<?xml version="1.0" encoding="us-ascii"?><inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
<!--VoteTableSchemaVersion:X0300-->
<inf:proxyTable><inf:issuerName>Accenture plc</inf:issuerName><inf:cusip>G1151C101</inf:cusip><inf:isin>IE00B4BNMY34</inf:isin><inf:meetingDate>02/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allegion plc</inf:issuerName><inf:cusip>G0176J109</inf:cusip><inf:isin>IE00BFRT3W74</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>257816</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>257816</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>ZLAP held shares in this UK-listed stock. Since this company is also listed in the US, it is included in this form.</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>That, on an advisory basis, the proposal that future shareholder votes on the compensation of the Company&#x2019;s Named Executive Officers be held annually is approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>257816</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>257816</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>ZLAP held shares in this stock that is listed in UK. Since this company is also listed in the US, it is included in this form. ZLAP's voted "FOR", supporting the board of directors' recommendation that shareholders vote FOR "Say-on-Pay" annually.</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>That, on an advisory basis, the proposal that future shareholder votes on the compensation of the Company&#x2019;s Named Executive Officers be held every two years is approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>That, on an advisory basis, the proposal that future shareholder votes on the compensation of the Company&#x2019;s Named Executive Officers be held every three years is approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Frequency of Advisory Vote on Executive Compensation: Please Vote on this Resolution to Approve Abstain</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:cusip>G25508105</inf:cusip><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>807677</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>807677</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH Plc</inf:issuerName><inf:cusip>G25508105</inf:cusip><inf:isin>IE0001827041</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future advisory votes on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>807677</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>807677</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eaton Corporation plc</inf:issuerName><inf:cusip>G29183103</inf:cusip><inf:isin>IE00B8KQN827</inf:isin><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>130835</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>130835</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Johnson Controls International plc</inf:issuerName><inf:cusip>G51502105</inf:cusip><inf:isin>IE00BY7QL619</inf:isin><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>20200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>20200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Linde Plc</inf:issuerName><inf:cusip>G54950103</inf:cusip><inf:isin>BRL1INBDR006</inf:isin><inf:meetingDate>07/30/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>105890</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>105890</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pentair plc</inf:issuerName><inf:cusip>G7S00T104</inf:cusip><inf:isin>IE00BLS09M33</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>17400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>17400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>523901</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>523901</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>ZLAP held shares in this UK-listed stock. Since this company is also listed in the US, it is included in this form.</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve The Frequency of Future Non-Binding, Advisory Votes to Approve Named Executive Officer Compensation. Please Vote for on This Resolution to Approve 1 Year</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>523901</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>523901</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>ZLAP held shares in this UK-listed stock. As the company is also listed in the US, it is included in this form. ZLAP voted &#x201C;FOR,&#x201D; supporting the recommendation that shareholders select &#x201C;ONE YEAR&#x201D; as the frequency for future non-binding, advisory votes to approve the compensation of named executive officers, as unanimously recommended by the Board and the Compensation Committee.</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve The Frequency of Future Non-Binding, Advisory Votes to Approve Named Executive Officer Compensation. Please Vote for on This Resolution to Approve 2 Years</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve The Frequency of Future Non-Binding, Advisory Votes to Approve Named Executive Officer Compensation. Please Vote for on This Resolution to Approve 3 Years</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve The Frequency of Future Non-Binding, Advisory Votes to Approve Named Executive Officer Compensation. Please Vote for on This Resolution to Approve Abstain</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Do Not Vote</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:cusip>G8267P108</inf:cusip><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>590625</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>590625</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock plc</inf:issuerName><inf:cusip>G8267P108</inf:cusip><inf:isin>IE00028FXN24</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve The Frequency of Future Non-Binding, Advisory Votes to Approve Named Executive Officer Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>590625</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>590625</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TE Connectivity plc</inf:issuerName><inf:cusip>G87052109</inf:cusip><inf:isin>IE000IVNQZ81</inf:isin><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>14700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>14700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carnival Corp.</inf:issuerName><inf:cusip>143658300</inf:cusip><inf:isin>PA1436583006</inf:isin><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4803407</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>4803407</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Logitech International S.A.</inf:issuerName><inf:isin>CH0025751329</inf:isin><inf:meetingDate>09/04/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1891</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1891</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>ZLAP held shares in this stock, which is listed in Switzerland. Since this company is also listed in the US, it is included in this form.</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aon Global Ltd</inf:issuerName><inf:cusip>G0403H108</inf:cusip><inf:isin>GB00B5BT0K07</inf:isin><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>39235</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>39235</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>3M Co.