Chad Potter

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Red's All Natural LLC engages in the sale of burritos. It also offers riced cauliflower entrees. The company was founded by Mike Adair in 2009 and is headquartered in Franklin, TN.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York.

aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Ryko Solutions, Inc. engages in the manufacture of car wash equipment. Its services include premium and managed maintenance, and preventive inspections. The firm also offers car wash systems, chemistry, service and parts, marketing, training and education, professional consultation, and vacuums solutions. The company was founded by James A. Nelson, Steve Golden, and Larry Klein in 1973 and is headquartered in Grimes, IA.

Empyrean Capital Partners LP (Empyrean) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Michael Price and Amos Meron in 2004. Empyrean serves as the investment adviser with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement or other basis.

DLK Investment Management LLC (DLK) is an independent, SEC-registered investment advisor headquartered in Solana Beach, California. The firm was co-founded by Donald “Don” Dempster and Theodore “Ted” Kay in 2009. DLK provides personalized investment management services to individuals, trusts, estates, charitable organizations and small institutional investors.

Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor.

Woodstream Corp. provides pest and animal control services. Its brands include Victor, Terro, Safer, Havahart, Zareba and Perky-Pet. The company was founded in 1924 and is headquartered in Lancaster, PA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Solo Cup Co. produced and marketed single-use products used to serve food and beverages. The company was founded in 1936 and was headquartered in Highland Park, IL.

Bansk Group LLC (Bansk) is a private equity firm founded in 2019. The firm is headquartered in New York.

Hearthside Food Solutions LLC manufactures baked goods and snacks. It offers cookies, crackers, granolas and cereals products. The firm also offers processing, decorating, blending, and packaging services. The company was founded by Richard G. Scalise in 2009 and is headquartered in Downers Grove, IL.

Roland Foods LLC imports and markets specialty foods. It offers pasta and sauces, Asian specialties, baked items, cocktails and beverages, condiments and spices, cooking wine, desserts and chocolates, escargot, fruits, grains and noodles, Indian specialties, non-foods, oils, sauces, seafood, snacks, mushrooms and truffles, vegetables, and vinegars. The company was founded by Bruno Scheidt and Suzanne Scheidt in 1934 and is headquartered in New York, NY.

Nonni's Foods LLC manufactures and markets gourmet and snack foods. It provides Italian-style biscotti cookies and panetini toasts. The company was founded in 1988 and is headquartered in Tulsa, OK.

Founded in 2002 by Rob Wilson, Tiburon Research Group, Inc. is an independent equity research firm located in San Francisco. The firm specializes in the retail/consumer industry. They serve as a consultant to hedge funds and other institutional investors focused on the retail/consumer space. Tiburon provides unbiased, contrarian views on over 50 North American retailers. While they analyze over 50 North American retailers, the firm focuses their efforts on the 12 to 15 most probable EPS divergence opportunities. These opportunities typically arise when the firm's 3 to 12 month EPS outlook significantly differs from the consensus. Tiburon's research methodology is based on applied forensic accounting and daily store-level primary research. Their proprietary analysis of sales/earnings quality enables them to more accurately forecast forward earnings.