The Mission Report


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

Landstar System, Inc. (LSTR)

Landstar System, Inc. (NASDAQ: LSTR), a provider of integrated supply chain solutions, delivers specialized transportation and logistics services to a broad range of customers worldwide by utilizing a network of agents, third-party capacity owners, and employees. The company's transportation services companies are certified by various quality management system, environmental, health, safety, and security management system standards. For more information visit the company's Web site at www.landstar.com

Life Time Fitness, Inc. (LTM)

Life Time Fitness, Inc. (NYSE: LTM) operates distinctive and large sports, professional fitness, family recreation, and spa destinations, most of which operate 24 hours a day, seven days a week. As of May 7, 2012, the company operated 105 centers under the LIFE TIME FITNESS® and LIFE TIME ATHLETIC brands located in the United States and Canada. For more information visit the company's Web site at www.lifetimefitness.com

LKQ Corp. (LKQ)

LKQ Corp. (NASDAQ: LKQ) is the largest nationwide provider of aftermarket, recycled, and refurbished collision replacement parts, and is a leading provider of mechanical replacement parts, including remanufactured engines. LKQ operates more than 450 facilities in the United Kingdom, Canada, Mexico, and Central America, to offer its customers a broad range of replacement systems, components, and parts to repair automobiles and light, medium, and heavy-duty trucks. For more information visit the company's Web site at: www.lkqcopr.com

LPL Financial (LPLA)

LPL Financial (NASDAQ: LPLA) is an independent broker-dealer, an RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to financial advisors and financial institutions. In addition, LPL Financial provides customized clearing, advisory platforms, and technology solutions for financial advisors licensed with insurance companies. For more information visit the company's Web site at: www.lpl.com

lululemon athletica, Inc. (LULU)

lululemon athletica, Inc. (NASDAQ: LULU) is a yoga-inspired company working with its subsidiaries to design, manufacture, and distribute athletic apparel. The company sells its products through a chain of corporate-owned and franchise stores; direct to consumer through e-commerce; and a network of wholesale channels, such as yoga studios, health clubs, and fitness centers. As of January 29, 2012, the company had 47 stores in Canada, 108 stores in the United States, 19 stores in Australia, and one store in New Zealand. For more information visit the company's Web site at: www.lululemon.com

MAKO Surgical Corp. (MAKO)

MAKO Surgical Corp. (NASDAQ: MAKO) is a medical device company that markets its RIO® Robotic-Arm Interactive Orthopedic system, joint-specific applications for the knee and hip, and proprietary RESTORIS® implants for orthopedic procedures called MAKOplasty®. RIO is a tactile surgical platform that utilizes a robotic arm and patient-specific visualization technology to deliver reproducible bone resection for the accurate insertion and alignment of MAKO's RESTORIS implants. For more information visit the company's Web site at: www.makosurgical.com

Manpower, Inc. (MAN)

Manpower, Inc. (NYSE: MAN) provides innovative workforce solutions based on high-impact solutions that enable its clients to achieve business goals and enhance their competitive edge. The company's solutions cover an entire range of talent-driven needs from recruitment and assessment, training and development, and career management, to outsourcing and workforce consulting. ManpowerGroup has nearly 3,800 offices in more than 80 countries and territories. The ManpowerGroup suite of solutions is offered through ManpowerGroup™ Solutions, Manpower®, Experis™, and Right Management®. For more information visit the company's Web site at: www.manpowergroup.com

Masimo Corp. (MASI)

Masimo Corp. (NASDAQ: MASI) provides innovative noninvasive monitoring technologies to improve patient care. The company's Masimo SET® eliminates false alarms and increases pulse oximetry's ability to detect life-threatening events; rainbow SET® Pulse CO-Oximetry™ technology allows noninvasive and continuous monitoring of blood constituents; Patient SafetyNet™ is a remote monitoring and wireless clinician notification system designed to help hospitals avoid preventable deaths and injuries associated with failure to rescue events; rainbow Acoustic Monitoring™ is the first-ever noninvasive and continuous monitoring of acoustic respiration rate (RRa™). For more information visit the company's Web site at: www.masimo.com

