<?xml version="1.0" ?>
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  <proxyTable>
    <issuerName>ACADEMY SPORTS AND OUTDOORS, INC.</issuerName>
    <cusip>00402L107</cusip>
    <isin>US00402L1070</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>100000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>100000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>ACCENTURE PLC</issuerName>
    <cusip>G1151C101</cusip>
    <isin>IE00B4BNMY34</isin>
    <meetingDate>02/06/2025</meetingDate>
    <voteDescription>To approve, in a non-binding vote, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>55000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>55000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AIRBNB INC</issuerName>
    <cusip>009066101</cusip>
    <isin>US0090661010</isin>
    <meetingDate>06/04/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>65000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>65000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AMAZON.COM, INC.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <meetingDate>05/21/2025</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>80000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>80000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>APTIV PLC</issuerName>
    <cusip>G3265R107</cusip>
    <isin>JE00BTDN8H13</isin>
    <meetingDate>04/23/2025</meetingDate>
    <voteDescription>Say-on-Pay - To approve, by advisory vote, executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>150000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>150000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AUTOZONE, INC.</issuerName>
    <cusip>053332102</cusip>
    <isin>US0533321024</isin>
    <meetingDate>12/18/2024</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>AVIS BUDGET GROUP, INC.</issuerName>
    <cusip>053774105</cusip>
    <isin>US0537741052</isin>
    <meetingDate>05/14/2025</meetingDate>
    <voteDescription>Advisory approval of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>50000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>50000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>BATH &amp; BODY WORKS, INC.</issuerName>
    <cusip>070830104</cusip>
    <isin>US0708301041</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>382000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>382000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>BLOCK, INC.</issuerName>
    <cusip>852234103</cusip>
    <isin>US8522341036</isin>
    <meetingDate>06/17/2025</meetingDate>
    <voteDescription>TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>200000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>200000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>BOOKING HOLDINGS INC.</issuerName>
    <cusip>09857L108</cusip>
    <isin>US09857L1089</isin>
    <meetingDate>06/03/2025</meetingDate>
    <voteDescription>Advisory vote to approve 2024 executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
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  <proxyTable>
    <issuerName>BURLINGTON STORES, INC.</issuerName>
    <cusip>122017106</cusip>
    <isin>US1220171060</isin>
    <meetingDate>05/20/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>104999</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>104999</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  </proxyTable>
  <proxyTable>
    <issuerName>CAESARS ENTERTAINMENT, INC.</issuerName>
    <cusip>12769G100</cusip>
    <isin>US12769G1004</isin>
    <meetingDate>06/10/2025</meetingDate>
    <voteDescription>COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>100000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>100000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CAPITAL ONE FINANCIAL CORPORATION</issuerName>
    <cusip>14040H105</cusip>
    <isin>US14040H1059</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Advisory vote on our Named Executive Officer compensation (&quot;Say on Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>74750</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>74750</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CARNIVAL CORPORATION</issuerName>
    <cusip>143658300</cusip>
    <isin>PA1436583006</isin>
    <meetingDate>04/16/2025</meetingDate>
    <voteDescription>To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>586307</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>586307</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CHURCHILL DOWNS INCORPORATED</issuerName>
    <cusip>171484108</cusip>
    <isin>US1714841087</isin>
    <meetingDate>04/22/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>74923</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>74923</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMMSCOPE HOLDING COMPANY, INC.</issuerName>
    <cusip>20337X109</cusip>
    <isin>US20337X1090</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1177500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1177500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CUSTOMERS BANCORP, INC.</issuerName>
    <cusip>23204G100</cusip>
    <isin>US23204G1004</isin>
    <meetingDate>05/27/2025</meetingDate>
    <voteDescription>To approve a non-binding advisory resolution on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>124472</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>124472</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>DECKERS OUTDOOR CORPORATION</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <meetingDate>09/09/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled &quot;Compensation Discussion and Analysis&quot;.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14207</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>14207</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>DELL TECHNOLOGIES INC.</issuerName>
    <cusip>24703L202</cusip>
    <isin>US24703L2025</isin>
    <meetingDate>06/26/2025</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>108374</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>108374</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>DELTA AIR LINES, INC.</issuerName>
    <cusip>247361702</cusip>
    <isin>US2473617023</isin>
    <meetingDate>06/19/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Delta's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>125000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>125000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>DICK'S SPORTING GOODS, INC.</issuerName>
    <cusip>253393102</cusip>
    <isin>US2533931026</isin>
    <meetingDate>06/11/2025</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2025 proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>85000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>85000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
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  <proxyTable>
    <issuerName>DOORDASH, INC.</issuerName>
    <cusip>25809K105</cusip>
    <isin>US25809K1051</isin>
