<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable" xmlns:common="http://www.sec.gov/edgar/common" xmlns:sccommon="http://www.sec.gov/edgar/sccommon" xmlns:iso="http://www.sec.gov/edgar/iso_statecodes" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.sec.gov/edgar/document/npxproxy/informationtable eis_NPX_PROXY_VOTING_RECORD.xsd">
  <proxyTable>
    <issuerName>Daktronics Inc</issuerName>
    <cusip>234264109</cusip>
    <isin>US2342641097</isin>
    <figi>BBG000BMC8K5</figi>
    <meetingDate>09/03/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the Company&apos;s compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3076224</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3076224</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Daktronics Inc</issuerName>
    <cusip>234264109</cusip>
    <isin>US2342641097</isin>
    <figi>BBG000BMC8K5</figi>
    <meetingDate>09/03/2025</meetingDate>
    <voteDescription>To approve the Daktronics, Inc. 2025 Stock Incentive Plan to provide for additional shares for future equity grants to the Company&apos;s employees, Directors, and other participants.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3076224</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3076224</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Verona Pharma Ltd</issuerName>
    <cusip>925050106</cusip>
    <isin>US9250501064</isin>
    <figi>BBG00GD4KBL1</figi>
    <meetingDate>09/24/2025</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to the Company&apos;s named executive officers in connection with the Transaction, as disclosed in the table entitled &quot;Potential Payments to Named Executive Officers&quot; beginning on page 70 of the proxy statement, including the associated narrative discussion, and the agreements or understandings pursuant to which such compensation may be paid or become payable.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1002080</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1002080</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Carpenter Technology Corp</issuerName>
    <cusip>144285103</cusip>
    <isin>US1442851036</isin>
    <figi>BBG000BGCQT9</figi>
    <meetingDate>10/07/2025</meetingDate>
    <voteDescription>Approve the compensation of the corporation&apos;s named executive officers, in an advisory vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>199435</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>199435</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Oracle Corp</issuerName>
    <cusip>68389X105</cusip>
    <isin>US68389X1054</isin>
    <figi>BBG000BQLTW7</figi>
    <meetingDate>11/18/2025</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>71243</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>71243</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Sandisk Corp</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <figi>BBG01R388JG1</figi>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>390235</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>390235</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Sandisk Corp</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <figi>BBG01R388JG1</figi>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory votes on named executive officer compensation. 1 Year.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>390235</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>390235</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Coherent Corp</issuerName>
    <cusip>19247G107</cusip>
    <isin>US19247G1076</isin>
    <figi>BBG000BLW102</figi>
    <meetingDate>11/13/2025</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>197600</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>197600</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DR Horton Inc</issuerName>
    <cusip>23331A109</cusip>
    <isin>US23331A1097</isin>
    <figi>BBG000DQTXY6</figi>
    <meetingDate>01/15/2026</meetingDate>
    <voteDescription>Approval of the advisory resolution on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>92354</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>92354</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Woodward Inc</issuerName>
    <cusip>980745103</cusip>
    <isin>US9807451037</isin>
    <figi>BBG000BD53V2</figi>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>Vote on an advisory resolution to approve the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>538730</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>538730</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Analog Devices Inc</issuerName>
    <cusip>032654105</cusip>
    <isin>US0326541051</isin>
    <figi>BBG000BB6G37</figi>
    <meetingDate>03/11/2026</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>34600</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>34600</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Analog Devices Inc</issuerName>
    <cusip>032654105</cusip>
    <isin>US0326541051</isin>
    <figi>BBG000BB6G37</figi>
    <meetingDate>03/11/2026</meetingDate>
    <voteDescription>Approve the Amended and Restated Analog Devices, Inc. 2020 Equity Incentive Plan.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>34600</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>34600</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Lionsgate Studios Corp</issuerName>
    <cusip>53626N102</cusip>
    <isin>CA53626N1024</isin>
    <figi>BBG01TT3G7W9</figi>
    <meetingDate>03/17/2026</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation: To pass a non-binding advisory resolution to approve the compensation paid to the Company&apos;s Named Executive Officers. See the section entitled &quot;Proposal 3: Advisory Vote to Approve Executive Compensation&quot; in the Notice and Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>520800</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>520800</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Broadcom Inc</issuerName>
    <cusip>11135F101</cusip>
    <isin>US11135F1012</isin>
    <figi>BBG00KHY5S69</figi>
    <meetingDate>04/20/2026</meetingDate>