</inf:issuerName><inf:cusip>88579Y101</inf:cusip><inf:isin>US88579Y1010</inf:isin><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>468744</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>468744</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Abbott Laboratories</inf:issuerName><inf:cusip>002824100</inf:cusip><inf:isin>US0028241000</inf:isin><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>702759</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>702759</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Abbvie Inc</inf:issuerName><inf:cusip>00287Y109</inf:cusip><inf:isin>US00287Y1091</inf:isin><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>763952</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>763952</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Acushnet Holdings Corp</inf:issuerName><inf:cusip>005098108</inf:cusip><inf:isin>US0050981085</inf:isin><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>16500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>16500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AGCO Corp.</inf:issuerName><inf:cusip>001084102</inf:cusip><inf:isin>US0010841023</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Air Products &amp; Chemicals Inc.</inf:issuerName><inf:cusip>009158106</inf:cusip><inf:isin>US0091581068</inf:isin><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Take No Action</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Air Products &amp; Chemicals Inc.</inf:issuerName><inf:cusip>009158106</inf:cusip><inf:isin>US0091581068</inf:isin><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>721846</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>721846</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allison Transmission Holdings Inc</inf:issuerName><inf:cusip>01973R101</inf:cusip><inf:isin>US01973R1014</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allison Transmission Holdings Inc</inf:issuerName><inf:cusip>01973R101</inf:cusip><inf:isin>US01973R1014</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future advisory votes on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>13700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allstate Corp (The)</inf:issuerName><inf:cusip>020002101</inf:cusip><inf:isin>US0200021014</inf:isin><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>108199</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>108199</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Altria Group Inc.</inf:issuerName><inf:cusip>02209S103</inf:cusip><inf:isin>US02209S1033</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1491315</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1491315</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amazon.com Inc.</inf:issuerName><inf:cusip>023135106</inf:cusip><inf:isin>US0231351067</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2308631</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>2308631</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Tower Corp.</inf:issuerName><inf:cusip>03027X100</inf:cusip><inf:isin>US03027X1000</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>156450</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>156450</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AMGEN Inc.</inf:issuerName><inf:cusip>031162100</inf:cusip><inf:isin>US0311622098</inf:isin><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>123466</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>123466</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amphenol Corp.</inf:issuerName><inf:cusip>032095101</inf:cusip><inf:isin>US0320951017</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>35000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>35000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Analog Devices Inc.</inf:issuerName><inf:cusip>032654105</inf:cusip><inf:isin>US0326541051</inf:isin><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>150814</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>150814</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apple Inc</inf:issuerName><inf:cusip>037833100</inf:cusip><inf:isin>US0378331005</inf:isin><inf:meetingDate>02/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3259353</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3259353</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Applied Industrial Technologies Inc.</inf:issuerName><inf:cusip>03820C105</inf:cusip><inf:isin>US03820C1053</inf:isin><inf:meetingDate>10/22/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>322886</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>322886</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Applied Materials Inc.</inf:issuerName><inf:cusip>038222105</inf:cusip><inf:isin>US0382221051</inf:isin><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>504272</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>504272</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aptargroup Inc.</inf:issuerName><inf:cusip>038336103</inf:cusip><inf:isin>US0383361039</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Archer Daniels Midland Co.</inf:issuerName><inf:cusip>039483102</inf:cusip><inf:isin>US0394831020</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>29000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>29000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arthur J. Gallagher &amp; Co.</inf:issuerName><inf:cusip>363576109</inf:cusip><inf:isin>US3635761097</inf:isin><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>146528</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>146528</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AT&amp;T, Inc.</inf:issuerName><inf:cusip>00206R102</inf:cusip><inf:isin>US00206R1023</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3543352</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3543352</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autoliv Inc.</inf:issuerName><inf:cusip>052800109</inf:cusip><inf:isin>US0528001094</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>14700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>14700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Avery Dennison Corp.</inf:issuerName><inf:cusip>053611109</inf:cusip><inf:isin>US0536111091</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>7200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>7200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Axon Enterprise Inc</inf:issuerName><inf:cusip>05464C101</inf:cusip><inf:isin>US05464C1018</inf:isin><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>152536</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>152536</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Baker Hughes Co</inf:issuerName><inf:cusip>05722G100</inf:cusip><inf:isin>US05722G1004</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>538909</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>538909</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bank Of America Corp.