    <meetingDate>06/24/2025</meetingDate>
    <voteDescription>The 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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>90000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>90000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DRAFTKINGS INC.</issuerName>
    <cusip>26142V105</cusip>
    <isin>US26142V1052</isin>
    <meetingDate>05/19/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>625000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>625000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>E.L.F. BEAUTY, INC.</issuerName>
    <cusip>26856L103</cusip>
    <isin>US26856L1035</isin>
    <meetingDate>08/22/2024</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>617</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>617</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EATON CORPORATION PLC</issuerName>
    <cusip>G29183103</cusip>
    <isin>IE00B8KQN827</isin>
    <meetingDate>04/23/2025</meetingDate>
    <voteDescription>Approving, on an advisory basis, the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>110000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>110000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ELEMENT SOLUTIONS INC</issuerName>
    <cusip>28618M106</cusip>
    <isin>US28618M1062</isin>
    <meetingDate>06/03/2025</meetingDate>
    <voteDescription>Advisory vote to approve the Company's 2024 executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>176578</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>176578</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
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  <proxyTable>
    <issuerName>EMCOR GROUP, INC.</issuerName>
    <cusip>29084Q100</cusip>
    <isin>US29084Q1004</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approval, by non-binding advisory vote, of named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>30593</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>30593</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENERSYS</issuerName>
    <cusip>29275Y102</cusip>
    <isin>US29275Y1029</isin>
    <meetingDate>08/01/2024</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of EnerSys' named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>125356</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>125356</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FABRINET</issuerName>
    <cusip>G3323L100</cusip>
    <isin>KYG3323L1005</isin>
    <meetingDate>12/12/2024</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Fabrinet's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>16409</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>16409</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FEDEX CORPORATION</issuerName>
    <cusip>31428X106</cusip>
    <isin>US31428X1063</isin>
    <meetingDate>09/23/2024</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>400</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>400</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FLUTTER ENTERTAINMENT PLC</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>06/05/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>25000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FLUTTER ENTERTAINMENT PLC</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>25000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GATES INDUSTRIAL CORPORATION PLC</issuerName>
    <cusip>G39108108</cusip>
    <isin>GB00BD9G2S12</isin>
    <meetingDate>06/05/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>908681</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>908681</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GATES INDUSTRIAL CORPORATION PLC</issuerName>
    <cusip>G39108108</cusip>
    <isin>GB00BD9G2S12</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approve, on an advisory basis, the frequency of future advisory votes to approve the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>908681</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>908681</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GROUP 1 AUTOMOTIVE, INC.</issuerName>
    <cusip>398905109</cusip>
    <isin>US3989051095</isin>
    <meetingDate>05/13/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>83125</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>83125</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HILTON WORLDWIDE HOLDINGS INC.</issuerName>
    <cusip>43300A203</cusip>
    <isin>US43300A2033</isin>
    <meetingDate>05/14/2025</meetingDate>
    <voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>70000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>70000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HUBBELL INCORPORATED</issuerName>
    <cusip>443510607</cusip>
    <isin>US4435106079</isin>
    <meetingDate>05/06/2025</meetingDate>
    <voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>61402</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>61402</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INFINERA CORPORATION</issuerName>
    <cusip>45667G103</cusip>
    <isin>US45667G1031</isin>
    <meetingDate>10/01/2024</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Infinera to its named executive officers in connection with the merger contemplated by the Merger Agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>793978</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>793978</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INTERFACE, INC.</issuerName>
    <cusip>458665304</cusip>
    <isin>US4586653044</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>102090</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>102090</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ITRON, INC.</issuerName>
    <cusip>465741106</cusip>
    <isin>US4657411066</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Proposal to approve the advisory (non-binding) resolution relating to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>21940</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>21940</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>J.B. HUNT TRANSPORT SERVICES, INC.</issuerName>
    <cusip>445658107</cusip>
    <isin>US4456581077</isin>
    <meetingDate>04/24/2025</meetingDate>
    <voteDescription>To consider and approve an advisory resolution regarding the Company's compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>JPMORGAN CHASE &amp; CO.</issuerName>
    <cusip>46625H100</cusip>
    <isin>US46625H1005</isin>
    <meetingDate>05/20/2025</meetingDate>
    <voteDescription>Advisory resolution to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>90000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>90000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KB HOME</issuerName>
    <cusip>48666K109</cusip>
    <isin>US48666K1097</isin>
    <meetingDate>04/17/2025</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40363</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40363</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC</issuerName>
