| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Immersion Capital Michael Sidhom | 1,241,877 | $79,653 | 12.53% | |
| 2. | Teewinot Capital Advisers Michael Moriarty | 326,220 | $20,924 | 6.73% | |
| 3. | Woodson Capital Management James Woodson Davis | 600,000 | $38,484 | +33% | 6.57% |
| 4. | Tiger Management Julian Robertson | 97,296 | $6,241 | 2.53% | |
| 5. | Harris Associates Natixis Global Asset Management | 19,878,084 | $1,274,980 | +21% | 2.34% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 1,310,115 | $86,965 | 17.39% | |
| 2. | 288,178 | $19,129 | 0.38% | |
| 3. | 286,491 | $19,016 | 0.21% | |
| 4. | 47,977 | $3,185 | 0.14% | |
| 5. | 9,524 | $632 | 0.01% |
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