JANA Partners

Full Investment Portfolio: Short term investments - 0.03% Money market funds - 1.08% U.S. stocks - 3.82% U.S. pooled funds - 12.98% International pooled funds - 11.32% U.S. Treasury bonds - 1.69% Other Government bonds - 1.73% Agency backed bonds - 0.36% Corporate bonds - 16.73% Mortgage-backed securities - 0.49% Asset-backed securities - 0.36% Pooled funds - 41.42% Real estate - 1.83% Private equity - 6.03% Derivatives in a positive position - 0.19% Founded in 1830, Macy's, Inc. is a retail organization based in the United States that sells apparel and accessories, cosmetics, home furnishings and other consumer goods. The firm’s pension plans provide benefits upon retirement, termination or death based on the member's years of service and final average earnings for a specified period.

CyrusOne provides information technology (IT) infrastructure and services in North America and Europe. It offers data centers, managed hosting, colocation, and managed IT services. The company also provides IT infrastructure consulting services, including network design and performance, network security, and fault and performance management services, as well as change control management services. It serves financial services, energy, medical, technology, legal, and call center industries.

Perspecta is an IT service management company that brings a diverse set of capabilities of healthcare and state and local markets. It also provides a platform, IT Outsourcing services, cloud, and enterprise and cloud applications services in the areas of application modernization. The company offers services for converged mobility and workplace management such as virtual desktop, workplace device services, application services, and mobile enterprise services.

Jack in the Box is a restaurant company that operates and franchises Jack in the Box® restaurants, one of the nation’s largest hamburger chains, with more than 2,200 restaurants in 21 states. Jack in the Box Inc. also operates and franchises Qdoba Mexican Grill®, a leader in fast-casual dining, with approximately 600 restaurants in 46 states, the District of Columbia and Canada.

Blue Apron is a grocery delivery service company that offers fresh, chef-designed recipes to customers. The company's weekly subscription service delivers everything that the customers need to make fresh meals, including shopping for its customers at wholesale and delivering all the ingredients in specific proportions, along with printed recipe cards. It also offers its customers two flexible plans, a 2-Serving Plan; and a Family Plan. Blue Apron's recipes are accompanied by printed and digital content, including how-to-cook instructions and the stories of its suppliers and specialty ingredients. Blue Apron also sells wine, cooking tools, utensils, and pantry items.