| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lionstone Capital Management Leon Lowenstein | 571,500 | $22,609 | +16% | 10.24% |
| 2. | Sunriver Management Will Cook | 885,660 | $35,037 | +20% | 7.83% |
| 3. | Nitorum Capital Seth Rosen | 1,534,221 | $60,694 | +17% | 6.67% |
| 4. | Kensico Capital Michael Lowenstein | 8,925,000 | $353,073 | +9% | 6.27% |
| 5. | Otter Creek Management Roger Keith Long | 218,609 | $8,648 | +19% | 1.82% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.75 | 12,275 | Director | 12,275 | 2017-11-16 | Filing | |
| $40.75 | 7,365 | Director | 35,988 | 2017-11-16 | Filing | |
| $33.53 | 7,500 | Director | 22,489 | 2016-11-17 | Filing | |
| $34.50 | 87,566 | Officer, Director | 1,514,253 | 2016-11-21 | Filing | |
| $29.88 | 7,364,810 | Director | 19,731,146 | 2015-02-23 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.15 | 3,000 | Officer | 5,871 | 2017-05-25 | Filing | |
| $40.80 | 10,629 | Officer | 10,535 | 2017-06-16 | Filing | |
| $40.41 | 30,000 | Officer | 62,460 | 2017-06-14 | Filing | |
| $38.61 | 100,000 | Officer | 254,736 | 2017-06-02 | Filing | |
| $37.15 | 3,000 | Officer | 2,871 | 2017-05-25 | Filing |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 635,914 | $25,157 | 4.86% | |
| 2. | 426,400 | $16,868 | 3.14% | |
| 3. | 1,926,138 | $76,197 | 2.61% | |
| 4. | 811,308 | $32,095 | 2.29% | |
| 5. | 10,591,409 | $418,996 | 2.16% |