MasterCard, Inc. (MA)

MasterCard, Inc. (NYSE: MA) is a payments and technology company operating a global payments processing network that connects consumers, financial institutions, merchants, governments, and businesses in more than 210 countries and territories. MasterCard's products and solutions are applicable to everyday commerce activities, such as shopping, traveling, running a business, and managing finances. For more information visit the company's Web site at: www.mastercard.com

Mattress Firm Holding Corp. (MFRM)

Mattress Firm Holding Corp. (NASDAQ: MFRM) is a leading bedding retailer offering a broad selection of both traditional and specialty mattresses and bedding accessories from leading manufacturers. The company provides conventional mattresses; specialty mattresses, including viscoelastic foam mattresses and sleep system products; and bedding-related accessories comprising bed frames, mattress pads and pillows. The company has more than 1,000 company-operated and franchised locations across 28 states. For more information visit the company's Web site at: www.mattressfirm.com

Medivation, Inc. (MDVN)

Medivation, Inc. (NASDAQ: MDVN) is a biopharmaceutical company focused on developing novel small molecule drugs for the treatment of serious diseases in the United States and Europe. The company's lead development candidate includes MDV3100, a molecule in phase-III development for the treatment of castration-resistant prostate cancer. Medivation has established collaboration with Astellas for the development, manufacture, and commercialization of MDV3100 for the treatment of prostate cancer. For more information visit the company's Web site at: www.medivation.com

MEDNAX, Inc. (MD)

MEDNAX, Inc. (NYSE: MD) is a national medical group that comprises neonatal, maternal-fetal, and pediatric physician subspecialty services, as well as anesthesia services. Physicians and advanced practitioners practicing as part of MEDNAX use evidence-based tools, continuous quality initiatives, and clinical research to enhance patient outcomes and provide high-quality, cost-effective care. MEDNAX, through its affiliated professional corporations, employs more than 1,850 physicians in 34 states and Puerto Rico. For more information visit the company's Web site at: www.mednax.com

Mercury Computer Systems, Inc. (MRCY)

Mercury Computer Systems, Inc. (NASDAQ: MRCY) provides open, commercially developed, application-ready, multi-INT subsystems for defense prime contractors. The company's expertise is in embedded computing, superior domain expertise in radar, EW, EO/IR, C4I, and sonar applications, with more than 300 successful program deployments including Aegis, Global Hawk, and Predator, Mercury's Services and Systems Integration. Mercury Computer Systems partners with customers to design and integrate system-level solutions that minimize program risk, maximize application portability, and accelerate customers' time to market. For more information visit the company's Web site at: www.mc.com

Merge Healthcare, Inc. (MRGE)

Merge Healthcare, Inc. (NASDAQ: MRGE) provides enterprise imaging and interoperability solutions for a client base consisting of more than 1,500 hospitals and 6,000 clinics across the country. The company provides enterprise imaging solutions for radiology, cardiology, orthopaedics, and eye care; a suite of products for clinical trials; software for financial and pre-surgical management; and applications that fuel the largest modality vendors in the world. For more information visit the company's Web site at: www.merge.com

MICROS Systems, Inc. (MCRS)

MICROS Systems, Inc. (NASDAQ: MCRS) provides enterprise applications for the hospitality and retail industries worldwide. MICROS systems are currently installed in table and quick service restaurants, hotels, motels, casinos, leisure and entertainment, and retail operations, in more than 180 countries. MICROS also provides property management systems, central reservation, and customer information solutions under the brand MICROS-Fidelio for hotels worldwide, as well as point-of-sale, loss prevention, and cross-channel functionality through its MICROS-Retail division. For more information visit the company's Web site at: www.micros.com

