Arista Networks, Inc.

Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 25 offices worldwide, they provide global investment and research capabilities with consultative local delivery. They have more than $541 billion in AUM for individuals, families and institutions worldwide and employ over 540 investment professionals.

EVM's primary basis for their investment decision is the in-depth fundamental analysis. In developing information for use in making investment decisions and recommendations for clients, EVM places considerable importance on personal visits with company management by members of its research staff, in the case of issuers of equity and corporate debt securities, and with industry representatives and governmental officials where appropriate. The firm may utilize other sources of information, such as on-line services and financial database services. EVM offers a variety of investment strategies to address the particular investment objectives of its clients including equity strategies, income strategies, mixed-asset strategies and alternative strategies. A particular investment strategy may involve additional investment selection criteria and be subject to additional risks. The firm's domestic and global equity strategies may focus on securities of a particular style, market-cap, geographic region and/or market sector. Many of these strategies involve a combination of these approaches.

JSP seeks to add value primarily through securities selection. They apply a rigorous fundamental research process to identify common stocks of companies that they believe have long-term capital appreciation potential and are expected to grow faster than the local economy. Securities are generally selected on the basis of their potential for long-term capital growth. Using a bottom-up approach , the portfolio managers seek to select securities they believe have large end market potential or dominance of a profitable niche market, superior business models, and strong free cash flow generation that are attractively priced compared to the intrinsic value of the securities. They also consider a company's operational efficiencies, management's plans for capital allocation, and the company's shareholder orientation. JSP generally pursues an investment strategy of long-term capital growth. In pursuing this strategy, the firm primarily recommends equity securities of US and non-US issuers, although they may recommend a variety of securities and they do not limit recommendations to a particular type of security.

Khosla Ventures seeks opportunities to help build companies at all stages of development with a significant technology or business model innovation. Sectors of particular interest include mobile, alternative energy and bio refineries, as well as new markets or contrarian approaches to existing markets. Investments range from $100,000 to over $20 million.

Singtel Innov8 invests in technology and high tech solutions companies across the Globe primarily in the US, Singapore, China, Australia, Israel, Hong Kong, and Taiwan. The firm invests in ideas, technologies, products and services that are related to the Group's business including those in adjacent spaces such as internet applications and new digital media. Innov8 will also focus its investments on technologies and solutions that lead to quantum change in network capabilities and capacity, next generation devices, digital content services and enablers to enhance customer experience...Singtel Innov8 invests all stages of development of a company from seed through to early growth capital requirements. The firm invest anything up to S$30m per investment. In exceptional cases investments above S$30m. They make co-investments and also lead or follow-on investments.

Summit Partners invests in growth companies across the world. The firm target companies in sectors such as technology, healthcare & life sciences and growth products & services. They provide financing from venture capital to growth equity to fixed income for recapitalizations, MBOs and all stages of capital requirements with an investment size of USD10 million to more than USD500 million. They consider both majority and minority positions.