| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Punch Card Capital Norbest Lou | 165,577 | $37,864 | 23.28% | |
| 2. | Sloane Robinson Investment Management Hugh Sloane | 124,400 | $28,448 | +9% | 20.6% |
| 3. | Lakewood Capital Management Anthony Bozza | 1,525,459 | $348,842 | +12% | 11.52% |
| 4. | SCGE Management Christopher Lyle | 299,500 | $68,490 | +11% | 5.75% |
| 5. | Darsana Capital Partners Anand Desai | 700,000 | $160,076 | 5.01% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 803,345 | $127,410,517 | 1.65% | |
| 2. | 16,825 | $2,668 | 0.63% | |
| 3. | 5,250 | $842 | 0.59% | |
| 4. | 5,450 | $864 | 0.21% | |
| 5. | 1,367 | $313 | 0.14% |
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