| FMR LLC |
| 0.06% | 0.04% | #105 | $1.33B | 108.2M | $786.2M | 107.6M | +611,331+0.57% | Add |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 0.04% | 0.02% | #124 | $797.8M | 64.7M | $438.9M | 60.0M | +4.7M+7.77% | Add |
| BlackRock, Inc. |
| 0.01% | 0.01% | #184 | $683.2M | 55.4M | $369.4M | 50.5M | +4.9M+9.66% | Add |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #196 | $399.5M | 32.4M | $225.7M | 30.9M | +1.5M+4.94% | Add |
| SB INVESTMENT ADVISERS (UK) LTD |
| 3.46% | 2.08% | #20 | $265.2M | 21.5M | $160.9M | 22.0M | -500,000-2.27% | Reduce |
| Capital International Investors |
| 0.05% | 0.03% | #108 | $263.5M | 21.4M | $145.8M | 19.9M | +1.4M+7.15% | Add |
| GEODE CAPITAL MANAGEMENT, LLC |
| 0.01% | 0.01% | #175 | $230.0M | 18.6M | $120.0M | 16.4M | +2.2M+13.59% | Add |
| Castle Hook Partners LP |
| 0.96% | 0.37% | #39 | $209.9M | 17.0M | $18.3M | 2.5M | +14.5M+581.38% | Add |
| STATE STREET CORP |
| 0.01% | <0.01% | #222 | $204.6M | 16.6M | $107.1M | 14.7M | +1.9M+13.26% | Add |
| D1 Capital Partners L.P. |
| 0.54% | — | #50 | $187.7M | 15.2M | $0 | 0 | +15.2M | New Buy |
| Artisan Partners Limited Partnership |
| 0.27% | 0.12% | #68 | $171.0M | 13.9M | $73.4M | 10.0M | +3.8M+38.04% | Add |
| Senvest Management, LLC |
| 4.55% | 2.23% | #11 | $155.0M | 12.6M | $67.1M | 9.2M | +3.4M+36.92% | Add |
| Parsifal Capital Management, LP |
| 17.71% | 10.26% | #2 | $146.2M | 11.9M | $87.1M | 11.9M | -58,880-0.49% | Reduce |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.01% | #161 | $126.2M | 10.2M | $84.7M | 11.6M | -1.4M-11.66% | Reduce |
| Divisadero Street Capital Management, LP |
| 2.66% | 1.04% | #27 | $117.2M | 9.5M | $24.8M | 3.4M | +6.1M+180.40% | Add |
| NORGES BANK |
| 0.01% | — | #180 | $111.4M | 9.0M | $0 | 0 | +9.0M | New Buy |
| JPMORGAN CHASE & CO |
| 0.01% | <0.01% | #224 | $104.7M | 8.7M | $39.2M | 5.7M | +3.0M+51.74% | Add |
| Rubric Capital Management LP |
| 0.93% | 0.29% | #42 | $101.3M | 8.2M | $27.4M | 3.7M | +4.5M+119.34% | Add |
| Philosophy Capital Management LLC |
| 8.73% | 6.5% | #5 | $95.4M | 6.7M | $56.9M | 6.8M | -47,201-0.70% | Reduce |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT |
| 3.85% | 2.31% | #15 | $92.8M | 7.5M | $44.4M | 6.1M | +1.5M+23.95% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.01% | <0.01% | #209 | $91.4M | 7.4M | $25.1M | 3.4M | +4.0M+115.84% | Add |
| Avala Global LP |
| 3.32% | 0.74% | #21 | $89.9M | 7.3M | $15.4M | 2.1M | +5.2M+245.90% | Add |
| WCM INVESTMENT MANAGEMENT, LLC |
| 0.16% | 0.09% | #84 | $87.4M | 7.3M | $41.1M | 6.0M | +1.3M+21.16% | Add |
| Winslow Capital Management, LLC |
| 0.29% | 0.2% | #65 | $85.5M | 6.9M | $50.7M | 6.9M | 00.00% | Unchanged |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
