| BlackRock, Inc. |
| 0.02% | 0.02% | #275 | $1.43B | 15.1M | $1.28B | 15.2M | -71,842-0.47% | Reduce |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 0.02% | 0.02% | #272 | $1.02B | 10.8M | $935.1M | 11.1M | -241,078-2.18% | Reduce |
| Jupiter Topco LLC |
| 0.39% | — | #85 | $952.0M | 10.1M | $0 | 0 | +10.1M | New Buy |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 0.04% | 0.05% | #202 | $932.7M | 9.9M | $872.6M | 10.3M | -463,756-4.48% | Reduce |
| PRINCIPAL FINANCIAL GROUP INC |
| 0.44% | 0.47% | #80 | $890.7M | 9.5M | $878.2M | 10.5M | -972,746-9.31% | Reduce |
| MORGAN STANLEY |
| 0.04% | 0.05% | #209 | $750.7M | 7.9M | $819.2M | 7.9M | +49,600+0.63% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.04% | 0.03% | #207 | $631.9M | 6.7M | $433.8M | 5.1M | +1.5M+29.69% | Add |
| Ruane, Cunniff & Goldfarb L.P. |
| 8.68% | 8.49% | #9 | $557.9M | 5.9M | $512.0M | 6.1M | -161,837-2.66% | Reduce |
| STATE STREET CORP |
| 0.02% | 0.02% | #304 | $536.1M | 5.7M | $460.0M | 5.4M | +222,997+4.10% | Add |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| 0.4% | 0.35% | #83 | $518.7M | 5.5M | $409.1M | 4.8M | +638,966+13.24% | Add |
| NAYA CAPITAL MANAGEMENT UK LTD |
| 24.2% | 31.88% | #5 | $503.2M | 5.3M | $376.5M | 4.4M | +859,786+19.41% | Add |
| Jericho Capital Asset Management L.P. |
| 4.13% | 6.6% | #20 | $499.3M | 5.2M | $446.2M | 5.2M | 00.00% | Unchanged |
| Darsana Capital Partners LP |
| 2.17% | 9.2% | #39 | $483.5M | 5.2M | $432.0M | 5.2M | 00.00% | Unchanged |
| Sculptor Capital LP |
| 3.81% | 4.5% | #25 | $468.1M | 5.0M | $431.9M | 5.2M | -162,181-3.14% | Reduce |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
| 0.31% | 0.24% | #91 | $431.1M | 4.5M | $292.4M | 3.4M | +1.1M+31.74% | Add |
| GEODE CAPITAL MANAGEMENT, LLC |
| 0.02% | 0.02% | #269 | $419.3M | 4.5M | $382.0M | 4.5M | -86,706-1.91% | Reduce |
| JENNISON ASSOCIATES LLC |
| 0.23% | — | #109 | $375.4M | 3.9M | $0 | 0 | +3.9M | New Buy |
| D. E. Shaw & Co., Inc. |
| 0.18% | 0.17% | #125 | $368.4M | 3.9M | $284.0M | 3.3M | +531,592+15.88% | Add |
| Stockbridge Partners LLC |
| 7.23% | 1.5% | #13 | $343.7M | 3.6M | $62.0M | 729,594 | +2.9M+395.22% | Add |
| T. Rowe Price Investment Management, Inc. |
| 0.2% | 0.48% | #115 | $304.0M | 3.2M | $692.5M | 8.1M | -4.9M-60.77% | Reduce |
| NORGES BANK |
| 0.03% | 0.04% | #240 | $290.2M | 3.2M | $251.5M | 2.9M | +268,035+9.28% | Add |
| Ashe Capital Management, LP |
| 25.82% | 28.83% | #4 | $240.5M | 2.6M | $229.9M | 2.8M | -177,500-6.34% | Reduce |
| MILLENNIUM MANAGEMENT LLC |
| 0.08% | 0.05% | #171 | $236.8M | 2.5M | $122.5M | 1.4M | +1.0M+72.75% | Add |
| Amundi |
| 0.06% | 0.02% | #188 | $232.0M | 2.4M | $66.4M | 782,474 | +1.7M+211.77% | Add |
| Point72 Asset Management, L.P. |
| 0.25% | 0.2% | #100 | $229.6M | 2.4M | $152.6M | 1.8M | +618,654+34.46% | Add |
| SAMLYN CAPITAL, LLC |