</inf:issuerName><inf:cusip>060505104</inf:cusip><inf:isin>US0605051046</inf:isin><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3015081</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3015081</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bank Of New York Mellon Corp</inf:issuerName><inf:cusip>064058100</inf:cusip><inf:isin>US0640581007</inf:isin><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>308274</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>308274</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Best Buy Co. Inc.</inf:issuerName><inf:cusip>086516101</inf:cusip><inf:isin>US0865161014</inf:isin><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Blackrock Inc.</inf:issuerName><inf:cusip>09290D101</inf:cusip><inf:isin>US09290D1019</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boeing Co.</inf:issuerName><inf:cusip>097023105</inf:cusip><inf:isin>US0970231058</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>457367</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>457367</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BorgWarner Inc</inf:issuerName><inf:cusip>099724106</inf:cusip><inf:isin>US0997241064</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>42700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>42700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boston Scientific Corp.</inf:issuerName><inf:cusip>101137107</inf:cusip><inf:isin>US1011371077</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1906600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1906600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bristol-Myers Squibb Co.</inf:issuerName><inf:cusip>110122108</inf:cusip><inf:isin>US1101221083</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>428779</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>428779</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadcom Inc</inf:issuerName><inf:cusip>11135F101</inf:cusip><inf:isin>US11135F1012</inf:isin><inf:meetingDate>04/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1329933</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1329933</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>C.H. Robinson Worldwide, Inc.</inf:issuerName><inf:cusip>12541W209</inf:cusip><inf:isin>US12541W2098</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Campbell Soup Co.</inf:issuerName><inf:cusip>134429109</inf:cusip><inf:isin>US1344291091</inf:isin><inf:meetingDate>11/19/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>24500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>24500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Capital One Financial Corp.</inf:issuerName><inf:cusip>14040H105</inf:cusip><inf:isin>US14040H1059</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>324939</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>324939</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cardinal Health, Inc.</inf:issuerName><inf:cusip>14149Y108</inf:cusip><inf:isin>US14149Y1082</inf:isin><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>18800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>18800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carlisle Companies Inc.</inf:issuerName><inf:cusip>142339100</inf:cusip><inf:isin>US1423391002</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>4600</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cencora Inc.</inf:issuerName><inf:cusip>03073E105</inf:cusip><inf:isin>US03073E1055</inf:isin><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chevron Corp.</inf:issuerName><inf:cusip>166764100</inf:cusip><inf:isin>US1667641005</inf:isin><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>482351</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>482351</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Church &amp; Dwight Co., Inc.</inf:issuerName><inf:cusip>171340102</inf:cusip><inf:isin>US1713401024</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>18700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>18700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cisco Systems, Inc.</inf:issuerName><inf:cusip>17275R102</inf:cusip><inf:isin>US17275R1023</inf:isin><inf:meetingDate>12/09/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>79800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>79800</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Citigroup Inc</inf:issuerName><inf:cusip>172967424</inf:cusip><inf:isin>US1729674242</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>397407</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>397407</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cognizant Technology Solutions Corp.</inf:issuerName><inf:cusip>192446102</inf:cusip><inf:isin>US1924461023</inf:isin><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>26500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>26500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Colgate-Palmolive Co.</inf:issuerName><inf:cusip>194162103</inf:cusip><inf:isin>US1941621039</inf:isin><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>40</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>40</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Comcast Corp</inf:issuerName><inf:cusip>20030N101</inf:cusip><inf:isin>US20030N2009</inf:isin><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>66800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>66800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Constellation Energy Corp</inf:issuerName><inf:cusip>21037T109</inf:cusip><inf:isin>US21037T1097</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>70946</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>70946</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corning, Inc.</inf:issuerName><inf:cusip>219350105</inf:cusip><inf:isin>US2193501051</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>54400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>54400</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Costco Wholesale Corp</inf:issuerName><inf:cusip>22160K105</inf:cusip><inf:isin>US22160K1051</inf:isin><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>53794</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>53794</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coterra Energy Inc</inf:issuerName><inf:cusip>127097103</inf:cusip><inf:isin>US1270971039</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3081966</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3081966</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cullen Frost Bankers Inc.</inf:issuerName><inf:cusip>229899109</inf:cusip><inf:isin>US2298991090</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cummins Inc.</inf:issuerName><inf:cusip>231021106</inf:cusip><inf:isin>US2310211063</inf:isin><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>5400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>5400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CVS Health Corp</inf:issuerName><inf:cusip>126650100</inf:cusip><inf:isin>US1266501006</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>26500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>26500</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>D.R. Horton Inc.