    <voteDescription>Advisory vote to approve the named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>287060</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>287060</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Boeing Co/The</issuerName>
    <cusip>097023105</cusip>
    <isin>US0970231058</isin>
    <figi>BBG000BCSST7</figi>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, Named Executive Officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>82200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>82200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Humana Inc</issuerName>
    <cusip>444859102</cusip>
    <isin>US4448591028</isin>
    <figi>BBG000BLKK03</figi>
    <meetingDate>04/16/2026</meetingDate>
    <voteDescription>Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2026 proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>166505</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>166505</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Fifth Third Bancorp</issuerName>
    <cusip>316773100</cusip>
    <isin>US3167731005</isin>
    <figi>BBG000BJL3N0</figi>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>An advisory vote on approval of the Company&apos;s compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>140000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>140000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>M&amp;T Bank Corp</issuerName>
    <cusip>55261F104</cusip>
    <isin>US55261F1049</isin>
    <figi>BBG000D9KWL9</figi>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE 2025 COMPENSATION OF M&amp;T BANK CORPORATION&apos;S NAMED EXECUTIVE OFFICERS.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>24600</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>24600</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>US Bancorp</issuerName>
    <cusip>902973304</cusip>
    <isin>US9029733048</isin>
    <figi>BBG000FFDM15</figi>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our executives disclosed in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>245000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>245000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Huntington Bancshares Inc/OH</issuerName>
    <cusip>446150104</cusip>
    <isin>US4461501045</isin>
    <figi>BBG000BKWSR6</figi>
    <meetingDate>04/22/2026</meetingDate>
    <voteDescription>An advisory resolution to approve, on a non-binding basis, the compensation of executives as described in the proxy materials.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>315000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>315000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Citizens Financial Group Inc</issuerName>
    <cusip>174610105</cusip>
    <isin>US1746101054</isin>
    <figi>BBG006Q0HY77</figi>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>69400</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>69400</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Truist Financial Corp</issuerName>
    <cusip>89832Q109</cusip>
    <isin>US89832Q1094</isin>
    <figi>BBG000BYYLS8</figi>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Advisory vote to approve Truist&apos;s executive-compensation program.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>200000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>200000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Truist Financial Corp</issuerName>
    <cusip>89832Q109</cusip>
    <isin>US89832Q1094</isin>
    <figi>BBG000BYYLS8</figi>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Approval of the amendment and restatement of the Truist Financial Corporation 2022 Incentive Plan.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>200000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>200000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Alcoa Corp</issuerName>
    <cusip>013872106</cusip>
    <isin>US0138721065</isin>
    <figi>BBG00B3T3HD3</figi>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the Company&apos;s 2025 named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1579490</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1579490</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Alcoa Corp</issuerName>
    <cusip>013872106</cusip>
    <isin>US0138721065</isin>
    <figi>BBG00B3T3HD3</figi>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approval of the Alcoa Corporation Stock and Incentive Compensation Plan (as Amended and Restated).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1579490</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1579490</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PureCycle Technologies Inc</issuerName>
    <cusip>74623V103</cusip>
    <isin>US74623V1035</isin>
    <figi>BBG00YRJF1V1</figi>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>APPROVE, on an advisory basis, our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>963189</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>963189</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Capstone Copper Corp</issuerName>
    <cusip>14071L108</cusip>
    <isin>CA14071L1085</isin>
    <figi>BBG017Z2HFP1</figi>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Approval of the Amendment and Restatement of the Incentive Share Option and Bonus Share Plan and Unallocated Entitlements</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3752780</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3752780</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Capstone Copper Corp</issuerName>
    <cusip>14071L108</cusip>
    <isin>CA14071L1085</isin>
    <figi>BBG017Z2HFP1</figi>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Approval of the Amendment and Restatement of the Treasury Share Unit Plan and Unallocated Entitlements</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3752780</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3752780</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Capstone Copper Corp</issuerName>
    <cusip>14071L108</cusip>
    <isin>CA14071L1085</isin>
