| FMR LLC |
| 0.09% | 0.11% | #110 | $2.06B | 26.3M | $2.06B | 27.9M | -1.5M-5.51% | Reduce |
| BlackRock, Inc. |
| 0.02% | 0.03% | #202 | $1.51B | 19.2M | $1.49B | 20.1M | -914,909-4.54% | Reduce |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 0.02% | 0.02% | #240 | $717.9M | 9.2M | $671.1M | 9.1M | +78,188+0.86% | Add |
| Select Equity Group, L.P. |
| 3.45% | 3.51% | #29 | $697.2M | 8.9M | $685.5M | 9.3M | -381,217-4.11% | Reduce |
| WINDACRE PARTNERSHIP LLC |
| 6.53% | 6.5% | #12 | $660.2M | 8.4M | $607.8M | 8.2M | +197,540+2.40% | Add |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 0.03% | 0.03% | #178 | $644.5M | 8.2M | $623.8M | 8.4M | -217,139-2.57% | Reduce |
| STATE STREET CORP |
| 0.02% | 0.02% | #230 | $570.8M | 7.3M | $509.3M | 6.9M | +389,835+5.66% | Add |
| Linonia Partnership LP |
| 9.28% | 12.06% | #6 | $519.4M | 6.6M | $649.2M | 8.8M | -2.2M-24.57% | Reduce |
| BROWNING WEST LP |
| 29.55% | 26.95% | #1 | $499.4M | 6.4M | $435.9M | 5.9M | +473,209+8.02% | Add |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
| 8.3% | 9.24% | #10 | $454.6M | 5.8M | $428.6M | 5.8M | 00.00% | Unchanged |
| D1 Capital Partners L.P. |
| 1.12% | 3.09% | #51 | $390.1M | 5.0M | $346.6M | 4.7M | +286,941+6.12% | Add |
| Artisan Partners Limited Partnership |
| 0.58% | 0.55% | #63 | $365.6M | 4.7M | $342.2M | 4.6M | +33,950+0.73% | Add |
| Boston Partners |
| 0.31% | 0.29% | #75 | $349.1M | 4.5M | $280.9M | 3.8M | +653,494+17.20% | Add |
| GEODE CAPITAL MANAGEMENT, LLC |
| 0.02% | 0.02% | #231 | $314.1M | 4.0M | $359.0M | 4.9M | -850,595-17.52% | Reduce |
| LONDON CO OF VIRGINIA |
| 1.68% | 1.45% | #38 | $295.1M | 3.8M | $234.9M | 3.2M | +586,750+18.46% | Add |
| JPMORGAN CHASE & CO |
| 0.02% | 0.02% | #235 | $293.2M | 3.7M | $301.0M | 4.3M | -596,101-13.74% | Reduce |
| Allspring Global Investments Holdings, LLC |
| 0.39% | 0.38% | #70 | $256.7M | 3.3M | $224.2M | 3.0M | +279,740+9.18% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #253 | $251.1M | 3.2M | $90.3M | 1.1M | +2.1M+199.05% | Add |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
| 8.59% | 8.97% | #8 | $233.3M | 3.0M | $217.4M | 2.9M | +34,225+1.16% | Add |
| Point72 Asset Management, L.P. |
| 0.25% | 0.21% | #80 | $225.7M | 2.9M | $163.9M | 2.2M | +660,765+29.80% | Add |
| GOLDMAN SACHS GROUP INC |
| 0.02% | 0.01% | #218 | $215.3M | 2.7M | $126.0M | 1.7M | +1.0M+61.12% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #254 | $204.6M | 2.6M | $165.8M | 2.2M | +367,140+16.37% | Add |
| CITADEL ADVISORS LLC |
| 0.02% | 0.01% | #197 | $204.1M | 2.6M | $57.8M | 781,684 | +1.8M+233.03% | Add |
| Third Point LLC |
| 4.31% | 8.06% | #20 | $201.5M | 2.6M | $167.9M | 2.3M | +300,000+13.21% | Add |
| BECK MACK & OLIVER LLC |