</inf:issuerName><inf:cusip>23331A109</inf:cusip><inf:isin>US23331A1097</inf:isin><inf:meetingDate>01/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>349153</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>349153</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Darden Restaurants, Inc.</inf:issuerName><inf:cusip>237194105</inf:cusip><inf:isin>US2371941053</inf:isin><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Deckers Outdoor Corp.</inf:issuerName><inf:cusip>243537107</inf:cusip><inf:isin>US2435371073</inf:isin><inf:meetingDate>09/09/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>31159</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>31159</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dexcom Inc</inf:issuerName><inf:cusip>252131107</inf:cusip><inf:isin>US2521311074</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>397926</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>397926</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dover Corp.</inf:issuerName><inf:cusip>260003108</inf:cusip><inf:isin>US2600031080</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Duke Energy Corp.</inf:issuerName><inf:cusip>26441C204</inf:cusip><inf:isin>US26441C2044</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>484056</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>484056</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>East West Bancorp, Inc.</inf:issuerName><inf:cusip>27579R104</inf:cusip><inf:isin>US27579R1041</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>17300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>17300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eastman Chemical Co</inf:issuerName><inf:cusip>277432100</inf:cusip><inf:isin>US2774321002</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13100</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13100</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ecolab, Inc.</inf:issuerName><inf:cusip>278865100</inf:cusip><inf:isin>US2788651006</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>104845</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>104845</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Emerson Electric Co.</inf:issuerName><inf:cusip>291011104</inf:cusip><inf:isin>US2910111044</inf:isin><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>24235</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>24235</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Enact Holdings Inc</inf:issuerName><inf:cusip>29249E109</inf:cusip><inf:isin>US29249E1091</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>38400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>38400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Entergy Corp.</inf:issuerName><inf:cusip>29364G103</inf:cusip><inf:isin>US29364G1031</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>379751</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>379751</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EQT Corp</inf:issuerName><inf:cusip>26884L109</inf:cusip><inf:isin>US26884L1098</inf:isin><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>321379</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>321379</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equinix, Inc.</inf:issuerName><inf:cusip>29444U700</inf:cusip><inf:isin>US29444U7000</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>34312</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>34312</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exelon Corp.</inf:issuerName><inf:cusip>30161N101</inf:cusip><inf:isin>US30161N1019</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>748886</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>748886</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Expand Energy Corp.</inf:issuerName><inf:cusip>165167735</inf:cusip><inf:isin>US1651677353</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>947026</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>947026</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Expeditors International Of Washington, Inc.</inf:issuerName><inf:cusip>302130109</inf:cusip><inf:isin>US3021301094</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exxon Mobil Corp.</inf:issuerName><inf:cusip>30231G102</inf:cusip><inf:isin>US30231G1022</inf:isin><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>949729</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>949729</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fedex Corp</inf:issuerName><inf:cusip>31428X106</inf:cusip><inf:isin>US31428X1063</inf:isin><inf:meetingDate>09/23/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>8400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>8400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Horizon Corporation</inf:issuerName><inf:cusip>320517105</inf:cusip><inf:isin>US3205171057</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1116717</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1116717</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fiserv, Inc.</inf:issuerName><inf:cusip>337738108</inf:cusip><inf:isin>US3377381088</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>454091</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>454091</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fortune Brands Innovations Inc</inf:issuerName><inf:cusip>34964C106</inf:cusip><inf:isin>US34964C1062</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>16200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>16200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freeport-McMoRan Inc</inf:issuerName><inf:cusip>35671D857</inf:cusip><inf:isin>US35671D8570</inf:isin><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>542580</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>542580</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GE Aerospace</inf:issuerName><inf:cusip>369604301</inf:cusip><inf:isin>US3696043013</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>541310</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>541310</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gen Digital Inc</inf:issuerName><inf:cusip>668771108</inf:cusip><inf:isin>US6687711084</inf:isin><inf:meetingDate>09/10/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>66900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>66900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Mills, Inc.</inf:issuerName><inf:cusip>370334104</inf:cusip><inf:isin>US3703341046</inf:isin><inf:meetingDate>09/24/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>27160</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>27160</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Motors Company</inf:issuerName><inf:cusip>37045V100</inf:cusip><inf:isin>US37045V1008</inf:isin><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>69007</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>69007</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Genuine Parts Co.</inf:issuerName><inf:cusip>372460105</inf:cusip><inf:isin>US3724601055</inf:isin><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>19788</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>19788</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gilead Sciences, Inc.