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<inf:proxyTable><inf:issuerName>AECOM</inf:issuerName><inf:cusip>00766T100</inf:cusip><inf:meetingDate>02/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1381961</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1381961</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Adobe Inc.</inf:issuerName><inf:cusip>00724F101</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>61861</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>61861</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Agilent Technologies, Inc.</inf:issuerName><inf:cusip>00846U101</inf:cusip><inf:meetingDate>03/13/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>119150</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>119150</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alcoa Corporation</inf:issuerName><inf:cusip>013872106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>261893</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>261893</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Align Technology, Inc.</inf:issuerName><inf:cusip>016255101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1480898</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1480898</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amazon.com, Inc.</inf:issuerName><inf:cusip>023135106</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1995944</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>1995944</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Express Company</inf:issuerName><inf:cusip>025816109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>19581</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>19581</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Tower Corporation</inf:issuerName><inf:cusip>03027X100</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>128641</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>128641</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apple Inc.</inf:issuerName><inf:cusip>037833100</inf:cusip><inf:meetingDate>02/25/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>906123</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>906123</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autodesk, Inc.</inf:issuerName><inf:cusip>052769106</inf:cusip><inf:meetingDate>07/16/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3188974</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3188974</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autodesk, Inc.</inf:issuerName><inf:cusip>052769106</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3425438</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3425438</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Automatic Data Processing, Inc.</inf:issuerName><inf:cusip>053015103</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2046654</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>2046654</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Baker Hughes Company</inf:issuerName><inf:cusip>05722G100</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>436592</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>436592</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Becton, Dickinson and Company</inf:issuerName><inf:cusip>075887109</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2886</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>2886</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Booking Holdings Inc.</inf:issuerName><inf:cusip>09857L108</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>165395</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>165395</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BorgWarner Inc.</inf:issuerName><inf:cusip>099724106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>638342</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>638342</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boston Scientific Corporation</inf:issuerName><inf:cusip>101137107</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>339177</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>339177</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadcom Inc.</inf:issuerName><inf:cusip>11135F101</inf:cusip><inf:meetingDate>04/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>658084</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>658084</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadridge Financial Solutions, Inc.</inf:issuerName><inf:cusip>11133T103</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>315095</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>315095</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CF Industries Holdings, Inc.</inf:issuerName><inf:cusip>125269100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>129076</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>129076</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CME Group Inc.</inf:issuerName><inf:cusip>12572Q105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>248341</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>248341</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cadence Design Systems, Inc.</inf:issuerName><inf:cusip>127387108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>165889</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>165889</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CarMax, Inc.</inf:issuerName><inf:cusip>143130102</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>34596</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>34596</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cheniere Energy, Inc.</inf:issuerName><inf:cusip>16411R208</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>661460</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>661460</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chevron Corporation</inf:issuerName><inf:cusip>166764100</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>214144</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>214144</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cisco Systems, Inc.</inf:issuerName><inf:cusip>17275R102</inf:cusip><inf:meetingDate>12/09/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>282004</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>282004</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CoStar Group, Inc.</inf:issuerName><inf:cusip>22160N109</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>281439</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Abstain</inf:howVoted><inf:sharesVoted>281439</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Constellation Brands, Inc.</inf:issuerName><inf:cusip>21036P108</inf:cusip><inf:meetingDate>07/17/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>208964</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>208964</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corteva, Inc.</inf:issuerName><inf:cusip>22052L104</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>375623</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>375623</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coupang, Inc.</inf:issuerName><inf:cusip>22266T109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1345784</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1345784</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crown Castle Inc.</inf:issuerName><inf:cusip>22822V101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>450212</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>450212</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Danaher Corporation</inf:issuerName><inf:cusip>235851102</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>124886</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>124886</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Delta Air Lines, Inc.</inf:issuerName><inf:cusip>247361702</inf:cusip><inf:meetingDate>06/19/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2080237</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>2080237</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Digital Realty Trust, Inc.</inf:issuerName><inf:cusip>253868103</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>145000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>145000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dolby Laboratories, Inc.</inf:issuerName><inf:cusip>25659T107</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>862295</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>862295</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dolby Laboratories, Inc.</inf:issuerName><inf:cusip>25659T107</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Say on Pay Frequency</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>862295</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>One Year</inf:howVoted><inf:sharesVoted>862295</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EPAM Systems, Inc.</inf:issuerName><inf:cusip>29414B104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>442732</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>442732</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Edwards Lifesciences Corporation</inf:issuerName><inf:cusip>28176E108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>5491983</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>5491983</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Electronic Arts Inc.</inf:issuerName><inf:cusip>285512109</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3294364</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3294364</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elevance Health, Inc.</inf:issuerName><inf:cusip>036752103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>153031</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>153031</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eli Lilly and Company</inf:issuerName><inf:cusip>532457108</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>42536</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>42536</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Embecta Corp.