Full Lists of Investment Letters

1st Quarter 2023

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If you enjoy going through 13-F filings, take look at Q1 2023 for the 13-f filers i read on regular basis.

Enjoy!!!

Fund Name	Date	Stocks Mentioned
East72 Dynasty Trust	4/03/2023	BAIN.PA VWAGY
St. James Investment Company	4/06/2023
Comus Investments	4/06/2023	1023.HK
Palm Valley Capital Fund	4/06/2023	CRD-A CRD-B MLR GENC
Boyar Value Group	4/07/2023
Vltava Fund	4/07/2023	JFBHF
Leaven Partners	4/08/2023
Richie Capital Group	4/11/2023	PERI FIX MSCI AMT ATEN AMT
LRT Capital	4/11/2023
Myrmikan Research	4/11/2023
Fiduciary Management Inc.	4/11/2023	UNH FBIN BKNG
Gehlen Bräutigam Capital GmbH	4/12/2023	BSFFF GYYMF 0OPA.L SEIGY SKB.DE HLFFF KSB.DE
Rowan Street Capital	4/13/2023	META TTD
Akre Focus Fund	4/13/2023
LVS Advisory	4/13/2023	ABMD-CVR NFLX BJ JYNT GOGO
Heartland Mid Cap Value Fund	4/13/2023	CNC INGR IBKR TDC
Heartland Value Fund	4/13/2023	FIBK CGAU NSA
Heartland Value Plus Fund	4/13/2023	AVNS
Ace River Capital	4/13/2023	RICK HZO
Oakmark Fund	4/13/2023	KR TFC
Oakmark Global Fund	4/13/2023	AIG CGEMY COF COP ICE NVST
Oakmark Global Select Fund	4/13/2023	GOOG AIG GOOG
Oakmark International Fund	4/13/2023	CON.DE GLCNF ERFSF BNTGF
Oakmark International Small Cap Fund	4/13/2023	TMVWY OSP2.DE CIGI KSANF MEDX.SW
Oakmark Select Fund	4/13/2023	SCHW
Cove Street Capital	4/13/2023	LFCR CMP SSP NUVA HNRG LGF.B CLMB GLDD
Artisan Developing World Fund	4/14/2023	SE
Frontaura Global Frontier Fund LLC	4/14/2023
Right Tail Capital	4/14/2023	LAD
Madison Dividend Income Fund	4/14/2023	UPS
Madison Investors Fund	4/14/2023	GOOG USB SCHW
Madison Mid Cap Fund	4/14/2023
Madison Small Cap Fund	4/14/2023	GOOG
Madison Sustainable Equity Fund	4/14/2023	LLY DHR ORCL
1 Main Capital Partners	4/14/2023	DNTL LMB
Atai Capital Management	4/14/2023	ALOT ATVI CABO
The Ithaka Group	4/14/2023	NVDA CRM MSFT ISRG SNOW DXCM
Wedgewood Partners Large Cap Focused Growth	4/14/2023	FRC TPL UNH SPGI META AAPL TSM GOOG
Distillate Capital	4/14/2023
Blue Tower Asset Management	4/17/2023	SCHW
Smead International Value Fund	4/18/2023
Smead Value Fund	4/18/2023
Upslope Capital Management	4/18/2023	FTT.TO
Cooper Investors Global Equity Fund (Hedged)	4/18/2023	BKNG
Cooper Investors Global Equity Fund (Unhedged)	4/18/2023	BKNG
Bernzott Capital Advisors	4/19/2023	GVA ATSG TCBI HLMN PTEN
Old West Capital Management	4/19/2023	AFM BG WLDBF
Merion Road Capital	4/19/2023	MWA WCC RFIL
Miller Income Strategy	4/19/2023	HDELY MSTR JXN VNA.DE MPW VTRS
Miller Deep Value	4/19/2023	MHO NBR GCI
Polen Capital - Global Growth	4/19/2023	ALGN MSFT SAP ABT AMZN TMO MA
Polen Capital - Global SMID Company Growth	4/19/2023	GSHD DAVA ALGN
Polen Capital - International Growth	4/19/2023	TLPFY
Polen Capital - International Small Company Growth	4/19/2023	FQVTF CMPUY KXSCF SVPLF MYTE DAVA JDG.L
Polen Capital - U.S. Small Company Growth	4/19/2023	AZTA WRBY BMBL ALIT DCGO
Polen Capital - U.S. SMID Company Growth	4/19/2023	TTD ETSY WRBY ALGN MPWR
Miller Opportunity Equity	4/19/2023	UBS EXPE
Whitebrook Capital Partners	4/20/2023	GPRE RILY KAR MOS AFYA
Ensemble Fund	4/20/2023	FRC BKNG RACE CMG NVR GOOG
O'Keefe Stevens	4/20/2023
Baron Real Estate Fund	4/20/2023	CBRE BN BX RRRARE
Baron Discovery Fund	4/20/2023	SITM DKNG CERT
Carillon Eagle Mid Cap Growth Fund	4/20/2023
Carillon Eagle Small Cap Growth Fund	4/20/2023
Praetorian Capital	4/21/2023	JOE
Baron Health Care Fund	4/21/2023	RXDX COO WST DXCM EXAS
Aristotle - Core Equity	4/21/2023	EXPE ZTS
Aristotle - Focus Growth	4/21/2023	ON TSLA
Aristotle - International Equity ADR	4/21/2023
Aristotle - Large Cap Growth	4/21/2023	ON ENPH GTLS BMRN TSLA
Aristotle - Small Cap Equity	4/21/2023	HASI
Aristotle - Small/Mid Cap Equity	4/21/2023	HASI TFX
Aristotle - Value Equity	4/21/2023
Artisan Focus Fund	4/22/2023
Artisan International Value Fund	4/22/2023
Artisan Mid Cap Fund	4/22/2023	MKTX ROK BJ BSY AJG
Artisan Small Cap Fund	4/22/2023	CROX SAIA FOUR MKTX CWAN CDMO
Artisan Value Fund	4/22/2023	PNC USB BAX
L1 Capital Long Short Fund	4/22/2023	PDYPY NCMGY CSCCF BABA BLSFY QBIEY AAPL DOW.AX
Bronte Capital	4/24/2023	UBS FCNCA
Pzena Investment Management	4/24/2023
Hoisington Investment Management	4/24/2023
Alger Weatherbie Specialized Growth Fund	4/24/2023	FSV SPSC VERX CHGG MEG XMTR
Baron Asset Fund	4/25/2023	PWR RGEN
Baron Partners Fund	4/25/2023
Polen Capital - Focus Growth	4/25/2023	CRM UNH NVDA AAPL GOOG ADBE AMZN
Artisan Global Discovery Fund	4/25/2023	WST CWAN NTOIY
L1 International Capital Fund	4/25/2023
Alluvial Capital Management	4/27/2023	HPS-A.TO PX UD.MI EACO SKTP
Cedar Creek Partners	4/27/2023	PDRX BMTX CZBS MFBP SODI ROYTL
Weitz Partners III Opportunity Fund	4/27/2023
Weitz Partners Value Fund	4/27/2023
Weitz Value Fund	4/27/2023
Giverny Capital Asset Management	4/27/2023	SCHW ANET META
Silver Beach Capital	4/29/2023	ECNCF UHAL ALLY FCNCA GRBK
RiverPark Large Growth	4/29/2023	LULU UNH META NVDA UBER AAPL SCHW RNG
RiverPark Long/Short Opportunity Fund	4/29/2023	LULU UNH META NVDA SHOP SCHW
Crestcat Capital	4/29/2023	SCHW
FPA Crescent Fund	4/29/2023	HCMLF
FPA Queens Road Small Cap Value Fund	4/29/2023	SFBS AX
FPA Queens Road Value Fund	4/29/2023
FPA U.S. Core Equity Fund	4/29/2023	META
Alphyn Capital Management	4/29/2023	WANSF EXXRF FRFHF PROSF BUR ENOV KMX BAM
Diamond Hill Small Cap Fund	4/29/2023	SAMG
Curreen Capital	4/29/2023
Baron Emerging Markets Fund	4/29/2023	000858.SZ PRNDY HINDUNILVR.NS TCS.NS 0L2T.L 051910.KS
Baron Opportunity Fund	4/29/2023	META MRVL DXCM GTLBTSLAAMZN INDI
Longleaf Partners Fund	4/29/2023	WBD GE MGM FDX PVH LUMN
Longleaf Partners Global Fund	4/29/2023	WBD GE TIGO FDX MGM LUMN
Longleaf Partners International Fund	4/29/2023	TIGO ACCYY
Longleaf Partners Small-Cap Fund	4/29/2023	OSCR H LUMN
The London Company - Large Cap	4/30/2023	CVX
The London Company - Mid Cap	4/30/2023	SWKS CPRT ENTG MTB UNF HAS CBRE
The London Company - Small Cap	4/30/2023	VNT AQUA TPX LVN MUSA WTM ENOV
The London Company - Small-Mid Cap	4/30/2023	CHDN LW ENTG MBI JKHY STOR MUSA
SouternSun Small Cap	4/30/2023	BCO TKR LOB DAR
SouternSun SMID Cap	4/30/2023	WSO BCO DAR WRK LPX
NZS Capital	4/30/2023
Andvari Associates	4/30/2023	TYL
Alger Small Cap Focus Fund	5/02/2023	HSKA GWRE NTRA XMTR CWAN GTLB
Alger Spectra Fund	5/02/2023	AAPL MSFT NVDA LLY UNH ACHC
Third Avenue International Real Estate Value Fund	5/09/2023
Third Avenue Real Estate Value Fund	5/09/2023	JLL CBRE SVS.L INGEF
Third Avenue Small-Cap Value Fund	5/09/2023	WEDXF FRPH MSGE BATRA
Third Avenue Value Fund	5/09/2023	CMA
Greystone Capital Management	5/10/2023	GFF BSFFF POL SYZLF
Horos Funds	5/10/2023	MG PSHZF EAT.WA
Arch Capital Fund	5/10/2023	HRBR
MCJ Capital Partners	5/10/2023
Headwaters Capital	5/10/2023	FND EYE
Laughing Water Capital	5/10/2023	LFCR
Deep Sail Capital	5/11/2023	MELI LEAT
Nordstern Capital	5/11/2023	STNE ASTL ERJ
Ave Maria Funds	5/11/2023
Baron Fifth Avenue Growth Fund	5/15/2023	TTD META TSLA NET
Rondure Global	5/15/2023
Donville Kent Asset Management	5/15/2023	RTMNF TCX KUT.V GSY.TO CNSWF NVEI VHIBF
Vulcan Value Partners	5/15/2023
Maran Capital Management	5/15/2023	DK RNGR
Silver Ring Value Partners	5/15/2023	OI GTXAP AIM.TO
Massif Capital	5/15/2023	LAC EQX
Saltlight Capital	5/19/2023
Kinsman Oak Equity Fund	5/19/2023	META
Voss Capital	5/15/2023	PLYA ASO ECNCF
Appleseed Fund	5/15/2023	MDT SWK SNV
Tweedy Browne	5/19/2023
Long Cast Advisers	5/19/2023	PESI MTRX
DMZ Partners	5/19/2023
Palm Harbour Capital	5/19/2023	TKAGY
Horizon Kinetics	5/19/2023	PREKF TRC LAND AND.TO
Fairlight Alpha Fund LP	5/19/2023	MFBP CZBS OPRA
McIntyre Partnerships	5/19/2023	STHO MSGE SPHR
Sohra Peak Capital Partners	5/19/2023	DUR.AX
Greenhaven Road Capital	5/19/2023	PAR KKR CLBT APG BUR LFCR BNED
Gator Capital Management	5/23/2023
RiverPark/Wedgewood Fund	5/23/2023
Conestoga Capital Advisors, LLC	5/23/2023	DGII EXPO BSY PCOR
Ariel Trust Funds	5/23/2023	BIDU LESL MSGE SRCL
Bonsai Partners	6/02/2023	HWDJY
Harding Loevner Emerging Markets Equity	6/02/2023	KAKZF GLOB
Harding Loevner Global Equity	6/02/2023	ABBV NOC
Baron FinTech Fund	6/02/2023	IBKR APO
180 Degree Capital Corp.	6/03/2023	PBPB ALTG SNCR IVAC AREN QBTS
RGA Investment Advisors	6/03/2023	CTKB
Third Point Offshore Fund	6/03/2023	UBS GOOGL
Palm Capital	6/03/2023	GOOGL
Wedgewood Partners Focus SMID Cap	6/03/2023	JBHT LSTR SAIA
Baron Growth Fund	6/12/2023	CWAN DNUT
Baron Small Cap Fund	6/12/2023	CLVT
Harding Loevner Global Small Companies	6/12/2023	SNR.L PDX.ST
Harding Loevner International Equity	6/12/2023	HLN
Harding Loevner International Small Companies Equity	6/12/2023	SNR.L PDX.ST
Evermore Global Value Fund	6/12/2023	DHT
Goehring & Rozencwajg	6/13/2023
Mairs & Power Growth Fund	6/13/2023
Mairs & Power Small Cap Fund	6/13/2023

4th Quarter 2022

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Fund Name	Date	Stocks Mentioned
St. James Investment Company	1/13/2023
Vltava Fund	1/16/2023	ARW GOOG
Comus Investments	1/16/2023
East72 Holdings	1/16/2023	MANU MFG.AX
Wedgewood Partners Large Cap Focused Growth	1/16/2023	EW META
Concentrated Compounding*	1/16/2023	CNSWF TDG AMZN GOOG FRC RADI CHTR
Palm Valley Capital Fund	1/16/2023
Moon Capital	1/16/2023	GRBK DVA
Rowan Street Capital	1/16/2023	SPOT META
Novel Investor	1/16/2023
Merion Road Capital	1/16/2023	FERG GOOG CPRT MWA WHG MHH UBAB
Fairlight Alpha Fund LP	1/17/2023	MFBP CZBS OPRA
Old West Capital Management	1/17/2023	AEM GOLD NG SA WDO.TO MAI.V
Greenlight Capital	1/17/2023	GRBK DNMR CEIX TECK THC
FMI All Cap Equity	1/19/2023
FMI International Equity	1/19/2023
FMI Large Cap Equity	1/19/2023
FMI Small Cap Equity	1/19/2023
Akre Focus Fund	1/19/2023
Madison Dividend Income Fund	1/19/2023	CVX
Madison Investors Fund	1/19/2023	FERG
Madison Mid Cap Fund	1/19/2023	LBRDA CLVT
Madison Small Cap Fund	1/19/2023	HAIN SMG
L1 International Capital Fund	1/19/2023	AMZN
Heartland Mid Cap Value Fund	1/20/2023	EHC CABO UHAL RNR
Heartland Value Fund	1/20/2023	AJRD CCS SHYF PRMW
Heartland Value Plus Fund	1/20/2023	POWL
Miller/Howard Investments	1/20/2023
Distillate Capital	1/20/2023
Ensemble Fund	1/20/2023	MASI PAYX
Tidefall Capital Management	1/20/2023	FFXDF
LVS Advisory	1/20/2023	BJ BLK
Mar Vista Strategic Growth Fund	1/20/2023
Smead Value Fund	1/20/2023
Bernzott Capital Advisors	1/20/2023
Hoisington Investment Management	1/20/2023
Myrmikan Research	1/20/2023
Third Avenue International Real Estate Value Fund	1/20/2023
Third Avenue Real Estate Value Fund	1/20/2023	BAM UHAL
Third Avenue Small-Cap Value Fund	1/20/2023
Third Avenue Value Fund	1/20/2023
Whitebrook Capital Partners	1/23/2023	GBX
Miller Income Strategy	1/23/2023	BKE HEI.DE VTRS RILY
Miller Opportunity Equity	1/23/2023
Cove Street Capital	1/23/2023	LFCR IEHC LTRPA HRG CLMB VMD IAC
Upslope Capital Management	1/23/2023	ATS.TO BOKF GLT EMG.L
Tourlite Capital Management	1/23/2023	APG PRM VRRM
Blue Tower Asset Management	1/24/2023
Cooper Investors Global Equity Fund (Hedged)	1/26/2023	HLN TKELY
Cooper Investors Global Equity Fund (Unhedged)	1/26/2023
Giverny Capital Asset Management	1/26/2023	PGR META KMX COHR ERFSF FRC ANET GOOG
L1 Capital Long Short Fund	1/26/2023
Baron Health Care Fund	1/26/2023	CI HCA ASND OPCH MRNA
Nordstern Capital	1/27/2023
Baron Real Estate Fund	1/27/2023	TOL LEN FND SHW
Weitz Hickory Fund	1/27/2023
Weitz Partners III Opportunity Fund	1/27/2023
Weitz Partners Value Fund	1/27/2023
Weitz Value Fund	1/27/2023
Diamond Hill Small Cap Fund	1/27/2023	GHC FTAI GTES ODC
Alphyn Capital Management	1/27/2023	WANSF EXXRF FRFHF ALVO AMZN IAC BAM W
Cedar Creek Partners	1/27/2023	ROYTL MFBP CZBS PDRX MGAG
Carillon Eagle Mid Cap Growth Fund	1/27/2023
Carillon Eagle Small Cap Growth Fund	1/27/2023
1 Main Capital Partners	1/27/2023	APG
Miller Deep Value	1/30/2023	NBR QUAD TUP MHO
White Falcon Capital Management	1/30/2023	AMD
Oakmark Fund	1/30/2023	ADBE MGA
Oakmark Global Fund	1/30/2023	KKR STJ.L
Oakmark Global Select Fund	1/30/2023	HCA AMZN COF
Oakmark International Fund	1/30/2023	AKZOY SDVKY
Oakmark International Small Cap Fund	1/30/2023	KNCRY TOWR.JK
Oakmark Select Fund	1/30/2023	ORCL ICE
Wedgewood Partners Focus SMID Cap	1/30/2023	GIL SHOO
Praetorian Capital	1/30/2023	JOE
McIntyre Partnerships	1/31/2023	SHC MSGE
Andvari Associates	2/01/2023	ADBE CNSWF CPRT CSGP DBRG MLAB SPGI TYL
Long Cast Advisers	2/01/2023	ENVX RSSS
Curreen Capital	2/01/2023	ASAI.ST WIX.L
IP-Capital Partners	2/01/2023	CNSWF TMO
NZS Capital	2/01/2023
Alger Spectra Fund	2/01/2023	NFLX ABBV TDG AMZN TSLA DDOG
VGI Partners Global Investments	2/01/2023	CME AMZN DBOEY CFRUY SAP DIS RNMBY
Gator Capital Management	2/02/2023	CG
Legacy Ridge Capital Management	2/02/2023	EPD NRG VST DCP SMLP
Maran Capital Management	2/02/2023	CLAR CTT.LS VTY.L
Worm Capital	2/02/2023	AMZN TSLA
Baron Asset Fund	2/02/2023	ICLR
Ave Maria Funds	2/02/2023	SITM NJDCY
Vulcan Value Partners	2/02/2023
Polen Capital - Emerging Markets Growth	2/02/2023
Polen Capital - Focus Growth	2/02/2023	TMO
Polen Capital - Global Growth	2/02/2023	TMO NOW EL
Polen Capital - Global SMID Company Growth	2/02/2023
Polen Capital - International Growth	2/02/2023	HDB
Polen Capital - International Small Company Growth	2/02/2023	FSV TOI.V ERF.PA
Polen Capital - U.S. SMID Company Growth	2/02/2023	OLPX
Polen Capital - U.S. Small Company Growth	2/02/2023	SITM OLPX RHCCCS FSV
Alluvial Capital Management	2/03/2023	PX UD.MI APR.WA JOB RVIC FTLF SXP.TO
Sohra Peak Capital Partners	2/03/2023
Longleaf Partners Fund	2/03/2023	CNX AMG GE CNHI LUMN IAC WBD
Longleaf Partners Global Fund	2/03/2023
Longleaf Partners International Fund	2/03/2023
Longleaf Partners Small-Cap Fund	2/03/2023	WTM WEST MSGS LUMN
RGA Investment Advisors	2/03/2023
Arch Capital Fund	2/03/2023
Frontaura Global Frontier Fund LLC	2/03/2023
Donville Kent Asset Management	2/06/2023	RET.V
RiverPark Large Growth	2/06/2023	DDOG
Alger Mid Cap Focus Fund	2/06/2023	PODD XPO COUP CRWD RXO GNRC
Saltlight Capital	2/06/2023	RBLX BAM TCEHY BAT.JO
Greystone Capital Management	2/06/2023	GFF RICK BSFFF CURN IDT EDDRF POL
Lyrical Asset Management	2/06/2023
Horos Funds	2/07/2023	PYPL BIDU ALD.PA
Pzena Investment Management	2/07/2023
FPA Crescent Fund	2/07/2023	AIG AMZN
FPA Queens Road Small Cap Value Fund	2/07/2023	SJI RLI FN AEL
FPA U.S. Core Equity Fund	2/07/2023	AMZN DECK
Rondure Global	2/09/2023
Choice Equities Fund	2/09/2023	CROX
Silver Ring Value Partners	2/09/2023	FRII.TO WINE.L
Bumbershoot Holdings	2/09/2023
Alger Small Cap Focus Fund	2/12/2023	CHX INSP RXDX XMTR CYRX SWAV
Leaven Partners	2/12/2023
Baron Opportunity Fund	2/12/2023
Artisan Focus Fund	2/12/2023
Greenhaven Road Capital	2/12/2023	PAR CLBT KKR ESTC APG PAT.DE CLAR
Third Point Offshore Fund	2/13/2023	AIG BBWI CL DD PCG
Mindset Value Fund	2/13/2023	HQI GLASF ARA.MX
Laughing Water Capital	2/13/2023	APG CDMO HGV THRY VTY.L LFCR
Crestcat Capital	2/13/2023
Bonsai Partners	2/16/2023	FERG
Epoch Investment Partners	2/16/2023
Artisan Global Discovery Fund	2/16/2023	MPWR 2734.T
Emeth Value Capital	2/16/2023	DESP
SRK Capital	2/16/2023	HROW PYCFF HGBL JOB
Baron FinTech Fund	2/16/2023
Artko Capital	2/17/2023	CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
MCJ Capital Partners	2/17/2023
Saga Partners	2/17/2023	RDFN CVNA
Bireme Capital	2/21/2023	RICK NFLX BOIVF
Baron Growth Fund	2/21/2023	MSCI
Baron Partners Fund	2/21/2023
Headwaters Capital	2/21/2023	ICFI
Alger Weatherbie Specialized Growth Fund	2/21/2023	MEG PI CLB GDYN GKOS XMTR
Tweedy Browne	2/22/2023
Baron Discovery Fund	2/23/2023	CDNA DH GTLS QLYS SMAR CYBR PAR
Baron Fifth Avenue Growth Fund	2/23/2023
Baron Small Cap Fund	2/23/2023	NEOG GTLS
Semper Augustus	2/24/2023
Artisan Mid Cap Fund	2/24/2023	BSY HALO SAIA
Artisan Small Cap Fund	2/24/2023	CTLT SIVB MKTX
Artisan International Value Fund	2/24/2023
Artisan Value Fund	2/24/2023
Massif Capital	2/24/2023	SMEGF ADMLF CTTZF IXRRF LAC
Nitor Capital	2/26/2023
Right Tail Capital	2/26/2023	ROST
Ariel Trust Funds	2/26/2023	BOKF CG ZBRA
Richie Capital Group	2/26/2023	FICO PERI RELL
Bronte Capital	2/26/2023	HLF GMHLF
Aikya Funds	2/26/2023	PBLOF
RiverPark/Wedgewood Fund	2/26/2023	EW META
Mawer Mutual Funds	2/26/2023
Davis Financial Fund.	2/26/2023	MKL RKT
Davis Global Fund	2/26/2023	PNGAY META OC
Davis International Fund	2/26/2023	PNGAY CPNG
Davis New York Venture Fund	2/26/2023	COF WFC BRK.B AMAT META
Davis Opportunity Fund	2/26/2023	COF WFC BRK.B AMAT META
Templeton & Phillips Capital Management	2/27/2023
RV Capital	2/27/2023
Deep Sail Capital	3/01/2023	LEAT
Plural Investing	3/02/2023	CURN DRTGF
Kinsman Oak Equity Fund	3/03/2023
Evermore Global Value Fund	3/03/2023	INW.MI HOEGF CLMT AASZF
Voss Capital	3/03/2023	ALTG
Bonhoeffer Capital Management	3/13/2023	KT TIIAY SSP GTN TIGO BLDR NICE
Harding Loevner Emerging Markets Equity	3/13/2023
Harding Loevner Global Equity	3/13/2023
Harding Loevner Global Small Companies	3/13/2023	VAIAS.HE TMRAY 0QKB.L
Harding Loevner International Equity	3/13/2023
Harding Loevner International Small Companies Equity	3/13/2023
Appleseed Fund	3/13/2023
Palm Harbour Capital	3/16/2023	LNA.PA
Fundsmith Equity Fund	3/16/2023

