Meghan McMahon

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure.

Microsoft AB develops and provides software products and services. It offers operating systems, office suites, hardware equipment, and home entertainment products. The company is headquartered in Kista, Sweden.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Monness Crespi Hardt & Co., Inc. is an independent equity research firm and full-service broker/dealer located in New York City. Founded in 1996, the firm's origins can be traced to the establishment of their predecessor firm in 1964. Monness Crespi Hardt & Co. clears all trading activity through Goldman Sachs Execution & Clearing LLC. The firm's research team produces proprietary, fundamental research that seek to identify undervalued or undercover special situations without regard to size. They focus on the following industries: automotive services, chemicals, defense, pharmaceuticals, gaming, healthcare, home builders, industrials, medical instruments, oil & gas, retail, semiconductors and special situations. Monness Crespi Hardt & Co. is a member of FINRA and the SPIC

Part of McKinsey & Co., Inc., McKinsey & Company Holdings Ltd. is a consulting firm that partners with leaders on strategy, innovating to net zero, leading with tech, and building capabilities for a sustainable, inclusive, growing future. The company is based in London, UK. The British company specializes in Consumer Packaged Goods and has conducted research, articles, and reports on the changes that matter most for the challenges and opportunities ahead. The company was founded in 2011 by Brian K. Stafford.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Anzu Partners LLC (Anzu Partners) is a venture capital firm founded in 2014 by David Michael and David Seldin. The firm is headquartered in Washington, District of Columbia.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

OrbiMed Advisors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sven Borho and Carl Gordon in 1989. The firm provides discretionary investment management services to US and non-US public and private funds.

Varsity Tutors LLC Varsity Tutors LLC engages in the provision of a live learning platform for private instructors. Its tool offers free online diagnostic tests, practice exams, flashcards, and questions of the day. It specializes in Math, Science, Foreign Languages, and Elementary tutoring courses. The company was founded by Chuck Cohn in 2007 and is headquartered in St. Louis, MO.

DGS Retail, Inc. designs and manufactures store fixtures and decor systems for retail customers. The firm provides grocery store signs, produce displays and signage ideas, grocery store displays, bakery signs and displays, warehouse store signs and displays, restaurant signs and displays, and store fixtures. The company was founded in 1979 and is headquartered in Chicago, IL.

Rustic Bakery, Inc. is a company that specializes in handmade baked goods. The company is based in Petaluma, CA. The company has been in business since 2005 and all of their retail products are made by hand in their bakery and shipped directly to customers. The company's artisan crisps come in three distinct flavors and can be paired with cheese or enjoyed as a standalone snack. The company was founded in 2005 by Carol Ann LeValley and Josh Lawrence Harris, with Carol Ann LeValley serving as CEO since then.

SF Equity Partners Management LLC (San Francisco Equity Partners) is a private equity firm founded in 2005 by Scott Potter. The firm is headquartered in San Francisco, California.

Xeno Biosciences, Inc. operates as a biopharmaceutical company. It offers XEN-101, an oral formulation that shifts the gut microbiome to the weight-loss associated state induced by Roux-en-Y Gastric Bypass (RYGB) surgery. The company was founded by Hasan Celiker and is headquartered in Somerville, MA.

Integral Health Asset Management LLC (IHAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Bhagwan Jay Rao in 2019 and is wholly owned by Integral Health Advisors LP. IHAM provides discretionary investment advisory and sub-advisory services to two sub-advised accounts and serves as the investment manager to affiliated pooled investment vehicles.