</inf:issuerName><inf:cusip>375558103</inf:cusip><inf:isin>US3755581036</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>315497</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>315497</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Godaddy Inc</inf:issuerName><inf:cusip>380237107</inf:cusip><inf:isin>US3802371076</inf:isin><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>189397</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>189397</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Goldman Sachs Group, Inc.</inf:issuerName><inf:cusip>38141G104</inf:cusip><inf:isin>US38141G1040</inf:isin><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>180577</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>180577</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HCA Healthcare Inc</inf:issuerName><inf:cusip>40412C101</inf:cusip><inf:isin>US40412C1018</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>7000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>7000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hershey Company</inf:issuerName><inf:cusip>427866108</inf:cusip><inf:isin>US4278661081</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hewlett Packard Enterprise Co</inf:issuerName><inf:cusip>42824C109</inf:cusip><inf:isin>US42824C1099</inf:isin><inf:meetingDate>04/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>95000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>95000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Home Bancshares Inc</inf:issuerName><inf:cusip>436893200</inf:cusip><inf:isin>US4368932004</inf:isin><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>46000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>46000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Home Depot, Inc.</inf:issuerName><inf:cusip>437076102</inf:cusip><inf:isin>US4370761029</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>368869</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>368869</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Honeywell International Inc.</inf:issuerName><inf:cusip>438516106</inf:cusip><inf:isin>US4385161066</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>341885</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>341885</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Howmet Aerospace Inc</inf:issuerName><inf:cusip>443201108</inf:cusip><inf:isin>US4432011082</inf:isin><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>900846</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>900846</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HP Inc</inf:issuerName><inf:cusip>40434L105</inf:cusip><inf:isin>US40434L1052</inf:isin><inf:meetingDate>04/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>32900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>32900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hubbell Inc.</inf:issuerName><inf:cusip>443510607</inf:cusip><inf:isin>US4435106079</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>4300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HubSpot Inc</inf:issuerName><inf:cusip>443573100</inf:cusip><inf:isin>US4435731009</inf:isin><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>102091</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>102091</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Illinois Tool Works, Inc.</inf:issuerName><inf:cusip>452308109</inf:cusip><inf:isin>US4523081093</inf:isin><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>8700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>8700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ingredion Inc</inf:issuerName><inf:cusip>457187102</inf:cusip><inf:isin>US4571871023</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>11400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>11400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>International Business Machines Corp.</inf:issuerName><inf:cusip>459200101</inf:cusip><inf:isin>US4592001014</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>331172</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>331172</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Interpublic Group Of Cos., Inc.</inf:issuerName><inf:cusip>460690100</inf:cusip><inf:isin>US4606901001</inf:isin><inf:meetingDate>03/18/2025</inf:meetingDate><inf:voteDescription>The Merger&#x2014;Interests of IPG Directors and Executive Officers in the Merger&#x2014;Quantification of Potential Payments and Benefits to IPG&#x2019;s Named Executive Officers&#x2014;Golden Parachute Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>45900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>45900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intuit Inc</inf:issuerName><inf:cusip>461202103</inf:cusip><inf:isin>US4612021034</inf:isin><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>94418</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>94418</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intuitive Surgical Inc</inf:issuerName><inf:cusip>46120E602</inf:cusip><inf:isin>US46120E6023</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>166560</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>166560</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ITT Inc</inf:issuerName><inf:cusip>45073V108</inf:cusip><inf:isin>US45073V1089</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>10200</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>J.M. Smucker Co.</inf:issuerName><inf:cusip>832696405</inf:cusip><inf:isin>US8326964058</inf:isin><inf:meetingDate>08/14/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9702</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9702</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jefferies Financial Group Inc</inf:issuerName><inf:cusip>47233W109</inf:cusip><inf:isin>US47233W1099</inf:isin><inf:meetingDate>03/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>889716</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>889716</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Johnson &amp; Johnson</inf:issuerName><inf:cusip>478160104</inf:cusip><inf:isin>US4781601046</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>673611</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>673611</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jones Lang Lasalle Inc.</inf:issuerName><inf:cusip>48020Q107</inf:cusip><inf:isin>US48020Q1076</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>88010</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>88010</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>JPMorgan Chase &amp; Co.</inf:issuerName><inf:cusip>46625H100</inf:cusip><inf:isin>US46625H1005</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>653531</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>653531</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kenvue Inc</inf:issuerName><inf:cusip>49177J102</inf:cusip><inf:isin>US49177J1025</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>91600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>91600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kinder Morgan Inc</inf:issuerName><inf:cusip>49456B101</inf:cusip><inf:isin>US49456B1017</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>632678</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>632678</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KLA Corp.