Summary

• ICU Medical's new high-volume pump has more connected features, which we believe will drive retention rates and incremental revenue.
• SiteOne Landscape Supply controls 18% of this $26 billion industry and has been growing revenue at a low double-digit compound annual growth rate over the past several years.
• Madison Small Cap Fund liquidated its position in Globus Medical after a multi-year period because the company's success drove its market cap to $12B.

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