About the Author Stephen Atkins, CFA, Research Analyst, joined Polen Capital in 2012 a er a 12‐year tenure  as a por olio  manager at Northern Trust investments—including eight years as a mutual fund co‐por olio manager. Mr.  Atkins also spent two years at Carl Domino Associates, LP. He received his B.S. in Business Administra on  from  Georgetown  University  and  a  General  Course  degree  from  the  London  School  of  Economics.  Mr.  Atkins is a CFA Charterholder and a member of the CFA Ins tute and CFA Society of South Florida.    About Polen Capital    Polen  Capital  is  an  independently‐owned  Growth  equity  bou que  that  is  managed  and  run  by  an  experienced and though ul group of ï¬nancial professionals who are focused on our disciplined Investment  Strategy.     At Polen Capital, we believe that consistent earnings growth is the primary driver of intrinsic value and long ‐term stock apprecia on. Our efforts focus on iden fying and inves ng in a concentrated por olio of high  quality companies that we believe are capable of delivering sustainable, above‐average earnings growth.  By thinking and inves ng like a business owner and taking a long‐term investment approach, we believe we  can preserve capital and provide stability in vola le markets.     Our  Strategy  is  accessible  through  our  Mutual  Fund,  Separately  Managed  Accounts  (SMAs)  and  Undertakings for the Collec ve Investment of Transferable Securi es (UCITS).  Ins tu onal Rela ons + 1‐800‐358‐1887  Ins tu onalrela ons@polencapital.com  1825 NW Corporate Blvd. Suite 300, Boca Raton, FL 33431  www.polencapital.com        The information provided in this report should not be construed as a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in the composite at the time you receive this report or that the securities sold have not been repurchased. The securities discussed do not represent the composite’s entire portfolio. Actual holdings will vary depending on the size of the account, cash flows and restrictions. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.

For a complete list of Polen’s past specific recommendations holdings report and current holdings as of the current quarter end, please contact Polen Capital at info@polencapital.com 10 .