manager	shares	port %	label
Bill Nygren / Oakmark - Harris Associates L P	3,110,708	1.5%	Reduce	history
Wallace Weitz - Weitz Investment Management	110,000	1.7%	Reduce	history
Farallon Capital Management	1,952,168	2.7%	Add	history
Lee Ainslie - Maverick Capital	424,011	2.4%	Add	history
Polen Capital Management	6,954,745	4.8%	Reduce	history
Stephen Mandel - Lone Pine Capital	2,400,267	5.7%	Reduce	history
Mairs & Power	267,036	0.78%	Reduce	history
Philippe Laffont - Coatue Management	4,700,836	5.6%	Add	history
Hillman Capital Management	26,889	2.6%	Reduce	history
First Eagle Investment Management	1,932,172	1.3%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	950,736	4.3%	New	history
Valueact Capital - Valueact Holdings	3,486,309	23.1%		history
Chris James - Meritage Group	87,337	0.62%	Reduce	history
Starboard Value	1,208,475	7.5%	Reduce	history
Corvex Management	3,032	0.04%		history
Vulcan Value Partners	838,401	3.7%	Reduce	history
Glen Kacher - Light Street Capital Management	61,405	4.5%	Reduce	history
Sachem Head Capital Management	335,300	4.3%	Reduce	history
Davidson Kempner Capital Management	208,500	1.1%	Add	history
Robert Vinall - Rv Capital AG	0	<0.01%	Exit	history
Ben Jacobs - Anomaly Capital Management	393,624	4.2%	New	history
Mala Gaonkar - Surgocap Partners	267,397	4.3%	New	history