AZZ INC. 002474104 US0024741045 07/11/2023 Approve, on an advisory basis, AZZ's Executive Compensation Program. SECTION 14A SAY-ON-PAY VOTES 694500 0 FOR 694500 FOR BOOZ ALLEN HAMILTON HOLDING CORPORATION 099502106 US0995021062 07/26/2023 Advisory vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 40000 0 FOR 40000 FOR BOOZ ALLEN HAMILTON HOLDING CORPORATION 099502106 US0995021062 07/26/2023 Advisory vote on the frequency of future advisory votes on the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 40000 0 ONE YEAR 40000 FOR THERMON GROUP HOLDINGS, INC. 88362T103 US88362T1034 07/31/2023 To approve, on a non-binding advisory basis, the compensation of the Company's executive officers as described in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 1686500 0 FOR 1686500 FOR UNDER ARMOUR, INC. 904311107 US9043111072 08/29/2023 To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. SECTION 14A SAY-ON-PAY VOTES 2000000 0 FOR 200000 FOR UNDER ARMOUR, INC. 904311107 US9043111072 08/29/2023 To recommend, by a non-binding advisory vote, the frequency of future advisory votes on executive compensation. SECTION 14A SAY-ON-PAY VOTES 2000000 0 ONE YEAR 200000 FOR APPLIED DIGITAL CORPORATION 038169207 US0381692070 11/09/2023 Approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 392500 0 FOR 392500 FOR MATRIX SERVICE COMPANY 576853105 US5768531056 11/14/2023 Advisory vote on named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1657000 0 FOR 1657000 FOR MATRIX SERVICE COMPANY 576853105 US5768531056 11/14/2023 Advisory vote on frequency of future advisory votes on named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1657000 0 ONE YEAR 1657000 FOR COPART, INC. 217204106 US2172041061 12/08/2023 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2023. SECTION 14A SAY-ON-PAY VOTES 467875 0 FOR 467875 FOR COPART, INC. 217204106 US2172041061 12/08/2023 To approve, on an advisory (non-binding) basis, the frequency of a stockholder advisory vote on executive compensation. SECTION 14A SAY-ON-PAY VOTES 467875 0 ONE YEAR 467875 FOR AIR PRODUCTS AND CHEMICALS, INC. 009158106 US0091581068 01/25/2024 Advisory vote approving the compensation of the Company's executive officers. SECTION 14A SAY-ON-PAY VOTES 56000 0 FOR 56000 FOR COMPASS MINERALS INTERNATIONAL, INC. 20451N101 US20451N1019 03/05/2024 Approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 885000 0 AGAINST 885000 AGAINST ANALOG DEVICES, INC. 032654105 US0326541051 03/13/2024 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 6318 0 FOR 6318 FOR EVERBRIDGE, INC. 29978A104 US29978A1043 04/25/2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Everbridge, Inc. to its named executive officers in connection with the merger. SECTION 14A SAY-ON-PAY VOTES 647500 0 FOR 647500 FOR LITTELFUSE, INC. 537008104 US5370081045 04/25/2024 Approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 70000 0 FOR 70000 FOR HUNTINGTON INGALLS INDUSTRIES, INC. 446413106 US4464131063 05/01/2024 Approve Executive Compensation on an Advisory Basis SECTION 14A SAY-ON-PAY VOTES 126578 0 FOR 126578 FOR HUNTINGTON INGALLS INDUSTRIES, INC. 446413106 US4464131063 05/01/2024 Provide an Advisory Vote on the Frequency of Future Advisory Approvals of Executive Compensation SECTION 14A SAY-ON-PAY VOTES 126578 0 ONE YEAR 126578 FOR ENPRO INC. 29355X107 US29355X1072 05/02/2024 On an advisory basis, to approve the compensation to our named executive officers as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 231000 0 FOR 231000 FOR BWX TECHNOLOGIES, INC. 05605H100 US05605H1005 05/03/2024 Advisory vote on compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 405000 0 FOR 405000 FOR MKS INSTRUMENTS, INC. 55306N104 US55306N1046 05/07/2024 The approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES 155000 0 FOR 155000 FOR DRIL-QUIP, INC. 262037104 US2620371045 05/07/2024 Advisory vote to approve compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 0 0 DID