<?xml version="1.0" ?>
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  <proxyTable>
    <issuerName>3M COMPANY</issuerName>
    <cusip>88579Y101</cusip>
    <isin>US88579Y1010</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory approval of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>105599</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>105599</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>AEROVIRONMENT, INC.</issuerName>
    <cusip>008073108</cusip>
    <isin>US0080731088</isin>
    <meetingDate>09/25/2025</meetingDate>
    <voteDescription>Non-binding advisory vote on the compensation of the company's Named Executive Officers:</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1013</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1013</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AKERO THERAPEUTICS,&#13;INC</issuerName>
    <cusip>00973Y108</cusip>
    <isin>US00973Y1082</isin>
    <meetingDate>12/02/2025</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the payment of certain compensation that may be paid or become payable by Akero to its named executive officers in connection with the Merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1318902</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1318902</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>AMAZON.COM, INC.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>64754</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>64754</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AMERICAN AIRLINES&#13;GROUP INC.</issuerName>
    <cusip>02376R102</cusip>
    <isin>US02376R1023</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>A proposal to approve, on a non-binding, advisory basis, executive compensation as disclosed in the Proxy Statement for the 2026 Annual Meeting of Stockholders</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
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  <proxyTable>
    <issuerName>AMETEK, INC.</issuerName>
    <cusip>031100100</cusip>
    <isin>US0311001004</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>149267</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>149267</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>ANGEL OAK MORTGAGE&#13;REIT, INC.</issuerName>
    <cusip>03464Y108</cusip>
    <isin>US03464Y1082</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, a resolution regarding the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>4134210</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>4134210</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  </proxyTable>
  <proxyTable>
    <issuerName>API GROUP&#13;CORPORATION</issuerName>
    <cusip>00187Y100</cusip>
    <isin>US00187Y1001</isin>
    <meetingDate>05/15/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>37447</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>37447</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>API GROUP&#13;CORPORATION</issuerName>
    <cusip>00187Y100</cusip>
    <isin>US00187Y1001</isin>
    <meetingDate>05/15/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>37447</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>37447</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ARISTA NETWORKS, INC.</issuerName>
    <cusip>040413205</cusip>
    <isin>US0404132054</isin>
    <meetingDate>05/29/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>16566</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>16566</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ARKO CORP.</issuerName>
    <cusip>041242108</cusip>
    <isin>US0412421085</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>Approval of a non-binding advisory resolution regarding the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>23139671</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>23139671</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AT&amp;T INC.</issuerName>
    <cusip>00206R102</cusip>
    <isin>US00206R1023</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory Approval of Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>575657</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>575657</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AUTODESK, INC.</issuerName>
    <cusip>052769106</cusip>
    <isin>US0527691069</isin>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>11009</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>11009</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AUTOZONE, INC.</issuerName>
    <cusip>053332102</cusip>
    <isin>US0533321024</isin>
    <meetingDate>12/17/2025</meetingDate>
    <voteDescription>Approval of an advisory vote on the compensation of named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>214</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>214</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BAUSCH + LOMB&#13;CORPORATION</issuerName>
    <cusip>071705107</cusip>
    <isin>CA0717051076</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>The approval, in an advisory vote, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1809944</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1809944</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BOOKING HOLDINGS INC.</issuerName>
    <cusip>09857L108</cusip>
    <isin>US09857L1089</isin>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>Advisory vote to approve 2025 executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>96124</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>96124</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BRAEMAR HOTELS &amp;&#13;RESORTS INC.</issuerName>
    <cusip>10482B101</cusip>
    <isin>US10482B1017</isin>
    <meetingDate>12/15/2025</meetingDate>
    <voteDescription>To obtain advisory approval of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>2300700</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BROADCOM INC</issuerName>
    <cusip>11135F101</cusip>
    <isin>US11135F1012</isin>
    <meetingDate>04/20/2026</meetingDate>
    <voteDescription>Advisory vote to approve the named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>66462</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>66462</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BWX TECHNOLOGIES,&#13;INC.</issuerName>
    <cusip>05605H100</cusip>