</inf:issuerName><inf:cusip>482480100</inf:cusip><inf:isin>US4824801009</inf:isin><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>82682</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>82682</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kontoor Brands Inc</inf:issuerName><inf:cusip>50050N103</inf:cusip><inf:isin>US50050N1037</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>14000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>14000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kroger Co.</inf:issuerName><inf:cusip>501044101</inf:cusip><inf:isin>US5010441013</inf:isin><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>663516</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>663516</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lam Research Corp.</inf:issuerName><inf:cusip>512807108</inf:cusip><inf:isin>US5128071082</inf:isin><inf:meetingDate>11/05/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>66693</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>66693</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lennar Corp.</inf:issuerName><inf:cusip>526057104</inf:cusip><inf:isin>US5260573028</inf:isin><inf:meetingDate>04/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>14724</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>14724</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lilly(Eli) &amp; Co</inf:issuerName><inf:cusip>532457108</inf:cusip><inf:isin>US5324571083</inf:isin><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>227949</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>227949</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LKQ Corp</inf:issuerName><inf:cusip>501889208</inf:cusip><inf:isin>US5018892084</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>27900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>27900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lockheed Martin Corp.</inf:issuerName><inf:cusip>539830109</inf:cusip><inf:isin>US5398301094</inf:isin><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>5480</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>5480</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marvell Technology Inc</inf:issuerName><inf:cusip>573874104</inf:cusip><inf:isin>US5738741041</inf:isin><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>256711</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>256711</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Masco Corp.</inf:issuerName><inf:cusip>574599106</inf:cusip><inf:isin>US5745991068</inf:isin><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>20500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>20500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mastercard Incorporated</inf:issuerName><inf:cusip>57636Q104</inf:cusip><inf:isin>US57636Q1040</inf:isin><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>300180</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>300180</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mativ Holdings Inc</inf:issuerName><inf:cusip>808541106</inf:cusip><inf:isin>US8085411069</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>McDonald`s Corp</inf:issuerName><inf:cusip>580135101</inf:cusip><inf:isin>US5801351017</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>325480</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>325480</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mckesson Corporation</inf:issuerName><inf:cusip>58155Q103</inf:cusip><inf:isin>US58155Q1031</inf:isin><inf:meetingDate>07/31/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>97015</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>97015</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Merck &amp; Co Inc</inf:issuerName><inf:cusip>58933Y105</inf:cusip><inf:isin>US58933Y1055</inf:isin><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>32300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>32300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meritage Homes Corp.</inf:issuerName><inf:cusip>59001A102</inf:cusip><inf:isin>US59001A1025</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>16500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>16500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms Inc</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:isin>US30303M1027</inf:isin><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>652529</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>652529</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms Inc</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:isin>US30303M1027</inf:isin><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future advisory votes on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>652529</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>652529</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Microchip Technology, Inc.</inf:issuerName><inf:cusip>595017104</inf:cusip><inf:isin>US5950171042</inf:isin><inf:meetingDate>08/20/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>580903</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>580903</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Microsoft Corporation</inf:issuerName><inf:cusip>594918104</inf:cusip><inf:isin>US5949181045</inf:isin><inf:meetingDate>12/10/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1686937</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1686937</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mondelez International Inc.</inf:issuerName><inf:cusip>609207105</inf:cusip><inf:isin>US6092071058</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>35832</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>35832</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Motorola Solutions Inc</inf:issuerName><inf:cusip>620076307</inf:cusip><inf:isin>US6200763075</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>104413</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>104413</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Netflix Inc.</inf:issuerName><inf:cusip>64110L106</inf:cusip><inf:isin>US64110L1061</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>184330</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>184330</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NextEra Energy Inc</inf:issuerName><inf:cusip>65339F101</inf:cusip><inf:isin>US65339F1012</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>164792</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>164792</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NRG Energy Inc.</inf:issuerName><inf:cusip>629377508</inf:cusip><inf:isin>US6293775085</inf:isin><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>903100</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>903100</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NVIDIA Corp</inf:issuerName><inf:cusip>67066G104</inf:cusip><inf:isin>US67066G1040</inf:isin><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>5465647</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>5465647</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>O`Reilly Automotive, Inc.