PRESENTING COMPANY LIST

Presenting Company Ticker Industry Headquarters Market Cap. Dividend Yield
Adams Resources & Energy, Inc. AE Oil & Gas Refining & Marketing Houston, TX 82 3.0%
Agilysys, Inc. AGYS Software - Application Alpharetta, GA 2,100 0.0%
ARC Document Solutions, Inc. ARC Specialty Business Services San Ramon, CA 119 5.5%
AstroNova, Inc. ALOT Computer Hardware West Warwick, RI 101 0.0%
Atlas Energy Solutions, Inc. AESI Oil & Gas Equipment & Services Austin, TX 1,097 1.8%
AZZ, Inc. AZZ Specialty Business Services Fort Worth, TX 1,177 1.4%
Bel Fuse, Inc. BELFB Electronic Components Jersey City, NJ 686 0.5%
BGSF, Inc. BGSF Staffing & Employment Services Plano, TX 102 4.8%
Blackbaud, Inc. BLKB Software - Application Charleston, SC 3,539 0.0%
Bowman Consulting Group Ltd. BWMN Engineering & Construction Reston, VA 391 0.0%
CECO Environmental Corp. CECO Pollution & Treatment Controls Dallas, TX 549 0.0%
Cimpress CMPR Advertising Agencies Dundalk, Ireland 1,559 0.0%
Conduent, Inc. CNDT Information Technology Services Florham Park, NJ 701 0.0%
Core Molding Technologies, Inc. CMT Specialty Chemicals Columbus, OH 222 0.0%
Crown Crafts, Inc. CRWS Furnishings, Fixtures & Appliances Gonzales, LA 43 7.6%
DMC Global, Inc. BOOM Oil & Gas Equipment & Services Broomfield, CO 373 0.0%
Dynex Capital, Inc. DX REIT - Mortgage Richmond, VA 549 16.1%
Educational Development Corp. EDUC Publishing Tulsa, OK 8 0.0%
Energy Recovery, Inc. ERII Pollution & Treatment Controls San Leandro, CA 806 0.0%
Enerpac Tool Group Corp. EPAC Specialty Industrial Machinery Menomonee Falls, WI 1,550 0.1%
Entravision Communications Corp. EVC Advertising Agencies Santa Monica, CA 314 4.9%
Epsilon Energy, Ltd. EPSN Oil & Gas E&P Houston, TX 122 4.6%
Ferroglobe PLC GSM Other Industrial Metals & Mining London, UK 836 0.0%
Forestar Group, Inc. FOR Real Estate - Development Arlington, TX 1,173 0.0%
Franklin BSP Realty Trust, Inc. FBRT REIT - Mortgage New York, NY 1,024 11.4%
FTAI Aviation Ltd. FTAI Rental & Leasing Services New York, NY 3,740 2.4%
FTAI Infrastructure, Inc. FIP Conglomerates New York, NY 300 3.0%
Global Industrial Co. GIC Industrial Distribution Port Washington, NY 1,212 1.9%
GoHealth, Inc. GOCO Insurance Brokers Chicago, IL 131 0.0%
GrafTech International Ltd. EAF Electrical Equipment & Parts Independence, OH 874 0.9%
Green Brick Partners, Inc. GRBK Residential Construction Plano, TX 1,745 0.0%
Harvard Bioscience, Inc. HBIO Medical Instruments & Supplies Holliston, MA 184 0.0%
Hillman Solutions Corp. HLMN Tools & Accessories Forest Park, OH 1,277 0.0%
Howard Hughes Holdings, Inc. HHH Real Estate - Diversified The Woodlands, TX 3,324 0.0%
IDT Corp. IDT Telecom Services Newark, NJ 704 0.0%
inTest Corp. INTT Semiconductor Equipment & Materials Mount Laurel, NJ 157 0.0%
John B. Sanfilippo & Son, Inc. JBSS Packaged Foods Elgin, IL 1,199 0.8%
Koppers Holdings, Inc. KOP Specialty Chemicals Pittsburgh, PA 762 0.6%
Miller Industries, Inc. MLR Auto Parts Ooltewah, TN 415 2.0%
Mondee Holdings, Inc. MOND Travel Services Austin, TX 350 0.0%
Nature's Sunshine Products, Inc. NATR Packaged Foods Lehi, UT 342 0.0%
Oxford Industries, Inc. OXM Apparel Manufacturing Atlanta, GA 1,345 2.9%
Pine Cliff Energy Ltd. PIFYF Oil & Gas E&P Calgary, AB 369 8.5%
Profire Energy, Inc. PFIE Oil & Gas Equipment & Services Lindon, UT 89 0.0%
Quest Resource Holding Corp. QRHC Waste Management The Colony, TX 143 0.0%
Ranger Energy Services, Inc. RNGR Oil & Gas Equipment & Services Houston, TX 323 0.4%
Red Violet, Inc. RDVT Software - Application Boca Raton, FL 276 0.0%
Research Solutions, Inc. RSSS Software - Application Henderson, NV 68 0.0%
Rocky Mountain Chocolate Factory, Inc. RMCF Confectioners Durango, CO 25 0.0%
Select Water Solutions, Inc. WTTR Specialty Chemicals Houston, TX 770 2.0%
Smith-Midland Corp. SMID Building Materials Midland, VA 104 0.0%
Sterling Infrastructure, Inc. STRL Engineering & Construction The Woodlands, TX 2,230 0.0%
TimkenSteel Corp. TMST Steel Canton, OH 884 0.0%
Tiptree, Inc. TIPT Insurance - Specialty Greenwich, CT 554 1.3%
Titan International, Inc. TWI Farm & Heavy Construction Machinery West Chicago, IL 732 0.0%
Turning Point Brands, Inc. TPB Tobacco Louisville, KY 356 1.3%
U.S. Physical Therapy, Inc. USPH Medical Care Facilities Houston, TX 1,261 2.0%
Viad Corp. VVI Specialty Business Services Scottsdale, AZ 494 0.0%
Vitesse Energy, Inc. VTS Oil & Gas E&P Centennial, CO 682 6.3%
Vox Royalty Corp. VOXR Other Precious Metals & Mining Toronto, ON 98 2.1%
Willdan Group, Inc. WLDN Engineering & Construction Anaheim, CA 241 0.0%