    <isin>US05605H1005</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Advisory vote on compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>51925</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>51925</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>C.H. ROBINSON&#13;WORLDWIDE, INC.</issuerName>
    <cusip>12541W209</cusip>
    <isin>US12541W2098</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>5186</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>5186</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CAPRI HOLDINGS&#13;LIMITED</issuerName>
    <cusip>G1890L107</cusip>
    <isin>VGG1890L1076</isin>
    <meetingDate>08/07/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1321212</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1321212</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CAPRI HOLDINGS&#13;LIMITED</issuerName>
    <cusip>G1890L107</cusip>
    <isin>VGG1890L1076</isin>
    <meetingDate>08/07/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the frequency of future advisory votes on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1321212</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>1321212</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CARVANA CO.</issuerName>
    <cusip>146869102</cusip>
    <isin>US1468691027</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>41661</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>41661</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CHART INDUSTRIES, INC.</issuerName>
    <cusip>16115Q308</cusip>
    <isin>US16115Q3083</isin>
    <meetingDate>10/06/2025</meetingDate>
    <voteDescription>To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Chart's named executive officers that is based on or otherwise relates to the Merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOT VOTE</howVoted>
        <sharesVoted>1336140</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CHEWY, INC.</issuerName>
    <cusip>16679L109</cusip>
    <isin>US16679L1098</isin>
    <meetingDate>07/10/2025</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>954673</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>954673</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CIBUS, INC.</issuerName>
    <cusip>17166A101</cusip>
    <isin>US17166A1016</isin>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>992806</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>992806</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CLEARWATER ANALYTICS&#13;HOLDINGS, INC.</issuerName>
    <cusip>185123106</cusip>
    <isin>US1851231068</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>To approve by, advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the consummation of the Merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOT VOTE</howVoted>
        <sharesVoted>1304580</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMCAST CORPORATION</issuerName>
    <cusip>20030N101</cusip>
    <isin>US20030N1019</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Advisory vote on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>297051</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>297051</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CONFLUENT, INC.</issuerName>
    <cusip>20717M103</cusip>
    <isin>US20717M1036</isin>
    <meetingDate>02/12/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Confluent, Inc. to its named executive officers in connection with the merger contemplated by the merger agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>5103165</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>5103165</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CONSTELLATION&#13;ENERGY CORP</issuerName>
    <cusip>21037T109</cusip>
    <isin>US21037T1097</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>8636</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>8636</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CORE &amp; MAIN, INC.</issuerName>
    <cusip>21874C102</cusip>
    <isin>US21874C1027</isin>
    <meetingDate>06/23/2026</meetingDate>
    <voteDescription>Advisory vote to approve Core &amp; Main's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>30191</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>30191</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CROWN CASTLE INC.</issuerName>
    <cusip>22822V101</cusip>
    <isin>US22822V1017</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>The non-binding, advisory vote to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>24438</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>24438</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DAVITA INC.</issuerName>
    <cusip>23918K108</cusip>
    <isin>US23918K1088</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>8339</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>8339</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DIVERSIFIED&#13;HEALTHCARE TRUST</issuerName>
    <cusip>25525P107</cusip>
    <isin>US25525P1075</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>5074984</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>5074984</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DOORDASH, INC.</issuerName>
    <cusip>25809K105</cusip>
    <isin>US25809K1051</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>23015</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>23015</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>E.L.F. BEAUTY, INC.</issuerName>
    <cusip>26856L103</cusip>
    <isin>US26856L1035</isin>
    <meetingDate>08/21/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>13694</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>13694</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ECOLAB INC.</issuerName>
    <cusip>278865100</cusip>
    <isin>US2788651006</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>21215</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>21215</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ELECTRONIC ARTS INC.</issuerName>
    <cusip>285512109</cusip>
    <isin>US2855121099</isin>
    <meetingDate>12/22/2025</meetingDate>
    <voteDescription>To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1710807</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1710807</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENVIRI CORPORATION</issuerName>