| 1.45% | 1.22% | #36 | $82.7M | 6.7M | $45.3M | 6.2M | +503,497+8.12% | Add |
| NORTHERN TRUST CORP |
| 0.01% | 0.01% | #187 | $82.2M | 6.7M | $40.9M | 5.6M | +1.1M+19.05% | Add |
| Kanen Wealth Management LLC |
| 19.32% | 16.85% | #1 | $79.7M | 6.4M | $46.8M | 6.4M | +38,825+0.61% | Add |
| Pertento Partners LLP |
| 4.09% | 2.62% | #14 | $75.8M | 6.1M | $35.8M | 4.9M | +1.3M+25.60% | Add |
| MAVERICK CAPITAL LTD |
| 0.64% | 0.44% | #46 | $72.9M | 5.9M | $37.8M | 5.2M | +740,387+14.31% | Add |
| Atreides Management, LP |
| 0.49% | 0.81% | #53 | $69.8M | 5.7M | $40.7M | 5.6M | +96,423+1.73% | Add |
| Avantyr Capital Partners, LP |
| 2.54% | — | #28 | $69.1M | 5.6M | $0 | 0 | +5.6M | New Buy |
| DENDUR CAPITAL LP |
| 3.5% | — | #19 | $66.7M | 5.4M | $0 | 0 | +5.4M | New Buy |
| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.01% | 0.01% | #218 | $64.4M | 5.2M | $51.6M | 7.1M | -1.8M-25.94% | Reduce |
| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #234 | $58.2M | 4.7M | $48.0M | 6.6M | -1.9M-28.18% | Reduce |
| VANGUARD FIDUCIARY TRUST CO |
| 0.01% | 0.01% | #173 | $57.9M | 4.7M | $31.8M | 4.3M | +347,210+7.99% | Add |
| NEW YORK STATE COMMON RETIREMENT FUND |
| 0.07% | 0.02% | #101 | $54.6M | 4.4M | $17.4M | 2.4M | +2.0M+85.86% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #267 | $49.8M | 4.0M | $33.9M | 4.2M | -184,076-4.36% | Reduce |
| Tensile Capital Management LP |
| 6.83% | 2.09% | #7 | $49.5M | 4.0M | $14.6M | 2.0M | +2.0M+100.88% | Add |
| Nuveen, LLC |
| 0.01% | 0.01% | #177 | $48.9M | 4.0M | $41.8M | 5.7M | -1.7M-30.59% | Reduce |
| Alta Park Capital, LP |
| 4.37% | 3.86% | #12 | $47.7M | 3.9M | $24.8M | 3.4M | +481,399+14.22% | Add |
| Long Pond Capital, LP |
| 4.26% | 0.85% | #13 | $44.3M | 3.6M | $8.9M | 1.2M | +2.4M+195.42% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #229 | $44.1M | 3.6M | $49.0M | 6.7M | -3.1M-46.63% | Reduce |
| CANYON CAPITAL ADVISORS LLC |
| 4.84% | 3.31% | #10 | $42.7M | 3.5M | $25.6M | 3.5M | -36,712-1.05% | Reduce |
| WELLINGTON MANAGEMENT GROUP LLP |
| 0.01% | 0.01% | #208 | $41.8M | 3.4M | $31.6M | 4.3M | -932,364-21.55% | Reduce |
| EMERALD ADVISERS, LLC |
| 0.96% | 0.61% | #40 | $40.6M | 3.3M | $19.4M | 2.7M | +638,150+24.00% | Add |
| Verition Fund Management LLC |
| 0.05% | 0.08% | #107 | $40.5M | 3.3M | $24.7M | 3.4M | -87,093-2.58% | Reduce |
| Nixon Capital, LLC |
| 11.78% | 7.01% | #3 | $37.4M | 3.0M | $20.5M | 2.8M | +230,268+8.21% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #283 | $35.5M | 2.9M | $8.6M | 1.2M | +1.7M+145.06% | Add |
| GOLDENTREE ASSET MANAGEMENT LP |
| 2.04% | — | #31 | $35.0M | 2.8M | $0 | 0 | +2.8M | New Buy |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
| 0.2% | 0.13% | #78 | $33.8M | 2.7M | $17.8M | 2.4M | +312,319+12.86% | Add |
