manager	shares	port %	label
Torray Investment Partners	660	2.0%	Reduce	history
Dodge & Cox	3,946,005	1.1%	Add	history
Bill Nygren / Oakmark - Harris Associates L P	1,280	<0.01%	Reduce	history
David Rolfe - Wedgewood Partners	60,193	6.2%	Add	history
Farallon Capital Management	1,701,410	3.8%	Add	history
Lee Ainslie - Maverick Capital	616	<0.01%	New	history
Robert Olstein - Olstein Capital Management	14,500	1.2%	Add	history
David Katz - Matrix Asset Advisors	24,983	1.5%	Add	history
Ron Baron - Bamco Inc. (Baron Capital)	57,317	0.08%	Add	history
Polen Capital Management	2,393,781	2.7%	Reduce	history
Christopher Davis - Davis Selected Advisers	89,853	0.25%	Reduce	history
Stephen Mandel - Lone Pine Capital	0	<0.01%	Exit	history
Mairs & Power	816,526	3.9%	Add	history
Thomas Gayner - Markel Group	16,100	0.08%	Add	history
Andreas Halvorsen - Viking Global Investors	1,361,207	2.5%	Add	history
Jensen Investment Management	1,360,511	5.1%	Reduce	history
Muhlenkamp & Co.	25,205	3.6%	Add	history
Philippe Laffont - Coatue Management	0	<0.01%	Exit	history
Arnold Van Den Berg - Van Den Berg Management I	5,914	0.86%	Add	history
Hillman Capital Management	471	0.07%	Reduce	history
First Eagle Investment Management	38,680	0.04%	Reduce	history
Lewis Sanders - Sanders Capital	5,030,338	4.2%	Add	history
Glenn Greenberg - Brave Warrior Advisors	610	<0.01%		history
Vulcan Value Partners	179,241	1.3%	Add	history
Murphy Pohlad - Murphy Pohlad Asset Management	7,609	1.5%		history
David Tepper - Appaloosa	200,000	1.5%		history
Ruane, Cunniff & Goldfarb	1,027,863	7.9%	Reduce	history
Dan Sundheim - D1 Capital Partners	156,000	1.2%	New	history
David Witzke - Avidity Partners Management	0	<0.01%	Exit	history