    <cusip>415864107</cusip>
    <isin>US4158641070</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the transactions contemplated by the Merger Agreement and the Separation Agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3177355</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>Against</howVoted>
        <sharesVoted>3177355</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EQUIPMENTSHARE.COM</issuerName>
    <cusip>29445S100</cusip>
    <isin>US29445S1006</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding and advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>18228</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>18228</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EQUIPMENTSHARE.COM</issuerName>
    <cusip>29445S100</cusip>
    <isin>US29445S1006</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding and advisory basis, the frequency of future votes to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>18228</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>18228</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EXACT SCIENCES&#13;CORPORATION</issuerName>
    <cusip>30063P105</cusip>
    <isin>US30063P1057</isin>
    <meetingDate>02/20/2026</meetingDate>
    <voteDescription>Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Exact Sciences Corporation's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement (the &quot;&quot;Compensation Proposal&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2884552</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2884552</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FRESHPET, INC.</issuerName>
    <cusip>358039105</cusip>
    <isin>US3580391056</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Non-binding advisory vote to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>12375</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>12375</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GUIDEWIRE SOFTWARE,&#13;INC.</issuerName>
    <cusip>40171V100</cusip>
    <isin>US40171V1008</isin>
    <meetingDate>12/15/2025</meetingDate>
    <voteDescription>To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1843</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1843</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HEWLETT PACKARD&#13;ENTERPRISE COMPANY</issuerName>
    <cusip>42824C109</cusip>
    <isin>US42824C1099</isin>
    <meetingDate>04/01/2026</meetingDate>
    <voteDescription>Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>92092</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>92092</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HILTON GRAND&#13;VACATIONS INC.</issuerName>
    <cusip>43283X105</cusip>
    <isin>US43283X1054</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approve by non-binding vote the compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>170519</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>170519</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HIMS &amp; HERS HEALTH,&#13;INC.</issuerName>
    <cusip>433000106</cusip>
    <isin>US4330001060</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory approval of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>138766</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>138766</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HOLOGIC, INC.</issuerName>
    <cusip>436440101</cusip>
    <isin>US4364401012</isin>
    <meetingDate>02/05/2026</meetingDate>
    <voteDescription>A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>767186</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>767186</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INVITATION HOMES INC.</issuerName>
    <cusip>46187W107</cusip>
    <isin>US46187W1071</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>567913</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>567913</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>JANUS HENDERSON&#13;GROUP PLC</issuerName>
    <cusip>G4474Y214</cusip>
    <isin>JE00BYPZJM29</isin>
    <meetingDate>04/16/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2204550</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2204550</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>JANUS HENDERSON&#13;GROUP PLC</issuerName>
    <cusip>G4474Y214</cusip>
    <isin>JE00BYPZJM29</isin>
    <meetingDate>05/29/2026</meetingDate>
    <voteDescription>Advisory Say-on-Pay Vote on Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115021</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>115021</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KARYOPHARM&#13;THERAPEUTICS INC.</issuerName>
    <cusip>48576U205</cusip>
    <isin>US48576U2050</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers, as described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>233930</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>233930</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KBR, INC.</issuerName>
    <cusip>48242W106</cusip>
    <isin>US48242W1062</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory vote to approve KBR's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>198552</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>198552</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KOSMOS ENERGY LTD.</issuerName>
    <cusip>500688106</cusip>
    <isin>US5006881065</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>To provide a non-binding, advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>166375</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>166375</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LAM RESEARCH&#13;CORPORATION</issuerName>
    <cusip>512807306</cusip>
    <isin>US5128073062</isin>
    <meetingDate>11/04/2025</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the named executive officers of Lam Research, or ''Say on Pay.''</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>8799</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>8799</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LUMENTUM HOLDINGS&#13;INC.</issuerName>
    <cusip>55024U109</cusip>
    <isin>US55024U1097</isin>
    <meetingDate>11/19/2025</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>77271</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>77271</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MASIMO CORPORATION</issuerName>
