100 Index. Headquartered in Melville, N.Y., the company employs nearly 15,000 team members, serves approximately 775,000 customers and has operations or affiliates in 25 countries. For more information, visit the company's Web site at

Heritage-Crystal Clean, Inc. (HCCI)

Heritage-Crystal Clean, Inc. (NASDAQ: HCCI) is a leading provider of parts cleaning, used oil re-refining, and hazardous and non-hazardous waste services. Primarily focused on serving small and mid-sized customers in the manufacturing and automotive services sectors, the company helps customers manage their used chemicals and liquid and solid wastes while simultaneously helping mitigate regulatory burdens. Headquartered in Elgin, Ill., Heritage-Crystal Clean, Inc. operates through 71 branches serving more than 65,000 customer locations. For more information, visit the company's Web site at

Higher One Holdings, Inc. (ONE)

Higher One Holdings, Inc. (NYSE: ONE) is a leader in assisting college business offices with the management of their operations. Offering a full range of services, from refunds, payments, electronic billing, payment plans, and more, Higher One works closely with institutions of higher learning to ensure students receive their financial aid refunds quickly and can pay their tuition and bills online and make on-campus and community purchases. For more information, visit the company's Web site at

HMS Holdings Corp. (HMSY)

HMS Holdings Corp. (NASDAQ: HMSY) operates through its subsidiaries to offer leading coordination of benefits and program integrity services for healthcare payers. The company serves health and human services programs in more than 40 states, as well as commercial programs, including commercial plans, employers, and more than 135 Medicaid managed care plans; the Centers for Medicare and Medicaid Services (CMS); and Veterans Administration facilities. For more information, visit the company's Web site at

Hologic, Inc. (HOLX)

Hologic, Inc. (NASDAQ: HOLX) is a premier provider of leading diagnostics products. Focused on serving the healthcare needs of women, the company's core businesses units include breast health, diagnostics, GYN surgical, and skeletal health. Hologic's comprehensive product suite offers products for mammography and breast biopsy, breast MRI, radiation treatment for early-stage breast cancer, cervical cancer screening, treatment for menorrhagia and uterine fibroids, osteoporosis assessment, preterm birth risk assessment, mini C-arm for extremity imaging, and molecular diagnostic products. For more information, visit the company's Web site at

Houston Wire & Cable Company (HWCC)

Houston Wire & Cable Company (NASDAQ: HWCC) is a leading provider of wire and cable and related services to the U.S. market. The company's comprehensive value-added services include same-day shipping, a knowledgeable sales staff, inventory management programs, just-in-time delivery, logistics support, customized online ordering capabilities, and service that is available 24 hours a day, 365 days a year. HWCC is headquartered in Houston, Texas, and has sales and distribution facilities throughout the U.S. For more information, visit the company's Web site at

Huron Consulting Group (HURN)

Huron Consulting Group (NASDAQ: HURN) is engaged in helping clients in varied industries improve performance, comply with regulations that are complex, reduce costs, recover from distress, leverage technology, and stimulate growth. Huron teams with customers to deliver results that are sustainable and measurable. The company offers services to a variety of organizations, both financially sound and distressed, including healthcare organizations, Fortune 500 companies, leading academic institutions, medium-sized businesses, and the law firms representing these organizations. For more information, visit

ICF International, Inc. (ICFI)

ICF International, Inc. (NASDAQ: ICFI) is a leading provider of professional services and technology solutions for the markets of energy, environment and transportation; health, education and social programs; and homeland security and defense. Partnering with government and commercial clients, ICF combines dedication to its work with industry expertise and innovative analytics, producing compelling results throughout the program lifecycle – from research and analysis through implementation and improvement. For more information, visit the company's Web site at


ICON plc (NASDAQ: ICLR) is a worldwide provider of outsourced development services for the pharmaceutical, biotechnology, and medical device industries. ICON is focused on the strategic development, management, and analysis of programs supporting clinical development – from compound selection to phase I-IV clinical studies. Headquartered in Dublin, Ireland, ICON presently operates from 84 locations in 40 countries and employs approximately 8,670 people. For more information, visit the company's Web site at

IDEXX Laboratories, Inc. (IDXX)

IDEXX Laboratories, Inc. (NASDAQ: IDXX) is a leading pet healthcare innovator, serving practicing veterinarians across the globe with a vast range of diagnostic and information technology-based products and services. The company's products boost veterinarians' abilities to provide advanced medical care, improve staff efficiency, and build practices that are more economically successful. IDEXX currently has more than 5,000 employees and offers products in more than 100 countries. For more information, visit the company's Web site at

IHS, Inc. (IHS)

IHS, Inc. (NYSE: IHS) is a leading global source of information, insight, and analytics, in critical areas influencing today's business landscape. The company serves businesses and governments throughout the world with comprehensive content, expert independent analysis, and flexible delivery methods to help them make high-impact decisions and develop strategies quickly and confidently. Headquartered in Englewood, Colorado, IHS has been in business since 1959 and has more than 5,500 employees in over 30 countries. For more information, visit the company's Web site at

Illumina, Inc. (ILMN)

Illumina, Inc. (NASDAQ: ILMN) is a leading provider of life science tools and integrated systems for analyzing genetic variation and function. The company provides innovative sequencing and array-based solutions for genotyping, copy number variation analysis, methylation studies, gene expression profiling, and low-multiplex analysis of DNA, RNA, and protein. Illumina also offers tools and services that are advancing consumer genomics and diagnostics, and technology and products that are paving the way for molecular medicine. For more information, visit the company's Web site at

