<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>Advanced Micro Devices, Inc.</issuerName>
    <cusip>007903107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/08/2024</meetingDate>
    <voteDescription>Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>344835</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>344835</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Amazon.com, Inc.</issuerName>
    <cusip>023135106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory Vote To Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>634292</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>634292</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Apollo Global Management, Inc.</issuerName>
    <cusip>03769M106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>10/06/2023</meetingDate>
    <voteDescription>Advisory Vote To Approve The Compensation Of The Company S Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>729731</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>729731</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Atmus Filtration Technologies Inc.</issuerName>
    <cusip>04956D107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Advisory vote to approve the executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>768159</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>768159</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Atmus Filtration Technologies Inc.</issuerName>
    <cusip>04956D107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Advisory vote to approve the frequency of an advisory vote on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>768159</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>768159</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>AutoZone, Inc.</issuerName>
    <cusip>053332102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>12/20/2023</meetingDate>
    <voteDescription>Approval of an advisory vote on the compensation of named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>28022</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>28022</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>AutoZone, Inc.</issuerName>
    <cusip>053332102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>12/20/2023</meetingDate>
    <voteDescription>Advisory vote on the frequency of future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>28022</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>28022</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>BILL Holdings, Inc.</issuerName>
    <cusip>090043100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>284532</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>284532</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Bright Horizons Family Solutions Inc.</issuerName>
    <cusip>109194100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the 2023 compensation paid by the Company to its Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>270934</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>270934</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Builders FirstSource, Inc.</issuerName>
    <cusip>12008R107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>Advisory vote on the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>200750</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>200750</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Burlington Stores, Inc.</issuerName>
    <cusip>122017106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Approval, On A Non-Binding Advisory Basis, Of The Compensation Of Burlington Stores, Inc.'s Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>340300</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>340300</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Camden Property Trust</issuerName>
    <cusip>133131102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>Approval, by an advisory vote, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>270834</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>270834</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Capital One Financial Corporation</issuerName>
    <cusip>14040H105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/02/2024</meetingDate>
    <voteDescription>Advisory vote on our Named Executive Officer compensation ("Say on Pay").</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>238891</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>238891</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>CBRE Group, Inc.</issuerName>
    <cusip>12504L109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory Vote To Approve Named Executive Officer Compensation For 2023.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>823451</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>823451</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Chewy, Inc.</issuerName>
    <cusip>16679L109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>07/14/2023</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>533058</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>533058</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Chipotle Mexican Grill, Inc.</issuerName>
    <cusip>169656105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ( say-on-pay ).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>13969</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>13969</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Core &amp; Main, Inc.</issuerName>
    <cusip>21874C102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/26/2024</meetingDate>
    <voteDescription>Advisory vote to approve Core &amp; Main s named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2884448</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>2884448</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Corvus Pharmaceuticals, Inc.</issuerName>
    <cusip>221015100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2348258</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>2348258</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Crocs, Inc.</issuerName>
    <cusip>227046109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>642599</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>642599</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>D.R. Horton, Inc.</issuerName>
    <cusip>23331A109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>01/17/2024</meetingDate>
    <voteDescription>Proposal Two: Approval of the advisory resolution on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>291768</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>291768</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>D.R. Horton, Inc.</issuerName>
    <cusip>23331A109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>01/17/2024</meetingDate>
    <voteDescription>Proposal Three: Advisory vote as to the frequency of future advisory votes on executive compensation. The Board of Directo</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>291768</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>291768</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Dave &amp; Buster's Entertainment, Inc.</issuerName>
    <cusip>238337109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/20/2024</meetingDate>
    <voteDescription>Advisory Approval of Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>321277</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>321277</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Deckers Outdoor Corporation</issuerName>
    <cusip>243537107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as disclosed in the Compensation Discussion and Analysis section of the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>81436</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>81436</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Deckers Outdoor Corporation</issuerName>
    <cusip>243537107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>09/11/2023</meetingDate>
    <voteDescription>FOR the approval, on a non-binding advisory basis, that the frequency of future advisory votes on compensation of our Named Executive Officers shall occur every ONE YEAR .</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>81436</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>81436</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Discover Financial Services</issuerName>
    <cusip>254709108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>138187</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>138187</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>DraftKings Inc.</issuerName>
    <cusip>26142V105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/13/2024</meetingDate>
    <voteDescription>To conduct a non-binding advisory vote on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2420464</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>2420464</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Entegris, Inc.</issuerName>
    <cusip>29362U104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>04/24/2024</meetingDate>
    <voteDescription>Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>285839</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>285839</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>EPAM Systems, Inc.</issuerName>