NOT VOTE 0 NONE MRC GLOBAL INC. 55345K103 US55345K1034 05/07/2024 Approve a non-binding advisory resolution approving the Company's named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1500000 0 FOR 1500000 FOR ADEIA INC. 00676P107 US00676P1075 05/09/2024 To hold an advisory vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 3191500 0 FOR 3191500 FOR GREAT LAKES DREDGE & DOCK CORPORATION 390607109 US3906071093 05/09/2024 To approve, on a non-binding advisory basis, the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 3419000 0 FOR 3419000 FOR CTS CORPORATION 126501105 US1265011056 05/09/2024 Approval, on an advisory basis, of the compensation of CTS' named executive officers. SECTION 14A SAY-ON-PAY VOTES 427500 0 FOR 427500 FOR COPT DEFENSE PROPERTIES 22002T108 US22002T1088 05/09/2024 Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting. SECTION 14A SAY-ON-PAY VOTES 198000 0 FOR 198000 FOR HARVARD BIOSCIENCE, INC. 416906105 US4169061052 05/14/2024 Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 2557500 0 FOR 2557500 FOR MARTIN MARIETTA MATERIALS, INC. 573284106 US5732841060 05/16/2024 Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 48500 0 FOR 48500 FOR WASTE CONNECTIONS, INC. 94106B101 CA94106B1013 05/17/2024 Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement. SECTION 14A SAY-ON-PAY VOTES 228000 0 FOR 228000 FOR STERICYCLE, INC. 858912108 US8589121081 05/21/2024 Advisory vote to approve executive compensation ("say-on-pay vote"). SECTION 14A SAY-ON-PAY VOTES 410000 0 FOR 410000 FOR VIMEO, INC. 92719V100 US92719V1008 05/21/2024 Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay). SECTION 14A SAY-ON-PAY VOTES 4000000 0 FOR 4000000 FOR SUMMIT MATERIALS, INC. 86614U100 US86614U1007 05/21/2024 Nonbinding advisory vote on the compensation of our named executive officers for 2023. SECTION 14A SAY-ON-PAY VOTES 734000 0 FOR 734000 FOR CHART INDUSTRIES, INC. 16115Q308 US16115Q3083 05/21/2024 To approve, on an advisory basis, the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 150000 0 FOR 150000 FOR VISHAY PRECISION GROUP, INC. 92835K103 US92835K1034 05/22/2024 To approve the non-binding resolution relating to the executive compensation. SECTION 14A SAY-ON-PAY VOTES 504000 0 FOR 504000 FOR SEALED AIR CORPORATION 81211K100 US81211K1007 05/23/2024 Approval, as an advisory vote, of Sealed Air's 2023 executive compensation. SECTION 14A SAY-ON-PAY VOTES 700000 0 FOR 700000 FOR ASPEN AEROGELS, INC. 04523Y105 US04523Y1055 05/30/2024 Approval of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2024 Annual Meeting. SECTION 14A SAY-ON-PAY VOTES 277500 0 FOR 277500 FOR VARONIS SYSTEMS, INC. 922280102 US9222801022 06/03/2024 To approve, on a non-binding, advisory basis, the frequency of future votes to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES 840000 0 ONE YEAR 840000 FOR VARONIS SYSTEMS, INC. 922280102 US9222801022 06/03/2024 To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 840000 0 FOR 840000 FOR EVENTBRITE, INC. 29975E109 US29975E1091 06/06/2024 A proposal to approve, on a non-binding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 0 0 DID NOT VOTE 0 NONE NLIGHT, INC. 65487K100 US65487K1007 06/06/2024 To approve, on an advisory, non-binding basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 1134765 0 FOR 1134765 FOR ARMSTRONG WORLD INDUSTRIES, INC. 04247X102 US04247X1028 06/13/2024 To approve, on an advisory basis, our executive compensation program. SECTION 14A SAY-ON-PAY VOTES 246500 0 FOR 246500 FOR FARO TECHNOLOGIES, INC. 311642102 US3116421021 06/13/2024 Non-binding resolution to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 565470 0 FOR 565470 FOR ORION S A L72967109 LU1092234845 06/20/2024 Approval, on a non-binding advisory basis, of the compensation paid to the Company's named executive officers for 2023 (Say-on- Pay vote) as disclosed in the accompanying proxy statement. SECTION 14A SAY-ON-PAY VOTES 1671000 0 FOR 1671000 FOR