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Presentation Schedule

Sessions hosted in Eastern Standard Time. Schedule subject to change.

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Monday 03/03/2025
 Mediterranean 1
Breakout Session - Cordova 2
Mediterranean 2
Breakout Session - Cordova 3
Palazzo A
Breakout Session - Cordova 4
Palazzo B
Breakout Session - Cordova 5
Palazzo C
Breakout Session - Cordova 6
Palazzo F
Breakout Session - Amarante 1
Palazzo G
Breakout Session - Amarante 2
Palazzo H
Breakout Session - Cordova 1
7:30 am - 8:00 amWSP Global Inc. (WSP.T)Skyworks Solutions, Inc. (SWKS)Check Point Software Technologies Ltd. (CHKP)Sixth Street Specialty Lending, Inc. (TSLX)Pathward Financial, Inc. (CASH)Revvity, Inc. (RVTY)Edgewell Personal Care Company (EPC)Tidewater Inc. (TDW)
8:05 am - 8:35 amMoody's Corporation (MCO)Canadian Pacific Kansas City (CP.T)Dycom Industries, Inc. (DY)Workiva Inc. (WK)WesBanco, Inc. (WSBC)PotlatchDeltic Corporation (PCH)Winnebago Industries, Inc. (WGO)Trupanion, Inc. (TRUP)
8:40 am - 9:10 amVICI Properties Inc. (VICI)GFL Environmental Inc. (GFL)Resideo Technologies, Inc. (REZI)Willis Towers Watson Public Limited Company (WTW)Stellar Bancorp, Inc. (STEL)ICU Medical, Inc. (ICUI)Whirlpool Corporation (WHR)Capital Clean Energy Carriers Corp. (CCEC)
9:15 am - 9:45 amDelta Air Lines, Inc. (DAL)MSCI Inc. (MSCI)ViaSat, Inc. (VSAT)First Horizon Corporation (FHN)Main Street Capital Corporation (MAIN)Patrick Industries, Inc. (PATK)Exchange Income Corporation (EIF.T)Expand Energy Corporation (EXE)
9:50 am - 10:20 amToll Brothers, Inc. (TOL)Waste Connections, Inc. (WCN)Manhattan Associates, Inc. (MANH)Wheaton Precious Metals Corp. (WPM)Glacier Bancorp, Inc. (GBCI)Guardian Pharmacy Services, Inc. (GRDN)Wingstop Inc. (WING)Topaz Energy Corp. (TPZ.T)
10:25 am - 10:55 amSBA Communications Corporation (SBAC)Raymond James Financial, Inc. (RJF)Arrow Electronics, Inc. (ARW)Wintrust Financial Corporation (WTFC)United Bankshares, Inc. (UBSI)LCI Industries (LCII)Murphy USA Inc. (MUSA)Graphic Packaging Holding Company (GPK)
11:00 am - 11:30 amJacobs Solutions Inc. (J)Casella Waste Systems, Inc. (CWST)Lumen Technologies (LUMN) SECURE Waste Infrastructure Corp. (SES.T)FIGS, Inc. (FIGS)Ryanair Holdings Plc (RYAAY)NOV, Inc. (NOV)
11:35 am - 12:05 pmQ2 Holdings, Inc. (QTWO)Parker-Hannifin Corporation (PH)Avnet, Inc. (AVT)Iridium Communications Inc. (IRDM)Axos Financial, Inc. (AX)IDEXX Laboratories, Inc. (IDXX)The Baldwin Insurance Group, Inc. (BWIN)Xylem Inc. (XYL)
1:05 pm - 1:35 pmWeyerhaeuser Company (WY)Waste Management, Inc. (WM)Blackbaud, Inc. (BLKB)Brown & Brown, Inc. (BRO)United Community Banks, Inc. (UCB)Baxter International Inc. (BAX) Permian Resources Corporation (PR)
1:40 pm - 2:10 pmMohawk Industries, Inc. (MHK)UL Solutions Inc. (ULS)Rapid7, Inc. (RPD)Old National Bancorp (ONB)Banc of California, Inc. (BANC)Boardwalk Real Estate Investment Trust (BEI.UN.T)Summit Hotel Properties, Inc. (INN) 
2:15 pm - 2:45 pmRXO, Inc. (RXO)S&P Global Inc. (SPGI)Cogent Communications Holdings, Inc. (CCOI)Lions Gate Entertainment Corporation (LGF)TowneBank (TOWN)Copa Holdings, S.A. (CPA)OneWater Marine Inc. (ONEW)Darling Ingredients Inc. (DAR)