| 3.77% | 4.21% | #26 | $193.5M | 2.5M | $178.1M | 2.4M | +59,038+2.45% | Add |
| UBS Group AG |
| 0.02% | 0.02% | #194 | $184.7M | 2.4M | $110.9M | 1.5M | +855,812+57.07% | Add |
| Avantyr Capital Partners, LP |
| 6.21% | 2.22% | #13 | $168.8M | 2.2M | $46.1M | 624,204 | +1.5M+244.93% | Add |
| STEADFAST CAPITAL MANAGEMENT LP |
| 5.09% | 2.65% | #18 | $166.0M | 2.1M | $77.4M | 1.0M | +1.1M+102.21% | Add |
| NORGES BANK |
| 0.02% | 0.02% | #236 | $161.2M | 2.1M | $134.9M | 2.3M | -196,172-8.71% | Reduce |
| DIMENSIONAL FUND ADVISORS LP |
| 0.03% | 0.03% | #184 | $151.1M | 1.9M | $141.1M | 1.9M | +17,535+0.92% | Add |
| SCOPUS ASSET MANAGEMENT, L.P. |
| 1.99% | 0.69% | #37 | $139.9M | 1.8M | $39.6M | 535,500 | +1.2M+233.33% | Add |
| NORTHERN TRUST CORP |
| 0.02% | 0.02% | #237 | $137.0M | 1.7M | $131.0M | 1.8M | -24,487-1.38% | Reduce |
| WELLINGTON MANAGEMENT GROUP LLP |
| 0.02% | 0.02% | #196 | $135.7M | 1.7M | $131.9M | 1.8M | -53,361-2.99% | Reduce |
| Invesco Ltd. |
| 0.01% | 0.02% | #272 | $128.9M | 1.6M | $103.8M | 1.4M | +239,909+17.08% | Add |
| Castle Hook Partners LP |
| 0.56% | 0.01% | #64 | $122.0M | 1.6M | $677,107 | 9,160 | +1.5M+16,894.31% | Add |
| EMINENCE CAPITAL, LP |
| 2.33% | 2.56% | #35 | $111.8M | 1.5M | $111.8M | 1.5M | 00.00% | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.01% | 0.02% | #244 | $111.6M | 1.4M | $105.4M | 1.4M | -3,394-0.24% | Reduce |
| Avala Global LP |
| 3.98% | 6% | #25 | $107.8M | 1.4M | $124.8M | 1.7M | -313,497-18.56% | Reduce |
| Bank of New York Mellon Corp |
| 0.02% | 0.02% | #226 | $106.7M | 1.4M | $103.5M | 1.4M | -40,042-2.86% | Reduce |
| Cartenna Capital, LP |
| 2.52% | 0.2% | #33 | $105.8M | 1.4M | $5.5M | 75,000 | +1.3M+1,700.00% | Add |
| VANGUARD FIDUCIARY TRUST CO |
| 0.02% | 0.02% | #201 | $104.0M | 1.3M | $97.8M | 1.3M | +3,068+0.23% | Add |
| Forest Avenue Capital Management LP |
| 4.27% | 4.44% | #22 | $101.6M | 1.3M | $74.8M | 1.0M | +283,961+28.05% | Add |
| Luxor Capital Group, LP |
| 3.76% | — | #27 | $94.7M | 1.2M | $0 | 0 | +1.2M | New Buy |
| Hudson Way Capital Management LLC |
| 8.43% | 9.07% | #9 | $94.5M | 1.2M | $94.9M | 1.3M | -77,495-6.04% | Reduce |
| SEI INVESTMENTS CO |
| 0.08% | 0.08% | #115 | $90.7M | 1.2M | $89.5M | 1.2M | -53,481-4.42% | Reduce |
| FIL Ltd |
| 0.06% | <0.01% | #133 | $83.4M | 1.1M | $32,229 | 436 | +1.1M+243,783.26% | Add |
| Neuberger Berman Group LLC |
| 0.06% | 0.05% | #137 | $82.9M | 1.1M | $68.4M | 927,670 | +129,691+13.98% | Add |
| Artemis Investment Management LLP |
| 0.71% | 0.3% | #59 | $80.2M | 1.0M | $28.0M | 378,527 | +644,228+170.19% | Add |
| 140 Summer Partners LP |
| 5.57% | 3.24% | #17 | $78.0M | 995,287 | $53.0M | 716,856 | +278,431+38.84% | Add |
| MAPLELANE CAPITAL, LLC |
| 1.39% | — | #44 | $76.7M | 978,600 | $0 | 0 | +978,600 | New Buy |