3rd Quarter 2022

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Fund Name	Date	Stocks Mentioned
St. James Investment Company	10/16/2022
Vltava Fund	10/16/2022	ATD.TO BRK-B BMW.DE CVS JPM LMT MKL
Comus Investments	10/16/2022
Moon Capital	10/16/2022	ALLY
Cooper Investors Global Equity Fund (Hedged)	10/16/2022
Cooper Investors Global Equity Fund (Unhedged)	10/16/2022
Blue Tower Asset Management	10/16/2022	ENVA
East72 Holdings	10/17/2022	MSGS MANU
Palm Valley Capital Fund	10/18/2022	KELYA MAN SNN SRM CRDAWHGLY ODC
Smead International Value Fund	10/18/2022
Smead Value Fund	10/18/2022
RiverPark Large Growth	10/18/2022	FIVN BKNGINTU V WDAY
RiverPark Long/Short Opportunity Fund	10/18/2022
Old West Capital Management	10/18/2022	FIL.TO FLMMF
Miller/Howard Investments	10/18/2022
Andvari Associates	10/18/2022
Giverny Capital Asset Management	10/18/2022	META KMX
Curreen Capital	10/18/2022
L1 Capital Long Short Fund	10/20/2022
L1 International Capital Fund	10/20/2022
Baron Health Care Fund	10/20/2022	HUM ALNY DHR RGEN ISRG
Merion Road Capital	10/20/2022	GOOG SIX CRMT
Myrmikan Research	10/20/2022
Akre Focus Fund	10/20/2022
Ensemble Fund	10/20/2022	NVR SCHW
FMI All Cap Equity	10/20/2022	AVY FERG
FMI International Equity	10/20/2022	BME.L HWDN.L
FMI Large Cap Equity	10/20/2022	AVY FERG
FMI Small Cap Equity	10/20/2022	SSD G
Madison Dividend Income Fund	10/20/2022	MS
Madison Investors Fund	10/20/2022	ACGL ALC
Madison Mid Cap Fund	10/20/2022	MKSI ROST
Madison Small Cap Fund	10/20/2022
Wedgewood Partners Large Cap Focused Growth	10/20/2022	GOOG
Third Avenue International Real Estate Value Fund	10/20/2022
Third Avenue Real Estate Value Fund	10/20/2022
Third Avenue Small-Cap Value Fund	10/20/2022
Third Avenue Value Fund	10/20/2022	EZJ.L
Heartland Mid Cap Value Fund	10/21/2022	CEG SWKS AAP TCBI
Heartland Value Fund	10/21/2022	NOV PDCO TCBI
Heartland Value Plus Fund	10/21/2022	PLOW
Distillate Capital	10/21/2022
Baron Asset Fund	10/21/2022	LPLA
Baron Real Estate Fund	10/21/2022	PLD NTST SBAC REXR POOL
Baron Discovery Fund	10/21/2022	TXRH SMAR CDNA NVTS SMRT
Alphyn Capital Management	10/23/2022	WAND.L AHT.L LBRDA FRFHF KMX IAC
Upslope Capital Management	10/23/2022	CACI BOMXF
Tidefall Capital Management	10/25/2022	FFH.TO
Alluvial Capital Management	10/25/2022	PX UD.MI BFCC UBAB CBOBA HRBR JOB
Carillon Eagle Mid Cap Growth Fund	10/26/2022
Carillon Eagle Small Cap Growth Fund	10/26/2022
Hoisington Investment Management	10/26/2022
Polen - U.S. SMID Company Growth	10/26/2022	EEFT BMBL
Polen Capital - Emerging Markets Growth	10/26/2022
Polen Capital - Focus Growth	10/26/2022	NFLX ILMN
Polen Capital - Global Growth	10/26/2022	ADBE OR.PA
Polen Capital - Global SMID Company Growth	10/26/2022
Polen Capital - International Growth	10/26/2022	KER.PA SAP EVO.ST
Polen Capital - International Small Company Growth	10/26/2022
Polen Capital - U.S. Small Company Growth	10/26/2022
Weitz Hickory Fund	10/26/2022	LBRDA CHTR
Weitz Partners III Opportunity Fund	10/26/2022
Weitz Partners Value Fund	10/26/2022
Weitz Value Fund	10/26/2022
Baron Small Cap Fund	11/01/2022	CAKE GDYN CLVT
Baron Opportunity Fund	11/01/2022	MPWR SHOP NVDA NET INDI
NZS Capital	11/01/2022
O'Keefe Stevens	11/01/2022	LAZ SRG
Rowan Street Capital	11/01/2022
Greenlight Capital	11/01/2022
Nordstern Capital	11/01/2022
Whitebrook Capital	11/01/2022	BOX
Bernzott Capital Advisors	11/08/2022	CHRD EHC TCBI SRC
Longleaf Partners Fund	11/08/2022
Longleaf Partners Global Fund	11/08/2022
Longleaf Partners International Fund	11/08/2022
Longleaf Partners Small-Cap Fund	11/08/2022
Ave Maria Funds	11/08/2022	DBRG EDR.MC AMMO
Artisan Global Discovery Fund	11/08/2022
Artisan International Value Fund	11/08/2022
Artisan Mid Cap Fund	11/08/2022	UBER SHOP
Artisan Small Cap Fund	11/08/2022	CWAN MTSI IRTC ETSY
Artisan Value Fund	11/08/2022
Artisan Focus Fund	11/08/2022
RGA Investment Advisors	11/08/2022	AZTA BMY CTKB MXCT REGN
Long Cast Advisers	11/08/2022
Wedgewood Partners Focus SMID Cap	11/08/2022	LDOS TTC
Frontaura Global Frontier Fund LLC	11/08/2022
Canterbury Tollgate	11/25/2022
Palm Capital	11/25/2022
Cove Street Capital	11/25/2022	LGF.B ECVT GBLI WSTG CMP VSAT CARG
Miller Deep Value	11/25/2022	NBR GCI TPC
Miller Income Strategy	11/25/2022	ARLP CHK BKE OGN CC VTRS
Miller Opportunity Trust	11/25/2022
Headwaters Capital	11/25/2022	UFPT
Bireme Capital	11/25/2022	RICK NFLX
Epoch Investment Partners	11/25/2022
Arch Capital Fund	11/25/2022	ADSK
Vulcan Value Partners	11/25/2022
Horos Funds	11/25/2022
Choice Equities Fund	11/25/2022	WCC CROX OEC FARM
Oakmark Fund	11/25/2022	FBHS UBER WBD
Oakmark Global Fund	11/25/2022	WBD
Oakmark Global Select Fund	11/25/2022
Oakmark International Fund	11/25/2022
Oakmark International Small Cap Fund	11/25/2022
Oakmark Select Fund	11/25/2022	KKRCRM WBD WFC
Horizon Kinetics	11/25/2022
Baron FinTech Fund	11/26/2022	SCHW FDS
Baron Growth Fund	11/26/2022
Baron Fifth Avenue Growth Fund	11/26/2022	TEAM TTD
Blue Hawk Investment Group	11/26/2022
Diamond Hill Small Cap Fund	11/26/2022
Greystone Capital Management	11/26/2022	POL
Leaven Partners	11/26/2022
Rondure Global	11/26/2022
Greenhaven Road Capital	11/26/2022	PAR ESTC KKR CLBT APG HGTY
LVS Advisory	11/28/2022
Andaz Private Investments	11/28/2022
Alger Mid Cap Focus Fund	11/28/2022	CEG PCTY NTRA AVTR MRCY SGEN
Alger Small Cap Focus Fund	11/28/2022	RBC SWAV NTRA MRCY HSKA QDEL
Alger Spectra Fund	11/28/2022
Alger Weatherbie Specialized Growth Fund	11/28/2022	PI AMRC SPSC CLB DRQ DH
Cedar Creek Partners	11/28/2022	BMTX CZBS MFBP BFCC
Donville Kent Asset Management	11/28/2022
Ariel Trust Funds	11/28/2022	KMX GNRC SJM AD.AS
DMZ Partners	11/28/2022

2nd Quarter 2022

---

Fund Name	Date	Stocks Mentioned
Andvari Associates	7/09/2022	ADBE
Comus Investments	7/09/2022
St. James Investment Company	7/09/2022
Vltava Fund	7/09/2022	CVE
Palm Valley Capital Fund	7/11/2022	CRI ORI HOFT LSDAF NATH
Moon Capital	7/11/2022	META
East72 Holdings	7/15/2022	LBRDA UHAL
FMI All Cap Equity	7/15/2022
FMI International Equity	7/15/2022
FMI Large Cap Equity	7/15/2022
FMI Small Cap Equity	7/15/2022
Akre Focus Fund	7/15/2022
Cooper Investors Global Equity Fund (Hedged)	7/15/2022	LNSTY
Cooper Investors Global Equity Fund (Unhedged)	7/15/2022	LNSTY
Wedgewood Partners Large Cap Focused Growth	7/15/2022	FRC POOL SBUX
Madison Dividend Income Fund	7/15/2022
Madison Investors Fund	7/15/2022
Madison Mid Cap Fund	7/15/2022	FND TTWO FWONA
Madison Small Cap Fund	7/15/2022	HAIN MODN
O'Keefe Stevens	7/16/2022
Merion Road Capital	7/16/2022	GOOG WHG
Smead International Value Fund	7/16/2022
Smead Value Fund	7/16/2022
L1 Capital Long Short Fund	7/16/2022	CVE SHOP BLSFF CSCCF MALRF
L1 International Capital Fund	7/16/2022	GOOG AMZN BKNG EXP LPX GPK IQV
Blue Tower Asset Management	7/16/2022
RiverPark Large Growth	7/17/2022	UBER RNG TWLO KKR NKE ADYEY
RiverPark Long/Short Opportunity Fund	7/17/2022	AMZN BX GOOG META
NZS Capital	7/17/2022
Worm Capital	7/17/2022	TSLA SPOT
Old West Capital Management	7/20/2022	LMT
Distillate Capital	7/20/2022
Heartland Mid Cap Value Fund	7/20/2022	COLD FIBK SNA G THO
Heartland Value Fund	7/20/2022	CSV STKL DINO NWPX CECE
Heartland Value Plus Fund	7/20/2022	POWL
Curreen Capital	7/20/2022
Alphyn Capital Management	7/20/2022	PROSY BUR CRSS EXXRF W AMZN
Miller/Howard Investments	7/20/2022
Nordstern Capital	7/20/2022	ARCH ERJ IPMLF EVVTY STNE
Baron Health Care Fund	7/20/2022	BMY VRTX NVO ILMN
Third Avenue International Real Estate Value Fund	7/21/2022	INGEF VESTF
Third Avenue Real Estate Value Fund	7/21/2022	DHI CBRE
Third Avenue Small-Cap Value Fund	7/21/2022	SUPN CCF
Third Avenue Value Fund	7/21/2022	THYCF AJMPF SCPPF
Whitebrook Capital	7/21/2022	ITRI AFYA
Rowan Street Capital	7/21/2022	SPOT META PTON
Baron Discovery Fund	7/22/2022	GWRE ASGN CDAY GTLB ESTA
Baron Real Estate Fund	7/21/2022	AVB SITE FBHS DLR BX
Ensemble Fund	7/22/2022	ILMN NOW MASI NFLX NVR FAF HD
Bernzott Capital Advisors	7/22/2022	CADE HHC TRNO
Upslope Capital Management	7/22/2022	BALL
Carillon Eagle Mid Cap Growth Fund	7/23/2022
Carillon Eagle Small Cap Growth Fund	7/23/2022
Hoisington Investment Management	7/23/2022
Horizon Kinetics	7/23/2022	WPM ATUSF ATRWF CME PREKF
Oakmark Fund	7/23/2022	DIS ETSY MAS ORCL PH
Oakmark Global Fund	7/23/2022
Oakmark Global Select Fund	7/23/2022	PROSY GOOG AMZN
Oakmark International Fund	7/23/2022	PROSY CS PPRUY
Oakmark International Small Cap Fund	7/23/2022	ELEEF ATEAY FLUIF NEXXY XPG.F
Oakmark Select Fund	7/23/2022
Alluvial Capital Management	7/23/2022	PX UD.MI GTXAP TIMB BSND CUSI
Giverny Capital Asset Management	7/23/2022	ASHTF ADI FND
Diamond Hill Small Cap Fund	7/23/2022	FA ECOM CCS ESAB ENOV
Pzena Investment Management	7/23/2022
Myrmikan Research	7/23/2022
Alger Small Cap Focus Fund	7/23/2022	EVH CYRX GO HRI ATRC INSP
Alger Spectra Fund	7/23/2022	BABA RIVN META AMZN APPL MSFT
Miller Deep Value	7/23/2022	CHS AXL GCI QUAD NBR FTI
Longleaf Partners Fund	7/24/2022	WMB WBD MGM GE
Longleaf Partners Global Fund	7/24/2022	PROSY WBD TIGO EXXRF MGM
Longleaf Partners International Fund	7/24/2022	WHGLY PROSY DPZ TIGO EXXRF
Longleaf Partners Small-Cap Fund	7/24/2022	WTM OSCR VMEO HOUS ESRT WEST
Cove Street Capital	7/24/2022	HNRG WTM VSAT CMP LGF.B INFU
Ave Maria Funds	7/24/2022	APG BAMR GPRE CHK CLB MIR STNE
Mawer Mutual Funds	7/24/2022
IP-Capital Partners	7/24/2022	NFLX CHTR SCHW AMZN
Weitz Hickory Fund	7/25/2022
Weitz Partners III Opportunity Fund	7/25/2022
Weitz Partners Value Fund	7/25/2022
Weitz Value Fund	7/25/2022
Bronte Capital	7/31/2022	META
1 Main Capital Partners	7/31/2022	KKR
Emeth Value Capital	7/31/2022	DECPF
Saltlight Capital	8/01/2022	PROSY BAM
Praetorian Capital	8/01/2022	JOE
Greystone Capital Management	8/01/2022	BSFFF RICK IDT GOED EDDRF
Leaven Partners	8/01/2022
Maran Capital Management	8/01/2022
Polen - U.S. SMID Company Growth	8/05/2022
Polen Capital - Emerging Markets Growth	8/05/2022
Polen Capital - Focus Growth	8/05/2022	ADBE ABNB AMZN NFLX
Polen Capital - Global Growth	8/05/2022
Polen Capital - International Growth	8/05/2022
Polen Capital - International Small Company Growth	8/05/2022
Polen Capital - U.S. Small Company Growth	8/05/2022
Miller Income Strategy	8/05/2022	HRB ARLP HMPT JXN
Miller Opportunity Trust	8/05/2022	EXPE UAL BABA KRTX NCLH COIN BHC
Bireme Capital	8/05/2022	HCA
Epoch Investment Partners	8/05/2022
Cedar Creek Partners	8/05/2022	NNUP HRBR WCRS ROYTL BMTX
Headwaters Capital	8/05/2022	QLYS
Rondure Global	8/05/2022
Tidefall Capital Management	8/06/2022	ONEXF
Arch Capital Fund	8/08/2022	IAC
Andaz Private Investments	8/08/2022
Vulcan Value Partners	8/08/2022	GE CBRE SNBR
Voss Capital	8/08/2022	EXTR
FPA Crescent Fund	8/08/2022
FPA Queens Road Small Cap Value Fund	8/08/2022
FPA U.S. Core Equity Fund	8/08/2022
Laughing Water Capital	8/08/2022	CDMO AIMFF CSPLF LNDC THRY FREE TACT
RGA Investment Advisors	8/08/2022	META ALGN CTKB MXCT
Horos Funds	8/08/2022
Choice Equities Fund	8/08/2022	CROX SITE FARM OEC
Baron Asset Fund	8/10/2022	ICLR FND
Baron FinTech Fund	8/10/2022	PGR
Baron Growth Fund	8/10/2022
Summers Value Fund	8/15/2022
Wedgewood Partners Focus SMID Cap	8/15/2022	FRC POOL
Frontaura Global Frontier Fund LLC	8/15/2022
Harding Loevner Emerging Markets Equity	8/15/2022
Harding Loevner Global Equity	8/15/2022	ILMN META NFLX SIVB ADYEY
Harding Loevner Global Small Companies	8/15/2022
Harding Loevner International Equity	8/15/2022
Harding Loevner International Small Companies Equity	8/15/2022
Alta Fox Capital Management	8/15/2022	EVBG XPEL NGMS
Argosy Investors	8/15/2022	META DFH AMOT CURV FTV VNT WBD
Baron Partners Fund	8/15/2022
Baron Small Cap Fund	8/15/2022	GTLS SPT
Artko Capital	8/16/2022	NTIC CURN PBPB ACFN HQI
Long Cast Advisers	8/16/2022	CCRN CCRD QRHC DAIO
Palm Capital	8/17/2022
Bonsai Partners	8/17/2022	RDBBF XPEL
Mindset Value Fund	8/17/2022	MRMD HQI NNI CNRFF
RV Capital	8/17/2022	CACC PROSY META CRM CVNA
GreenWood Investors	8/29/2022	CTTPY KOD MEIP LTRPA RH
River Oak Capital	8/29/2022	QTGPF SINCH.ST NFLX
Artisan Global Discovery Fund	8/29/2022	COO MAREL.AS VEEV ON
Artisan International Value Fund	8/29/2022
Artisan Mid Cap Fund	8/29/2022	VEEV ON RYAN RGEN ETSY
Artisan Small Cap Fund	8/29/2022	NVST ETSY JBT RGEN SPT DV
Artisan Value Fund	8/29/2022	BAC
GoodHaven Fund	8/29/2022
Steel City Capital	8/29/2022	TRUP CVNA SCI ETRN UNTC ATEX
Greenhaven Road Capital	8/31/2022	ESTC PAR KKR CLBT APPS