2:50 pm - 3:20 pm Construction Partners, Inc. (ROAD) Plexus Corp. (PLXS)CVB Financial Corp. (CVBF)Phreesia, Inc. (PHR)Flowers Foods, Inc. (FLO)Rayonier Inc. (RYN)
3:25 pm - 3:55 pmMalibu Boats, Inc. (MBUU)Broadridge Financial Solutions, Inc. (BR) Blackstone Secured Lending Fund (BXSL)Origin Bancorp, Inc. (OBK)Cytek BioSciences, Inc. (CTKB)SkyWest, Inc. (SKYW) 
4:00 pm - 4:30 pmMAXIMUS, Inc. (MMS)Martin Marietta Materials, Inc. (MLM)Weave Communications, Inc. (WEAV)American Coastal Insurance Corporation (ACIC)Columbia Banking System, Inc. (COLB)Oscar Health, Inc. (OSCR)La-Z-Boy Incorporated (LZB)Pebblebrook Hotel Trust (PEB)
4:35 pm - 5:05 pm Donaldson Company, Inc. (DCI)WEBTOON Entertainment Inc. (WBTN)   MasterCraft Boat Holdings, Inc. (MCFT) 

Tuesday 03/04/2025
 Mediterranean 1
Breakout Session - Cordova 2
Mediterranean 2
Breakout Session - Cordova 3
Palazzo A
Breakout Session - Cordova 4
Palazzo B
Breakout Session - Cordova 5
Palazzo C
Breakout Session - Cordova 6
Palazzo F
Breakout Session - Amarante 1
Palazzo G
Breakout Session - Amarante 2
Palazzo H
Breakout Session - Cordova 1
7:30 am - 8:00 am Masco Corporation (MAS)Archer Aviation, Inc. (ACHR)AptarGroup, Inc. (ATR)Dime Community Bancshares, Inc. (DCOM)Merit Medical Systems, Inc. (MMSI)Skechers U.S.A., Inc. (SKX)Archrock, Inc. (AROC)
8:05 am - 8:35 amNXP Semiconductors N.V. (NXPI)Old Dominion Freight Line, Inc. (ODFL)Insight Enterprises, Inc. (NSIT)NetApp, Inc. (NTAP)Verisk Analytics, Inc. (VRSK)Acadia Healthcare Company, Inc. (ACHC)Sally Beauty Holdings, Inc. (SBH) 
8:40 am - 9:10 amBrunswick Corporation (BC)Tradeweb Markets Inc. (TW)The Allstate Corporation (ALL)Trimble Inc. (TRMB)Merchants Bancorp (MBIN)Natera, Inc. (NTRA)MSC Industrial Direct Co., Inc. (MSM)Ionis Pharmaceuticals, Inc. (IONS)
9:15 am - 9:45 amKnight-Swift Transportation Holdings Inc. (KNX)Republic Services, Inc. (RSG)Joby Aviation, Inc. (JOBY)Digital Realty Trust, Inc. (DLR)Jack Henry & Associates, Inc. (JKHY)Service Corporation International (SCI)Leggett & Platt, Incorporated (LEG)Patterson-UTI Energy, Inc. (PTEN)
9:50 am - 10:20 amRegal Rexnord Corporation (RRX)Applied Industrial Technologies, Inc. (AIT)Sealed Air Corporation (SEE)Mobileye Global Inc. (MBLY)Seacoast Banking Corporation of Florida (SBCF)Prologis, Inc. (PLD)Cheesecake Factory Inc. (CAKE)Alarm.com Holdings, Inc. (ALRM)
10:25 am - 10:55 amJ.B. Hunt Transport Services, Inc. (JBHT)Cushman & Wakefield plc (CWK)Frontier Group Holdings, Inc. (ULCC)Doximity, Inc. (DOCS)RLI Corp. (RLI)DexCom, Inc. (DXCM)Polaris Inc. (PII)Northern Oil & Gas Inc. (NOG)
11:00 am - 11:30 amRBC Bearings Incorporated (RBC)Uber Technologies, Inc. (UBER)Avery Dennison Corporation (AVY)CACI International Inc (CACI)Encore Capital Group Inc. (ECPG)Hologic, Inc. (HOLX)Hyatt Hotels Corporation (H)Helix Energy Solutions Group, Inc. (HLX)
11:35 am - 12:05 pmClean Harbors, Inc. (CLH)CME Group Inc. (CME)Stanley Black & Decker, Inc. (SWK)Paylocity Holding Corporation (PCTY)Old Republic International Corporation (ORI)Masimo Corporation (MASI)Acushnet Holdings Corp. (GOLF) 
