manager	shares	port %	label
Torray Investment Partners	91,137	4.5%	Reduce	history
Dodge & Cox	20,580	<0.01%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	1,710	<0.01%		history
Farallon Capital Management	892,400	1.5%	New	history
David Katz - Matrix Asset Advisors	1,099	0.03%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	537,840	0.50%	Add	history
George Soros - Soros Fund Management	102,379	0.41%	New	history
Polen Capital Management	3,531,637	5.2%	Reduce	history
Murray Stahl - Horizon Kinetics Asset Management	1,207	<0.01%		history
Stephen Mandel - Lone Pine Capital	1,730,216	4.4%	Add	history
Mairs & Power	3,323	0.01%	Reduce	history
Jensen Investment Management	178,441	0.97%	New	history
Philippe Laffont - Coatue Management	5,510,227	4.8%	Reduce	history
Sarah Ketterer - Causeway Capital Management	827	<0.01%	New	history
Chase Coleman - Tiger Global Management	2,875,614	3.3%	Reduce	history
William Von Mueffling - Cantillon Capital Management	4,604,301	8.6%	Reduce	history
First Pacific Advisors	86,111	0.39%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	1,031,732	4.6%	Reduce	history
Brad Gerstner - Altimeter Capital Management	32,129	0.17%	Reduce	history
Nehal Chopra - Ratan Capital Management	39,490	3.8%	Add	history
Glen Kacher - Light Street Capital Management	143,779	7.7%	Add	history
Murphy Pohlad - Murphy Pohlad Asset Management	970	0.13%		history
Davidson Kempner Capital Management	75,000	0.41%	New	history
Dan Sundheim - D1 Capital Partners	358,548	1.2%	Reduce	history
Ryan Packard - Hiddenite Capital Partners	20,000	0.90%	Reduce	history
Ram Parameswaran - Octahedron Capital Management	0	<0.01%	Exit	history
Mala Gaonkar - Surgocap Partners	669,969	6.4%	Reduce	history
Ben Hoskin - Value Aligned Research Advisors	219,909	0.77%		history
Estuary Capital Management	104,760	6.4%	New	history
Kentucky Trust Co. - Kentucky Trust	713	0.13%		history