1st Quarter 2022

---

Fund Name	Date	Stocks Mentioned
St. James Investment Company	4/08/2022
East72 Holdings	4/07/2022	VWAGY AU1.AX
Vltava Fund	4/08/2022	ABG CE KLAC
Comus Investments	4/10/2022
Palm Valley Capital Fund	4/10/2022	HTLD PLPC MLR
Moon Capital	4/10/2022	GOOG MLNK LGIH GRBK
Richie Capital Group	4/11/2022	CCRD NXST SEDG
Merion Road Capital	4/11/2022	FERG PTON SPWH
Leaven Partners	4/15/2022
Cooper Investors Global Equity Fund (Hedged)	4/15/2022	CTAS SMCYY HOCPY
Cooper Investors Global Equity Fund (Unhedged)	4/15/2022	CTAS SMCYY HOCPY
Wedgewood Partners Large Cap Focused Growth	4/15/2022	FB PYPL
Worm Capital	4/15/2022	TSLA SPOT
FMI All Cap Equity	4/15/2022	CSL KMX
FMI International Equity	4/15/2022	SDXAY GRG.L
FMI Large Cap Equity	4/15/2022	CSL KMX
FMI Small Cap Equity	4/15/2022	SKX NVT
Madison Dividend Income Fund	4/16/2022	BKR EOG ADM NUE
Madison Investors Fund	4/16/2022
Madison Mid Cap Fund	4/16/2022	THO
Madison Small Cap Fund	4/16/2022
Heartland Mid Cap Value Fund	4/16/2022	NXST ABC PPG
Heartland Value Fund	4/16/2022	RDN CCS COLD
Heartland Value Plus Fund	4/16/2022
Blue Tower Asset Management	4/16/2022
Smead Value Fund	4/16/2022
Miller/Howard Investments	4/17/2022
Distillate Capital	4/17/2022
Wasatch Core Growth Fund	4/18/2022
Wasatch Micro Cap Fund	4/18/2022	GDYN KRNT PRPL ITCI HLLY SLP
Wasatch Micro Cap Value Fund	4/18/2022
Wasatch Small Cap Growth Fund	4/18/2022	KRNT MEDP GDYN HQY ITCI EEFT
Wasatch Small Cap Value Fund	4/18/2022
Wasatch Ultra Growth Fund	4/18/2022
LRT Capital	4/18/2022	PSA
L1 Capital Long Short Fund	4/18/2022
L1 International Capital Fund	4/18/2022
Oakmark Fund	4/18/2022	AMZN EFX GPN PINS PHM CRM
Oakmark Global Fund	4/18/2022	BAYRY GLNCY PROSY GM CS
Oakmark Global Select Fund	4/18/2022
Oakmark International Fund	4/18/2022
Oakmark Select Fund	4/18/2022
Oakmark International Small Cap Fund	4/18/2022
Old West Capital Management	4/19/2022	BG
Laughing Water Capital	4/19/2022	CSPLF HMHC THRY TACT
Headwaters Capital	4/19/2022	NOTV
Third Avenue International Real Estate Value Fund	4/19/2022
Third Avenue Real Estate Value Fund	4/19/2022	APTS UHAL GRI.LDHI
Third Avenue Small-Cap Value Fund	4/19/2022
Third Avenue Value Fund	4/19/2022
Upslope Capital Management	4/19/2022	BWXT NSKFF CMGMF SLGN
Akre Focus Fund	4/20/2022
Alger Mid Cap Focus Fund	4/20/2022	PLAN BKR SITE NEOG CFLT
Alger Small Cap Focus Fund	4/20/2022	HQY CHX PDCE NTRA CRYX SMAR
Alger Spectra Fund	4/20/2022	ABBV CRWD BKR SHOP AMD NTRA
Alger Weatherbie Specialized Growth Fund	4/20/2022	CLB APR CHGG NTRA FSV SWIM
Whitebrook Capital	4/20/2022
Rowan Street Capital	4/20/2022	SPOT FB TTD DOCU SHOP NFLX
RiverPark Large Growth	4/21/2022	NFLX NVDA TDOC
RiverPark Long/Short Opportunity Fund	4/21/2022	NFLX NVDA TDOC
Longleaf Partners Fund	4/21/2022
Longleaf Partners Global Fund	4/21/2022
Longleaf Partners International Fund	4/21/2022
Longleaf Partners Small-Cap Fund	4/21/2022
Baron Health Care Fund	4/21/2022	COO ANTM ABBV NVO RHHBY
Baron Real Estate Fund	4/21/2022	MTN PSA BX GDS LVS MSGE
Pzena Investment Management	4/21/2022
Diamond Hill Small Cap Fund	4/21/2022	RHP ERII JOUT RCKY
Baron Discovery Fund	4/23/2022	ACC AXON GTLS GTLB
Ensemble Fund	4/23/2022	GOOGL CMG
Hoisington Investment Management	4/23/2022
Carillon Eagle Mid Cap Growth Fund	4/23/2022
Carillon Eagle Small Cap Growth Fund	4/23/2022
Greenlight Capital	4/23/2022	GRBK BHF INSW RYAAY SNX SWN WFRD
NZS Capital	4/23/2022
Bernzott Capital Advisors	4/23/2022	HALO HCI MP LPRO VNOM CMP
Bronte Capital	4/23/2022	HLF
Arch Capital Fund	4/23/2022	SPOT WIX
O'Keefe Stevens	4/23/2022	EAF NMRK INTC DFIN
Nelson Capital	4/23/2022
Artisan International Value Fund	4/23/2022	INGVF DANOY ACGL ST GRMN
Artisan Mid Cap Fund	4/23/2022	ON WMS ZI CNHI NVST COO
Crestcat Capital	4/24/2022
Alphyn Capital Management	4/24/2022	FRFHF AMZN EXXRF KKR LBRDA NPSNY W
Curreen Capital	4/24/2022
Giverny Capital Asset Management	4/24/2022	FB KMX FIVE ERFSF AMZN IBP
Andvari Associates	4/30/2022	TOITF
Nordstern Capital	4/30/2022	THQQF IPMLF EVVTY STNE ARCH
Miller Income Strategy	4/30/2022	VALE QUAD HRB SDIG
Miller Opportunity Trust	4/30/2022	FTCH OVV FANG CLF FB HLF
Weitz Hickory Fund	4/30/2022	LBRDA KMX MKL AZO
Weitz Partners III Opportunity Fund	4/30/2022
Weitz Partners Value Fund	4/30/2022
Weitz Value Fund	4/30/2022
Polen Capital - Focus Growth	5/01/2022	NFLX PYPL FB
Polen Capital - Global Growth	5/01/2022	NFLX PYPL SAP AMZN ALGN
Polen Capital - International Growth	5/01/2022
Harding Loevner Emerging Markets Equity	5/01/2022
Harding Loevner Global Equity	5/01/2022	ROK SBGSY DE
Harding Loevner Global Small Companies	5/01/2022	TCHBF KWS.L
Harding Loevner International Equity	5/01/2022
Harding Loevner International Small Companies Equity	5/01/2022
Epoch Investment Partners	5/01/2022
Baron Asset Fund	5/01/2022	EPAM TFX CSGP FICO
Alta Fox Capital Management	5/02/2022	NGMS DSKE XPEL
Baron Small Cap Fund	5/02/2022	PGNY
Greystone Capital Management	5/02/2022	HMHC GOED CURN
Long Cast Advisers	5/06/2022	CCRD DAIO
1 Main Capital Partners	5/06/2022	FIGS
Wedgewood Partners Focus SMID Cap	5/06/2022	AYI MMS TPL
Greenhaven Road Capital	5/06/2022	KKR PAR ESTC TDOC APPS
Polen Capital - Emerging Markets Growth	5/06/2022	TSM WZZAF
Polen Capital - International Small Company Growth	5/06/2022
Polen Capital - U.S. Small Company Growth	5/06/2022
Polen U.S. SMID Company Growth	5/06/2022	BMBL FTCH HLNE
Cedar Creek Partners	5/06/2022	QUCT
Horizon Kinetics	5/06/2022
Baron FinTech Fund	5/06/2022	EFX GLOB
Frontaura Global Frontier Fund LLC	5/06/2022
Tweedy Browne	5/06/2022	BZZUY KOYJF THO
Steel City Capital	5/07/2022	CVNA SCI ATEX LILA LSYN APM
Praetorian Capital	5/07/2022	JOE
FPA Crescent Fund	5/07/2022
FPA Queens Road Small Cap Value Fund	5/07/2022
Aikya Funds	5/07/2022
Tidefall Capital Management	5/07/2022	NFLX
Rondure Global	5/18/2022
Saltlight Capital	5/18/2022
Bonsai Partners	5/18/2022	ESTC
Goehring & Rozencwajg	5/25/2022
Saga Partners	5/25/2022	CVNA RDFN
Andaz Private Investments	5/25/2022
Donville Kent Asset Management	5/25/2022	EHMEF GIVX.TO VHIBF CTSDF
Hayden Capital	5/25/2022
FPA U.S. Core Equity Fund	5/25/2022
Maran Capital Management	5/25/2022
Bireme Capital	5/25/2022	NFLX CGEAF FB
Massif Capital	5/26/2022	CTTZF SMNEY LUCRF IVPAF AOIFF
Argosy Investors	5/26/2022	FB VZIO FSV STNE IS
Artko Capital	5/26/2022	GOED WS

4th Quarter 2021

---

Fund Name	Date	Stocks Mentioned
East72 Holdings	1/07/2022	ARKK YBRHF
Vltava Fund	1/07/2022	SBRCY BMWYY LH
Comus Investments	1/07/2022
St. James Investment Company	1/07/2022
Palm Valley Capital Fund	1/09/2022	AGI DRQ CRD-A WHGLY
Wedgewood Partners Focus SMID Cap	1/12/2022
FMI All Cap Equity	1/13/2022
FMI International Equity	1/13/2022
FMI Large Cap Equity	1/13/2022
FMI Small Cap Equity	1/13/2022
Akre Focus Fund	1/13/2022
Cooper Investors Global Equity Fund (Hedged)	1/14/2022	TFX
Cooper Investors Global Equity Fund (Unhedged)	1/14/2022	TFX
Andvari Associates	1/15/2022	MA V NOVT
Baron Asset Fund	1/15/2022	RIVN
Baron Discovery Fund	1/15/2022	BYD ENFN BASE
Wedgewood Partners Large Cap Focused Growth	1/15/2022	AAPL TPL TSCO
Baron Real Estate Fund	1/16/2022
Baron Health Care Fund	1/16/2022	AZN MCK ASND
Curreen Capital	1/16/2022
Alger Mid Cap Focus Fund	1/16/2022	AMD VCRA BILL TASK BSY
Alger Spectra Fund	1/16/2022	PYPL UPST MQ
Alger Weatherbie Specialized Growth Fund	1/16/2022	SITE SBNY MEG CHGG NTRA EVBG
Alphyn Capital Management	1/19/2022	GOOG EXXRF FRFHF IAC OACB WANSF W
Oakmark Fund	1/19/2022	BWA TTWO WTW
Oakmark Global Fund	1/19/2022
Oakmark Global Select Fund	1/19/2022
Oakmark International Fund	1/19/2022	CNHI BABA
Oakmark Select Fund	1/19/2022
Tollymore Investment Partners	1/20/2022
Blue Tower Asset Management	1/20/2022
Heartland Mid Cap Value Fund	1/20/2022	PPG EHC DLTR
Heartland Value Fund	1/20/2022	CCBG PRGO BRY
Heartland Value Plus Fund	1/20/2022	TRS KN
Madison Dividend Income Fund	1/21/2022	CVS
Madison Investors Fund	1/21/2022	LOW BDX NVS FISV V BKI PH
Madison Mid Cap Fund	1/21/2022	BKI MKSI DLTR
Madison Small Cap Fund	1/21/2022	HAIN ENTG NEWR
Ensemble Fund	1/21/2022	BL COST
NZS Capital	1/21/2022
Miller/Howard Investments	1/21/2022
Third Avenue International Real Estate Value Fund	1/21/2022
Third Avenue Real Estate Value Fund	1/21/2022	INV CTT
Third Avenue Small-Cap Value Fund	1/21/2022	BATRA MSGE FRPH FPH IVT
Third Avenue Value Fund	1/21/2022
Distillate Capital	1/21/2022
Old West Capital Management	1/21/2022
RiverPark Large Growth	1/21/2022	PINS TWTR RNG SQ FTCH ILMN SOFI
RiverPark Long/Short Opportunity Fund	1/21/2022
Upslope Capital Management	1/21/2022	MKTX CASY
Alluvial Capital Management	1/21/2022	PX LICT CRAWA GTX UD.MI TIM.WSE
Bernzott Capital Advisors	1/21/2022	WSC HI UPLD CMP JRVR
Smead Value Fund	1/22/2022
Carillon Eagle Mid Cap Growth Fund	1/22/2022
Carillon Eagle Small Cap Growth Fund	1/22/2022
Alger Small Cap Focus Fund	1/22/2022	TREX CPRI SMAR EVBG GENI HSKA
Massif Capital	1/22/2022	GSL
L1 Capital Long Short Fund	1/22/2022
L1 International Capital Fund	1/22/2022	LPRO CRH
Baron Small Cap Fund	1/24/2022	SG
Baron Growth Fund	1/24/2022	MIR SG WRBY
Rowan Street Capital	1/24/2022	SPOT FB TTD DOCU
Hoisington Investment Management	1/24/2022
Whitebrook Capital	1/24/2022
Merion Road Capital	1/26/2022	FERG ATVI LEAT LNSR RCKY
Nordstern Capital	1/26/2022	IPMLF STNE
Polen Capital - Focus Growth	1/26/2022	AMZN DOCU
Polen Capital - Global Growth	1/26/2022	ALGN ADSK V
Polen Capital - International Growth	1/26/2022
Artisan International Value Fund	1/26/2022	WTW ASBFY
Artisan Mid Cap Fund	1/26/2022	AZTA ON SPOT
Artisan Small Cap Fund	1/26/2022	AZTA CDMO IRTC ASND WK BIGC
Artisan Value Fund	1/26/2022	V DIS
Pzena Investment Management	1/26/2022
Giverny Capital Asset Management	1/26/2022
Diamond Hill Small Cap Fund	1/26/2022	RHP ERII JOUT RCKY
Miller Deep Value	1/27/2022	CHS ENDP NBR GCI CNDT
Miller Income Strategy	1/27/2022	APTS CC APO SCU SBRCY OMF
Miller Opportunity Equity	1/27/2022	TMHC MTTR FANG SFIX SPLK NCLH
Summers Value Fund	1/28/2022	NOTV UFPT UTMD
Myrmikan Research	1/28/2022
Weitz Hickory Fund	1/28/2022	LBRDA
Weitz Partners III Opportunity Fund	1/28/2022
Weitz Partners Value Fund	1/28/2022
Weitz Value Fund	1/28/2022
Greenlight Capital	1/28/2022	BHF TECK DNMR GPN CPRI GLPG ODP
Longleaf Partners Fund	1/29/2022	AMG LUMN MGM CNHI BIIB FRFHF H
Longleaf Partners Global Fund	1/29/2022	WMB LUMN FRFHF BIIB MGM TIGO PROSY
Longleaf Partners International Fund	1/29/2022	CFRUY DPZ FRFHF EXXRF BABA TIGO PROSY
Longleaf Partners Small-Cap Fund	1/29/2022	CNX RLGY MAT RNR IDRSF LNXSF KODK
Bronte Capital	1/29/2022
Long Cast Advisers	1/29/2022	AIMFF SNES SOTK
Harding Loevner Emerging Markets Equity	1/29/2022	CCHGY MGLUY XP
Harding Loevner Global Equity	1/29/2022	EW ALGN MELI
Harding Loevner Global Small Companies	1/29/2022	SLP ALTR NEMTF ABMD
Harding Loevner International Equity	1/29/2022
Harding Loevner International Small Companies Equity	1/29/2022	MHSDFLZRFY VACNY
LRT Capital	1/29/2022	WSO
Arch Capital Fund	1/29/2022	SPOT SFM NNI TTWO HRBR
Richie Capital Group	1/29/2022	PAR FREE AVGO TTD ABT
Fundsmith Equity Fund	1/29/2022
Wasatch Core Growth Fund	1/29/2022	MORN TREX LPRO OLLI
Wasatch Micro Cap Fund	1/29/2022	TRNS NPTN CCXI MSGM CSTL LPRO
Wasatch Micro Cap Value Fund	1/29/2022	RDVT BWMN PI ASPU LPRO TCDM
Wasatch Small Cap Growth Fund	1/29/2022	FND BOOT ITCI MEDP FRPT LPRO HQY
Wasatch Small Cap Value Fund	1/29/2022
Wasatch Ultra Growth Fund	1/29/2022	ITCI CCXI NVMI FRPT LPRO CSTL
Rondure Global	1/30/2022
Frontaura Global Frontier Fund LLC	1/30/2022
Saturna Capital - Amana Funds	1/30/2022
Turtle Creek	1/30/2022
Argosy Investors	1/30/2022	LESL AGIL CURV
Nitor Capital	1/30/2022	VST CF JOE
Greenhaven Road Capital	1/30/2022	APPS PAR KKR ESTC TDOC CLBT
Alta Fox Capital Management	2/02/2022	IDT
Cedar Creek Partners	2/02/2022	SODI PCHM NNUP BMTX PDRX PX WCRS
Bireme Capital	2/02/2022	AFRM TME
Headwaters Capital	2/04/2022	CRNC
Polen Capital - Emerging Markets Growth	2/04/2022	TME
Polen Capital - International Small Company Growth	2/04/2022
Polen Capital - U.S. Small Company Growth	2/04/2022
Polen U.S. SMID Company Growth	2/04/2022
Aikya Funds	2/04/2022
First Eagle Global Value	2/04/2022
Palm Capital	2/04/2022	CNSWF CRM
Andaz Private Investments	2/04/2022	RKT XLNX
Saga Partners	2/04/2022	RDFN
Canterbury Tollgate	2/04/2022
Donville Kent Asset Management	2/04/2022	NGMS GIVX.TO
Greystone Capital Management	2/07/2022	RICK GOED ID HMHC IDT
Leaven Partners	2/07/2022
1 Main Capital Partners	2/08/2022	BSFFF
Maran Capital Management	2/08/2022	CSPLF CDRE
Baron FinTech Fund	2/08/2022	LPLA EXFY
Baron Partners Fund	2/08/2022
Tidefall Capital Management	2/08/2022	FFXDF
Evermore Global Value Fund	2/10/2022
Palm Harbour Capital	2/10/2022	OCINF GEAHF
Laughing Water Capital	2/10/2022	CSPLF THRY HMHC TACT
Steel City Capital	2/10/2022	GDOT LSYN SXC
Tweedy Browne	2/10/2022	VRTX RBSFY
MPE Capital	2/11/2022	SQSP
Emeth Value Capital	2/12/2022	BUR
SRK Capital	2/12/2022	HROW TTSH NNUP PYCFF RTMAF
Mindset Value Cannabis Fund	2/13/2022	VRNOF
Davis Financial Fund.	2/13/2022
Davis Global Fund	2/13/2022
Davis International Fund	2/13/2022
Davis New York Venture Fund	2/13/2022
Davis Opportunity Fund	2/13/2022
Praetorian Capital	2/13/2022	LEE JOE
Horizon Kinetics	2/13/2022
Baron Opportunity Fund	2/13/2022	RIVN MRTX CTV FIGS SHOP
Saltlight Capital	2/13/2022
FPA Crescent Fund	2/15/2022
Epoch Investment Partners	2/15/2022
Luca Capital	2/15/2022
Hayden Capital	2/15/2022	SE
Lyrical Asset Management	2/15/2022
Artko Capital	2/18/2022	CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
RGA Investment Advisors	2/18/2022	SFIX ROKU PYPL DBX TWTR
Bumbershoot Holdings	2/18/2022
Broyhill Asset Management	2/18/2022	CAR DLTR MCK ABEV BUD MSGE
Worm Capital	2/18/2022
FPA Queens Road Small Cap Value Fund	2/25/2022
Tao Value	2/25/2022
RiverPark/Wedgewood Fund	2/25/2022	AAPL TPL TSCO
Ariel Trust Funds	3/01/2022	KKR MANU REZI
Voss Capital	3/01/2022	AVYA OLN ABG MT
Rhizome Partners	3/01/2022	FRP HHC INDT CLPR
Vulcan Value Partners	3/01/2022
Goehring & Rozencwajg	3/01/2022