Mitek Systems, Inc. (MITK)

Mitek Systems, Inc. (NASDAQ: MITK) is a leading mobile imaging solutions provider. The company's technology enables users to remotely deposit checks, pay bills, get insurance quotes, and transfer credit card balances with the snap of a picture on their smartphones or tablet cameras – eliminating the need for consumers to go to the bank or ATM. Mitek has a robust patent portfolio and provides solutions for a number of Fortune 500 financial services companies. For more information visit the company's Web site at www.miteksystems.com

Molex, Inc. (MOLX)

Molex, Inc. (NASDAQ: MOLX) and its subsidiaries are engaged in the design, manufacture, and sale of electronic components worldwide. Additionally, the company provides manufacturing services to integrate specific components into a customer's product. The company sells its products directly to original equipment manufacturers, contract manufacturers, and distributors. It markets its products through direct sales force and a network of distributors. For more information visit the company's Web site at: www.molex.com

MoneyGram International, Inc. (MGI)

MoneyGram International, Inc. (NYSE: MGI) operates through its subsidiaries to provide payment services worldwide. The company operates in two segments: Global Funds Transfer and Financial Paper Products. The Global Funds Transfer segment provides money transfer and bill payment services to unbanked or under banked consumers. The Financial Paper Products segment provides money orders to consumers through its retail and financial institution agent locations in the United States and Puerto Rico, and offers official check services for financial institutions in the United States. For more information visit the company's Web site at: www.moneygram.com

MRC Global, Inc. (MRC)

MRC Global, Inc. (NYSE: MRC) is a leading global distributor of pipe, valve, and fittings (PVF), and related products and services to the energy industry. The company supplies these products and services across each of the upstream, midstream and downstream sectors. MRC Global has more than 400 service locations around the globe. For more information visit the company's Web site at: www.mrcpvf.com

MSC Industrial Direct Co., Inc. (MSM)

MSC Industrial Direct Co., Inc. (NYSE: MSM) is a premier, national distributor of metalworking and maintenance, repair and operations (MRO) products, solutions and services for manufacturers. The company's aim is to help its customers increase productivity, efficiency and cost savings by leveraging technology, supply chain expertise and next-day delivery of more than 600,000 in-stock industrial products. For more information visit the company's Web site at: www.mscdirect.com

MSCI, Inc. (MSCI)

MSCI, Inc. (NYSE: MSCI) is a global provider of investment decision support tools to investors, asset managers, banks, hedge funds, and pension funds. The company's range of products and services include indices, portfolio risk and performance analytics, and governance tools - from a number of internationally recognized brands such as Barra, RiskMetrics and ISS. For more information visit the company's Web site at: www.msci.com

MWI Veterinary Supply, Inc. (MWIV)

MWI Veterinary Supply, Inc. (NASDAQ: MWIV) is a leading distributor of animal health products across the United States of America and United Kingdom. The company sells both companion animal and production animal products, including pharmaceuticals, vaccines, parasiticides, diagnostics, micro feed ingredients, supplies, pet food, capital equipment, and nutritional products. MWI also provides value-added services and technologies for veterinarians and producers. For more information visit the company's Web site at: www.mwivet.com

Natus Medical, Inc. (BABY)

Natus Medical, Inc. (NASDAQ: BABY) provides healthcare products used for the screening, detection, treatment, monitoring, and tracking of common medical ailments in newborn care, hearing impairment, neurological dysfunction, epilepsy, sleep disorders, and balance and mobility disorders. The company's product offerings include computerized neurodiagnostic systems for audiology, neurology, polysomnography, and neonatalogy, as well as newborn care products, such as hearing screening systems, phototherapy devices for the treatment of newborn jaundice and more. For more information visit the company's Web site at: www.natus.com

NetSpend Holdings, Inc. (NTSP)

