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