3rd Quarter 2021

---

Fund Name	Date	Stocks Mentioned
East72 Holdings	10/08/2021	$ANSLY, $APPEF, $BOWX, $FRPH, $MAC, $LLC.AX
Vltava Fund	10/08/2021	$WLTW
Massif Capital	10/08/2021	$SBLK
Headwaters Capital	10/08/2021	$SPSC, $FICO, $TRNS
Palm Valley Capital Fund	10/09/2021	$THS, $TRFPF, $AMRK, $WHGLY
St. James Investment Company	10/09/2021
Richie Capital Group	10/11/2021	$FICO, $FREE, $INS, $MSCI
Comus Investments	10/11/2021
Blue Tower Asset Management	10/12/2021	$3723.T
Wedgewood Partners	10/13/2021	$MSI, $UNH
DMZ Partners	10/14/2021
FMI All Cap Equity	10/14/2021
FMI International Equity	10/14/2021	$RXLSF, $4403.T
FMI Large Cap Equity	10/14/2021
FMI Small Cap Equity	10/14/2021	$PCAR, $BRKB
Curreen Capital	10/15/2021	$JXN, $MIC
Cooper Investors Global Equity Fund (Hedged)	10/15/2021	$RYAN, $CSGP
Cooper Investors Global Equity Fund (Unhedged)	10/15/2021
Madison Dividend Income Fund	10/15/2021	$BKR, $EOG
Madison Investors Fund	10/15/2021	$AMZN, $ADI, $PPG, $TEL
Madison Mid Cap Fund	10/15/2021
Madison Small Cap Fund	10/15/2021
Worm Capital	10/16/2021
Merion Road Capital	10/16/2021	$BLDR, $RCKY
Heartland Mid Cap Value Fund	10/16/2021	$CBOE, $EXC, $SPB
Heartland Value Fund	10/16/2021	$CVLG, $BBBY, $BRY
Heartland Value Plus Fund	10/16/2021	$POR, $FCFS, $HAE
Alger Mid Cap Focus Fund	10/16/2021	$INMD, $GXO, $UPST, $RNLX, $GENI, $PINS
Alger Small Cap Focus Fund	10/16/2021	$RGEN, $MPWR, $PAYC, $CDNA, $SHAK, $NVRO
Alger Spectra Fund	10/16/2021	$UPST, $GOOG, $MSFT, $ROKU, $PINS, $PYPL
Alger Weatherbie Specialized Growth Fund	10/16/2021	$UPST, $PCTY, $GLOB, $OLLI, $NVRO, $CLB
Summers Value Fund	10/16/2021	$NTOV, $ELMD
Baron Growth Fund	10/17/2021	$VLD, $DNUT, $SMRT
Baron Real Estate Fund	10/17/2021
Baron Health Care Fund	10/17/2021	$NTRA, $GDRX, $MRTX, $STVN
Oakmark Fund	10/17/2021
Oakmark Global Fund	10/17/2021
Oakmark Global Select Fund	10/17/2021
Oakmark International Fund	10/17/2021
Oakmark International Small Cap Fund	10/17/2021
Oakmark Select Fund	10/17/2021
Miller/Howard Investments	10/17/2021
NZS Capital	10/17/2021
Third Avenue International Real Estate Value Fund	10/19/2021
Third Avenue Real Estate Value Fund	10/19/2021	$APTS, $WARFY, $
Third Avenue Small-Cap Value Fund	10/19/2021	$MSGE
Third Avenue Value Fund	10/19/2021	$BMWYY, $DDAIF, $BKRIF, $DB, $CSFFF, $LUNMF
Upslope Capital Management	10/19/2021	$TCHBF, $BWXT
Carillon Eagle Mid Cap Growth Fund	10/19/2021
Carillon Eagle Small Cap Growth Fund	10/19/2021
Rowan Street Capital	10/19/2021
Old West Capital Management	10/19/2021	$FLGT
Distillate Capital	10/19/2021
Alphyn Capital Management	10/19/2021	$PSTH, $CSPLF, $CRSS, $CFX, $NPSNY, $PROSY, $TCEHY
Ensemble Fund	10/20/2021	$BKNG, $LSTR
Smead Value Fund	10/20/2021
Bernzott Capital Advisors	10/20/2021	$ATIP, $VNOM
Greenlight Capital	10/20/2021	$GRBK, $BHF, $CSPLF $SONO
Longleaf Partners Fund	10/21/2021	$DISCK
Longleaf Partners International Fund	10/21/2021
Longleaf Partners Global Fund	10/21/2021
Longleaf Partners Small-Cap Fund	10/21/2021	$RNR
Hoisington Investment Management	10/21/2021
Whitebrook Capital	10/21/2021	$QRTEA
L1 International Capital Fund	10/21/2021	$TXN
L1 Capital Long Short Fund	10/21/2021
Horizon Kinetics	10/23/2021	$LNG, $TPL
Baron Discovery Fund	10/23/2021	$BASE, $SMRT, $MCG, $FORG, $QLYS
Baron Asset Fund	10/23/2021	$HUBS
Arisaig Partners	10/23/2021
Kinsman Oak Equity Fund	10/23/2021	$RICK
Polen Capital - Focus Growth	10/23/2021	$ABNB
Polen Capital - Global Growth	10/23/2021
Polen Capital - International Growth	10/23/2021
Bronte Capital	10/23/2021
Aikya Funds	10/23/2021
Myrmikan Research	10/23/2021
Crestcat Capital	10/23/2021
Pzena Investment Management	10/23/2021
Diamond Hill Small Cap Fund	10/23/2021
Akre Focus Fund	10/23/2021
Rondure Global	10/23/2021
Artisan Mid Cap Fund	10/24/2021	NEO MQ ASND CDAY ENTG
Artisan International Value Fund	10/24/2021
Weitz Hickory Fund	10/24/2021
Weitz Partners III Opportunity Fund	10/24/2021
Weitz Partners Value Fund	10/24/2021
Weitz Value Fund	10/24/2021
Giverny Capital Asset Management	10/24/2021	IIVI
Argosy Investors	10/25/2021	DFH GO RRTS
Tidefall Capital Management	10/25/2021	FRFHF
Polen Capital - U.S. Small Company Growth	10/26/2021
Polen U.S. SMID Company Growth	10/26/2021	OLO
Tao Value	10/29/2021	FB RBLX
Alta Fox Capital Management	10/29/2021
First Eagle Global Value	10/29/2021
Vulcan Value Partners	10/29/2021	LRCX UPST AMAT
FPA Crescent Fund	10/29/2021
Miller Opportunity Equity	10/29/2021	BABA GM FTCH MTTR WW VRM
Miller Income Strategy	10/29/2021	APTS VALE CHS CC
LRT Capital	10/30/2021	TSCO
Luca Capital	10/30/2021	TDOC
Greystone Capital Management	10/30/2021	LSYN RSSS BSFFF EDDRF
Epoch Investment Partners	10/30/2021
RiverPark Large Growth	10/31/2021	DXCM SNOW TWLO RNG EXAS ZG SOFI
RiverPark Long/Short Opportunity Fund	10/31/2021
Maran Capital Management	10/31/2021	CLAR TPB CRSS AOUT
Bireme Capital	10/31/2021	RICK BOIVF ORI IMBBY
1 Main Capital Partners	10/31/2021	LMB ATIP GREE
Mindset Value Fund	10/31/2021
Andvari Associates	10/31/2021	CHE
Baron FinTech Fund	10/31/2021	WPLCF CWAN TOST
Baron Partners Fund	10/31/2021
Harding Loevner Emerging Markets Equity	10/31/2021
Harding Loevner Global Equity	10/31/2021
Harding Loevner Global Small Companies	10/31/2021	BWA STAEF ST
Harding Loevner International Equity	10/31/2021
Harding Loevner International Small Companies Equity	10/31/2021
Alluvial Capital Management	11/02/2021	PX CRAWA LICT NUVR WHLR
Greenhaven Road Capital	11/02/2021	APPS MKTW
RGA Investment Advisors	11/02/2021	KW
Davis Financial Fund.	11/02/2021
Davis Global Fund	11/02/2021
Davis International Fund	11/02/2021
Davis New York Venture Fund	11/02/2021
Davis Opportunity Fund	11/02/2021
Donville Kent Asset Management	11/02/2021	PRL.TO
Tollymore Investment Partners	11/02/2021	NXGPY HLFFF RDBBF
Steel City Capital	11/02/2021	ATEX LSYN SIGA
Polen Capital - International Small Company Growth	11/02/2021
RiverPark/Wedgewood Fund	11/04/2021	MSI UNH
Artisan Global Discovery Fund	11/06/2021
Artisan Small Cap Fund	11/06/2021	COMP SI TWOU BTRS OLO
Artisan Value Fund	11/06/2021
Saturna Capital	11/06/2021
Saturna Capital - Amana Funds	11/06/2021
Saturna Capital - Sextant Funds	11/06/2021
Cedar Creek Partners	11/08/2021	BMTX PCHM NNUP DBMG
Baron Opportunity Fund	11/08/2021	NTRA NRDY TOST CDAY
Baron Small Cap Fund	11/08/2021	MCG SMRT HLLY
Artko Capital	11/17/2021	HQI
Hayden Capital	11/17/2021	COIN ZLPSF
Tweedy Browne	11/17/2021
Canterbury Tollgate	11/17/2021
Andaz Private Investments	11/17/2021
River Oak Capital	11/17/2021
Palm Capital	11/17/2021
Long Cast Advisers	11/22/2021	SANW PDEX CTEK
FPA Queens Road Small Cap Value Fund	11/22/2021
Choice Equities Fund	11/29/2021	FARM INVE GMS
Ariel Trust Funds	11/29/2021	BIDU BWA CBRE GNTX
GreenWood Investors	11/29/2021
Horos Funds	11/29/2021
Goehring & Rozencwajg	11/29/2021
Saltlight Capital	11/29/2021
Voss Capital	12/14/2021	SWIR
Turtle Creek	12/14/2021