    <figi>BBG017Z2HFP1</figi>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Say on Pay: Passing an advisory Vote on Capstone&apos;s approach to executive compensation, as more particularly described in the accompanying Information Circular</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3752780</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3752780</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CRH PLC</issuerName>
    <cusip>G25508105</cusip>
    <isin>IE0001827041</isin>
    <figi>BBG000D3JXM1</figi>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Consideration of Named Executive Officer Compensation for 2025 (&quot;Say-on-Pay&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>377555</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>377555</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Lattice Semiconductor Corp</issuerName>
    <cusip>518415104</cusip>
    <isin>US5184151042</isin>
    <figi>BBG000C2D1C1</figi>
    <meetingDate>05/01/2026</meetingDate>
    <voteDescription>To approve on a non-binding, advisory basis, our Named Executive Officer&apos;s compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>603935</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>603935</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Westinghouse Air Brake</issuerName>
    <cusip>929740108</cusip>
    <isin>US9297401088</isin>
    <figi>BBG000BDD940</figi>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Approve an advisory (non-binding) resolution to approve the 2025 named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>94895</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>94895</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Cleveland-Cliffs Inc</issuerName>
    <cusip>185899101</cusip>
    <isin>US1858991011</isin>
    <figi>BBG000BFRF55</figi>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of Cleveland-Cliffs Inc.&apos;s named executive officers&apos; compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2900255</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2900255</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Unity Software Inc</issuerName>
    <cusip>91332U101</cusip>
    <isin>US91332U1016</isin>
    <figi>BBG0056JW5G6</figi>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company&apos;s named executive officers, as disclosed in the accompanying proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>738785</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>738785</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Celestica Inc</issuerName>
    <cusip>15101Q207</cusip>
    <isin>CA15101Q2071</isin>
    <figi>BBG000BPS2C3</figi>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Celestica Inc.&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>32822</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>32822</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Option Care Health Inc</issuerName>
    <cusip>68404L201</cusip>
    <isin>US68404L2016</isin>
    <figi>BBG000BQK480</figi>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, our executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1868550</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1868550</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Qnity Electronics Inc</issuerName>
    <cusip>74743L100</cusip>
    <isin>US74743L1008</isin>
    <figi>BBG01TRL73S5</figi>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation (Say on Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>125655</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>125655</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Teva Pharmaceutical Industrie</issuerName>
    <cusip>881624209</cusip>
    <isin>US8816242098</isin>
    <figi>BBG000C0CD58</figi>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation for Teva&apos;s named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1442382</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1442382</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>United Airlines Holdings Inc</issuerName>
    <cusip>910047109</cusip>
    <isin>US9100471096</isin>
    <figi>BBG000M65M61</figi>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>262495</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>262495</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Insmed Inc</issuerName>
    <cusip>457669307</cusip>
    <isin>US4576693075</isin>
    <figi>BBG000BWM5P3</figi>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>An advisory vote on the 2025 compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1008266</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1008266</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Bloom Energy Corp</issuerName>
    <cusip>093712107</cusip>
    <isin>US0937121079</isin>
    <figi>BBG000N7KBZ3</figi>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the fiscal 2025 compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>136320</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>136320</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Amazon.com Inc</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <figi>BBG000BVPV84</figi>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>45800</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>45800</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Solstice Advanced Materials</issuerName>
    <cusip>83443Q103</cusip>
    <isin>US83443Q1031</isin>
    <figi>BBG01X5744P5</figi>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory, non-binding vote to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>62525</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>62525</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Solstice Advanced Materials</issuerName>
    <cusip>83443Q103</cusip>
    <isin>US83443Q1031</isin>
    <figi>BBG01X5744P5</figi>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory, non-binding vote to approve the frequency of future advisory votes on executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>62525</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>62525</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Nuvation Bio Inc</issuerName>
    <cusip>67080N101</cusip>
    <isin>US67080N1019</isin>