1:05 pm - 1:35 pmLandstar System, Inc. (LSTR)Vulcan Materials Company (VMC)Alaska Air Group, Inc. (ALK)DigitalBridge Group, Inc. (DBRG)HealthEquity, Inc. (HQY)Exact Sciences Corporation (EXAS)Bloomin' Brands, Inc. (BLMN)Kinder Morgan, Inc. (KMI)
1:40 pm - 2:10 pmD.R. Horton, Inc. (DHI)SS&C Technologies Holdings, Inc. (SSNC) IPG Photonics Corporation (IPGP)ANI Pharmaceuticals, Inc. (ANIP)Health Catalyst, Inc. (HCAT)Camping World Holdings, Inc. (CWH) 
2:15 pm - 2:45 pmFederal Signal Corporation (FSS)Saia, Inc. (SAIA)Sonoco Products Company (SON)Akamai Technologies, Inc. (AKAM)Kemper Corporation (KMPR)Upbound Group, Inc. (UPBD)Colliers International Group Inc. (CIGI)World Kinect Corporation (WKC)
2:50 pm - 3:20 pmMarten Transport, Ltd. (MRTN)WESCO International, Inc. (WCC)Allegiant Travel Company (ALGT)Parsons Corporation (PSN)F.N.B. Corporation (FNB)Haemonetics Corporation (HAE)The Scotts Miracle-Gro Company (SMG)Select Water Solutions, Inc. (WTTR)
3:25 pm - 3:55 pmThe Middleby Corporation (MIDD)Boyd Group Services Inc. (BYD.T)Silgan Holdings Inc. (SLGN)Definitive Healthcare Corp. (DH)Skyward Specialty Insurance Group, Inc. (SKWD)Teleflex Incorporated (TFX)PROG Holdings, Inc. (PRG)Matador Resources Company (MTDR)
4:00 pm - 4:30 pmPlanet Fitness, Inc. (PLNT)Fair Isaac Corporation (FICO) Amentum Holdings, Inc. (AMTM)Renasant Corporation (RNST)Myriad Genetics, Inc. (MYGN)Tecnoglass Inc. (TGLS)Atlas Energy Solutions, Inc. (AESI)
4:35 pm - 5:05 pmGreif, Inc. (GEF)RB Global, Inc. (RBA) nLIGHT, Inc. (LASR)Karooooo Ltd. (KARO)Unum Group (UNM)FirstService Corporation (FSV)EverQuote, Inc. (EVER)

Wednesday 03/05/2025
 Mediterranean 1
Breakout Session - Cordova 2
Mediterranean 2
Breakout Session - Cordova 3
Palazzo A
Breakout Session - Cordova 4
Palazzo B
Breakout Session - Cordova 5
Palazzo C
Breakout Session - Cordova 6
Palazzo F
Breakout Session - Amarante 1
Palazzo G
Breakout Session - Amarante 2
Palazzo H
Breakout Session - Cordova 1
8:05 am - 8:35 am  Hillman Solutions Corp. (HLMN)NNN REIT, Inc. (NNN)Premium Brands Holdings Corp. (PBH.T) Canada Goose Holdings Inc. (GOOS) 
8:40 am - 9:10 amCummins Inc. (CMI) ScanSource, Inc. (SCSC)Pacific Premier Bancorp, Inc. (PPBI)First Busey Corporation (BUSE)QuidelOrtho Corporation (QDEL)Harley-Davidson, Inc. (HOG) 
9:15 am - 9:45 amMetLife, Inc. (MET) Mirion Technologies, Inc. (MIR)Ryman Hospitality Properties, Inc. (RHP)PRA Group, Inc. (PRAA)Axogen, Inc. (AXGN)  
9:50 am - 10:20 amUnited Parcel Service, Inc. (UPS) Microchip Technology Incorporated (MCHP)ATS Corporation (ATS.T) Veracyte, Inc. (VCYT)Olaplex Holdings, Inc. (OLPX) 
10:25 am - 10:55 amJones Lang LaSalle Incorporated (JLL) NAPCO Security Technologies, Inc. (NSSC)Realty Income Corporation (O) Pacira BioSciences, Inc. (PCRX)  
11:00 am - 11:30 am  Arlo Technologies, Inc. (ARLO)RLJ Lodging Trust (RLJ)New Mountain Finance Corporation (NMFC)Integer Holdings Corporation (ITGR)  
11:35 am - 12:05 pm  ZoomInfo Technologies Inc. (ZI)Dun & Bradstreet Holdings, Inc. (DNB)Triumph Financial, Inc. (TFIN)ADMA Biologics, Inc. (ADMA)