---

2nd Quarter 2021

---

Fund Name	Date	Stocks Mentioned
St. James Investment Company	7/14/2021
East72 Holdings	7/14/2021	$NAM.AX, $SZL.AX
Vltava Fund	7/14/2021
Headwaters Capital	7/14/2021	$ABCM
Alphyn Capital Management	7/14/2021	$CRSS, $VMEO
Comus Investments	7/14/2021
FMI All Cap Equity	7/14/2021
FMI International Equity	7/14/2021
FMI Large Cap Equity	7/14/2021
FMI Small Cap Equity	7/14/2021
Wedgewood Partners	7/14/2021	$CDW, $CPRT, $TSM
Longleaf Partners Fund	7/15/2021
Longleaf Partners Global Fund	7/15/2021
Longleaf Partners International Fund	7/15/2021	$PROSY, $0200.HK
Longleaf Partners Small-Cap Fund	7/15/2021
Palm Valley Capital Fund	7/15/2021	$COG, $VWTR
MPE Capital	7/17/2021
Worm Capital	7/17/2021	$ABNB, $SHOP, $TSLA
Richie Capital Group	7/17/2021	$INS, $MKTX, $VMD, $TTD, $ADBE
Cooper Investors Global Equity Fund (Hedged)	7/17/2021
Cooper Investors Global Equity Fund (Unhedged)	7/17/2021
Andvari Associates	7/17/2021
RiverPark Large Growth	7/17/2021
RiverPark Long/Short Opportunity Fund	7/17/2021
Alger Mid Cap Focus Fund	7/17/2021	$NET, $BSY, $HUBS, $DKNG, $MGNI, $DISCK
Alger Small Cap Focus Fund	7/17/2021
Alger Spectra Fund	7/17/2021
Alger Weatherbie Specialized Growth Fund	7/17/2021	$PGNY, $CLB, $FSV, $EAR, $CHGG, $NEO
Third Avenue International Real Estate Value Fund	7/17/2021
Third Avenue Real Estate Value Fund	7/17/2021	$STRS, $FNMA
Third Avenue Small-Cap Value Fund	7/17/2021
Third Avenue Value Fund	7/17/2021
Smead Value Fund	7/17/2021
Old West Capital Management	7/17/2021	$RFL, $URPTF
Distillate Capital	7/17/2021
Nelson Capital	7/18/2021	$BKNG
Baron Health Care Fund	7/18/2021
Baron Real Estate Fund	7/18/2021
Heartland Mid Cap Value Fund	7/18/2021	$PPG, $FCFS, $DGX
Heartland Value Fund	7/18/2021	$MNR, $PDCO, $BBBY
Heartland Value Plus Fund	7/18/2021	$DRQ, $AVNS, $FCFS
NZS Capital	7/18/2021
Massif Capital	7/18/2021	$ADMLF, $EQX, $AOIFF, $EQNR
Miller/Howard Investments	7/18/2021
Madison Dividend Income Fund	7/20/2021	$AFL
Madison Investors Fund	7/20/2021	$BD, $DLTR, $PCAR, $PGR
Madison Mid Cap Fund	7/20/2021	$CNNE, $PCAR
Madison Small Cap Fund	7/20/2021
Bernzott Capital Advisors	7/20/2021	$ADTN, $ATSG, $GVA, $JRVR
Whitebrook Capital	7/20/2021
Merion Road Capital	7/20/2021	$FLXS
Arisaig Partners	7/20/2021	$ARCE
Hoisington Investment Management	7/20/2021
L1 International Capital Fund	7/20/2021	$GPK
Blue Tower Asset Management	7/20/2021	$CNR, $TCS.L
Tidefall Capital Management	7/20/2021	$FB
Cedar Creek Partners	7/22/2021	$CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP
Kinsman Oak Equity Fund	7/22/2021
Vulcan Value Partners	7/22/2021
Polen Capital - Focus Growth	7/22/2021
Polen Capital - Global Growth	7/22/2021
Polen Capital - International Growth	7/22/2021
Steel City Capital	7/22/2021	$ATEX, $NEWSA, $LSYN, $SIGA, $TRUP
Ensemble Fund	7/22/2021	$NTDOY, $ILMN
Spree Capital	7/22/2021
Oakmark Fund	7/22/2021
Oakmark Global Fund	7/22/2021	$THC, $INCZY
Oakmark Global Select Fund	7/22/2021
Oakmark International Fund	7/22/2021
Oakmark Select Fund	7/22/2021	$ALSN
Horizon Kinetics	7/24/2021
Maran Capital Management	7/24/2021	$CRSS, $CTT.PT, $CLAR, $PCYO
Bronte Capital	7/24/2021
Baron Asset Fund	7/24/2021	$AVLR
Baron Growth Fund	7/24/2021	$ZY
Baron Small Cap Fund	7/24/2021	$JBI, $FA
Laughing Water Capital	7/25/2021	$AIMFF, $TACT, $THRY
1 Main Capital Partners	7/25/2021	$MHH, $ATIP.WS, $LMB
Voss Capital	7/25/2021	$IMXI, $ECNCF
Greystone Capital Management	7/25/2021	$HOME, $THBRF
Emeth Value Capital	7/25/2021
Summers Value Fund	7/27/2021
Artisan International Value Fund	7/27/2021
Artisan Mid Cap Fund	7/27/2021	$LPLA, $ENTG, $WMS, $HUBS, $GMAB
Artisan Small Cap Fund	7/27/2021	$OLO, $WK, $EB, $WMS, $VMI, $BIGC
Baron Opportunity Fund	7/27/2021	$EDR, $INDI, $RNG, $TEAM, $SOFI
Baron Partners Fund	7/27/2021
Baron FinTech Fund	7/27/2021	$DLO, $MQ, $SOFI
Baron Discovery Fund	7/27/2021	$JBGS, $DV, $INDI, $ALKT, $PING, $ZY, $OLK, $RXRX
Akre Focus Fund	7/27/2021
Epoch Investment Partners	7/27/2021
Greenlight Capital	7/27/2021
Polen Capital - International Small Company Growth	7/27/2021
Polen Capital - U.S. Small Company Growth	7/27/2021
Polen U.S. SMID Company Growth	7/27/2021
Diamond Hill Small Cap Fund	7/27/2021
Alluvial Capital Management	7/28/2021	$GTX, $PIOE, $CRSS, $TPRP
Argosy Investors	7/28/2021	$FERG, $ARLO, $VZIO
JDP Capital Management	7/29/2021	$SPOT, $ROKU, $DRTT, $INVVY, $STNE
Boyar Value Group	7/29/2021
Long Cast Advisers	7/29/2021	$QRHC
Weitz Hickory Fund	7/31/2021	$MKTX, $DNB
Weitz Partners III Opportunity Fund	7/31/2021
Weitz Partners Value Fund	7/31/2021
Weitz Value Fund	7/31/2021	$ROP
Giverny Capital Asset Management	7/31/2021	$ACOPF, $ATHM, $KMX
Alta Fox Capital Management	7/31/2021
Donville Kent Asset Management	7/31/2021	$PLCKF, $NOW.V
First Eagle Global Value	7/31/2021
Rowan Street Capital	7/31/2021	$SPOT, $FB
FPA Crescent Fund	7/31/2021
Carillon Eagle Mid Cap Growth Fund	8/02/2021
Carillon Eagle Small Cap Growth Fund	8/02/2021
Wasatch Core Growth Fund	8/02/2021
Wasatch Micro Cap Fund	8/02/2021
Wasatch Micro Cap Value Fund	8/02/2021
Wasatch Small Cap Growth Fund	8/02/2021
Wasatch Small Cap Value Fund	8/02/2021
Wasatch Ultra Growth Fund	8/02/2021
Myrmikan Research	8/02/2021
L1 Capital Long Short Fund	8/10/2021
Aikya Funds	8/10/2021
Horos Funds	8/10/2021	$SUHJY, $MBI
Tweedy Browne	8/10/2021
Upslope Capital Management	8/10/2021	$MKTX, $ENV
Crestcat Capital	8/10/2021
Pzena Investment Management	8/10/2021
Tao Value	8/10/2021
Third Point	8/10/2021	$RH, $DIS
RGA Investment Advisors	8/10/2021	$SFIX
Luca Capital	8/11/2021
Miller Income Strategy	8/11/2021
Miller Opportunity Equity	8/11/2021
Goehring & Rozencwajg	8/23/2021
Artisan Global Discovery Fund	8/23/2021
Artisan Value Fund	8/23/2021
Artko Capital	8/23/2021	$GLBI, $CURN
Choice Equities Fund	8/23/2021	$INVE
LRT Capital	8/23/2021	$DPZ, $SCL, $MAR, $NVO, $RGEN, $HXL, $WSO, $TPL, $CIGI, $TFII
Saga Partners	8/23/2021	$GDRX
Harding Loevner Emerging Markets Equity	8/28/2021
Harding Loevner Global Equity	8/28/2021
Harding Loevner Global Small Companies	8/28/2021
Harding Loevner International Equity	8/28/2021
Harding Loevner International Small Companies Equity	8/28/2021
Appleseed Fund	8/28/2021	$HLF, $BOWFF, $ALL, $NPSNY
Ariel Trust Funds	8/28/2021	$ADT, $BOKF, $MDP
Rondure Global	8/28/2021
RiverPark/Wedgewood Fund	8/28/2021	$CDW, $CPRT, $TSM
Fundsmith Equity Fund	8/28/2021
Greenhaven Road Capital	8/28/2021	$MKTW
GoodHaven Fund	8/28/2021
Hayden Capital	8/28/2021
Arquitos Capital	8/28/2021
Evermore Global Value Fund	8/28/2021
Andaz Private Investments	8/28/2021
WertArt Capital	8/28/2021	$SUPN, $GOE.PA, $NTDOY, $HSCNF
Rhizome Partners	8/28/2021	$FRPH
Palm Capital	8/28/2021

---

1st Quarter 2021

---

Fund Name	Date	Stocks Mentioned
St. James Investment Company	4/05/2021
Headwaters Capital	4/05/2021	$AFG, $TREE
Comus Investments	4/05/2021
Del Principe O’Brien Financial Advisors	4/05/2021	$AVGO, $DISCA, $BIIB
East72 Holdings	4/06/2021	$VHI, $HALFF
Vltava Fund	4/07/2021
Palm Valley Capital Fund	4/08/2021	$PHYS, $CRI, $WHGLY, $DOX
Merion Road Capital	4/08/2021	$FNF, $RCKY
Oakmark Fund	4/08/2021	$MO, $COP
Oakmark Select Fund	4/08/2021
Oakmark Global Fund	4/08/2021	$CGEMY, $FISV, $GD, $HUM, $SAP
Oakmark Global Select Fund	4/08/2021	$DDAIF, $CS
Worm Capital	4/09/2021
Alphyn Capital Management	4/11/2021	$CFX
Argosy Investors	4/12/2021	$KAR, $GO, $CNSWF, $RRTS, $DFH, $RGLD
Richie Capital Group	4/12/2021
Wedgewood Partners	4/14/2021	$BKNG, $EW, $ODFL, $SBUX
Alger Mid Cap Focus Fund	4/14/2021	$MSTR, $DKNG, $MGNI, $EH, $CHPT, $PLAN
Alger Small Cap Focus Fund	4/14/2021	$SHAK, $CTRX, $TECH, $BLI, $BIGC, $AVLR
Alger Spectra Fund	4/14/2021
Alger Weatherbie Specialized Growth Fund	4/14/2021
FMI All Cap Equity	4/14/2021
FMI International Equity	4/14/2021
FMI Large Cap Equity	4/14/2021
FMI Small Cap Equity	4/14/2021
RiverPark Large Growth	4/15/2021	$UNH, $BKNG, $SCHW, $SQ, ZG, $SNOW, $FTCH
RiverPark Long/Short Opportunity Fund	4/15/2021	$UNH, $BKNG, $SCHW, $SQ, ZG, $SNOW, $FTCH
Bronte Capital	4/15/2021
Upslope Capital Management	4/15/2021	$FCV, $TMXXF, $CBOE
NZS Capital	4/15/2021
Longleaf Partners Fund	4/15/2021	$LUMN, $AMG, $CNX, $GE, $MGM, $FRFHF, $CNHI
Longleaf Partners Global Fund	4/15/2021
Longleaf Partners International Fund	4/15/2021
Longleaf Partners Small-Cap Fund	4/15/2021	$LUMN,$CNX, $ESRT, $RLGY, $MAT
Cooper Investors Global Equity Fund (Hedged)	4/15/2021	$TOITF, $ATVI
Cooper Investors Global Equity Fund (Unhedged)	4/15/2021	$TOITF, $ATVI
Hoisington Investment Management	4/15/2021
Madison Dividend Income Fund	4/15/2021
Madison Investors Fund	4/15/2021	$FISV
Madison Small Cap Fund	4/15/2021
Andvari Associates	4/15/2021	$CSGP
Old West Capital Management	4/16/2021	$RFL
Summers Value Fund	4/16/2021	$ELMD
Baron Asset Fund	4/16/2021	$TRIP, $EPAM
Baron Discovery Fund	4/16/2021	$TRIP, $VSPR, $MRCY, $DSP, $SAIL
Baron Health Care Fund	4/16/2021	$ICLR, $TECH
Baron Opportunity Fund	4/16/2021
Carillon Eagle Mid Cap Growth Fund	4/16/2021
Carillon Eagle Small Cap Growth Fund	4/16/2021
Ensemble Fund	4/16/2021	$$FAST, $HD
Massif Capital	4/16/2021	$LAC, $IVN, $TRQ
Greenlight Capital	4/16/2021
Spree Capital	4/16/2021	$ICE
Miller/Howard Investments	4/16/2021
Smead Value Fund	4/17/2021
Bernzott Capital Advisors	4/17/2021	$UPLD, $ORBC, $JIH
Artisan Mid Cap Fund	4/17/2021
Whitebrook Capital	4/17/2021	$DISCA, $CNDT
Blue Tower Asset Management	4/17/2021	$CGEO.L
L1 International Capital Fund	4/17/2021
Harding Loevner Global Equity	4/17/2021
Harding Loevner International Equity	4/17/2021
Harding Loevner Emerging Markets Equity	4/17/2021	$HNHPF, $WEGZY, $6415.TW
Nelson Capital	4/17/2021	$DNMR
Distillate Capital	4/18/2021
Akre Focus Fund	4/18/2021
Wasatch Core Growth Fund	4/18/2021
Wasatch Micro Cap Fund	4/18/2021
Wasatch Micro Cap Value Fund	4/18/2021	$VREOF, $SKY, $MX, $NLS, $ASPU, $STRL, $ROAD
Wasatch Small Cap Growth Fund	4/18/2021
Wasatch Small Cap Value Fund	4/18/2021
Wasatch Ultra Growth Fund	4/18/2021
Arisaig Partners	4/20/2021
Third Avenue International Real Estate Value Fund	4/20/2021
Third Avenue Real Estate Value Fund	4/20/2021	$LEN, $BAM, $CBRE, $JBGS, $PLD
Third Avenue Small-Cap Value Fund	4/20/2021	$BSIG
Third Avenue Value Fund	4/20/2021
Baron Growth Fund	4/20/2021	$ACVA
Baron Partners Fund	4/20/2021
Baron Real Estate Fund	4/20/2021
Tidefall Capital Management	4/22/2021	$BRK.B
Giverny Capital Asset Management	4/22/2021
Heartland Mid Cap Value Fund	4/22/2021	$UHAL, $RGA, $PSB
Heartland Value Fund	4/22/2021	$CCBG, $NFG, $CGAU
Heartland Value Plus Fund	4/22/2021	$PAHC, $MEI
Greystone Capital Management	4/25/2021	$PW, $SHSP, $HIL, $THRY, $RMNI, $LSYN, $PLBY
1 Main Capital Partners	4/25/2021	$GOOG, $KKR, $LMB, $PSH, $RICK, $LGIH, $W, $WINE.LN
Polen Capital - Focus Growth	4/25/2021	$AMZN, $NFLX, $CRM
Polen Capital - Global Growth	4/25/2021
Polen Capital - International Growth	4/25/2021	$TCRHY, $AON, $SGPYY, $EDU, $ADDYY, $CSLLY, $EVVTY
Horizon Kinetics	4/25/2021	$TPL
Kinsman Oak Equity Fund	4/25/2021	$BWXT
Baron FinTech Fund	4/27/2021
Baron Small Cap Fund	4/27/2021	$DRVN, $ETWO, $SHLS
Horos Funds	4/27/2021
Laughing Water Capital	4/27/2021	$RMNI, $ITI
Artisan International Value Fund	4/27/2021
Artisan Small Cap Fund	4/27/2021
First Eagle Global Value	4/27/2021
Vulcan Value Partners	4/27/2021
Weitz Hickory Fund	4/27/2021
Weitz Partners III Opportunity Fund	4/27/2021
Weitz Partners Value Fund	4/27/2021
Weitz Value Fund	4/27/2021
L1 Capital Long Short Fund	4/27/2021
Aikya Funds	4/27/2021
Alluvial Capital Management	4/28/2021	$PIOE, $CRAWA, $LGNC, $WHLR, $MMAC
Diamond Hill Small Cap Fund	4/28/2021
RGA Investment Advisors	4/28/2021
FPA Crescent Fund	4/28/2021
Maran Capital Management	5/02/2021
Alta Fox Capital Management	5/02/2021	$VQSLF
Epoch Investment Partners	5/03/2021
Donville Kent Asset Management	5/03/2021
Polen Capital - International Small Company Growth	5/03/2021
Polen Capital - U.S. Small Company Growth	5/03/2021
Polen U.S. SMID Company Growth	5/03/2021
Tao Value	5/03/2021	$TAL, $FUTU
Cedar Creek Partners	5/04/2021	$SODI $PCOA $DBMG $PCHM $PDRX $RILY $SBNC
Palm Harbour Capital	5/06/2021	$SEOAY, $
Andaz Private Investments	5/06/2021
Tweedy Browne	5/06/2021
Blue Hawk Investment Group	5/06/2021
Miller Income Strategy	5/06/2021	$PBI, $CHS, $VTRS, $GEO
Miller Opportunity Equity	5/06/2021
Harding Loevner Global Small Companies	5/06/2021
Harding Loevner International Small Companies Equity	5/06/2021
Third Point	5/07/2021	$UPST, $GRAB, $CSGP
Steel City Capital	5/10/2021	$NWSA, $SIGA, $ATEX, $LSYN, $TRUP, $WDFC
Goehring & Rozencwajg	5/13/2021
Crestcat Capital	5/13/2021
Myrmikan Research	5/13/2021
Pzena Investment Management	5/13/2021
Bonhoeffer Capital Management	5/13/2021
Appleseed Fund	5/13/2021
Saturna Capital	5/13/2021
Saturna Capital - Amana Funds	5/13/2021
Saturna Capital - Sextant Funds	5/13/2021
Choice Equities Fund	5/13/2021	$BNED, $FARM
Artko Capital	5/23/2021	$HQI
LRT Capital	5/23/2021
Ariel Trust Funds	5/23/2021	$AXTA, $SNA, $SRCL
Artisan Global Discovery Fund	5/23/2021
Artisan Value Fund	5/23/2021
Bonsai Partners	5/23/2021	$RDBBF, $MU, TSYHY, $PHPYF, $LKQ, $TSM, $ILMN

---

4th Quarter 2020

---

Fund Name	Date	Stocks Mentioned
Alger Mid Cap Focus Fund	1/14/2021	$NET, $ROKU, $FTCH, $QDEL, $STMP, $ZM
Alger Small Cap Focus Fund	1/14/2021	$CDNA, $NTRA, $CMD, $STMP, $TNDM, $QDEL
Alger Spectra Fund	1/14/2021
Alger Weatherbie Specialized Growth Fund	1/14/2021
Alphyn Capital Management	1/24/2021
Alta Fox Capital Management	1/26/2021
Andaz Private Investments	1/04/2021
Andvari Associates	1/07/2021
Argosy Investors	1/12/2021	$PINS, $JD, $RP, $SPB, $FTV, $WFC
Arisaig Partners	1/13/2021
Artisan Global Discovery Fund	1/25/2021
Artisan International Value Fund	1/25/2021
Artisan Mid Cap Fund	1/25/2021
Artisan Small Cap Fund	1/25/2021	$SMMC ($BTRS), $DNLI, $ZNGA, $FROG.
Artisan Value Fund	1/25/2021
Avory & Company	1/14/2021
Baron Asset Fund	1/17/2021	$SFIX, $FTCH.
Baron Discovery Fund	1/17/2021	$CDNA, $TPIC, $ALGM, $ESPR, $EBS, $SILK, $FQVTF, $MDEVF, $RRR, $EAR.
Baron FinTech Fund	1/25/2021	$SHOP, $MELI
Baron Growth Fund	1/25/2021	$DM
Baron Health Care Fund	1/17/2021
Baron Opportunity Fund	1/17/2021	$OPEN, $SFIX, $FTCH
Baron Partners Fund	1/25/2021
Baron Real Estate Fund	1/17/2021
Bernzott Capital Advisors	1/21/2021
Blue Tower Asset Management	1/27/2021	$EZPW
Bronte Capital	1/15/2021
Carillon Eagle Mid Cap Growth Fund	1/21/2021
Carillon Eagle Small Cap Growth Fund	1/25/2021
Comus Investments	1/05/2021
Concentrated Compounding*	1/05/2021
Cooper Investors Global Equity Fund (Hedged)	1/20/2021	$TKAYY, $WMG, $WDAY, $OCPNY.
Cooper Investors Global Equity Fund (Unhedged)	1/20/2021
Distillate Capital	1/02/2021
Donville Kent Asset Management	1/20/2021
Edgebrook Partners	1/29/2021
Epoch Investment Partners	1/26/2021
First Eagle Global Value	1/22/2021
FMI All Cap Equity	1/15/2021
FMI International Equity	1/15/2021
FMI Large Cap Equity	1/15/2021
FMI Small Cap Equity	1/15/2021
Forager Funds	1/20/2021
Fundsmith Equity Fund	1/22/2021
Giverny Capital Asset Management	1/20/2021
GoodHaven Fund	1/29/2021
Greenlight Capital	1/25/2021
Greystone Capital Management	1/16/2021	$CHRM, $TRRVF, $LSYN, $USAT, $FREE
Headwaters Capital	1/10/2021	$ENTG, $FICO, $INSP
Heartland Mid Cap Value Fund	1/15/2021	$FCX, $RJF, $BG, $AAP
Heartland Select Value Fund	1/15/2021
Heartland Value Fund	1/15/2021	$THO, $NVT, $CAGDF
Heartland Value Plus Fund	1/15/2021	$PAHC, $RILY.
Hoisington Investment Management	1/19/2021
L1 Capital Long Short Fund	1/25/2021
Laughing Water Capital	1/24/2021	$AIMFF, $CDMO, $PAR, $USAT
Longleaf Partners Fund	1/17/2021
Longleaf Partners Global Fund	1/17/2021
Longleaf Partners International Fund	1/17/2021
Longleaf Partners Small-Cap Fund	1/17/2021
LRT Capital	1/15/2021
Madison Dividend Income Fund	1/18/2021
Madison Investors Fund	1/18/2021
Madison Mid Cap Fund	1/18/2021
Madison Small Cap Fund	1/18/2021
Massif Capital	1/21/2021
Merion Road Capital	1/12/2021	$PINS, $FCPT, $FERGY, $MHH, $RMCF, $LNSR
Miller/Howard Investments	1/27/2021
MPE Capital	1/13/2021
Myrmikan Research	1/15/2021
NZS Capital	1/17/2021
Oakmark Fund	1/11/2021	$FISV, $KKR
Oakmark Select Fund	1/11/2021
Oakmark Global Fund	1/11/2021	$NVS, $KDP, $LYV, $PINS
Oakmark Global Select Fund	1/11/2021
Old West Capital Management	1/11/2021	$WLDBF.
Palm Valley Capital Fund	1/05/2021
Polen Capital - Focus Growth	1/22/2021	$ILMN, $CRM.
Polen Capital - Global Growth	1/22/2021
Polen Capital - International Growth	1/22/2021
Pzena Investment Management	1/21/2021
Richie Capital Group	1/10/2021
RiverPark Large Growth	1/14/2021	$SNAP, $PINS, $BX, $UBER, $EXAS, $LMT, $DXCM.
RiverPark Long/Short Opportunity Fund	1/14/2021
RV Capital	1/15/2021	$WORK
Smead Value Fund	1/26/2021
Spree Capital	1/18/2021	$CDLX, $UPWK.
St. James Investment Company	1/10/2021
Steel City Capital	1/25/2021	$LSYN, $ATEX, $EBAY, $TRUP, $WDFC
Summers Value Fund	1/21/2021	$BASI, $ELMD, $MODV
Tao Value	1/21/2021
Third Avenue Real Estate Value Fund	1/20/2021	$FNMA, $AMH
Third Avenue Small-Cap Value Fund	1/20/2021
Third Avenue Value Fund	1/20/2021	$LAZ, $SVNDY.
Upslope Capital Management	1/15/2021
Vltava Fund	1/05/2021
Vulcan Value Partners	1/26/2021
Wedgewood Partners	1/13/2021	$PGR, $SPGI, $TSCI
Weitz Hickory Fund	1/27/2021
Weitz Partners III Opportunity Fund	1/27/2021
Weitz Partners Value Fund	1/27/2021
Weitz Value Fund	1/27/2021
Whitebrook Capital	1/26/2021
Horizon Kinetics	1/30/2021
Harding Loevner Global Equity	1/30/2021
Harding Loevner International Equity	1/30/2021
Harding Loevner International Small Companies Equity	1/30/2021
Harding Loevner Global Small Companies	1/30/2021
Davis Financial Fund.	1/30/2021
Davis Global Fund	1/30/2021
Davis International Fund	1/30/2021
Davis New York Venture Fund	1/30/2021
Davis Opportunity Fund	1/30/2021
Crestcat Capital	1/30/2021
Polen Capital - International Small Company Growth	1/30/2021
Polen Capital - U.S. Small Company Growth	1/30/2021
Ensemble Fund	1/30/2021	$RACE, $NVR