NetSpend Holdings, Inc. (NASDAQ: NTSP) provides general-purpose reloadable (GPR) prepaid debit cards and related financial services to consumers in the United States who do not have a traditional bank account or who rely on alternative financial services. NetSpend's mission is to develop products and services that empower underbanked consumers with convenience, security, and self-banking services. For more information visit the company's Web site at: www.netspend.com

NeuStar, Inc. (NSR)

NeuStar, Inc. (NYSE: NSR) provides real-time information and analysis to the Internet, telecommunications, entertainment, and marketing industries around the world. The company applies its advanced, secure technologies in routing, addressing, and authentication to its customers' data to help them identify new revenue opportunities and network efficiencies, and institute cyber security and fraud protection measures. For more information visit the company's Web site at: www.neustar.biz

Nielsen Holdings (NLSN)

Nielsen Holdings (NYSE: NLSN) is a global information and measurement company with leading market positions in marketing and consumer information, television, and other media measurement, online intelligence, mobile measurement, trade shows, and related properties. The company has established a presence in approximately 100 countries, with headquarters in New York, USA and Diemen, the Netherlands. For more information visit the company's Web site at: www.nielsen.com

NII Holdings, Inc. (NIHD)

NII Holdings, Inc. (NASDAQ: NIHD) provides fully integrated mobile communication services for businesses and high value consumers in Latin America. NII uses iDEN® (integrated Digital Enhanced Network) technology to provide instant-access, low-latency, high-quality, and dependable communications. It combines digital cellular voice, data, and Nextel's differentiated Direct Connect® to provide a unique integrated communication solution. For more information visit the company's Web site at: www.nii.com www.nii.com

Northern Trust Corp. (NTRS)

Northern Trust Corp. (NASDAQ: NTRS) is a financial holding company that provides investment management, asset and fund administration, banking solutions, and fiduciary services for corporations, institutions, and affluent individuals worldwide. Northern Trust has offices in 18 U.S. states and 16 international locations in North America, Europe, the Middle East, and the Asia-Pacific region. For more information visit the company's Web site at: www.northerntrust.com

NuVasive, Inc. (NUVA)

NuVasive, Inc. (NASDAQ: NUVA) is a medical device company focused on developing minimally disruptive surgical products and procedurally integrated solutions for the spine. The company offers more than 70 products spanning lumbar, thoracic, cervical applications, and neuromonitoring services, as well as a Biologics portfolio. NuVasive is the fourth-largest spine company in the U.S., and the fifth-largest globally. For more information visit the company's Web site at: www.nuvasive.com

NxStage Medical Inc. (NXTM)

NxStage Medical Inc. (NASDAQ: NXTM) is a medical device company that develops innovative systems for the treatment of end-stage renal disease (ESRD) and acute kidney failure. NxStage's primary product is System One, which is cleared for home use by the FDA. The company also sells a line of extracorporeal disposable products for use primarily for in-center dialysis treatments for patients with ESRD; and needles and blood tubing sets primarily to dialysis clinics for the treatment of ESRD. For more information visit the company's Web site at: www.nxstage.com

O'Reilly Automotive, Inc. (ORLY)

O'Reilly Automotive, Inc. (NASDAQ: ORLY) and its subsidiaries engage in the retail of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company's stores sell its brand name and private label products for domestic and imported automobiles, vans, and trucks to do-it-yourself customers and professional service providers. As of December 31, 2011, it operated 3,740 stores in 39 states. For more information visit the company's Web site at: www.oreillyauto.com

On Assignment, Inc. (ASGN)

On Assignment, Inc. (NASDAQ: ASGN) is a leading global provider of diversified professional staffing solutions. The company supplies quality, highly skilled professionals for temporary, contract-to-hire, and direct hire assignments in the life sciences, healthcare, and technology sectors. The company has approximately 80 branch offices throughout the U.S. and internationally. For more information visit the company's Web site at www.onassignment.com

 
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