| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Isomer Partners Mendel Hui | 550,000 | $55,451 | 19.8% | |
| 2. | Blackcrane Capital Daniel Kim | 169,674 | $17,107 | +61% | 15.63% |
| 3. | SQN Investors Amish Mehta | 487,179 | $49,117 | -45% | 4.95% |
| 4. | Marcho Partners Carl Anderson | 75,231 | $7,585 | -27% | 3.31% |
| 5. | Steadfast Capital Management Robert Pitts | 1,812,268 | $182,713 | -12% | 2.8% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 300,100 | $30,256 | 21.45% | |
| 2. | 555,291 | $55,984 | 14.13% | |
| 3. | 922,291 | $92,985 | 4.33% | |
| 4. | 113,395 | $11,433 | 3.72% | |
| 5. | 20,225 | $2,039 | 3.45% |
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