    <cusip>574795100</cusip>
    <isin>US5747951003</isin>
    <meetingDate>05/01/2026</meetingDate>
    <voteDescription>To consider and vote on the proposal to approve, on a non- binding, advisory basis, the compensation that may be paid or become payable to Masimo's named executive officers that is based on or otherwise relates to the Merger (the &quot;&quot;Compensation Proposal&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>429459</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>429459</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MASTERCARD&#13;INCORPORATED</issuerName>
    <cusip>57636Q104</cusip>
    <isin>US57636Q1040</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>Advisory approval of Mastercard's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>13194</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>13194</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MEDLINE INC.</issuerName>
    <cusip>58507V107</cusip>
    <isin>US58507V1070</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Our Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3929</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3929</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MEDLINE INC.</issuerName>
    <cusip>58507V107</cusip>
    <isin>US58507V1070</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory Vote on the Frequency of Votes on Our Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3929</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>3929</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MERUS N.V.</issuerName>
    <cusip>N5749R100</cusip>
    <isin>NL0011606264</isin>
    <meetingDate>12/09/2025</meetingDate>
    <voteDescription>Non-binding advisory proposal to approve certain compensation arrangements</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1000207</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1000207</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MICROSOFT&#13;CORPORATION</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/05/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation (''say-on-pay vote'')</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>86544</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>86544</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIRION TECHNOLOGIES,&#13;INC.</issuerName>
    <cusip>60471A101</cusip>
    <isin>US60471A1016</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>354297</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>354297</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NVENT ELECTRIC PLC</issuerName>
    <cusip>G6700G107</cusip>
    <isin>IE00BDVJJQ56</isin>
    <meetingDate>05/15/2026</meetingDate>
    <voteDescription>Approve, by Non-Binding Advisory Vote, the Compensation of the Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>126115</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>126115</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NVIDIA CORPORATION</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>191238</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>191238</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>QNITY ELECTRONICS,&#13;INC.</issuerName>
    <cusip>74743L100</cusip>
    <isin>US74743L1008</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation (Say on Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>158013</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>158013</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>QNITY ELECTRONICS,&#13;INC.</issuerName>
    <cusip>74743L100</cusip>
    <isin>US74743L1008</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory Vote on Frequency of Future Say on Pay Votes</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>158013</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>158013</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>REVOLUTION MEDICINES,&#13;INC.</issuerName>
    <cusip>76155X100</cusip>
    <isin>US76155X1000</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission (&quot;&quot;Say-on-Pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40824</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40824</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROBLOX CORPORATION</issuerName>
    <cusip>771049103</cusip>
    <isin>US7710491033</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>Advisory Vote on the Compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>36010</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>36010</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RTX CORPORATION</issuerName>
    <cusip>75513E101</cusip>
    <isin>US75513E1010</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>130936</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>130936</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115813</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>115813</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115813</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>115813</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEALED AIR&#13;CORPORATION</issuerName>
    <cusip>81211K100</cusip>
    <isin>US81211K1007</isin>
    <meetingDate>02/25/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOTE VOTE</howVoted>
        <sharesVoted>282233</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SIX FLAGS&#13;ENTERTAINMENT&#13;CORPORATION</issuerName>
    <cusip>83001C108</cusip>
    <isin>US83001C1080</isin>
    <meetingDate>05/26/2026</meetingDate>
    <voteDescription>Advisory approval of our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>374360</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>374360</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SNOWFLAKE INC.</issuerName>
    <cusip>833445109</cusip>
    <isin>US8334451098</isin>
    <meetingDate>07/02/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>75000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>75000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SNOWFLAKE INC.</issuerName>
    <cusip>833445109</cusip>
    <isin>US8334451098</isin>
    <meetingDate>06/29/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>18431</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>18431</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STEELCASE INC.</issuerName>
