The Mission Report


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

Ulta Salon, Cosmetics Fragrance, Inc. (ULTA)

Ulta Salon, Cosmetics Fragrance, Inc. (NASDAQ: ULTA), a beauty retailer and salon services company in the United States, offers a combination of more than 20,000 prestige and mass beauty products across the categories of cosmetics, fragrance, hair care, skincare, bath and body products and salon styling tools, as well as salon hair care products. Ulta Beauty also offers a full-service salon in all of its stores. As of April 28, 2012, the company operated 467 retail stores across 44 states. For more information visit the company's Web site at: www.ulta.com

Ultimate Software Group, Inc. (ULTI)

Ultimate Software Group, Inc. (The) (NASDAQ: ULTI), together with its subsidiaries, provides people management solutions, provides HR, payroll and talent management solutions. Its UltiPro software solution offers businesses with cloud-based functionality to manage the employment life cycle from recruitment to retirement. The company markets its products under the UltiPro Enterprise and UltiPro Workplace brand names through its direct sales teams. For more information visit the company's Web site at: www.ultimatesoftware.com

Valmont Industries, Inc. (VMI)

Valmont Industries, Inc. (NYSE: VMI) designs and manufactures poles, towers and structures for lighting and traffic, wireless communication and utility markets, industrial access systems, road safety products and a provider of protective coating services. Valmont also manufactures mechanized irrigation equipment for agriculture. It serves state and federal governments, contractors, utility and telecommunications companies, commercial lighting fixtures manufacturers, and large farms, as well as the general manufacturing sector. For more information visit the company's Web site at: www.valmont.com

Vantiv, Inc. (VNTV)

Vantiv, Inc. (NYSE: VNTV) is an integrated payment processor with a comprehensive suite of traditional and innovative payment processing and technology solutions applicable to merchants and financial institutions of all sizes in the U.S. The company's growth strategy includes expanding further into high growth payment segments, such as prepaid, ecommerce, mobile and information solutions, and attractive industry verticals, such as business-to-business, government, healthcare and education. For more information visit the company's Web site at: www.vantiv.com

VCA Antech, Inc. (WOOF)

VCA Antech, Inc. (NASDAQ: WOOF) owns, operates and manages the largest networks of freestanding veterinary hospitals and veterinary-exclusive clinical laboratories in the country. The company also provides online communication, professional education and marketing solutions, and supply diagnostic imaging equipment to the veterinary industry. VCA Antech also serves veterinary practices, pharmaceutical manufacturers, and the pet owning community. For more information visit the company's Web site at: www.vcaantech.com

Verisk Analytics, Inc. (VRSK)

Verisk Analytics, Inc. (NASDAQ: VRSK) provides risk-assessment services and decision analytics to a variety of industries. Through its subsidiary and other units, Verisk offers products and services to customers in the property/casualty insurance industry to define measure and manage risk. Verisk operates through two segments: Risk Assessment and Decision Analytics. For more information visit the company's Web site at: www.verisk.com

Visa, Inc. (V)

Visa, Inc. (NYSE: V) is a global payments technology serving consumers, businesses, financial institutions and governments in more than 200 countries and territories. The company's advanced processing networks--VisaNet-- is capable of handling more than 20,000 transactions a second. Visa is not a bank, and does not issue cards, extend credit or set rates and fees for consumers, though it does offer customers the ability to pay now with debit, ahead of time with prepaid or later with credit products. For more information visit the company's Web site at: www.corporate.visa.com

Vitamin Shoppe, Inc. (VSI)

Vitamin Shoppe, Inc. (NYSE: VSI) is a specialty retailer and direct marketer of nutritional products, including vitamins, minerals, nutritional supplements, herbs, sports nutrition formulas, homeopathic remedies, green living products, and health and beauty aids to customers located primarily in the United States. The company carries national brand products as well as exclusive products under the Vitamin Shoppe, BodyTech and other proprietary brands. The company operates through more than 500 company-owned retail stores, national mail order catalogs, Web site. For more information visit the company's Web site at: www.vitaminshoppe.com

Vocera Communications, Inc. (VCRA)

Vocera Communications, Inc. (NYSE: VCRA) provides mobile communication solutions focusing on addressing critical communication challenges of hospitals. The company's goal is to assist its customers in improving patient safety and satisfaction, and increasing hospital efficiency and productivity through its Voice Communication, Secure Messaging and Care Transition solutions. Vocera solutions are installed in more than 800 hospitals and healthcare facilities worldwide. For more information visit the company's Web site at: www.vocera.com

W.W. Grainger, Inc. (GWW)

W.W. Grainger, Inc. (NYSE: GWW) supplies maintenance, repair and operating products for businesses and institutions primarily in the United States and Canada. Its customers include small and medium-sized businesses to large corporations, government entities, and other institutions. The company offers its products and services through local branches, catalogs, and the Internet. It operates in the United States, Canada, Japan, Mexico, India, Puerto Rico, China, Colombia, Panama and the Dominican Republic. For more information visit the company's Web site at: www.grainger.com

Wabtec Corp. (WAB)

Wabtec Corp. (Westinghouse Air Brake Technologies Corp.) (NYSE: WAB) provides technology-based products and services for rail and industrial markets. Operating through its subsidiaries, the company manufactures a range of products for locomotives, freight cars and passenger transit vehicles. The company also builds new switcher and commuter locomotives, and provides aftermarket services. Wabtec has facilities located throughout the world. For more information visit the company's Web site at: www.wabtec.com