    <cusip>499049104</cusip>
    <isin>US4990491049</isin>
    <meetingDate>05/13/2025</meetingDate>
    <voteDescription>Conduct an advisory, non-binding vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>225000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>225000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LAZARD INC.</issuerName>
    <cusip>52110M109</cusip>
    <isin>US52110M1099</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Non-binding advisory vote regarding executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32934</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>32934</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LIFE TIME GROUP HOLDINGS, INC.</issuerName>
    <cusip>53190C102</cusip>
    <isin>US53190C1027</isin>
    <meetingDate>04/25/2025</meetingDate>
    <voteDescription>To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>700000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>700000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LITHIA MOTORS, INC.</issuerName>
    <cusip>536797103</cusip>
    <isin>US5367971034</isin>
    <meetingDate>04/24/2025</meetingDate>
    <voteDescription>To approve, by an advisory vote, named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>13403</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>13403</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LITTELFUSE, INC.</issuerName>
    <cusip>537008104</cusip>
    <isin>US5370081045</isin>
    <meetingDate>04/24/2025</meetingDate>
    <voteDescription>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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>27292</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>27292</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LIVE NATION ENTERTAINMENT, INC.</issuerName>
    <cusip>538034109</cusip>
    <isin>US5380341090</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To hold an advisory vote on the company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>39927</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>39927</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LUMENTUM HOLDINGS INC.</issuerName>
    <cusip>55024U109</cusip>
    <isin>US55024U1097</isin>
    <meetingDate>11/20/2024</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>478773</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>478773</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MALIBU BOATS, INC.</issuerName>
    <cusip>56117J100</cusip>
    <isin>US56117J1007</isin>
    <meetingDate>10/23/2024</meetingDate>
    <voteDescription>To approve, on a non-binding basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>35475</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>35475</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MAPLEBEAR INC.</issuerName>
    <cusip>565394103</cusip>
    <isin>US5653941030</isin>
    <meetingDate>05/22/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>100000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>100000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MARINEMAX, INC.</issuerName>
    <cusip>567908108</cusip>
    <isin>US5679081084</isin>
    <meetingDate>02/21/2025</meetingDate>
    <voteDescription>To approve (on an advisory basis) our executive compensation (&quot;say-on-pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>263733</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>263733</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MERITAGE HOMES CORPORATION</issuerName>
    <cusip>59001A102</cusip>
    <isin>US59001A1025</isin>
    <meetingDate>05/22/2025</meetingDate>
    <voteDescription>Advisory vote to approve compensation of the Company's Named Executive Officers (&quot;Say on Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>45484</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>45484</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>META PLATFORMS, INC.</issuerName>
    <cusip>30303M102</cusip>
    <isin>US30303M1027</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>META PLATFORMS, INC.</issuerName>
    <cusip>30303M102</cusip>
    <isin>US30303M1027</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NETFLIX, INC.</issuerName>
    <cusip>64110L106</cusip>
    <isin>US64110L1061</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>25000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NORFOLK SOUTHERN CORPORATION</issuerName>
    <cusip>655844108</cusip>
    <isin>US6558441084</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2025 Annual Meeting of Shareholders.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>15000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NORWEGIAN CRUISE LINE HOLDINGS LTD.</issuerName>
    <cusip>G66721104</cusip>
    <isin>BMG667211046</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>500000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>500000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NXP SEMICONDUCTORS N.V.</issuerName>
    <cusip>N6596X109</cusip>
    <isin>NL0009538784</isin>
    <meetingDate>06/11/2025</meetingDate>
    <voteDescription>Non-binding, advisory vote to approve Named Executive Officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>9606</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>9606</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>O'REILLY AUTOMOTIVE, INC.</issuerName>
    <cusip>67103H107</cusip>
    <isin>US67103H1077</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>11264</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>11264</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OLLIE'S BARGAIN OUTLET HOLDINGS, INC.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>240894</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>240894</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ONEWATER MARINE INC.</issuerName>
    <cusip>68280L101</cusip>
    <isin>US68280L1017</isin>
    <meetingDate>02/20/2025</meetingDate>
    <voteDescription>Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>70659</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>70659</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ORACLE CORPORATION</issuerName>
    <cusip>68389X105</cusip>
    <isin>US68389X1054</isin>
    <meetingDate>11/14/2024</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20759</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>20759</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PARKER-HANNIFIN CORPORATION</issuerName>
    <cusip>701094104</cusip>
    <isin>US7010941042</isin>
    <meetingDate>10/23/2024</meetingDate>
    <voteDescription>Approval of, 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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14408</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>14408</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PENSKE AUTOMOTIVE GROUP, INC.</issuerName>
    <cusip>70959W103</cusip>
    <isin>US70959W1036</isin>