</inf:issuerName><inf:cusip>67103H107</inf:cusip><inf:isin>US67103H1077</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>82152</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>82152</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Omnicom Group, Inc.</inf:issuerName><inf:cusip>681919106</inf:cusip><inf:isin>US6819191064</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>12500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>12500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Oneok Inc.</inf:issuerName><inf:cusip>682680103</inf:cusip><inf:isin>US6826801036</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>22800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>22800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Oracle Corp.</inf:issuerName><inf:cusip>68389X105</inf:cusip><inf:isin>US68389X1054</inf:isin><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1119181</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>1119181</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Owens Corning</inf:issuerName><inf:cusip>690742101</inf:cusip><inf:isin>US6907421019</inf:isin><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Packaging Corp Of America</inf:issuerName><inf:cusip>695156109</inf:cusip><inf:isin>US6951561090</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>7600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>7600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Parker-Hannifin Corp.</inf:issuerName><inf:cusip>701094104</inf:cusip><inf:isin>US7010941042</inf:isin><inf:meetingDate>10/23/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paycom Software Inc</inf:issuerName><inf:cusip>70432V102</inf:cusip><inf:isin>US70432V1026</inf:isin><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1997</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1997</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Philip Morris International Inc</inf:issuerName><inf:cusip>718172109</inf:cusip><inf:isin>US7181721090</inf:isin><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>837089</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>837089</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Procter &amp; Gamble Co.</inf:issuerName><inf:cusip>742718109</inf:cusip><inf:isin>US7427181091</inf:isin><inf:meetingDate>10/08/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>623241</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>623241</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Progressive Corp.</inf:issuerName><inf:cusip>743315103</inf:cusip><inf:isin>US7433151039</inf:isin><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>688100</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>688100</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Prologis Inc</inf:issuerName><inf:cusip>74340W103</inf:cusip><inf:isin>US74340W1036</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>193780</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>193780</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Qualcomm, Inc.</inf:issuerName><inf:cusip>747525103</inf:cusip><inf:isin>US7475251036</inf:isin><inf:meetingDate>03/18/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>12800</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>12800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Quest Diagnostics, Inc.</inf:issuerName><inf:cusip>74834L100</inf:cusip><inf:isin>US74834L1008</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>11500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>11500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Resmed Inc.</inf:issuerName><inf:isin>AU000000RMD6</inf:isin><inf:meetingDate>11/20/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>66500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>66500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Resmed Inc.</inf:issuerName><inf:cusip>761152107</inf:cusip><inf:isin>US7611521078</inf:isin><inf:meetingDate>11/20/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>531145</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>531145</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Reynolds Consumer Products Inc</inf:issuerName><inf:cusip>76171L106</inf:cusip><inf:isin>US76171L1061</inf:isin><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>48400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>48400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royal Gold, Inc.</inf:issuerName><inf:cusip>780287108</inf:cusip><inf:isin>US7802871084</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>9000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>9000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RPM International, Inc.</inf:issuerName><inf:cusip>749685103</inf:cusip><inf:isin>US7496851038</inf:isin><inf:meetingDate>10/03/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>13900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>13900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Salesforce Inc</inf:issuerName><inf:cusip>79466L302</inf:cusip><inf:isin>US79466L3024</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>203694</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>203694</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sherwin-Williams Co.</inf:issuerName><inf:cusip>824348106</inf:cusip><inf:isin>US8243481061</inf:isin><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>6600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>6600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Silgan Holdings Inc.</inf:issuerName><inf:cusip>827048109</inf:cusip><inf:isin>US8270481091</inf:isin><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>24600</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>24600</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Simon Property Group, Inc.</inf:issuerName><inf:cusip>828806109</inf:cusip><inf:isin>US8288061091</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>67104</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>67104</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Snap-on, Inc.</inf:issuerName><inf:cusip>833034101</inf:cusip><inf:isin>US8330341012</inf:isin><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>8872</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>8872</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Southern Copper Corporation</inf:issuerName><inf:cusip>84265V105</inf:cusip><inf:isin>US84265V1052</inf:isin><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>17331</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>17331</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Starbucks Corp.</inf:issuerName><inf:cusip>855244109</inf:cusip><inf:isin>US8552441094</inf:isin><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>457022</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>457022</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stifel Financial Corp.</inf:issuerName><inf:cusip>860630102</inf:cusip><inf:isin>US8606301021</inf:isin><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>14700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>14700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stryker Corp.