| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 12 West Capital Management Joel Ramin | 2,772,801 | $208,487 | +16% | 17% |
| 2. | Permian Investment Partners Alex Duran And Scott Hendrickson | 1,051,000 | $79,025 | 14.37% | |
| 3. | Engle Capital Jeffrey Hoffner | 600,000 | $45,114 | +65% | 11.73% |
| 4. | Brahman Capital Peter Adam Hochfelder | 2,171,747 | $163,294 | -36% | 11.55% |
| 5. | Deep Field Asset Management Jordan Moelis And Jeff Farroni | 321,660 | $24,186 | -6% | 8.73% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.05 | 4,000 | Officer | 4,000 | 2015-08-11 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.28 | 800 | Director | 15,043 | 2019-06-17 | Filing | |
| $70.28 | 2,000 | Officer | 126,009 | 2019-06-17 | Filing | |
| $0.00 | 1,161 | Officer | 126,009 | 2019-06-13 | Filing | |
| $75.14 | 10,856 | Officer | 131,143 | 2019-02-26 | Filing | |
| $60.36 | 8,610 | Officer | 70,662 | 2018-02-28 | Filing |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 526,000 | $39,550 | 17.21% | |
| 2. | 345,341 | $25,966 | 11.5% | |
| 3. | 62,841 | $4,725 | 7.05% | |
| 4. | 1,670,704 | $125,620 | 5.53% | |
| 5. | 166,603 | $12,527 | 4.84% |
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