Infosys Limited (INFY)

Infosys Limited (NASDAQ: INFY) is a world leader in providing business consulting, technology, engineering, and outsourcing services. The company helps clients in more than 30 countries build the enterprise of tomorrow. Many of the most successful organizations in the world rely on Infosys' 150,000 employees to deliver measurable business value. Infosys pioneered the Global Delivery Model (GDM), taking work to the location with the best available talent and economic feasibility and the least acceptable risk. For more information, visit the company's Web site at

Insulet Corporation (PODD)

Insulet Corporation (NASDAQ: PODD) is an advanced medical device company focused on making life easier for people with diabetes. The company seeks to expand insulin pump therapy use among insulin-dependent diabetics through its OmniPod Insulin Management System, an innovative and easy-to-use tubeless insulin pump featuring only two parts, and cannula insertion that is fully automated. Neighborhood Diabetes, a subsidiary of Insulet, is a leading distributor of diabetic products and supplies. For more information, visit the company's Web site at

InterMune, Inc. (ITMN)

InterMune, Inc. (NASDAQ: ITMN) is a biotechnology company engaged in researching, developing, and commercializing innovative therapies in pulmonology and orphan fibrotic diseases. Focused on therapies for treating idiopathic pulmonary fibrosis (IPF), a progressive and fatal lung disease, InterMune has developed Pirfenidone, the only medicine approved for IPF anywhere in the world. Approved for marketing in the EU as Esbriet, Pirfenidone is currently in a phase 3 clinical trial to support regulatory registration in the U.S. For more information, visit the company's Web site at

Interpublic Group of Companies, Inc. (IPG)

Interpublic Group of Companies, Inc. (NYSE: IPG) is a leading global organization of advertising agencies and marketing services companies. Interpublic's major global brands include Draftfcb, FutureBrand, GolinHarris International, Huge, Initiative, Jack Morton Worldwide, Lowe and Partners, MAGNAGLOBAL, McCann, Momentum, MRM Worldwide, Octagon, R/GA, UM and Weber Shandwick. Interpublic's leading domestic brands include Campbell Ewald; Campbell Mithun; Carmichael Lynch; Deutsch, a Lowe and Partners Company; Gotham, Inc.; Hill Holliday; ID Media; Mullen; and The Martin Agency. For more information, visit the company's Web site at

Intuitive Surgical, Inc. (ISRG)

Intuitive Surgical, Inc. (NASDAQ: ISRG) is a world technology leader in robotic-assisted, minimally invasive surgery. The company develops, manufactures, and markets robotic technologies that are designed to improve clinical outcomes and help patients return to active and productive life more quickly. The company's aim is to offer the benefits of minimally invasive surgery to the largest possible base of patients. Intuitive Surgical is headquartered in Sunnyvale, California. For more information, visit the company's Web site at

IPC The Hospitalist Company, Inc. (IPCM)

IPC The Hospitalist Company, Inc. (NASDAQ: IPCM) is a premier physician group practice company engaged in delivering hospitalist medicine and related facility-based services. The company's physicians and affiliated providers practice exclusively in hospitals and other inpatient facilities, including acute, sub-acute, and long-term care settings. IPC gives its providers the comprehensive training, information technology, and management support systems they need to improve quality and reduce the cost of patient care. For more information, visit the company's Web site at

Jacobs Engineering Group, Inc. (JEC)

Jacobs Engineering Group, Inc. (NYSE: JEC) is among the largest and most diverse professional technical services providers in the world. The company offers full-spectrum support to industrial, commercial, and government clients, across multiple markets, including aerospace and defense, automotive and industrial, buildings, chemicals and polymers, consumer and forest products, energy, environmental programs, infrastructure, mining and minerals, oil and gas, pharmaceuticals and biotechnology, refining, and technology. For more information, visit the company's Web site at

Jarden Corporation (JAH)

Jarden Corporation (NYSE: JAH) is a premier provider of a broad range of consumer products. With a portfolio of more than 100 trusted brands sold around the world, Jarden operates through a number of well-known brands in three primary business segments: outdoor solutions, consumer solutions, and branded consumables. With more than 23,000 employees throughout the world, Jarden is headquartered in Rye, New York, and is ranked No. 371 on the Fortune 500. For more information, visit the company's Web site at

Jones Lang LaSalle, Inc. (JLL)

Jones Lang LaSalle, Inc. (NYSE: JLL) is a financial and professional services firm with its focus in real estate. The company provides integrated services in 70 countries to clients looking for increased value by owning, occupying, or investing in real estate. Jones Lang LaSalle is a leader in property and corporate facility management services, and the company's investment management business, LaSalle Investment Management, is one of the largest and most diverse in real estate on earth. For more information, visit the company's Web site at

Joy Global, Inc. (JOY)

Joy Global, Inc. (NYSE: JOY) is a leading global provider of high-productivity mining solutions. The company manufactures, distributes, and services equipment for surface mining through P&H Mining Equipment, and for underground mining through Joy Mining Machinery. The company's products and related services are used extensively in mining coal, copper, iron ore, oil sands, gold, and other mineral resources. For more information, visit the company's Web site at


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