    <figi>BBG00VHJ0CC1</figi>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company&apos;s Named Executive Officers as disclosed in the Proxy Statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2628226</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2628226</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ADMA Biologics Inc</issuerName>
    <cusip>000899104</cusip>
    <isin>US0008991046</isin>
    <figi>BBG002NCK5M5</figi>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company&apos;s named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1545610</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1545610</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>YPF SA</issuerName>
    <cusip>984245100</cusip>
    <isin>US9842451000</isin>
    <figi>BBG000BHPFQ0</figi>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Determination of advance compensation to be received by the members of the Board of Directors and the members of the Supervisory Committee for the fiscal year that began on January 1, 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3235962</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3235962</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Xenon Pharmaceuticals Inc</issuerName>
    <cusip>98420N105</cusip>
    <isin>CA98420N1050</isin>
    <figi>BBG0073DM784</figi>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Corporation&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>237527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>237527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Xenon Pharmaceuticals Inc</issuerName>
    <cusip>98420N105</cusip>
    <isin>CA98420N1050</isin>
    <figi>BBG0073DM784</figi>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Corporation&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>237527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>237527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Xenon Pharmaceuticals Inc</issuerName>
    <cusip>98420N105</cusip>
    <isin>CA98420N1050</isin>
    <figi>BBG0073DM784</figi>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To approve the Corporation&apos;s 2026 Equity Incentive Plan.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>237527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>237527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Southern Copper Corp</issuerName>
    <cusip>84265V105</cusip>
    <isin>US84265V1052</isin>
    <figi>BBG000BSHH72</figi>
    <meetingDate>05/29/2026</meetingDate>
    <voteDescription>Approve by, non-binding vote, executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>81463</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>81463</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MercadoLibre Inc</issuerName>
    <cusip>58733R102</cusip>
    <isin>US58733R1023</isin>
    <figi>BBG000GQPB11</figi>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2766</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2766</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Roku Inc</issuerName>
    <cusip>77543R102</cusip>
    <isin>US77543R1023</isin>
    <figi>BBG001ZZPQJ6</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory vote to approve our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>750190</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>750190</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Natera Inc</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <figi>BBG001J1BQ86</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.&apos;s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3063606</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3063606</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Natera Inc</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <figi>BBG001J1BQ86</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) 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>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3063606</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>3063606</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Natera Inc</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <figi>BBG001J1BQ86</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve an amendment to Natera&apos;s 2015 Equity Incentive Plan, as amended and restated.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3063606</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3063606</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Coupang Inc</issuerName>
    <cusip>22266T109</cusip>
    <isin>US22266T1097</isin>
    <figi>BBG00XMJRPQ8</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To consider a non-binding vote to approve the compensation of Coupang, Inc.&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>4490834</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>4490834</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Stubhub Holdings Inc</issuerName>
    <cusip>86384P109</cusip>
    <isin>US86384P1093</isin>
    <figi>BBG00RFFBJZ8</figi>
    <meetingDate>06/23/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2028756</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2028756</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Stubhub Holdings Inc</issuerName>
    <cusip>86384P109</cusip>
    <isin>US86384P1093</isin>
    <figi>BBG00RFFBJZ8</figi>
    <meetingDate>06/23/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the frequency of future advisory votes to approve the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2028756</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>2028756</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Olema Pharmaceuticals Inc</issuerName>
    <cusip>68062P106</cusip>
    <isin>US68062P1066</isin>
    <figi>BBG00T5JMRT4</figi>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>986827</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>986827</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Revolution Medicines Inc</issuerName>
    <cusip>76155X100</cusip>
    <isin>US76155X1000</isin>