</inf:issuerName><inf:cusip>863667101</inf:cusip><inf:isin>US8636671013</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>206786</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>206786</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sysco Corp.</inf:issuerName><inf:cusip>871829107</inf:cusip><inf:isin>US8718291078</inf:isin><inf:meetingDate>11/15/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>17700</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>17700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>T. Rowe Price Assoc Inc.</inf:issuerName><inf:cusip>74144T108</inf:cusip><inf:isin>US74144T1088</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>10200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>10200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Targa Resources Corp</inf:issuerName><inf:cusip>87612G101</inf:cusip><inf:isin>US87612G1013</inf:isin><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>64022</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>64022</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Target Corp</inf:issuerName><inf:cusip>87612E106</inf:cusip><inf:isin>US87612E1064</inf:isin><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>12000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>12000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tetra Tech, Inc.</inf:issuerName><inf:cusip>88162G103</inf:cusip><inf:isin>US88162G1031</inf:isin><inf:meetingDate>02/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>28900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>28900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Instruments Inc.</inf:issuerName><inf:cusip>882508104</inf:cusip><inf:isin>US8825081040</inf:isin><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>138614</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>138614</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TJX Companies, Inc.</inf:issuerName><inf:cusip>872540109</inf:cusip><inf:isin>US8725401090</inf:isin><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>865317</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>865317</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tractor Supply Co.</inf:issuerName><inf:cusip>892356106</inf:cusip><inf:isin>US8923561067</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>767557</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>767557</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Travelers Companies Inc.</inf:issuerName><inf:cusip>89417E109</inf:cusip><inf:isin>US89417E1091</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>83533</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>83533</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UMB Financial Corp.</inf:issuerName><inf:cusip>902788108</inf:cusip><inf:isin>US9027881088</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>490445</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>490445</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Rentals, Inc.</inf:issuerName><inf:cusip>911363109</inf:cusip><inf:isin>US9113631090</inf:isin><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3328</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3328</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Unitedhealth Group Inc</inf:issuerName><inf:cusip>91324P102</inf:cusip><inf:isin>US91324P1021</inf:isin><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>197587</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>197587</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Unum Group</inf:issuerName><inf:cusip>91529Y106</inf:cusip><inf:isin>US91529Y1064</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>958426</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>958426</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valero Energy Corp.</inf:issuerName><inf:cusip>91913Y100</inf:cusip><inf:isin>US91913Y1001</inf:isin><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>175166</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>175166</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valmont Industries, Inc.</inf:issuerName><inf:cusip>920253101</inf:cusip><inf:isin>US9202531011</inf:isin><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4300</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>4300</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ventas Inc</inf:issuerName><inf:cusip>92276F100</inf:cusip><inf:isin>US92276F1003</inf:isin><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>605488</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>605488</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vertex Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>92532F100</inf:cusip><inf:isin>US92532F1003</inf:isin><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>239578</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>239578</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Visa Inc</inf:issuerName><inf:cusip>92826C839</inf:cusip><inf:isin>US92826C8394</inf:isin><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>390835</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>390835</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Walmart Inc</inf:issuerName><inf:cusip>931142103</inf:cusip><inf:isin>US9311421039</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1889466</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1889466</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Walt Disney Co (The)</inf:issuerName><inf:cusip>254687106</inf:cusip><inf:isin>US2546871060</inf:isin><inf:meetingDate>03/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>406198</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>406198</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wells Fargo &amp; Co.</inf:issuerName><inf:cusip>949746101</inf:cusip><inf:isin>US9497461015</inf:isin><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2288827</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>2288827</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Welltower OP LLC</inf:issuerName><inf:cusip>95040Q104</inf:cusip><inf:isin>US42217K1060</inf:isin><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>618251</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>618251</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Workday Inc</inf:issuerName><inf:cusip>98138H101</inf:cusip><inf:isin>US98138H1014</inf:isin><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>435760</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>435760</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Yum Brands Inc.</inf:issuerName><inf:cusip>988498101</inf:cusip><inf:isin>US9884981013</inf:isin><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>423445</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>423445</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zoetis Inc</inf:issuerName><inf:cusip>98978V103</inf:cusip><inf:isin>US98978V1035</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as described in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>12900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>12900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote><inf:voteManager><inf:otherManagers><inf:otherManager>1</inf:otherManager></inf:otherManagers></inf:voteManager><inf:voteOtherInfo>-</inf:voteOtherInfo></inf:proxyTable>
</inf:proxyVoteTable>
