manager	shares	port %	label
Torray Investment Partners	26,823	2.4%	Reduce	history
Dodge & Cox	3,447,190	1.2%	Add	history
Bill Nygren / Oakmark - Harris Associates L P	1,580	<0.01%	Reduce	history
David Rolfe - Wedgewood Partners	50,171	6.1%	Reduce	history
Farallon Capital Management	1,346,700	3.4%	Add	history
Lee Ainslie - Maverick Capital	1,076	0.01%	Add	history
Robert Olstein - Olstein Capital Management	13,500	1.2%	Reduce	history
David Katz - Matrix Asset Advisors	18,973	1.4%	Add	history
Ron Baron - Bamco Inc. (Baron Capital)	46,042	0.07%	Add	history
Polen Capital Management	2,538,134	3.4%	Reduce	history
Christopher Davis - Davis Selected Advisers	113,684	0.36%	Reduce	history
Stephen Mandel - Lone Pine Capital	891,167	4.3%		history
Mairs & Power	808,787	4.8%	Add	history
Thomas Gayner - Markel Group	5,000	0.03%	New	history
Andreas Halvorsen - Viking Global Investors	1,857,944	3.8%	Add	history
Jensen Investment Management	1,400,591	5.6%	Add	history
Muhlenkamp & Co.	24,738	4.3%	Add	history
Philippe Laffont - Coatue Management	636,966	1.6%	Add	history
Arnold Van Den Berg - Van Den Berg Management I	2,736	0.48%	Add	history
Gates Foundation Trust	5,665	<0.01%	New	history
Hillman Capital Management	671	0.13%		history
First Eagle Investment Management	42,149	0.05%		history
First Pacific Advisors	0	<0.01%	Exit	history
Lewis Sanders - Sanders Capital	5,757,410	6.1%	Add	history
Glenn Greenberg - Brave Warrior Advisors	710	<0.01%	Reduce	history
Vulcan Value Partners	123,681	0.95%	New	history
Murphy Pohlad - Murphy Pohlad Asset Management	7,777	1.7%		history
David Tepper - Appaloosa	200,000	2.0%		history
Ruane, Cunniff & Goldfarb	1,095,459	9.2%	Reduce	history
Dan Sundheim - D1 Capital Partners	0	<0.01%	Exit	history
David Witzke - Avidity Partners Management	112,200	2.3%	New	history