| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Immersion Capital Michael Sidhom | 3,954,792 | $70,039 | +11% | 11.08% |
| 2. | Parian Global Management Zachary Miller | 740,000 | $13,105 | +67% | 5.94% |
| 3. | Whetstone Capital Advisors David Atterbury | 687,246 | $12,171 | +31% | 3.26% |
| 4. | Foxhaven Asset Management Michael Pausic | 4,351,496 | $77,065 | +106% | 3.12% |
| 5. | Nishkama Capital Ravee Mehta | 132,650 | $2,349 | 2.53% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.52 | 2,675 | Officer, Other | 11,103 | 2019-12-10 | Filing | |
| $17.92 | 2,627 | Officer | 1,354 | 2019-10-31 | Filing | |
| $17.83 | 23,000 | Officer | 3,981 | 2019-10-31 | Filing | |
| $17.60 | 2,172 | Officer | 8,804 | 2019-10-10 | Filing | |
| $17.47 | 5,189 | Officer | 10,976 | 2019-10-10 | Filing |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 62,402 | $1,105 | 1.08% | |
| 2. | 3,197,187 | $56,622 | 1% | |
| 3. | 497,969 | $8,819 | 0.64% | |
| 4. | 1,660,664 | $29,410 | 0.64% | |
| 5. | 919,618 | $16,284 | 0.21% |
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