3rd Quarter 2020

• 1 Main Capital Partners - ($LMB)
• Alger Mid Cap Focus Fund - ($PENN, $ZM, $DKNG, $VAPO, $MIDD, $VERX)
• Alger Small Cap Focus Fund - ($NTRA, $CYRX, $VEEV, $AYX, $EHTH, $PRO).
• Alger Spectra Fund
• Alphyn Capital Management
• Alta Fox Capital Management - ($CLCT)
• Andaz Private Investments
• Andvari Associates -($GLIBA, $LBRDA, $CSGP, $TYL)
• Appleseed Fund
• Argosy Investors - ($TIG, $TAP, $XPO, $HEI, $CIGI).
• Ariel Funds - ($BAP, $FLIR, $NOV, $MTN).
• Arquitos Capital
• Arisaig Partners
• Artisan Global Discovery Fund
• Artisan International Value Fund
• Artisan Mid Cap Fund
• Artisan Small Cap Fund
• Artisan Value Fund
• Artko Capital - ($NTIC, $PBPB, $FTK)
• Baron Asset Fund
• Baron Discovery Fund - ($PRPL, $VITL, $PACB, $BLI, $AFIB, $MEG, $AEIS).
• Baron FinTech Fund - ($SQ, $NVEI.TO).
• Baron Growth Fund - ($AMWL).
• Baron Health Care Fund
• Baron Opportunity Fund
• Baron Partners Fund
• Baron Real Estate Fund
• Bernzott Capital Advisors - ($SSTK, INOV, $WSC, $EPAY, $SP, $CSOD)
• Bireme Capital
• Black Bear Value Partners - ($AWI, $AN, $BRK.B, $PSX, $TPL)
• Blue Tower Asset Management - ($BERY)
• Bonsai Partners - ($RDBBF, $PHPYF, $MU, $GNSS, $TSM).
• Bronte Capital
• Brown Capital Management Mid Company Fund - ($CRL, $BFAM, $JKHY, $RP)
• Brown Capital Management Small Company Fund - ($IRTC, $VEEV, $AYX, $PRO)
• Brown Capital Management International Equity Fund
• Brown Capital Management International Small Company Fund
• Carillon Eagle Mid Cap Growth Fund
• Cartenna Capital - ($FDX, $LAD, $LEA)
• Cedar Creek Partners
• Choice Equities Fund - ($APPS, $PINS, $MGNI, $SIC).
• Compound Everyday Capital
• Comus Investments
• Cooper Investors Global Equity Fund (Hedged)
• Cooper Investors Global Equity Fund (Unhedged)
• Crestcat Capital
• Curreen Capital - ($CNDT).
• Del Principe O’Brien Financial Advisors - ($BRK.B, $ROP, $DHR, $MC, $ICE)
• Desert Lion Capital
• Distillate Capital
• DMZ Partners
• Donville Kent Asset Management
• Ensemble Fund - ($CMG, $ISRG. $NVR, $BR, $FRC, $NVR).
• Evermore Global Value Fund
• Ewing Morris - ($KAI)
• First Eagle Global Value
• FMI All Cap Equity - ($CMCSA, $DLTR).
• FMI International Equity
• FMI Large Cap Equity
• FMI Small Cap Equity
• FPA Capital Fund - ($NCR, $AGCO, $CNOM, $CNC)
• FPA Crescent Fund
• Goehring & Rozencwajg
• Greenhaven Road Capital - ($PAR, $KKR, $APPS, $ESTC, $ROKU, $AEYE, $APG, $NLS, $BNED)
• Greenlight Capital
• GreenWood Investors
• Greystone Capital Management - ($RICK, $RMNI, $CRAWA, $RSSS, $PW)
• Harding Loevner Global Equity
• Harding Loevner International Equity
• Harding Loevner International Small Companies Equity
• Harding Loevner Global Small Companies
• Hayden Capital - ($AFTPF)
• Heartland Mid Cap Value Fund - ($HLT, $SPB, $FE, $MHK)
• Heartland Opportunistic Value Fund - ($HLT, $CSCO, $BRK.B)
• Heartland Value Fund - ($TSC, $OESX ,$PLAB)
• Heartland Value Plus Fund - ($SPB, $FCFS, $RL)
• Hoisington Investment Management
• Horizon Kinetics - ($TPL)
• L1 International Capital Fund
• L1 Capital Long Short Fund
• Laughing Water Capital - ($USAT, $FREE)
• Longleaf Partners Fund
• Longleaf Partners Global Fund
• Longleaf Partners International Fund
• Longleaf Partners Small-Cap Fund
• LRT Capital
• Luca Capital
• Madison Dividend Income Fund - ($HON)
• Madison Investors Fund - ($FB)
• Madison Mid Cap Fund - ($ANET)
• Madison Small Cap Fund
• Maran Capital Management - ($FREE, $PCYO, $CLAR)
• Massif Capital
• Mawer Mutual Funds
• McLain Capital
• Merion Road Capital - ($FERGY, $TUESQ)
• Miller/Howard Investments
• Miller Value - Deep Value Strategies - ($NBR, $BBBY, $GME, $SIG, $PBI, $ATCO)
• Miller Value -  Opportunity Equity
• Mittleman Global Value Equity Fund
• Myrmikan Capital
• Nelson Roberts Investment Advisors - ($QDEL).
• Nomadic Value - ($UNH, $OHS, $IPOC).
• NZS Capital
• Oakmark Fund - ($CBRE, $KDP)
• Oakmark Select Fund
• Oakmark Global Fund
• Old West Investment Management - ($LEU)
• Palm Valley Capital Fund
• Polen Capital - Focus Growth - ($UNH, $ISRG, $CRM, $REGN).
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - International Small Company Growth
• Polen Capital - U.S. Small Company Growth
• RGA Investment Advisors
• Rhizome Partners
• RiverPark Large Growth - ($PINS, $AAPL, $AMZN, $EXAS, $ISRG, $ILMN, $AMT, $ADSK)
• RiverPark Long/Short Opportunity Fund
• Rowan Street Capital - ($BABA)
• Saturna Capital
• Saturna Capital - AmanaFunds
• Saturna Capital - Sextant Funds
• Selcouth Capital Management
• Sequoia Fund
• Silver Ring Partners
• Smead Value Fund
• Spree Capital - ($IAC, $ANGI, $PINS)
• St. James Investment Company
• Steel City Capital - ($LSYN, $ATEX. $SATS, $EBAY, $TCP, $TRUP, $HBI, $OLLI)
• Summers Value Fund - ($EMIS, $ELMD, $PRSC, $ASRT)
• Tao Value - ($BEKE, $WORK, $API)
• Tidefall Capital Management - ($FB, $NFLX, $MTCH)
• Third Avenue Real Estate Value Fund - ($FNMA, $CBRE, $AMH).
• Third Avenue Small-Cap Value Fund - ($HBB)
• Third Avenue Value Fund
• Third Point
• Tollymore Investment Partners - ($TRUP, $FTCH).
• Turtle Creek Equity Fund
• Tweedy, Browne Funds
• Upslope Capital Management - ($BFAM)
• Vltava Fund
• Vulcan Value Partners
• Wasatch Core Growth Fund
• Wasatch Micro Cap Fund
• Wasatch Micro Cap Value Fund
• Wasatch Small Cap Growth Fund
• Wasatch Small Cap Value Fund
• Wasatch Ultra Growth Fund
• Wedgewood Partners - ($FRC, $NVDA, $V, $PYPL)
• Weitz Hickory Fund
• Weitz Partners III Opportunity Fund
• Weitz Partners Value Fund
• Weitz Value Fund
• White Brook Capital - ($GOOG, $GT)
• Worm Capital

2nd Quarter 2020

• 1 Main Capital Partners - ($HBI)
• Adestella Investment Management - (WSE:LVC)
• Akre Focus Fund
• Alger Mid Cap Focus Fund - ($QDEL, $DKNG, $MKTX, $INGN, $XPO, $HLIO).
• Alger Small Cap Focus
• Alger Spectra Fund
• Alluvial Capital Management - ($PIOE, $LICT, $NUVR, $RWWI, $CRAWA, $PII, $MMAC, $BUKS, $MHGU)
• Alphyn Capital Management
• Alta Fox Capital Management - ($CLCT, $NLAB)
• Andaz Private Investments
• Appleseed Fund - ($TPIC).
• Ariel Funds - ($JLL, $MSGE, $SWK).
• Arisaig Partners
• Artisan International Value Fund
• Artisan Mid Cap Fund - ($PTON, $CHGG, $IEX, $LSCC, $BURL, $ASND).
• Artisan Small Cap Fund
• Artko Capital
• Askeladden Capital
• Avory&Company
• Baron Asset Fund - ($ZI)
• Baron Discovery Fund - ($AAT, $CAKE, $FOUR, $AEIS, $CYRX, $NARI).
• Baron Focused Growth
• Baron Growth Fund
• Baron Health Care Fund - ($SWAV, $IMMU, $CYRX).
• Baron Opportunity Fund
• Baron Partners Fund
• Baron Real Estate Fund
• Baron Small Cap Fund - ($CCH, $AXNX, $KTOS, $AZEK)
• Bernzott Capital Advisors - ($CRNC, $CTLT, $EPAY, $PLOW, $SP, $BV, $SPSC, $TWNK)
• Blue Hawk Investment Group - ($MTCH, $EA, $SPLK, $STZ).
• Blue Tower Asset Management - ($EZPW)
• Bonhoeffer Fund - ($AM)
• Bonsai Partners - ($LKQ, $GNSS, $TSM, $PHPYF)
• Boyar Group
• Bronte Capital
• Brown Capital Management Mid Company Fund
• Brown Capital Management Small Company Fund
• Brown Capital Management International Equity Fund
• Brown Capital Management International Small Company Fund
• Carillon Eagle Mid Cap Growth Fund
• Cedar Creek Partners
• Choice Equities Fund - ($CELH, $APPS, $PINS, $CTRN, $TAST).
• Chou Funds
• Coho Capital - ($SPOT)
• Comus Investments
• Crestcat Capital
• David Capital Partners
• Davis Financial Fund - ($COF, $BK).
• Davis Global Fund
• Davis International Fund
• Davis New York Venture Fund
• Del Principe O’Brien Financial Advisors
• Desert Lion Capital
• DF Dent
• Diamond Hill Small Cap Fund
• Distillate Capital
• Donville Kent Asset Management
• Emeth Value Capital - ($BSM)
• Ensemble Fund - ($MASI, $NFLX)
• Evermore Global Value Fund
• First Eagle Global Value
• FMI All Cap Equity
• FMI International Equity
• FMI Large Cap Equity
• FMI Small Cap Equity
• Forager Fund - ($CELH)
• FPA Capital Fund
• FPA Crescent Fund
• Giverny Capital Asset Management
• Goehring & Rozencwajg
• Greenhaven Road Capital - ($GOGO, $LE, $IAC, $APPS, $KKR, $ESTC, $PAR)
• Greenlight Capital
• GreenWood Investors
• Greystone Capital Management - ($HIL, $RICK, $APG, $TRRVF, $MIXT
• Harding Loevner Global Equity
• Harding Loevner International Equity
• Harding Loevner International Small Companies Equity
• Harding Loevner Global Small Companies
• Hayden Capital - ($AMZN, $SE)
• Heartland Mid Cap Value Fund - ($AAP, $RJF)
• Heartland Select Value Fund - ($CNI, RJF)
• Heartland Value Fund - ($MDC, $PLAB, $NFG)
• Heartland Value Plus Fund - ($SAH, $CCRN, $PCH)
• Hoisington Investment Management
• Horizon Kinetics
• Horos Asset Management
• JDP Capital
• L1 Capital Long Short Fund
• L1 International Capital Fund Capital
• Lakewood Capital Management - ($HDS, $NSP, $ATH, $BLDP, $SLP, $SRNE)
• Laughing Water Capital
• Lightsail Capital
• Longleaf Partners Fund
• Longleaf Partners Global Fund
• Longleaf Partners International Fund
• Longleaf Partners Small-Cap Fund
• Madison Dividend Income Fund - ($MMM)
• Madison Investors Fund - ($MMC)
• Madison Mid Cap Fund - ($IT, $LH, $MC).
• Madison Small Cap Fund
• Maran Capital Management - ($IAC)
• Mar Vista Investment Partners - ($APH)
• Massif Capital - ($HES, $RUN, $GOLD).
• Mawer Mutual Funds
• Merion Road Capital - ($TRNS)
• Miller Value Fund - ($BBBY, $NBR, $TMHC, $DXC).
• Mittleman Global Value Equity Fund - ($CRMLF, $CAR, $CCL, $REV, $CPXGF, $AZTEF)
• MPE Capital - ($WIX, $BRBOF).
• Nelson Roberts Investment Advisors - ($DOCU).
• Nomadic Value Investment Partners
• NZS Capital
• Oakmark Fund - ($RGA, $GD, $TMUS)
• Oakmark Select Fund
• Oakmark Global Fund
• Old West Investment Management - ($FLGT).
• Pabrai Funds
• Palm Valley Capital Fund
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - International Small Company Growth
• Polen Capital - U.S. Small Company Growth
• RF Capital Management
• RGA Investment Advisors
• Rhizome Partners
• RiverPark Large Growth Fund - ($SNAP, $SHOP, $BILL, $AMZN, $TWLO, $CME, $IQV, $ZTS, $APO, $KKR, $MTN).
• RiverPark Long/Short Opportunity Fund
• RiverPark/Wedgewood Fund - ($BKNG, $BMT, $FB, $FLT)
• RLT Capital
• Rowan Street Capital - ($SPOT)
• RV Capital
• Saga Partners
• SaltLight Capital - ($COH.JO, CTK.JO)
• Sequoia Fund
• Saturna Capital - AmanaFunds
• Silver Ring Value Partners
• Smead Value Fund
• Spree Capital - ($STNE, $WIX).
• SRK Capital
• St. James Investment Company
• Summers Value Fund - ($EMIS, $BSTC)
• Tao Value - ($PDD, $YY, $AVLR, $CIH)
• TGV Partners Fund
• Third Avenue Real Estate Value Fund
• Third Avenue Small-Cap Value Fund - ($WASH, $CKH)
• Third Avenue Value Fund - ($BKRIF, $IFSPF, $LUNMF, $CSFFF).
• Third Point - ($BABA, $JD, $AMZN, $DIS, $PUK, $SPGI)
• Tidefall Capital Management
• Tollymore Investment Partners
• Turtle Creek Equity Fund
• Tweedy, Browne Funds
• Upslope Capital Management - ($RBA)
• Vltava Fund
• Vulcan Value Partners
• Wasatch Core Growth Fund
• Wasatch Micro Cap Fund
• Wasatch Micro Cap Value Fund
• Wasatch Small Cap Growth Fund
• Wasatch Small Cap Value Fund
• Wasatch Ultra Growth Fund
• Wedgewood Partners - ($AAPL, $BKNG, $BMY, $FB, $FLT)
• Weitz Hickory Fund - ($DLB)
• Weitz Partners III Opportunity Fund
• Weitz Partners Value Fund
• Weitz Value Fund
• White Brook Capital
• Worm Capital