WageWork, Inc. (WAGE)

WageWork, Inc. (NYSE: WAGE) provides tax-advantaged programs for consumer-directed health, commuter and other employee spending account benefits, or CDBs, in the United States. The company administers and operates a range of CDBs, including spending account management programs, such as health and dependent care Flexible Spending Accounts, or FSAs, Health Savings Accounts, or HSAs, Health Reimbursement Arrangements, or HRAs, and commuter benefits, such as transit and parking programs. For more information visit the company's Web site at: www.wageworks.com

Watsco, Inc. (WSO)

Watsco, Inc. (NYSE: WSO) and its subsidiaries engage in the distribution of air conditioning, heating, and refrigeration equipment in the United States. It distributes residential central air conditioners; gas, electric, and oil furnaces; commercial air conditioning and heating equipment and systems; and other specialized equipment. The company's customers include contractors and dealers that service the replacement and new construction markets. The company also exports its products to Latin America and the Caribbean. For more information visit the company's Web site at: www.watsco.com

Wesco Aircraft Holdings, Inc. (WAIR)

Wesco Aircraft Holdings, Inc. (NYSE: WAIR) provides comprehensive supply chain management services for the global aerospace industry. The company offers services spanning from traditional distribution to the management of supplier relationships, quality assurance, kitting, just-in-time delivery and point-of-use inventory management. The company's inventory is comprised of approximately 475,000 different stock keeping units, including hardware, bearings, tools, electronic components and machined parts. For more information visit the company's Web site at: www.wescoair.com

WESCO International, Inc. (WCC)

WESCO International, Inc. (NYSE: WCC) provides electrical, industrial and communications maintenance, repair and operating and original equipment manufacturers product, construction materials, and advanced supply chain management and logistic services. The company's customers include commercial and industrial businesses, contractors, government agencies, institutions, telecommunications providers and utilities. WESCO operates eight fully automated distribution centers and approximately 400 full service branches in North America and international markets. For more information visit the company's Web site at: www.wesco.com

Western Union Company (WU)

Western Union Company (NYSE: WU) is a global payment services provider. Together with its Vigo, Orlandi Valuta, Pago Facil and Western Union Business Solutions branded payment services, Western Union provides consumers and businesses with a channel to send and receive money around the world, to send payments and to purchase money orders. As of April 24, 2012, the Western Union, Vigo and Orlandi Valuta branded services were offered through a combined network of approximately 500,000 agent locations in 200 countries and territories. For more information visit the company's Web site at: www.westernunion.com

Whole Foods Market, Inc. (WFM)

Whole Foods Market, Inc. (NASDAQ: WFM) is a natural and organic foods retailer. The company operates more than 310 stores in North America and the United Kingdom. Through its Whole Planet Foundation's micro-lending operations, the company supports food banks, sponsors neighborhood events and donates to local non-profit groups. Whole Foods has 10 distribution centers, seven regional bankhouses, and five commissaries. For more information visit the company's Web site at: www.wholefoodsmarket.com

WNS (Holdings) Ltd. (WNS)

WNS (Holdings) Ltd. (NYSE: WNS) is a global business process outsourcing company offering expertise in a range of industries, including travel, insurance, financial services, manufacturing, retail, shipping and healthcare and utilities. WNS offers outsourcing services such as finance and accounting, customer care, technology solutions, research and analytics and industry specific back office and front office processes. WNS has delivery centers worldwide. For more information visit the company's Web site at: www.wns.com

Wright Express Corp. (WXS)

Wright Express Corp. (NYSE: WXS) provides business payment processing and information management solutions to a wide spectrum of business sectors. The company's operations include Wright Express Financial Services, Pacific Pride, rapid! PayCard, Wright Express Prepaid Cards Australia, Wright Express Fuel Cards Australia, and CorporatePay Limited, England. Wright Express and its subsidiaries operate in six countries. For more information visit the company's Web site at: www.wrightexpress.com

Xilinx, Inc. (XLNX)

Xilinx, Inc. (NASDAQ: XLNX) provides all programmable technologies and devices, which enable both hardware and software programmability, integrate both digital and analog mixed-signal functions, and allow new levels of programmable interconnect in both monolithic and multi-die 3D ICs. The company's products are paired with a next-generation design environment and IP to serve a broad range of customer needs, from programmable logic to programmable systems integration. For more information visit the company's Web site at: www.xilinx.com

ZELTIQ Aesthetics, Inc. (ZLTQ)

ZELTIQ Aesthetics, Inc. (NASDAQ: ZLTQ) is a medical technology company developing and commercializing products utilizing its proprietary controlled-cooling technology platform. ZELTIQ's first commercial product is the CoolSculpting® System, designed to selectively reduce fat bulges that may not respond to diet or exercise. ZELTIQ developed CoolSculpting to safely, noticeably, and measurably reduce the fat layer within a treated fat bulge without diet or exercise. For more information visit the company's Web site at: www.coolsculpting.com

Zumiez, Inc. (ZUMZ)

Zumiez, Inc. (NASDAQ: ZUMZ) is a specialty retailer of action sports related apparel, footwear, equipment and accessories. The company's target consumers are young men and women between ages 12-24, focusing on skateboarding, surfing, snowboarding, motocross and BMX. As of May 26, 2012, the company operated 448 stores in the United States and 11 stores in Canada, which are primarily located in shopping malls. For more information visit the company's Web site at: www.zumiez.com

 
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