    <cusip>858155203</cusip>
    <isin>US8581552036</isin>
    <meetingDate>12/05/2025</meetingDate>
    <voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal'').</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOT VOTE</howVoted>
        <sharesVoted>65203</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SURGERY PARTNERS&#13;INC.</issuerName>
    <cusip>86881A100</cusip>
    <isin>US86881A1007</isin>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3108438</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3108438</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SYNOPSYS, INC.</issuerName>
    <cusip>871607107</cusip>
    <isin>US8716071076</isin>
    <meetingDate>04/16/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15627</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15627</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>T-MOBILE US, INC.</issuerName>
    <cusip>872590104</cusip>
    <isin>US8725901040</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>90967</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>90967</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TE CONNECTIVITY PLC</issuerName>
    <cusip>G87052109</cusip>
    <isin>IE000IVNQZ81</isin>
    <meetingDate>03/11/2026</meetingDate>
    <voteDescription>An advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>62500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>62500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TEGNA INC.</issuerName>
    <cusip>87901J105</cusip>
    <isin>US87901J1051</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>470880</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>470880</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TELEDYNE&#13;TECHNOLOGIES&#13;INCORPORATED</issuerName>
    <cusip>879360105</cusip>
    <isin>US8793601050</isin>
    <meetingDate>04/22/2026</meetingDate>
    <voteDescription>Approval of a non-binding advisory resolution on the Company's executive compensation (&quot;say on pay&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>5668</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>5668</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TELEPHONE AND DATA&#13;SYSTEMS, INC.</issuerName>
    <cusip>879433829</cusip>
    <isin>US8794338298</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>453288</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>453288</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>88033G407</cusip>
    <isin>US88033G4073</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the Company's executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>5642</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>5642</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>THE BOEING COMPANY</issuerName>
    <cusip>097023105</cusip>
    <isin>US0970231058</isin>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, Named Executive Officer Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>125363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>125363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>THE WALT DISNEY&#13;COMPANY</issuerName>
    <cusip>254687106</cusip>
    <isin>US2546871060</isin>
    <meetingDate>03/18/2026</meetingDate>
    <voteDescription>Consideration of an advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>214283</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>214283</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TRANSMEDICS GROUP,&#13;INC.</issuerName>
    <cusip>89377M109</cusip>
    <isin>US89377M1099</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation paid to TransMedics' named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>29</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
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    <issuerName>UBER TECHNOLOGIES,&#13;INC.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Advisory vote to approve 2025 named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>22078</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>22078</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UBER TECHNOLOGIES,&#13;INC.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Advisory vote on the frequency of future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>22078</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>22078</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UNITEDHEALTH GROUP&#13;INCORPORATED</issuerName>
    <cusip>91324P102</cusip>
    <isin>US91324P1021</isin>
    <meetingDate>06/01/2026</meetingDate>
    <voteDescription>Advisory approval of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOT VOTE</howVoted>
        <sharesVoted>3542</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
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    <issuerName>VERONA PHARMA PLC</issuerName>
    <cusip>925050106</cusip>
    <isin>US9250501064</isin>
    <meetingDate>09/24/2025</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the Transaction, as is further described in the Notice of General Meeting.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>2212410</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>2212410</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>VICTORY CAPITAL&#13;HOLDINGS, INC.</issuerName>
    <cusip>92645B103</cusip>
    <isin>US92645B1035</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>A non-binding advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>101012</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>101012</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>WOLFSPEED, INC.</issuerName>
    <cusip>97785W106</cusip>
    <isin>US97785W1062</isin>
    <meetingDate>12/16/2025</meetingDate>
    <voteDescription>ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>653079</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>653079</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>XPO, INC.</issuerName>
    <cusip>983793100</cusip>
    <isin>US9837931008</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7603</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>7603</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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