2023 SOUTHWEST IDEAS CONFERENCE SCHEDULE

Wednesday, November 15th

Wednesday
November 15th 		Central Time Presentation Room #1 Presentation Room #2 Presentation Room #3
Registration & Breakfast 7:30 - 8:30 Registration and Breakfast
8:00 - 8:35 CECO Environmental Corp.
(Nasdaq: CECO)		 Entravision Communications Corp.
(NYSE: EVC)
8:40 - 9:15 AZZ, Inc.
(NYSE: AZZ)		 U.S. Physical Therapy, Inc.
(NYSE: USPH)
9:20 - 9:55 IDT Corp.
(NYSE: IDT)		 Pine Cliff Energy Ltd.
(OTC: PIFYF)		 Nature's Sunshine Products, Inc.
(Nasdaq: NATR)
10:05 - 10:40 BGSF, Inc.
(NYSE: BGSF)		 Blackbaud, Inc.
(Nasdaq: BLKB)		 Cimpress
(Nasdaq: CMPR)
10:50 - 11:25 FTAI Infrastructure, Inc.
(Nasdaq: FIP)		 Smith-Midland Corp.
(Nasdaq: SMID)		 Bowman Consulting Group Ltd.
(Nasdaq: BWMN)
Keynote Lunch Program 11:30 - 12:55 Investor Panel Discussion | 2nd Floor | Junior Ballroom
Company Presentations 1:00 - 1:35 Energy Recovery, Inc.
(Nasdaq: ERII)		 Titan International, Inc.
(NYSE: TWI)		 Quest Resource Holding Corp.
(Nasdaq: QRHC)
1:45 - 2:20 Franklin BSP Realty Trust, Inc.
(NYSE: FBRT)		 Sterling Infrastructure, Inc.
(Nasdaq: STRL)		 Hillman Solutions Corp.
(Nasdaq: HLMN)
2:30 - 3:05 John B. Sanfilippo & Son, Inc.
(Nasdaq: JBSS)		 Koppers Holdings, Inc.
(NYSE: KOP)		 inTest Corp.
(NYSE: INTT)
3:10 - 3:45 Miller Industries, Inc.
(NYSE: MLR)		 Oxford Industries, Inc.
(NYSE: OXM)		 Green Brick Partners, Inc.
(NYSE: GRBK)
3:50 - 4:25 Viad Corp.
(NYSE: VVI)		 FTAI Aviation Ltd.
(Nasdaq: FTAI)
4:30 - 5:05 Turning Point Brands, Inc.
(NYSE: TPB)
Participating in 1x1s Only Red Violet, Inc. (Nasdaq: RDVT)
TimkenSteel Corp. (NYSE: TMST)
Reception 5:00 - 6:00 Networking Cocktail Reception
Sponsored by Three Part Advisors