1st Quarter 2020

• 1 Main Capital Partners - ($GMS)
• Akre Focus Fund
• Alger Mid Cap Focus Fund
• Alger Small Cap Focus Fund - ($EVBG, $EHTH, $QDEL, $CMD, $HSKA, $TCMD)
• Alger Spectra Fund - ($AMZN, $NVDA, $NFLX, $CBOE, $FB, $APPL, $V, $MDB).
• Alluvial Capital Management
• Alphyn Capital Management - ($EXXRF, $BAM, $KKR, $BRFRF, $WANSF, $CDAY, $CFX, $OSSIF).
• Alta Fox Capital Management - ($MMMB, $EVVTY, $GMMNF)
• Andaz Private Investments
• Andvari Associates
• Appleseed Fund - ($HRTX, $NLY).
• Arquitos Capital - ($MMAC, $SYTE, $WEDXF)
• Ariel Funds - ($KMT, $NVST, $PGR).
• Arisaig Partners
• Artisan International Value Fund - ($BABA, $TCOM, $SLB, $TS, $SU, $SNE, $DANOY, $CNHI).
• Artisan Mid Cap Fund
• Artisan Small Cap Fund
• Artko Capital
• Askeladden Capital
• Baron Asset Fund
• Baron Discovery Fund - ($INGN, $QLYS, $FND, $SIEN, $PAR, $TXMD, $EVBG, $KTOS, $PENN, $AXNX).
• Baron Focused Growth
• Baron Growth Fund
• Baron Health Care Fund
• Baron Partners Fund
• Baron Real Estate Fund
• Baron Small Cap Fund
• Bernzott Capital Advisors - ($CTLT, $MEDP, $SP, $CNK, $PLOW, $CRNC, $TREE, $SERV).
• Bireme Capital - ($HCA, $BKNG, $WFC, $RICK, $KRG)
• Blue Hawk Investment Group - ($MSFT, $MTCH, $NFLX, $EA, $INTU, $ISRG, $V, $FB, $CHTR, $FND, $STZ, $NYT, $SPLK, $LULU).
• Blue Tower Asset Management
• Bonhoeffer Fund
• Boyar Group
• Brown Capital Management Mid Company Fund - ($DXCM, $SHOP, $NCLH, $BFAM, $TDOC)
• Brown Capital Management Small Company Fund - ($QDEL, $VEEV, $MANH, $PRO, $PLAN, $DDOG, $KIDS, $INCY).
• Brown Capital Management International Equity Fund
• Brown Capital Management International Small Company Fund
• Broyhill Asset Management
• Carillon Eagle Mid Cap Growth Fund
• Compound Everyday Capital
• Comus Investments
• Crestcat Capital
• Desert Lion Capital
• Diamond Hill Small Cap Fund
• Distillate Capital
• Donville Kent Asset Management
• Elliot Management
• Ensemble Fund
• Evermore Global Value Fund
• Ewing Morris
• Firebird Management
• First Eagle Global Fund
• First Eagle Global Value
• FMI All Cap Equity
• FMI International Equity
• FMI Large Cap Equity
• FMI Small Cap Equity
• FPA Capital Fund - ($NBL, $VNOM, $ISBC)
• FPA Crescent Fund
• Fundsmith Equity Fund
• Giverny Capital Asset Management - ($GOOG, $GOOGL, $KMX, $BRK.B, $PGR, $SCHW, $SSNC, $HEI, $MKL, $ANET)
• Greenhaven Road Capital - ($SHSP, $APPS, $KKR, $PAR, $KLR, $CSSE, $OPT)
• GreenWood Investors
• Goehring & Rozencwajg
• Harding Loevner Global Equity
• Harding Loevner International Equity
• Harding Loevner International Small Companies Equity
• Harding Loevner Global Small Companies
• Hayden Capital - ($IBKR, $CVNA)
• Heartland Mid Cap Value Fund - ($WU, $PXD, $AAP)
• Heartland Select Value Fund - ($GRC, $CALM, $JNJ)
• Heartland Value Fund - ($MDU, $MDC,$EVTC)
• Heartland Value Plus Fund - ($IDCC, $HTLD)
• Hoisington Investment Management
• Horizon Kinetics - ($BA, $ADM, $CRL, $ICE, $BTC).
• Horos Asset Management - ($TGP, $TK, $GLNG, $AER, $NPSNY).
• Huffman Prairie
• JDP Capital - ($SPOT, $STNE, $XPO)
• Laughing Water Capital
• Lightsail Capital
• Lindsell Train- ($WWE, $DIS, $DEO, $BF.A, $EBAY, $PYPL, $INTU)
• Longleaf Partners Fund - ($H, $DD, $CTL, $CNHI, $PK, $CKHUY, $MAT).
• Longleaf Partners Global Fund
• Longleaf Partners International Fund
• Longleaf Partners Small-Cap Fund
• LRT Capital
• Madison Dividend Income Fund
• Madison Investors Fund
• Madison Mid Cap Fund - ($CSL).
• Maran Capital Management
• Massif Capital
• Mawer Mutual Funds
• Merion Road Capital - ($CPRT, $EVBG, $RMCF)
• Moneta Long Short A
• Moneta MultiCaps C
• Nelson Roberts Investment Advisors - ($GSK)
• Oakmark Fund - ($AXP, $MTCH, $PINS, $WDAY)
• Oakmark Select Fund
• Oakmark Global Fund
• Old West Investment Management
• Open Square Capital
• O’Shaughnessy Asset Management
• Palm Valley Capital Fund - ($AAP, $AGI, $BHE, $CRI, $CASS, $DKS, $EZPW, $GENC, $HCSG, $HP, $SLV, $KELYA, $OR, $SCHL, $SKX, $SP, $SYKE, $UNF, $UG, $WMK).
• Polen Capital - Focus Growth - ($ABT, $BKNG, $FB, $ORLY, $ADSK, $REGN).
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - International Small Company Growth
• Polen Capital - U.S. Small Company Growth
• RF Capital Management
• Rhizome Partners
• RGA Investment Advisors - ($NUAN)
• RiverPark Large Growth Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT).
• RiverPark Long/Short Opportunity Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT, $COST, $APO, $KKR)
• RiverPark/Wedgewood Fund - ($FAST, $KEYS, $MSFT, $ROSS).
• Rowan Street Capital
• Saga Partners - ($AYX $CVNA $DBX $FB $LGIH $LIMAF $TTD $TRUP $VSEC $WIX)
• Saturna Capital
• Saturna Capital - AmanaFunds
• Saturna Capital - Sextant Funds
• Semper Vic Partners
• Sequoia Fund
• Smead Value Fund
• SRK Capital
• St. James Investment Company
• Steel City Capital
• Summers Value Fund
• Tao Value - ($GILD, $CACC, $ADS, $NXRT, $$BILI)
• Templeton and Phillips Capital Management
• Third Avenue Real Estate Value Fund
• Third Avenue Small-Cap Value Fund - ($CALM, $CET, $BATRA, $BATRK).
• Third Avenue Value Fund - ($BMWYY, $DB, $IFSPF, $HA, $ORI, $FDX, $VNO)
• Third Point
• Tidefall Capital Management
• Turtle Creek Equity Fund
• Tweedy, Browne Funds
• Upslope Capital Management
• Universa Investments
• Vltava Fund
• Vulcan Value Partners
• Wasatch Core Growth Fund
• Wasatch Micro Cap Fund
• Wasatch Micro Cap Value Fund
• Wasatch Small Cap Growth Fund
• Wasatch Small Cap Value Fund
• Wasatch Ultra Growth Fund
• WCM Global Growth
• Wedgewood Partners - ($FAST, $FB, $KEYS, $MSFT, $ROSS, $NVDA, $EA, $BKNG, $EW).
• Weitz Hickory Fund
• Weitz Partners III Opportunity Fund
• Weitz Partners Value Fund
• Weitz Value Fund
• White Brook Capital
• White Crane Capital
• Wolf Hill Capital - ($HGV, $MIDD)
• Worm Capital

4th Quarter 2019

• 1 Main Capital Partners - ($ISDR, $RICK, $TSSI, $DPZ)
• 2Point2 Capital
• Admiral Capital Partners Fund - ($CVNA, $GDDY, $GTT).
• Alluvial Capital Management - ($PIOE, $CRAWA, $BUKS, $NUVR, $LICT)
• Alta Fox Capital Management
• Alphyn Capital Management
• Andaz Private Investments
• Andvari Associates
• Appleseed Fund - ($ARDX, $SAVE, $MOS, $SINA, $SNE, $RYAAY).
• Ariel Funds - ($CCL, $NLSN).
• Artisan Global Discovery Fund
• Artisan Mid Cap Fund - ($SWKS, $TW, $CMS, $UA, $ABMD, $ZS, $BURL, $AMD, $ANET, $SERV, $DXCM).
• Artisan Small Cap Fund
• Artisan Value Fund
• Artko Capital - ($MO, $REPH, $GAIA, $RSSS)
• Askeladden Capital
• Baird MidCap Fund
• Baron Asset Fund - ($DXCM, $SAGE).
• Baron Focused Growth
• Baron Growth Fund
• Baron Health Care Fund - ($TMO, $ZBH)
• Baron Discovery Fund - ($PGNY, $ESPR, $SIEN, $SITE, $ICHR, $TXMD, $MRCY, $FSCT, $TCMD, $SCPPF, $OLLI, $BRP, $CDNA).
• Baron Partners Fund
• Baron Small Cap Fund
• Baron Real Estate Fund
• Bernzott Capital Advisors - ($EPAY, $PLOW, $LOGM, $MG, $MIK, $CNK, $CTLT, $EPAM, $AGS).
• Bireme Capital - ($KRG, $DNKN)
• Blue Hawk Investment Group
• Blue Tower Asset Management
• Boyar Group
• Brown Capital Management Mid Company Fund
• Brown Capital Management Small Company Fund - ($VEEV, $GKOS, $TNDM, $SMAR).
• Brown Capital Management International Equity Fund
• Brown Capital Management International Small Company Fund
• Broyhill Asset Management
• Bumbershoot Holdings
• Carillon Eagle Mid Cap Growth Fund
• Citron Capital - ($RH, $PTON).
• Coho Capital
• Comus Investment
• Cooper Investors Global Equities Fund - ($YUMC, $FRRVF, $PTC)
• Curreen Capital
• Dan Wang
• Davis Financial Fund.
• Davis Global Fund
• Davis International Fund
• Davis New York Venture Fund
• Del Principe O’Brien Financial Advisors
• DF Dent Midcap Growth - ($ODFL, $TWLO, $VEEV, $ANSS, $MCO, $CBRE, $VRSK, $VMC, $MKL).
• DF Dent Small Cap Growth
• Diamond Hill Small Cap Fund
• Donville Kent Asset Management
• East 72 Holdings
• Edgebrook Partners - ($APEUF)
• Ensemble Fund - ($PAYX, $BR)
• Evermore Global Value Fund - ($IAC, $MTCH, $ANGI, $STNG, $KRA, $ENZ).
• Ewing Morris Dark Horse - ($LQSIF)
• Ewing Morris Opportunities Fund
• FPA Capital Fund
• Fundsmith Equity Fund
• Gator Capital Management
• Giverny Capital
• GoodHaven Fund
• Greenhaven Road Capital
• Greenlight Capital - ($AER, $AGO, $ATC, $BHF, $CC, $GM, $GRBK, $NFLX, $DXC).
• GreenWood Investors
• Harding Loevner Global Equity
• Harding Loevner International Equity
• Harding Loevner International Small Companies Equity - ($GUZOF, $ALICORC1, $PGENY).
• Harding Loevner Global Small Companies
• Hayden Capital - ($SE).
• Heartland Mid Cap Value Fund - ($LEG, $EXC, $UMBF)
• Heartland Select Value Fund - ($SCHW, $GTS, $CONE).
• Heartland Value Fund - ($TBBK, $AMRC)
• Heartland Value Plus Fund - ($ASB, $PAHC)
• HGC Investment Management - ($GSAC, $DEAC).
• Hoisington Investment Management
• Horizon Kinetics
• Horos Asset Management
• Huffman Prairie - ($PKE)
• L1 Capital International Fund
• Laughing Water Capital
• Lindsell Train
• Long Cast Advisers - ($INS, $QRHC, $CTEK, $SFE, $PESI)
• Longleaf Partners Fund
• Lyrical Asset Management
• Maran Capital Management - ($CLAR, $RNGR, $SDI).
• Martin Capital Management
• Massif Capital
• Merion Road Capital - ($TTWO, $ODP)
• Miller Value Fund - ($FTCH, $ET, $CDEV).
• Moneta Long Short A
• Moneta MultiCaps C
• MPE Capital - ($CACC).
• Nelson Roberts Investment Advisors - ($IBM)
• Oakmark Global Select Fund
• Old West Investment Management - ($GOLD)
• O’Shaughnessy Asset Management
• Palm Harbour Capital
• Palm Valley Capital Fund
• Parnassus Core Equity Fund
• Parnassus Mid Cap Fund
• Polen Capital - Focus Growth - ($ALGN, $CRM, $ABT, $NOW, $ORCL).
• Polen Capital - Global Growth - ($MSFT, $BABA, $ABT)
• Polen Capital - International Growth
• Polen Capital - International Small Company Growth
• Polen Capital - U.S. Small Company Growth
• RF Capital Management
• RGA Investment Advisors - ($ANGI, $DBX, $GRUB, $TWTR)
• RiverPark Large Growth Fund - ($AAPL, $UNH, $BX, $MSFT, $ADSK, $SDC, $TWTR, $NOC, $TDC, $TWLO).
• RiverPark Long/Short Opportunity Fund
• RiverPark/Wedgewood Fund - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
• RLT Capital
• RMB  Fund
• RMB Small Cap Fund
• RMB SMID Cap Fund
• Saber Capital Management
• Saga Partners - ($TTD, $LIMAF, $FB, $LGIH, $VSEC, $CVNA)
• Saturna Capital
• Saturna Capital - AmanaFunds
• Saturna Capital - Sextant Funds
• Semper Augustus
• Sequoia Fund
• Silver Ring Value Partners
• Smead Value Fund
• Social Capital
• Spree Capital - ($RST, $MTCH, $FERGY).
• Summers Value Fund - ($TARO, $EGRX, $ELMD)
• Tao Value
• TGV Rubicon Fund
• Third Avenue Real Estate Value Fund - ($GPOR.L, $HHC, $PSA, $VNO, $SRG, $FPH).
• Third Avenue Small-Cap Value Fund
• Third Avenue Value Fund - ($BMWYY, $DB, $MAC).
• Third Point
• Turtle Creek Equity Fund
• Tweedy, Browne Funds
• Tyro Capital Management - ($MO, $REPH, $SKY, $SMCI, $MTCH, $UBSFF, $BXC, $MYOV)
• Upslope Capital Management - ($FOCS, $DLTR)
• Vilas Fund
• Vltava Fund
• Wasatch Core Growth Fund
• Wasatch Micro Cap Fund
• Wasatch Micro Cap Value Fund
• Wasatch Small Cap Growth Fund
• Wasatch Small Cap Value Fund
• Wasatch Ultra Growth Fund
• WCM Global Growth
• Wedgewood Partners - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
• Weitz Hickory Fund
• Weitz Partners III Opportunity Fund - ($SIRI, $LSXMB, $EVREF).
• Weitz Partners Value Fund
• Weitz Value Fund
• White Brook Capital
• White Crane Capital
• Wolf Hill Capital - ($CNR, $REGI, $WTSHF)
• Worm Capital

3rd Quarter 2019

• Alluvial Capital Management - ($SYCRF, $LICT, $NUVR, $APTL, $NORSA, $PIOE, $MHGU, $ITD.IM, $EDAC.IM, $SIO.IM)
• Alphyn Capital Management
• Alta Fox Capital Management - ($KRMD, $KYYWF, $STKS)
• Andaz Private Investments - (CBS.B, $VIAB)
• Andvari Associates
• Appleseed Fund - ($SINA, $WB, $MOS, $SAVE, $ARDX, $SNE, $RYAAY)
• Arquitos Capital - ($MMAC, $WEDXF)
• Ariel Funds - ($BX, $BWA, $DIFTY, $ZBH)
• Artisan Mid Cap Fund - ($ALXN, $EXAS, $GDI, $GWRE, $CTLT, $BURL, $PAGS, $LHX, $ANET, $ASND)
• Artisan Small Cap Fund
• Artko Capital - ($FTK, $LEAF, $SKY, $USAT, $EEI, $SPAR)
• Askeladden Capital
• Baron Asset Fund - ($CCC)
• Baron Focused Growth
• Baron Growth Fund
• Baron Health Care Fund - ($TMO, $ZBH)
• Baron Discovery Fund - ($TXMD, $FND, $TREX, $MRCY, $KNSL $VRAY, $SILK, $BE, $CDNA, $TPIC, $MDLA, $PING, $WMS, $VRNS, $INGN)
• Baron Partners Fund
• Baron Small Cap Fund - ($CDAY, $CCC, $COLD)
• Bernzott Capital Advisors - ($MINI, $SP, $PLOW, $OI, $AGS, $QUOT,$ CTLT, $EPAM, $KN, $CLDR, $AGS, $GNRC)
• Bireme Capital - ($HCA, $COKE)
• Blue Hawk Investment Group - ($SFIX, $GRUB, $MTCH, $NFLX)
• Blue Tower Asset Management - ($EZPW)
• Bonhoeffer Capital Management - ($TOO, $CAMB.LN)
• Brown Capital Management Small Company Fund - ($TYL, $MANH, $ABMD, $INGN)
• BrownCapitalManagement Mid CompanyFund - ($EW, $TYL, $ALGN, $ULTA, $MKTX, $CRL, $JBHT)
• BrownCapitalManagement International Equity Fund - ($CZMWF, $ESLOY, $QGEN, $IPSEF, $MONOY)
• BrownCapitalManagement International Small Company Fund
• Choice Equities Fund ($RUBI, $BXC, $HOME, $QMCO)
• Compound Everyday Capital
• Compound Money Fund
• Comus Investment
• Cooper Investors Global Equities Fund - ($IPGLF, $NVST, $A, $FRC)
• Curreen Capital - ($GTX, $KTB, $MFGP, $BLD)
• Davis Financial Fund
• Davis Global Fund - ($JD, $AMAT)
• Davis New York Venture Fund
• Del Principe O’Brien Financial Advisors
• Desert Lion Capital
• Diamond Hill Small Cap Fund
• East 72 Holdings - ($ECVTF, $DTLA, $FFXDF, $VULC, $PICO)
• Ensemble Fund - ($MA, $TIF)
• Evermore Global Value Fund
• Ewing Morris
• Fiduciary Management  FMI Large Cap - ($HDS)
• Firebird Management - ($LNC, $GES)
• Focused Compounding Capital Management - ($NC, $CSVI, $TPHS, $KEWL, $MLP)
• Forager Fund
• FPA Crescent Fund
• FPA Capital Fund - ($AMBA, $NBL, $DAN, $IDCC)
• Gator Capital Management
• Greenhaven Road Capital - ($NTDOY, $CSSE, $KKR, $BXC, $APPS, $PAR, $SHSP, $GIGRT, $GIGWS)
• Greenlight Capital - ($NFLX, $TSLA, $CC)
• GreenWood Investors
• Goehring & Rozencwajg
• Hayden Capital - ($CACC)
• Heartland Mid Cap Value Fund
• Heartland Select Value Fund - ($SAFM, $MHK, $CVS)
• Heartland Value Fund - ($VST, $LNDC)
• Heartland Value Plus Fund
• Heller House Opportunity Fund - ($SHOP $WORK $ROKU)
• Horizon Kinetics
• Lightsail Capital Management
• Lindsell Train
• Long Cast Advisers - ($QRHC, $PSSR, $SIFY, $INS, $CTEK, $TBTC)
• Longleaf Partners Fund - ($CTL, $GOOG, $GOOGL, $CMCSA, $GE, $FDX, $FRFHF)
• Maran Capital Management - ($CLAR, $RCMT)
• Massif Capital - ($DO, $TOO, $EAF, $DE, $UNP, $CSX, $NCLH)
• Merion Road Capital - ($HXL, $IAA, $TRNS)
• Meson Capital
• Mittleman Brothers
• Nelson Roberts Investment Advisors - ($SIVB, $SCHW, $AKAM, $PFE, $DLR)
• Oakmark Global Select Fund - ($GOOG, $CHTR, $DDAIF, $APA)
• Old West Investment Management
• Palm Valley Capital Fund - ($CRD.B, $CRD/B, $GENC)
• Polen Capital - Focus Growth - ($ALGN, $IT, $MSCI)
• Polen Capital - Global Growth - ($ALGN, $ABT, $SGSOY)
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth - ($TREX, $FND, $LMAT, $FOXF, $OLLI, $TREE, $APPF, $ALTR)
• Polen Capital - International Small Company Growth
• Rangeley Capital - ($CHTR)
• RF Capital Management - ($FL, $GAPFF, $ZAGG, $GME, $GTX)
• RGA Investment Advisors
• RiverPark Large Growth Fund - ($GOOG, $BX, $AAPL, $NOC, $EQIX, $EXAS, $ALGN, $AMZN, $SDC, $ULTA, $TWLO)
• RMB Core Equity Fund
• Rockvue Capital - ($UAA, $FOX)
• Saber Capital Management
• Saga Partners - ($VSEC)
• Seven Canyons World Innovators
• Spree Capital - ($CFX, $CARS)
• SRK Capital
• Summers Value Fund - ($SLGD, $BSTC, $ELMD)
• Tao Value
• Third Avenue Real Estate Value Fund - ($CLNY, $GWW, $HNGKY)
• Third Avenue Small-Cap Value Fund - ($CTB, $SAFM)
• Third Avenue Value Fund
• Third Point Offshore Fund - ($ESLOY, $SNE)
• Tollymore Investment Partners - ($GRUB)
• Tweedy, Browne Fund - ($KRNTY, $FOX $FOXA, $TBABF, $BIDU)
• Upslope Capital Management - ($IT)
• Vilas Capital
• Vltava Fund - ($BRK.A, $BRK.B, $SBRCY, $BMWYY)
• Wedgewood Partners - ($CDW, BRK.B, $NVDA, $ULTA)
• Weitz Value Fund
• White Brook Capital - ($BOX, $GRPN)
• Worm Capital