    <cusip>29414B104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/31/2024</meetingDate>
    <voteDescription>To approve, on an advisory and non-binding basis, the compensation for our named executive officers as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>55006</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>First Solar, Inc.</issuerName>
    <cusip>336433107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/08/2024</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1063638</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1063638</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>Flywire Corporation</issuerName>
    <cusip>302492103</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>The advisory approval of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1637712</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1637712</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>Hasbro, Inc.</issuerName>
    <cusip>418056107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Advisory Vote To Approve The Compensation Of Hasbro's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>651707</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>651707</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>IDEAYA Biosciences, Inc.</issuerName>
    <cusip>45166A102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/31/2024</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>300226</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>300226</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>IDEAYA Biosciences, Inc.</issuerName>
    <cusip>45166A102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/31/2024</meetingDate>
    <voteDescription>To hold a non-binding advisory vote on the frequency of future advisory votes by stockholders on the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>300226</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>300226</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteOtherInfo></voteOtherInfo>
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    <issuerName>Insmed Incorporated</issuerName>
    <cusip>457669307</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/13/2024</meetingDate>
    <voteDescription>An advisory vote on the 2023 compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>587634</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>587634</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>Intercontinental Exchange, Inc.</issuerName>
    <cusip>45866F104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/17/2024</meetingDate>
    <voteDescription>To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>70494</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>70494</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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    <issuerName>Jazz Pharmaceuticals Public Limited Company</issuerName>
    <cusip>G50871105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>08/03/2023</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>818354</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>818354</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>JPMorgan Chase &amp; Co.</issuerName>
    <cusip>46625H100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/21/2024</meetingDate>
    <voteDescription>Advisory resolution to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>680990</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>680990</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>KBR, Inc.</issuerName>
    <cusip>48242W106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/15/2024</meetingDate>
    <voteDescription>Advisory Vote To Approve KBR's Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1434245</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1434245</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Kenvue Inc.</issuerName>
    <cusip>49177J102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/23/2024</meetingDate>
    <voteDescription>Approve, on a non-binding advisory basis, the compensation of Kenvue Inc. s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3001901</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>3001901</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Kenvue Inc.</issuerName>
    <cusip>49177J102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/23/2024</meetingDate>
    <voteDescription>Approve, on a non-binding advisory basis, the frequency of future advisory votes on the compensation of Kenvue Inc. s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3001901</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>3001901</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Krispy Kreme, Inc.</issuerName>
    <cusip>50101L106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/18/2024</meetingDate>
    <voteDescription>To approve an advisory resolution regarding KKI s executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>970143</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>970143</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>LPL Financial Holdings Inc.</issuerName>
    <cusip>50212V100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/09/2024</meetingDate>
    <voteDescription>Approve, in an advisory vote, the compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1054378</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1054378</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Lululemon Athletica Inc.</issuerName>
    <cusip>550021109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>52347</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>52347</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Marqeta, Inc.</issuerName>
    <cusip>57142B104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/13/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>4483768</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>4483768</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>MasTec, Inc.</issuerName>
    <cusip>576323109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/14/2024</meetingDate>
    <voteDescription>Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>561622</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>against</howVoted>
        <sharesVoted>561622</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>MercadoLibre, Inc.</issuerName>
    <cusip>58733R102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2023.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>14791</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>14791</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Merck &amp; Co., Inc.</issuerName>
    <cusip>58933Y105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/28/2024</meetingDate>
    <voteDescription>Non-binding advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>440694</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>440694</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Merus N.V</issuerName>
    <cusip>N5749R100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/07/2024</meetingDate>
    <voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of Merus N.V.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2317638</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>2317638</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Microsoft Corporation</issuerName>
    <cusip>594918104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote") (The Board recommends a vote FOR this proposal)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>396112</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>396112</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Microsoft Corporation</issuerName>
    <cusip>594918104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>12/07/2023</meetingDate>
    <voteDescription>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation (The Board recommends a vote for 1 YEAR on this proposal)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>396112</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1yr</howVoted>
        <sharesVoted>396112</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Nasdaq, Inc.</issuerName>
    <cusip>631103108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/11/2024</meetingDate>
    <voteDescription>Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1017556</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1017556</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Natera, Inc.</issuerName>
    <cusip>632307104</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc. s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1891805</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>1891805</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Nektar Therapeutics</issuerName>
    <cusip>640268108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>To approve a non-binding advisory resolution regarding our executive compensation (a "say-on-pay" vote).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2073585</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>2073585</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>Nuvalent, Inc.</issuerName>
