| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | Cavalry Asset Management John Hurley |
2,619,480 | $69,730 | -39% |
14.27% |
| 2.) | Valiant Capital Christopher R. Hansen |
3,811,061 | $101,449 | +157% |
10.1% |
| 3.) | Andor Capital Management Daniel Benton |
2,000,000 | $53,239 | +100% |
9.29% |
| 4.) | Conatus Capital Management David Stemerman |
5,154,642 | $137,215 |  |
6.18% |
| 5.) | Shannon River Fund Management Spencer M. Waxman |
1,350,000 | $35,937 | +238% |
4.77% |
| 6.) | Glade Brook Capital Partners Paul Hudson |
567,058 | $15,101 | |
4.76% |
| 7.) | Peconic Partners Llc William Harnisch |
846,700 | $22,539 | |
4.41% |
| 8.) | Alydar Capital John Murphy |
2,077,000 | $55,289 | |
4.31% |
| 9.) | Tiger Consumer Management Patrick Mccormack |
3,456,612 | $92,014 | +95% |
4.28% |
| 10.) | Karsch Capital Management Michael Karsch |
2,338,270 | $62,268 | |
4.2% |
| 11.) | Joho Capital Robert Karr |
1,010,000 | $26,896 | +41% |
3.56% |
| 12.) | Bridger Management Roberto Mignone |
1,745,000 | $46,451 | +24% |
3.31% |
| 13.) | Miura Global Management Pasco Alfaro / Richard Tumure |
900,000 | $23,958 | +417% |
3.23% |
| 14.) | Glg Partners Noam Gottesman |
2,180,127 | $58,057 | +141% |
2.92% |
| 15.) | Ivory Capital (Investment Mgmt) Curtis Macnguyen |
1,943,741 | $51,742 | |
2.88% |
| 16.) | Hilltop Park Associates Stanley Shopkorn And Douglas Day |
50,000 | $1,331 | |
2.25% |
| 17.) | Vinik Asset Management Jeffrey Vinik |
2,752,800 | $73,307 | +21406% |
2.14% |
| 18.) | Tremblant Capital Brett Barakett |
1,625,903 | $43,281 | |
1.95% |
| 19.) | Bronson Point Partners Larry Foley And Paul Farrell |
750,000 | $19,965 | +200% |
1.9% |
| 20.) | Lone Pine Capital Stephen Mandel |
10,928,300 | $290,908 | |
1.82% |
| Insider | Price | Amount | Relationship | Remaning Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.03 | 47,846 | Director | 47,846 | 2012-08-08 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.77 | 11,700 | Officer | 2,284,491 | 2013-05-23 | Filing | |
| $25.64 | 11,700 | Officer | 2,296,191 | 2013-05-22 | Filing | |
| $25.44 | 6,696 | Director | 1,731,502 | 2013-05-22 | Filing | |
| $25.44 | 169,756 | Director | 15,677,394 | 2013-05-22 | Filing | |
| $25.64 | 125 | Officer | 173,683 | 2013-05-22 | Filing |
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