| 3.64% | 2.57% | #26 | $223.8M | 2.4M | $150.7M | 1.8M | +593,363+33.33% | Add |
| Dorsal Capital Management, LP |
| 7.92% | 6.69% | #11 | $223.6M | 2.4M | $172.2M | 2.0M | +325,000+16.05% | Add |
| WELLINGTON MANAGEMENT GROUP LLP |
| 0.04% | 0.04% | #214 | $216.8M | 2.3M | $221.7M | 2.6M | -328,369-12.59% | Reduce |
| TIGER GLOBAL MANAGEMENT LLC |
| 0.9% | 1% | #63 | $216.8M | 2.3M | $228.0M | 2.7M | -403,445-15.04% | Reduce |
| Linonia Partnership LP |
| 3.87% | 7.39% | #23 | $216.5M | 2.4M | $398.0M | 4.9M | -2.4M-49.63% | Reduce |
| Artisan Partners Limited Partnership |
| 0.33% | 0.29% | #89 | $205.2M | 2.2M | $181.9M | 2.1M | +16,769+0.78% | Add |
| Clearbridge Investments, LLC |
| 0.16% | 0.14% | #128 | $198.5M | 2.1M | $156.5M | 1.9M | +244,644+13.21% | Add |
| CITADEL ADVISORS LLC |
| 0.02% | 0.02% | #271 | $191.8M | 2.0M | $105.6M | 1.2M | +775,953+62.43% | Add |
| Findlay Park Partners LLP |
| 2.56% | 2.27% | #35 | $189.3M | 2.0M | $162.6M | 1.9M | +76,600+4.00% | Add |
| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.02% | 0.02% | #289 | $184.2M | 1.9M | $191.1M | 2.3M | -311,827-13.86% | Reduce |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| 0.03% | 0.03% | #222 | $178.8M | 1.9M | $160.7M | 1.9M | -10,106-0.53% | Reduce |
| EMINENCE CAPITAL, LP |
| 3.51% | 3.87% | #27 | $168.6M | 2.0M | $168.6M | 2.0M | 00.00% | Unchanged |
| Junto Capital Management LP |
| 2.85% | 1.1% | #33 | $162.4M | 1.7M | $52.2M | 613,909 | +1.1M+178.10% | Add |
| Contour Asset Management LLC |
| 3.83% | 5.08% | #24 | $161.6M | 1.7M | $156.2M | 1.8M | -137,725-7.50% | Reduce |
| Select Equity Group, L.P. |
| 0.75% | 0.55% | #69 | $152.0M | 1.6M | $107.4M | 1.3M | +335,365+26.56% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
| 0.02% | 0.02% | #281 | $149.6M | 1.6M | $121.7M | 1.4M | +141,429+9.88% | Add |
| FMR LLC |
| 0.01% | 0.01% | #398 | $148.6M | 1.6M | $231.0M | 2.7M | -1.2M-42.00% | Reduce |
| VANGUARD FIDUCIARY TRUST CO |
| 0.03% | 0.03% | #223 | $147.3M | 1.6M | $130.3M | 1.5M | +16,736+1.08% | Add |
| SANDS CAPITAL MANAGEMENT, LLC |
| 0.53% | 0.52% | #75 | $143.6M | 1.5M | $132.6M | 1.6M | -50,567-3.24% | Reduce |
| NORTHERN TRUST CORP |
| 0.02% | 0.02% | #300 | $143.2M | 1.5M | $138.3M | 1.6M | -121,224-7.41% | Reduce |
| Nuveen, LLC |
| 0.03% | 0.03% | #220 | $140.9M | 1.5M | $96.6M | 1.2M | +344,481+29.76% | Add |
| Allspring Global Investments Holdings, LLC |
| 0.21% | <0.01% | #114 | $137.4M | 1.4M | $212,167 | 2,499 | +1.4M+55,806.56% | Add |
| Qube Research & Technologies Ltd |
| 0.13% | 0.16% | #145 | $135.9M | 1.4M | $143.3M | 1.7M | -266,355-15.71% | Reduce |
| DENDUR CAPITAL LP |
| 7.11% | 7.49% | #14 | $135.5M | 1.4M | $102.3M | 1.2M | +221,000+18.37% | Add |
| JANE STREET GROUP, LLC |
| 0.01% | <0.01% | #354 | $133.4M | 1.4M | $29.9M | 353,114 | +1.0M+297.10% | Add |