</inf:issuerName><inf:cusip>29082K105</inf:cusip><inf:meetingDate>02/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>57</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>57</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exxon Mobil Corporation</inf:issuerName><inf:cusip>30231G102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>468960</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>468960</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FactSet Research Systems Inc.</inf:issuerName><inf:cusip>303075105</inf:cusip><inf:meetingDate>12/19/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>932171</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>932171</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fortune Brands Innovations, Inc.</inf:issuerName><inf:cusip>34964C106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>205737</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>205737</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freeport-McMoRan Inc.</inf:issuerName><inf:cusip>35671D857</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1045370</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1045370</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gaming and Leisure Properties, Inc.</inf:issuerName><inf:cusip>36467J108</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>359016</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>359016</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Motors Company</inf:issuerName><inf:cusip>37045V100</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1065310</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1065310</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gilead Sciences, Inc.</inf:issuerName><inf:cusip>375558103</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>550892</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>550892</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hecla Mining Company</inf:issuerName><inf:cusip>422704106</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>6319792</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>6319792</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IDEXX Laboratories, Inc.</inf:issuerName><inf:cusip>45168D104</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>51461</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>51461</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ingersoll Rand Inc.</inf:issuerName><inf:cusip>45687V106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>104301</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>104301</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intel Corporation</inf:issuerName><inf:cusip>458140100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>88072</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>88072</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intercontinental Exchange, Inc.</inf:issuerName><inf:cusip>45866F104</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>512284</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>512284</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intuit Inc.</inf:issuerName><inf:cusip>461202103</inf:cusip><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1090320</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1090320</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>JPMorgan Chase &amp; Co.</inf:issuerName><inf:cusip>46625H100</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>746791</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>746791</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jacobs Solutions, Inc.</inf:issuerName><inf:cusip>46982L108</inf:cusip><inf:meetingDate>01/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>508145</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>508145</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Johnson &amp; Johnson</inf:issuerName><inf:cusip>478160104</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4124911</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>4124911</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KLA Corporation</inf:issuerName><inf:cusip>482480100</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>59325</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>59325</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LKQ Corporation</inf:issuerName><inf:cusip>501889208</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>245890</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>245890</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lamb Weston Holdings, Inc.</inf:issuerName><inf:cusip>513272104</inf:cusip><inf:meetingDate>09/26/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>266729</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>266729</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Las Vegas Sands Corp.</inf:issuerName><inf:cusip>517834107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>53201</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>53201</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Light &amp; Wonder, Inc.</inf:issuerName><inf:cusip>80874P109</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>177214</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>177214</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marathon Petroleum Corporation</inf:issuerName><inf:cusip>56585A102</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>70171</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>70171</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marsh &amp; McLennan Companies, Inc.</inf:issuerName><inf:cusip>571748102</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>871920</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>871920</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mastercard Incorporated</inf:issuerName><inf:cusip>57636Q104</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>402356</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>402356</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>McKesson Corporation</inf:issuerName><inf:cusip>58155Q103</inf:cusip><inf:meetingDate>07/31/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>22963</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>22963</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MercadoLibre, Inc.</inf:issuerName><inf:cusip>58733R102</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>834</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>834</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Merck &amp; Co., Inc.</inf:issuerName><inf:cusip>58933Y105</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>56695</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>56695</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms, Inc.</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Say on Pay Frequency</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>81239</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Three Years</inf:howVoted><inf:sharesVoted>81239</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms, Inc.</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>81239</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>81239</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Microsoft Corporation</inf:issuerName><inf:cusip>594918104</inf:cusip><inf:meetingDate>12/10/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>4015182</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>4015182</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Monster Beverage Corporation</inf:issuerName><inf:cusip>61174X109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>6831550</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>6831550</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Moody's Corporation</inf:issuerName><inf:cusip>615369105</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>818548</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>818548</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Motorola Solutions, Inc.</inf:issuerName><inf:cusip>620076307</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>444452</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>444452</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NIKE, Inc.</inf:issuerName><inf:cusip>654106103</inf:cusip><inf:meetingDate>09/10/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>585582</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>585582</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NOV Inc.</inf:issuerName><inf:cusip>62955J103</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>244283</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>244283</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NVIDIA Corporation</inf:issuerName><inf:cusip>67066G104</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3148099</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3148099</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Natera, Inc.</inf:issuerName><inf:cusip>632307104</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>210968</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>210968</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Newmont Corporation</inf:issuerName><inf:cusip>651639106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2512909</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>2512909</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NextEra Energy, Inc.</inf:issuerName><inf:cusip>65339F101</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1999588</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1999588</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>O'Reilly Automotive, Inc.</inf:issuerName><inf:cusip>67103H107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>12441</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>12441</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Okta, Inc.</inf:issuerName><inf:cusip>679295105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Say on Pay Frequency</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>642269</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>One Year</inf:howVoted><inf:sharesVoted>642269</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Okta, Inc.</inf:issuerName><inf:cusip>679295105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>642269</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>642269</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Olaplex Holdings, Inc.