Hedge Fund - Select Equity Group

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. PKI 10,326,036 $1,481,786 +11% 6.08%
2. CCC 37,340,165 $1,109,376 +43% 4.55%
3. MLM 3,527,000 $1,001,562 +4% 4.11%
4. CDW 7,460,355 $983,200 +9% 4.03%
5. GDDY 10,592,681 $878,662 +8% 3.6%