    <cusip>670703107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>80103</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>80103</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
    <voteSeries></voteSeries>
    <voteOtherInfo></voteOtherInfo>
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  <proxyTable>
    <issuerName>Nuvalent, Inc.</issuerName>
    <cusip>670703107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/12/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the frequency of future advisory votes to approve the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <figi></figi>
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    <voteDescription>2024 advisory approval of executive compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <cusip>72703H101</cusip>
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    <voteDescription>Approval, on an advisory basis, of the compensation of the Company s named executive officers.</voteDescription>
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      <voteCategory>
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    <voteDescription>Approval of the frequency of the vote to approve, on an advisory basis, the compensation of the Company s named executive officers.</voteDescription>
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    <cusip>74623V103</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/08/2024</meetingDate>
    <voteDescription>Approve, On An Advisory Basis, Our Named Executive Officer Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <cusip>778296103</cusip>
    <isin></isin>
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    <meetingDate>05/22/2024</meetingDate>
    <voteDescription>Advisory Vote To Approve The Resolution On The Compensation Of The Named Executive Officers.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteDescription>Approve, on an advisory basis, the executive compensation program for the Company s named executive officers, as described in the Proxy Statement.</voteDescription>
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    <cusip>78667J108</cusip>
    <isin></isin>
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    <meetingDate>06/10/2024</meetingDate>
    <voteDescription>To hold a non-binding advisory vote to approve the compensation paid to our named executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <cusip>79466L302</cusip>
    <isin></isin>
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    <meetingDate>06/27/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the fiscal 2024 compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <cusip>874054109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company s named executive officers as disclosed in the Proxy Statement.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Take-Two Interactive Software, Inc.</issuerName>
    <cusip>874054109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>09/21/2023</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the frequency of the advisory vote on the compensation of the Company s named executive officers .</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>132652</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Texas Roadhouse, Inc.</issuerName>
    <cusip>882681109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Say On Pay - An Advisory Vote On The Approval Of Executive Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>464596</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>The Gap, Inc.</issuerName>
    <cusip>364760108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/07/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the overall compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>553054</sharesVoted>
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        <sharesVoted>553054</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>The Progressive Corporation</issuerName>
    <cusip>743315103</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>Cast an advisory vote to approve our executive compensation program.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>92610</sharesVoted>
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        <sharesVoted>92610</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Tradeweb Markets Inc.</issuerName>
    <cusip>892672106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>375633</sharesVoted>
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        <sharesVoted>375633</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Tradeweb Markets Inc.</issuerName>
    <cusip>892672106</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/10/2024</meetingDate>
    <voteDescription>To determine, on an advisory basis, the frequency of future advisory votes on the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <howVoted>1yr</howVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TransDigm Group Incorporated</issuerName>
    <cusip>893641100</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>03/07/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>27791</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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    <issuerName>Truist Financial Corporation</issuerName>
    <cusip>89832Q109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>04/23/2024</meetingDate>
    <voteDescription>Advisory vote to approve Truist s executive compensation program.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1901029</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <sharesVoted>1901029</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Under Armour, Inc.</issuerName>
    <cusip>904311107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>08/29/2023</meetingDate>
    <voteDescription>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.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1809073</sharesVoted>
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    <vote>
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        <sharesVoted>1809073</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Under Armour, Inc.</issuerName>
    <cusip>904311107</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>08/29/2023</meetingDate>
    <voteDescription>To recommend, by a non-binding advisory vote, the frequency of future advisory votes on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1809073</sharesVoted>
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    <vote>
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        <howVoted>1yr</howVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UnitedHealth Group Incorporated</issuerName>
    <cusip>91324P102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/03/2024</meetingDate>
    <voteDescription>Advisory approval of the Company s executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>108929</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>for</howVoted>
        <sharesVoted>108929</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>917047102</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/05/2024</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>688871</sharesVoted>
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    <vote>
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        <sharesVoted>688871</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Vaxcyte, Inc.</issuerName>
    <cusip>92243G108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of the Company s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>257503</sharesVoted>
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    <vote>
      <voteRecord>
        <howVoted>for</howVoted>
        <sharesVoted>257503</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Webster Financial Corporation</issuerName>
    <cusip>947890109</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>04/24/2024</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers of Webster (Proposal 2).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>361307</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <sharesVoted>361307</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Westinghouse Air Brake Technologies Corporation</issuerName>
    <cusip>929740108</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>05/16/2024</meetingDate>
    <voteDescription>Approve An Advisory (Non-Binding) Resolution To Approve The 2023 Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>124145</sharesVoted>
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    <vote>
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        <sharesVoted>124145</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Xenon Pharmaceuticals Inc.</issuerName>
    <cusip>98420N105</cusip>
    <isin></isin>
    <figi></figi>
    <meetingDate>06/04/2024</meetingDate>
    <voteDescription>Compensation of Named Executive Officers: Approve, on an advisory basis, the compensation of the Corporations named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>396196</sharesVoted>
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    <vote>
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        <sharesVoted>396196</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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