</inf:issuerName><inf:cusip>679369108</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>537219</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>537219</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paycom Software, Inc.</inf:issuerName><inf:cusip>70432V102</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>22345</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>22345</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PepsiCo, Inc.</inf:issuerName><inf:cusip>713448108</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>95031</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>95031</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Philip Morris International Inc.</inf:issuerName><inf:cusip>718172109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>7501538</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>7501538</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pinterest, Inc.</inf:issuerName><inf:cusip>72352L106</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1837632</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1837632</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Planet Fitness, Inc.</inf:issuerName><inf:cusip>72703H101</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>700457</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>700457</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Prologis, Inc.</inf:issuerName><inf:cusip>74340W103</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>18689</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>18689</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Qorvo, Inc.</inf:issuerName><inf:cusip>74736K101</inf:cusip><inf:meetingDate>08/13/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>170246</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>170246</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Roblox Corporation</inf:issuerName><inf:cusip>771049103</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>636569</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>636569</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rockwell Automation, Inc.</inf:issuerName><inf:cusip>773903109</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>555099</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>555099</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royal Gold, Inc.</inf:issuerName><inf:cusip>780287108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>214322</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>214322</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>S&amp;P Global Inc.</inf:issuerName><inf:cusip>78409V104</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>699567</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>699567</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sirius XM Holdings Inc.</inf:issuerName><inf:cusip>829933100</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Say on Pay Frequency</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>191829</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>One Year</inf:howVoted><inf:sharesVoted>191829</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Snowflake Inc.</inf:issuerName><inf:cusip>833445109</inf:cusip><inf:meetingDate>07/02/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>217177</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>217177</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Steel Dynamics, Inc.</inf:issuerName><inf:cusip>858119100</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>75313</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>75313</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stryker Corporation</inf:issuerName><inf:cusip>863667101</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>54149</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>54149</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sysco Corporation</inf:issuerName><inf:cusip>871829107</inf:cusip><inf:meetingDate>11/15/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>287661</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>287661</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TD SYNNEX Corporation</inf:issuerName><inf:cusip>87162W100</inf:cusip><inf:meetingDate>04/02/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>929183</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>929183</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Take-Two Interactive Software, Inc.</inf:issuerName><inf:cusip>874054109</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>658040</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>658040</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tapestry, Inc.</inf:issuerName><inf:cusip>876030107</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>2342704</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>2342704</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Targa Resources Corp.</inf:issuerName><inf:cusip>87612G101</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>64524</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>64524</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tetra Tech, Inc.</inf:issuerName><inf:cusip>88162G103</inf:cusip><inf:meetingDate>02/27/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1970119</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1970119</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Instruments Incorporated</inf:issuerName><inf:cusip>882508104</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>489714</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>489714</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Charles Schwab Corporation</inf:issuerName><inf:cusip>808513105</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>667017</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>667017</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Home Depot, Inc.</inf:issuerName><inf:cusip>437076102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>19034</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>19034</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Kroger Co.</inf:issuerName><inf:cusip>501044101</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>813974</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>813974</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Mosaic Company</inf:issuerName><inf:cusip>61945C103</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>545036</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>545036</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Procter &amp; Gamble Company</inf:issuerName><inf:cusip>742718109</inf:cusip><inf:meetingDate>10/08/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>405292</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>405292</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Progressive Corporation</inf:issuerName><inf:cusip>743315103</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>173400</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>173400</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Williams Companies, Inc.</inf:issuerName><inf:cusip>969457100</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>375653</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>375653</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Thermo Fisher Scientific Inc.</inf:issuerName><inf:cusip>883556102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>232907</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>232907</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tradeweb Markets Inc.</inf:issuerName><inf:cusip>892672106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>134067</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>134067</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TransUnion</inf:issuerName><inf:cusip>89400J107</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>291470</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>291470</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UnitedHealth Group Incorporated</inf:issuerName><inf:cusip>91324P102</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>158070</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>158070</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ventas, Inc.</inf:issuerName><inf:cusip>92276F100</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>194483</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>194483</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Veralto Corp.</inf:issuerName><inf:cusip>92338C103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>105444</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>105444</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VeriSign, Inc.</inf:issuerName><inf:cusip>92343E102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3002416</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3002416</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Viper Energy, Inc.</inf:issuerName><inf:cusip>927959106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>144108</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>144108</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Visa Inc.</inf:issuerName><inf:cusip>92826C839</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>5592425</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>5592425</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Warner Bros. Discovery, Inc.</inf:issuerName><inf:cusip>934423104</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>121521</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Against</inf:howVoted><inf:sharesVoted>121521</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Waste Management, Inc.</inf:issuerName><inf:cusip>94106L109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>645101</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>645101</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>West Pharmaceutical Services, Inc.</inf:issuerName><inf:cusip>955306105</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>89673</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>89673</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zoetis Inc.</inf:issuerName><inf:cusip>98978V103</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>313396</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>313396</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
</inf:proxyVoteTable>
