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N20944109 05/08/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 254210 0 FOR 254210 FOR CNH Industrial N.V. N20944109 05/08/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 446087 0 FOR 446087 FOR 1 CNH Industrial N.V. N20944109 05/08/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 254210 0 1 YEAR 254210 FOR CNH Industrial N.V. N20944109 05/08/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 446087 0 1 YEAR 446087 FOR 1 Core Natural Resources, Inc. 218937100 04/30/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1564339 0 FOR 1564339 FOR Core Natural Resources, Inc. 218937100 04/30/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 347512 0 FOR 347512 FOR 1 Crocs, Inc. 227046109 06/09/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 559200 0 FOR 559200 FOR Crocs, Inc. 227046109 06/09/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 109940 0 FOR 109940 FOR 1 Fluor Corporation 343412102 05/06/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 3490874 0 FOR 3490874 FOR Fluor Corporation 343412102 05/06/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 782290 0 FOR 782290 FOR 1 Fluor Corporation 343412102 05/06/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 141730 0 FOR 141730 FOR 2 GoPro, Inc. 38268T103 06/02/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 672717 0 AGAINST 672717 AGAINST GoPro, Inc. 38268T103 06/02/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 173286 0 AGAINST 173286 AGAINST 1 Graphic Packaging Holding Company 388689101 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 5015672 0 AGAINST 5015672 AGAINST Graphic Packaging Holding Company 388689101 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1465686 0 AGAINST 1465686 AGAINST 1 Graphic Packaging Holding Company 388689101 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 560070 0 AGAINST 560070 AGAINST 2 Henry Schein, Inc. 806407102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 505430 0 FOR 505430 FOR Henry Schein, Inc. 806407102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 93870 0 FOR 93870 FOR 1 Kyndryl Holdings, Inc. 50155Q100 07/31/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2222599 0 FOR 2222599 FOR Kyndryl Holdings, Inc. 50155Q100 07/31/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 655964 0 FOR 655964 FOR 1 Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 0 0 ABSTAIN 0 NONE ELIGIBLE TO VOTE 4,001,216 SHARES Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 0 0 ABSTAIN 0 NONE 1 ELIGIBLE TO VOTE 799,190 SHARES Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 4001216 0 1 YEAR 4001216 AGAINST Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 799190 0 1 YEAR 799190 AGAINST 1 Nuvation Bio Inc. 67080N101 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 34995 0 FOR 34995 FOR 2 Penn Entertainment, Inc. 707569109 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 3307597 0 AGAINST 3307597 AGAINST Penn Entertainment, Inc. 707569109 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1025944 0 AGAINST 1025944 AGAINST 1 Penn Entertainment, Inc. 707569109 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 180677 0 AGAINST 180677 AGAINST 2 PG&E Corporation 69331C108 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 5552655 0 FOR 5552655 FOR PG&E Corporation 69331C108 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1038760 0 FOR 1038760 FOR 1 Resideo Technologies, Inc. 76118Y104 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1248974 0 FOR 1248974 FOR Resideo Technologies, Inc. 76118Y104 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 249906 0 FOR 249906 FOR 1 Roivant Sciences Ltd. G76279101 09/10/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1668916 0 FOR 1668916 FOR Roivant Sciences Ltd. G76279101 09/10/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 198144 0 FOR 198144 FOR 1 Roivant Sciences Ltd. G76279101 09/10/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 341860 0 FOR 341860 FOR 2 SLM Corporation 78442P106 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 652060 0 FOR 652060 FOR SLM Corporation 78442P106 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 20156 0 FOR 20156 FOR 1 Sotera Health Company 83601L102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1693228 0 FOR 1693228 FOR Sotera Health Company 83601L102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 327100 0 FOR 327100 FOR 1 Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 201610 0 FOR 201610 FOR Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 3650 0 FOR 3650 FOR 1 Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 201610 0 3 YEARS 201610 FOR Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 3650 0 3 YEARS 3650 FOR 1 TD Synnex Corporation 87162W100 03/25/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 142127 0 FOR 142127 FOR TD Synnex Corporation 87162W100 03/25/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 37190 0 FOR 37190 FOR 1 Teva Pharmaceutical Industries Limited 881624209 05/28/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 206675 0 FOR 206675 FOR Teva Pharmaceutical Industries Limited 881624209 05/28/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 96704 0 FOR 96704 FOR 1 The Cigna Group 125523100 04/22/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 34764 0 FOR 34764 FOR The Cigna Group 125523100 04/22/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 13300 0 FOR 13300 FOR 1 Versant Media Group, Inc. 925283103 06/25/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 1939220 0 1 YEAR 1939220 FOR Versant Media Group, Inc. 925283103 06/25/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 373520 0 1 YEAR 373520 FOR 1 Viatris Inc. 92556V106 05/15/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1407055 0 FOR 1407055 FOR Viatris Inc. 92556V106 05/15/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 297720 0 FOR 297720 FOR 1 Victoria's Secret & Co. G61188101 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 880005 0 FOR 880005 FOR Victoria's Secret & Co. G61188101 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 158020 0 FOR 158020 FOR 1 Weatherford International PLC G48833118 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 0 0 ABSTAIN 0 NONE ELIGIBLE TO VOTE 57,971 SHARES