    <figi>BBG00829F4P8</figi>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company&apos;s named executive officers as disclosed in the Proxy Statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission (&quot;Say-on-Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>157930</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>157930</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Protagonist Therapeutics Inc</issuerName>
    <cusip>74366E102</cusip>
    <isin>US74366E1029</isin>
    <figi>BBG002B63KM7</figi>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>159700</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>159700</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Protagonist Therapeutics Inc</issuerName>
    <cusip>74366E102</cusip>
    <isin>US74366E1029</isin>
    <figi>BBG002B63KM7</figi>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>To approve the adoption of the Company&apos;s 2026 Equity Incentive Plan.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>159700</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>159700</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STMicroelectronics NV</issuerName>
    <cusip>861012102</cusip>
    <isin>US8610121027</isin>
    <figi>BBG000BD4GX2</figi>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Approval of the stock-based portion of the compensation of the President and CEO</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3102880</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3102880</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STMicroelectronics NV</issuerName>
    <cusip>861012102</cusip>
    <isin>US8610121027</isin>
    <figi>BBG000BD4GX2</figi>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Approval of the stock-based portion of the compensation of the President and CFO</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3102880</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3102880</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Delta Air Lines Inc</issuerName>
    <cusip>247361702</cusip>
    <isin>US2473617023</isin>
    <figi>BBG000R7Z112</figi>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Delta&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>703500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>703500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Newamsterdam Pharma Co NV</issuerName>
    <cusip>N62509109</cusip>
    <isin>NL00150012L7</isin>
    <figi>BBG01BNNTQN4</figi>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>Non-binding, advisory vote to approve the 2025 compensation of named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3070146</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3070146</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Navitas Semiconductor Corp</issuerName>
    <cusip>63942X106</cusip>
    <isin>US63942X1063</isin>
    <figi>BBG00YQ6KTL4</figi>
    <meetingDate>06/25/2026</meetingDate>
    <voteDescription>The approval of an advisory resolution on the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>311100</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>311100</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O11 Resolution 11 Approval of the information set out in section I of Article L.22-10-9 of the French Commercial Code on the compensation of corporate officers for the year ended December 31, 2025</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O12 Resolution 12 Approval of the fixed, variable and non-recurring components of overall compensation and benefits of all types paid or assigned during the year ended December 31, 2025, to Mr. Michel de Rosen, Chairman of the Board of Directors</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O13 Resolution 13 Approval of the fixed, variable and non-recurring components of overall compensation and benefits of all types paid or assigned during the year ended December 31, 2025, to Mr. Daniel Tass, Chief Executive Officer</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O14 Resolution 14 Advisory opinion on the compensation of named executive officers other than the Chief Executive Officer</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O16 Resolution 16 Approval of the compensation policy for the Chairman of the Board of Directors for the year ending December 31, 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O17 Resolution 17 Approval of the compensation policy for the Directors for the year ending December 31, 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DBV Technologies SA</issuerName>
    <cusip>23306J309</cusip>
    <isin>US23306J3095</isin>
    <figi>BBG0076D3T39</figi>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>O18 Resolution 18 Approval of the compensation policy for the Chief Executive Officer and Deputy Chief Executive Officer for the year ending December 31, 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>383363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>383363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Skeena Resources Ltd</issuerName>
    <cusip>83056P715</cusip>
    <isin>CA83056P7157</isin>
    <figi>BBG000FCR8D5</figi>
    <meetingDate>06/22/2026</meetingDate>
    <voteDescription>To re-Approve the Company&apos;s rolling Omnibus Incentive Plan, as more particularly described in the information circular.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>300200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>300200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Cloudflare Inc</issuerName>
    <cusip>18915M107</cusip>
    <isin>US18915M1071</isin>
    <figi>BBG001WMKHH5</figi>
    <meetingDate>06/30/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>224835</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>224835</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Cloudflare Inc</issuerName>
    <cusip>18915M107</cusip>
    <isin>US18915M1071</isin>
    <figi>BBG001WMKHH5</figi>
    <meetingDate>06/30/2026</meetingDate>
    <voteDescription>Approval of the amendment and restatement of our 2019 Equity Incentive Plan.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>224835</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>224835</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