2nd Quarter 2019

• Alluvial Capital Management - ($SYCRF, $NUVR, $MMAC, $RAMPF, $CLWY, $CMLS, $FTR)
• Alphyn Capital Management
• Alta Fox Capital Management - ($PAYS, $KWS, $NTDOY)
• Andvari Associates - ($MLAB, $UPLD, $APPN, $BL, $WDAY, $TYL)
• Appleseed Fund - ($CRTO, $SINA)
• Ariel Funds - ($LAZ, $TAP, $MTSC)
• Arquitos Capital - ($SYTE, $MMAC)
• Artisan Mid Cap Fund
• Artisan Small Cap Fund
• Artko Capital - ($CCNI, $JYNT, $WFCW, $FLL, $NRCGW)
• Askeladden Capital - ($FC, $AER, $DLTH, $LGIH, $SFM, LQDT)
• Baron Growth Fund - ($CSGP, $MSCI, $IDXX, $SSNC, $BNFT, $IRDM, $FDS, $ACGL, $RRR, $TWOU, $CVET, $ADPT, $ALEC)
• Baron Focused Growth - ($CSGP, $FDS, $ACGL, $CHH, TSLA, $BNFT, $MANU)
• Baron Small Cap Fund - ($IDXX, $JBT, $SITE, $TTD, $BFAM, $GTT, $RRR, $CISN, $PRA, $CVET, $TREX)
• Bernzott Capital Advisors - ($CTLT, $GNRC, $BV, $CLDR, $SSTK, $MIK, $EPAM, $SNPS, $LOGM, $INOV, $CARB, $MINI)
• Bireme Capital
• Blue Hawk Investment Group - ($MTCH, $GRUB, $TRIP)
• Blue Tower Asset Management - ($CNR)
• Bonhoeffer Capital Management - ($TOO, $GTN)
• Brown Capital Management Small Company Fund
• BrownCapitalManagement Mid CompanyFund
• BrownCapitalManagement International Equity Fund
• BrownCapitalManagement International Small Company Fund
• Choice Equities Fund - ($DEST, $BXC, $PAR)
• Coho Capital - ($GDDY)
• Comus Investment
• Cooper Investors Global Equities Fund - ($FISV, $FRRVY, $FRRVF, $TTNDY)
• Curreen Capital - ($KTB)
• Desert Lion Capital
• East 72 Holdings - ($AFTPF, $ADS)
• Ensemble Fund - ($BR, $SBUX, $FAST, $FRC, $GOOG)
• Evermore Global Value Fund - ($DIS, $BORR, $STING)
• Ewing Morris
• Fiduciary Management  FMI Large Cap
• Firebird Management - ($BV, $KSS)
• Focused Compounding Capital Management - ($NC, $CSVI)
• FPA Crescent Fund - ($ALGT, $XEC, $MKSI)
• FPA Capital Fund - ($ALGT, $XEC, $MKSI)
• Greenhaven Road Capital - ($KKR, $APPS, $PAR, $SHSP, $ETSY, $NTDOY)
• Greenlight Capital
• GreenWood Investors
• Hayden Capital - ($CMPR, $JD)
• Heartland Value Fund - ($RDN, $VST, $CALX)
• Lightsail Capital Management
• Long Cast Advisers - ($QRHC, $DAIO, $SIFY, $INS, $CTEK, $TBTC)
• Longleaf Partners Fund - ($CMCSA, $GE, $AMG, $CTL, $HCMLY\$HCMLF, $CHKGF, $CNHI, $FDX, $MAT, $CNX) - ($CBLLF, $DE)
• Maran Capital Management - ($CLAR, $WLK, $BXC, $SVIN, $BH)
• Mar Vista Investment Partners
• Massif Capital - ($CBLLF, $DE)
• Merion Road Capital - ($IAA, $KAR, $MHH)
• Mittleman Brothers
• MPE Capital
• Nelson Roberts Investment Advisors - ($ROP, $DLR, $PFE) 
• Palm Valley Capital Fund - ($CRD.A\$CRD.B, $CWGL, $NGS, $WMK, $UG, PTVCA\PTVCB, $AE, $DOX, $SCHL, $GENC)
• Pershing Square Holdings
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• Polen Capital - International Small Company Growth
• RGA Investment Advisors
• Rhizome Partners
• RiverPark Large Growth Fund - ($ADBE, $AMZN, $FIVE, $ISRG, $GOOG\$GOOGL, $FB, $AAPL, $BX, $EXAS, $MSFT, $DIS, $PANW, $TDC, $ADSK, $COG)
• Rockvue Capital - ($EAF, $TH, $UAA)
• RV Capital
• Saber Capital Management - ($FB, $WFC)
• Saga Partners - ($TTD, $LIMAF, $FB, $TRUP, $UA)
• Spree Capital - ($CVET, $BB, $QCOM)
• Stanphyl Capital Management - ($TSLA, $AVNW, $WSTL)
• Summers Value Fund - ($EGRX, $BSTC, $ELMD)
• Third Avenue Real Estate Value Fund
• Third Avenue Small-Cap Value Fund
• Third Avenue Value Fund
• Tollymore Investment Partners - ($BID)
• Upslope Capital Management - ($FLIR, $HGV, $COKE, $PACK)
• Vltava Fund - ($AN)
• Wedgewood Partners - ($ALC, $BRK.B, $SCHW, $CTSH, $EA, $MSI, $ODFL)
• Weitz Value Fund

1st Quarter 2019

• Alluvial Capital Management - ($NUVR, $LICT, $APTL, $IEHC, $HICKA)
• Alta Fox Capital Management - ($TPNL - $PAYS, $JYNT, $RMBL, $STKS). Full Pitch on $STKS)
• Andvari Associates - ($UPLD, $TLRA, $WDAY, $V, $MA, $TYL, $MKL)
• Appleseed Fund - ($SKM, $ERJ)
• Ariel Funds - ($AXE, $KMX, $ZBRA)
• Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
• Artko Capital - ($REPH, $NRCGW, $GAIA, $EEI, $LEAF)
• Baron Funds
• Baron Growth Fund - ($CSGP, $MSCI, $SSNC, $IRDM, $ANSS, $NEOG)
• Baron Focused Growth - ($CSGP, $FDS, $H, $IRDM, $GWRE, $TSLA, $BNFT, $CHH)
• Baron Small Cap Fund - ($TTD, $TDG, $FND, $GWRE, $HUD, $OEC, $PRTY, $BJRI, $CCC, $OSW, $CCX.U)
• Bernzott Capital Advisors - ($EPAM, $SSTK,$VRNT, $MIK, $QUOT, $MG, $BV)
• Bluehawk Investors - ($MTCH, $FND)
• Bireme Capital - ($AAPL, $BKNG)
• Brown Capital Management Small Company Fund
• BrownCapitalManagement Mid CompanyFund
• BrownCapitalManagement International Equity Fund
• BrownCapitalManagement International Small Company Fund
• Choice Equities Fund - ($RUBI, $USX)
• Compound Everyday Capital
• Comus Investment
• Cooper Investors Global Equities Fund - ($SHMZF, $APH, $FRRVY, $FRRVF, $DHR, BAM, $SAPIF)
• East 72 Holdings - ($ING, $MKL, $Y)
• Ensemble Fund - ($LSTR, $GOOG, $GOOGL)
• Evermore Global Value Fund - ($BDRBF, $KRA)
• Ewing Morris
• FPA Crescent Fund
• FPA Capital Fund
• Greenhaven Road Capital - ($PAR, $APPS, $KKR, $ETSY, $SHSP, $BOX, $EVI, $FCAU, $CSSE)
• Greenlight Capital
• GreenWood Investors
• Harding Loevner Global Small Cap Equities
• Harding Loevner Global Equities - ($KHC, $NSRGY, $LYFT, $WBC, $VRTX)
• Heartland Value Fund - ($BRY, $ARAY, $NWPX, $CCS, $FSLR)
• Hayden Capital - ($SE, $ZLPSF)
• Horan Capital Management - ($MTN, $ATVI, $BKNG, $AAPL, $THO, $TCEHY, $GOOG, $FB)
• Horizon Kinetics - ($K, $PEP, $NFLX, $AMZN, $TPL)
• JDP Capital Management - ($XPO, $TK, $SPOT)
• Laughing Water Capital
• Lightsail Capital Management - ($DRTTF)
• Long Cast Advisers - ($INS, $QRHC, $EVI, $CTEK)
• Longleaf Partners Fund - ($GE, $MAT, $WYNN, $CTL, $HCMLY, $CHKGF)
• Maran Capital Management
• Massif Capital
• Merion Road Capital - ($FCPT, $SLGG)
• Midwood Capital Partners - ($NXST, $DRTTF, $RCM, $LMB, $REPH)
• Miller Value Partners
• Nelson Roberts Investment Advisors - ($HD)
• Platinum Asset Management
• Pershing Square Holdings - ($ADP, $QSR, $LOW, $SBUX, $HLT, $UTX, $HHC, $FNMA, $FMCC)
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• Polen Capital - International Small Company Growth
• RGA Investment Advisors - ($GRUB)
• Saber Capital Management - ($AAPL. $FB, $TCEHY)
• Saga Partners - ($TRUP)
• Spree Capital - ($ROKU, $FTDR, $EBAY, $ALRM, $ZAYO)
• Summers Value Fund - ($EGRX, $CVET, $SLGD, $ELAN, $KHTRF)
• Templeton and Phillips Capital Management - ($FFXDF, $HDB)
• Tollymore Investment Partners - ($TRIP, $SE)
• Third Avenue Real Estate Value Fund - ($INTU.L, $NWHM, $JBGS)
• Third Avenue Small-Cap Value Fund - ($AGX)
• Third Avenue Value Fund - ($HCC, $TDW, $EXP, $MHK)
• Upslope Capital Management - ($ATR, $YETI, $BLD)
• WCM Global Growth
• Weitz Investment - An Introduction to CarMax, Inc. - $KMX

4th Quarter 2018

• Alta Fox Capital Management - ($TPNL)
• Alluvial Capital Management - ($NUVR, $MMAC, $RAMPF, $AMNF)
• Andvari Associates - ($MA, $TYL)
• Ariel Funds - ($ATGE, $AMG, $KN)
• Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
• Artko Capital - ($JYNT, $SMED, $AFCN, $USAT, $PRIXQ, $SPAR)
• Baron Funds
• Bernzott Capital Advisors - ($HRC, $TRS, $CLH, $SSTK, $CMP, $CTLT, $EPAY, $MEDP, $ELY, $MIK, $MG, $SRCL)
• Choice Equities Fund - ($RUBI, $DEST, $UA, $CMG)
• Comus Investment
• Cooper Investors Global Equities Fund - ($BAM, $PTC, $SIRI, $PYPL, $HEI)
• East 72 Holdings - ($AER, $EXXRF, $VIRT)
• Ensemble Fund - ($SCHW, $ST)
• Evans and Partners International Fund - ($SKFOF, $RELX, $MMM, $GOOG, $V, $ADDYY, $AON)
• FPA Capital Fund - Annual Report
• FPA Crescent Fund
• Fundsmith Equity Funds - ($PM, $FB, $SBUX, $MSFT) - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
• Goodwood  Funds  - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
• Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $KKR, $YELP, $BOX)
• Greenlight Capital
• GreenWood Investors
• Hayden Capital - ($MPNGF, $CVNA, $JD)
• Heartland Value Fund - ($CCS, $NWPX, $ARAY)
• Lightsail Capital management - ($DRTTF)
• Mittleman Brothers
• MPE Capital
• Nelson Roberts Investment Advisors - ($ZTS)
• Platinum Asset Management
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• RGA Investment Advisors - ($ROKU, $CGNX)
• RV Capital
• Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LGIH, $FB)
• Sebids Capital
• Third Avenue Real Estate Value Fund - ($DLN.L, $WY, $ZION, $PNC Warrants)
• Third Avenue Small-Cap Value Fund - ($CUBI, $MYRG, $ATNI)
• Third Avenue Value Fund - ($DWDP, $DDAIF, $ANFGF)
• Tollymore Investment Partners - ($UHAL, $GYM.LN, $ITEGY, $TRIP, $TRUP)
• Upslope Capital Management - ($EVR, $BLD, $JE.LN, $DLTR, $KWR, $YETI, $MKTX, $TSLA)
• WCM Global
• Weitz Investment
• Wiedower Capital - ($TRUP, $JD, $ISDR)
• Willow Oak Select Fund - ($BEL)

3rd Quarter 2018

• Alta Fox Capital Management - ($XPEL, $TPNL, $UWN)
• Alluvial Capital Management - ($NUVR, $LICT, $OTEL, $MMAC, $CTRA, $BXC, $RAMPF)
• Artko Capital - ($TWNKW, $RSSS)
• Baron Funds
• Bernzott Capital Advisors - ($EPAY, $ELY, $SSTK, $MIK, $PLOW, $GNTX, $OI, $APAM, $QUOT)
• Choice Equities Fund - ($LAWS, $BECN, $BXC, $YELP, $DEST)
• Comus Investment
• Cooper Investors Global Equities Fund - ($FTV, $FERGY, $CCF, $ROP, $FRC, $AMADY, $CMCSA, $SIRI, $AON)
• Ensemble Fund - ($TRUP, $BKNG)
• Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $TRIP, $YELP, $EVI, $BOX)
• Greenlight Capital
• GreenWood Investors - ($EXXRF, $TRIP, $TI)
• Hayden Capital - ($MKL, $JD)
• Heartland Value Fund - ($TLRY, $BRY, $SRCI, $AXAS, $CCS)
• Longleaf Partners Fund - ($CTL, $BEL, $OCINF)
• Platinum Asset Management
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• RGA Investment Advisors - ($PYPL, $WBA)
• Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
• Third Avenue Real Estate Value Fund - ($BKG.L, $JBGS, $CHKGF)
• Third Avenue Small-Cap Value Fund - ($ATNI, $ASIX, $MYRG)
• Third Avenue Value Fund - ($TDW, $CHKGF, $BZZFF, $DB)
• Upslope Capital Management - ($CWH, $TSLA, $MKTX)

2nd Quarter 2018

• Alta Fox Capital Management - (T$PNL, $XPLT)
• Alluvial Capital Management - ($SYCRF, $SCOO, $NUVR, $MMAC)
• Andvari Associates - ($TTD, $APPN, $TCEHY, $MKTX, $GOOG)
• Ariel Funds - ($LAKE, $TISI, $TGNA)
• Artko Capital - ($EEI, $ROSEW/ROSEU, $WFCF, $FRD)
• Baron Funds
• Bernzott Capital Advisors - ($EPAY, $ELY, $KN, $OI, $APAM, $CNK, $PLOW, $MIK, $CSOD, $EXLS)
• Bonhoeffer Capital Management - ($KT)
• Choice Equities Fund - ($CMG, $REED, $BECN)
• Comus Investment
• Cooper Investors Global Equities Fund - ($SAPIF, $TTNDY, $MKSI, $CMCSA, $PNR, $CIGI, $BAX, $SPGI)
• East 72 Holdings - ($ECVTF, $UCPLF, $ELFIF)
• Ensemble Fund - ($LB, $PBH)
• FPA Capital Fund
• Gator Capital Management - ($AMP)
• Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $YELP, $CSSE)
• Greenlight Capital
• GreenWood Investors - ($EXXRF, $TI)
• Heartland Value Fund - ($CCS)
• Laughing Water Capital - ($EZPW, $FCAU, $CDMO, $CWH, $RMNI/$RMNIW)
• Maran Capital Management - ($BH, $CLAR, $SVIN, $LOV)
• MPE Capital
• Platinum Asset Management
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• RGA Investment Advisors - ($EQIX)
• RV Capital - (AddLife, PSG Group)
• Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
• Third Avenue Real Estate Value Fund - ($FPH, $LEN)
• Third Avenue Small-Cap Value Fund - ($ATNI, $SAFM)
• Third Avenue Value Fund - ($HCTPF, $KKWFF, $BCAUY, $HA
• Wiedower Capital - ($JD)

1st Quarter 2018

• Alluvial Capital Management - ($SYCRF, $OTEL, $LICT, $MMAC $BXC)
• Arquitos Capital Management - ($SYTE, $WEDXF)
• Artko Capital - ($HTM, $GAIA, $HDSN, $SKY)
• Ariel Funds - ($KEYS, $MHK, $OAK)
• Bernzott Capital Advisors - ($MINI, $ELY, $EPAY, $CMP, $MIK, $MG)
• Bonhoeffer Capital Management - ($TI, $TOO)
• Comus Investment
• Cooper Investors Global Equities Fund - ($SPGI, $CME, $CMCSA, $SPB)
• Dane  Capital  Management - ($DSKE, $IEA, $LAZY, $LMB, $YTRA, $EVI)
• Ensemble Fund - ($NFLX, $DNOW)
• FPA Capital Fund - ($WDC, $TEN, $ALGT)
• FPA Crescent Fund
• Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $BXC)
• Greenlight Capital
• GreenWood Investors - ($EXXRF, $RYCEY, $VIVHY)
• Laughing Water Capital - ($BXC, $OCN, $TRC, $GHL, $ITI, $GAIA)
• Longleaf Partners
• Maran Capital Management - ($BH, $CLAR, $SVIN, $IAC, $ATTO)
• Platinum Asset Management
• Polen Capital - Focus Growth
• Polen Capital - Global Growth
• Polen Capital - International Growth
• Polen Capital - U.S. Small Company Growth
• RGA Investment Advisors - ($DIS, $RAMP)
• RiverPark Large Growth Fund
• RiverPark Focused Value Fund
• Saga Partners - ($ESI, $LILAK)
• Third Avenue Real Estate Value Fund - ($AKR, $SRG)
• Third Avenue Small-Cap Value Fund - ($FRPH, $WEDXF. $SMHI)
• Third Avenue Value Fund - ($BDRLF, $KKWFF, $BMWYY)
• Vulcan Value Partners