manager	shares	port %	label
Torray Investment Partners	94,312	4.2%	Reduce	history
Dodge & Cox	21,030	<0.01%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	1,710	<0.01%	Reduce	history
David Katz - Matrix Asset Advisors	1,119	0.03%	Add	history
Ron Baron - Bamco Inc. (Baron Capital)	497,399	0.44%	Reduce	history
Polen Capital Management	4,485,854	4.8%	New	history
Murray Stahl - Horizon Kinetics Asset Management	1,207	<0.01%	Reduce	history
Stephen Mandel - Lone Pine Capital	1,549,412	3.7%	New	history
Mairs & Power	3,920	0.01%	Add	history
Philippe Laffont - Coatue Management	5,767,559	4.7%	Add	history
Chase Coleman - Tiger Global Management	2,889,614	2.9%	Add	history
William Von Mueffling - Cantillon Capital Management	4,699,739	8.5%	Reduce	history
First Pacific Advisors	114,719	0.52%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	1,430,911	5.6%	Reduce	history
Senator Investment Group	0	<0.01%	Exit	history
Stanley Druckenmiller - Duquesne Family Office	0	<0.01%	Exit	history
Brad Gerstner - Altimeter Capital Management	744,776	3.2%	New	history
Nehal Chopra - Ratan Capital Management	26,217	4.7%		history
Glen Kacher - Light Street Capital Management	99,305	5.5%	Reduce	history
Murphy Pohlad - Murphy Pohlad Asset Management	970	0.13%		history
Davidson Kempner Capital Management	0	<0.01%	Exit	history
Dan Sundheim - D1 Capital Partners	667,400	2.5%	New	history
Ryan Packard - Hiddenite Capital Partners	41,750	2.5%	Reduce	history
Ram Parameswaran - Octahedron Capital Management	2,550	0.48%		history
Mala Gaonkar - Surgocap Partners	701,560	6.4%	New	history
Ben Hoskin - Value Aligned Research Advisors	219,909	1.1%	Add	history
Situational Awareness	0	<0.01%	Exit	history
Kentucky Trust Co. - Kentucky Trust	713	0.13%		history