manager	shares	port %	label
Bill Nygren / Oakmark - Harris Associates L P	5,009,693	2.2%	Add	history
Wallace Weitz - Weitz Investment Management	95,000	1.3%	Reduce	history
Farallon Capital Management	2,946,838	3.6%	Add	history
Lee Ainslie - Maverick Capital	270,573	1.3%	Reduce	history
Polen Capital Management	6,714,688	4.3%	Reduce	history
Stephen Mandel - Lone Pine Capital	0	<0.01%	Exit	history
Mairs & Power	256,559	0.64%	Reduce	history
Andreas Halvorsen - Viking Global Investors	405,135	0.40%	New	history
Philippe Laffont - Coatue Management	1,907,872	1.9%	Reduce	history
Hillman Capital Management	21,193	1.9%	Reduce	history
First Eagle Investment Management	2,624,665	1.5%	Add	history
Alex Sacerdote - Whale Rock Capital Management	0	<0.01%	Exit	history
Valueact Capital - Valueact Holdings	3,914,309	28.3%	Add	history
Chris James - Meritage Group	1,243	<0.01%	Reduce	history
Starboard Value	1,681,870	10.1%	Add	history
Corvex Management	3,032	0.04%		history
Brad Gerstner - Altimeter Capital Management	363,590	1.4%	New	history
Vulcan Value Partners	1,476,111	5.8%	Add	history
Glen Kacher - Light Street Capital Management	71,500	4.2%	Add	history
Sachem Head Capital Management	0	<0.01%	Exit	history
Davidson Kempner Capital Management	175,000	0.92%	Reduce	history
Robert Vinall - Rv Capital AG	7,000	0.43%	New	history
Ben Jacobs - Anomaly Capital Management	218,894	2.1%	Reduce	history
Mala Gaonkar - Surgocap Partners	0	<0.01%	Exit	history