    <meetingDate>05/14/2025</meetingDate>
    <voteDescription>Approval, by non-binding vote, of named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14021</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>14021</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PERFORMANCE FOOD GROUP COMPANY</issuerName>
    <cusip>71377A103</cusip>
    <isin>US71377A1034</isin>
    <meetingDate>11/20/2024</meetingDate>
    <voteDescription>To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PLAYA HOTELS &amp; RESORTS N V</issuerName>
    <cusip>N70544106</cusip>
    <isin>NL0012170237</isin>
    <meetingDate>04/17/2025</meetingDate>
    <voteDescription>Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>63754</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>63754</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PRIMORIS SERVICES CORPORATION</issuerName>
    <cusip>74164F103</cusip>
    <isin>US74164F1030</isin>
    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>Advisory, Non-Binding Vote Approving the Company's Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>155362</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>155362</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PULTEGROUP, INC.</issuerName>
    <cusip>745867101</cusip>
    <isin>US7458671010</isin>
    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>Say-on-pay: Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>70000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>70000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>QUANTA SERVICES, INC.</issuerName>
    <cusip>74762E102</cusip>
    <isin>US74762E1029</isin>
    <meetingDate>05/22/2025</meetingDate>
    <voteDescription>Approval, by non-binding advisory vote, of Quanta's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>31466</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>31466</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RALPH LAUREN CORPORATION</issuerName>
    <cusip>751212101</cusip>
    <isin>US7512121010</isin>
    <meetingDate>08/01/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>135000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RED ROCK RESORTS, INC.</issuerName>
    <cusip>75700L108</cusip>
    <isin>US75700L1089</isin>
    <meetingDate>06/05/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>94010</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>94010</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>REDDIT, INC.</issuerName>
    <cusip>75734B100</cusip>
    <isin>US75734B1008</isin>
    <meetingDate>06/09/2025</meetingDate>
    <voteDescription>Advisory vote on the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>20000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>REDDIT, INC.</issuerName>
    <cusip>75734B100</cusip>
    <isin>US75734B1008</isin>
    <meetingDate>06/09/2025</meetingDate>
    <voteDescription>Advisory vote on 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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>20000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROCKWELL AUTOMATION, INC.</issuerName>
    <cusip>773903109</cusip>
    <isin>US7739031091</isin>
    <meetingDate>02/04/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Corporation's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1220</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1220</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROKU, INC.</issuerName>
    <cusip>77543R102</cusip>
    <isin>US77543R1023</isin>
    <meetingDate>06/11/2025</meetingDate>
    <voteDescription>Advisory vote to approve our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>65000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>65000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROKU, INC.</issuerName>
    <cusip>77543R102</cusip>
    <isin>US77543R1023</isin>
    <meetingDate>06/11/2025</meetingDate>
    <voteDescription>Advisory vote to approve the frequency of future advisory votes on our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>65000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>65000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROYAL CARIBBEAN CRUISES LTD.</issuerName>
    <cusip>V7780T103</cusip>
    <isin>LR0008862868</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>Advisory approval of the Company's compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>130000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>130000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SNOWFLAKE INC.</issuerName>
    <cusip>833445109</cusip>
    <isin>US8334451098</isin>
    <meetingDate>07/02/2024</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>89220</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>89220</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPORTRADAR GROUP AG</issuerName>
    <cusip>H8088L103</cusip>
    <isin>CH1134239669</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Consultative vote on the Compensation Report</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>141929</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>Against</howVoted>
        <sharesVoted>141929</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STARBUCKS CORPORATION</issuerName>
    <cusip>855244109</cusip>
    <isin>US8552441094</isin>
    <meetingDate>03/12/2025</meetingDate>
    <voteDescription>Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>50001</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>50001</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TAPESTRY, INC.</issuerName>
    <cusip>876030107</cusip>
    <isin>US8760301072</isin>
    <meetingDate>11/14/2024</meetingDate>
    <voteDescription>Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>939900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>939900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE AES CORPORATION</issuerName>
    <cusip>00130H105</cusip>
    <isin>US00130H1059</isin>
    <meetingDate>05/09/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1099427</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1099427</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE COCA-COLA COMPANY</issuerName>
    <cusip>191216100</cusip>
    <isin>US1912161007</isin>
    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
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    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</voteDescription>
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    <voteDescription>Approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
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    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
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    <voteDescription>Advisory resolution to approve executive compensation.</voteDescription>
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    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the Proxy Statement.</voteDescription>
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