Thursday, November 16th

Thursday
November 16		 Central Time Presentation Room #1 Presentation Room #2 Presentation Room #3
Registration
& Breakfast		 7:30 - 8:30 Registration and Breakfast
8:00 - 8:35 Bel Fuse, Inc.
(Nasdaq: BELFB)		 Global Industrial Co.
(NYSE: GIC)
8:40 - 9:15 Crown Crafts, Inc.
(Nasdaq: CRWS)		 Research Solutions, Inc.
(Nasdaq: RSSS)		 Harvard Bioscience, Inc.
(Nasdaq: HBIO)
9:20 - 9:55 Educational Development Corp.
(Nasdaq: EDUC)		 Epsilon Energy, Ltd.
(Nasdaq: EPSN)
CANCELLED		 ARC Document Solutions, Inc.
(NYSE: ARC)
10:05 - 10:40 Core Molding Technologies, Inc.
(NYSE: CMT)		 Agilysys, Inc.
(Nasdaq: AGYS)		 Rocky Mountain Chocolate Factory, Inc.
(Nasdaq: RMCF)
10:50 - 11:25 Select Water Solutions, Inc.
(NYSE: WTTR)		 Adams Resources & Energy, Inc.
(NYSE: AE)		 GrafTech International Ltd.
(NYSE: EAF)
Keynote Lunch Program 11:30 - 12:55 Dr. Harvey Rosenblum, Executive Vice President and Director of Research,
Federal Reserve Bank of Dallas (2005 – 2013)
“So, Where’s/When’s the recession?  A look into the US economy and monetary policy.”
Company Presentations 1:00 - 1:35 Vitesse Energy, Inc.
(NYSE: VTS)		 GoHealth, Inc.
(Nasdaq: GOCO)		 Willdan Group, Inc.
(Nasdaq: WLDN)
1:45 - 2:20 Profire Energy, Inc.
(Nasdaq: PFIE)		 Ferroglobe PLC
(Nasdaq: GSM)		 Forestar Group, Inc.
(NYSE: FOR)
2:30 - 3:05 DMC Global, Inc.
(Nasdaq: BOOM)		 Dynex Capital, Inc.
(NYSE: DX)		 Enerpac Tool Group Corp.
(NYSE: EPAC)
3:10 - 3:45 Vox Royalty Corp.
(Nasdaq: VOXR)		 Mondee Holdings, Inc.
(Nasdaq: MOND)		 AstroNova, Inc.
(Nasdaq: ALOT)
3:50 - 4:25 Atlas Energy Solutions, Inc.
(NYSE: AESI)		 Conduent, Inc.
(Nasdaq: CNDT)
4:30 - 5:05 Ranger Energy Services, Inc.
(NYSE: RNGR)
Participating in 1x1s Only Howard Hughes Holdings, Inc. (NYSE: HHH)
Reception 5:00 - 6:00 Networking Cocktail Reception Sponsored by Three Part Advisors

Sponsored by Investors. for investors.