AIRBNB INC 009066101 US0090661010 06/05/2026 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR ALASKA AIR GROUP, INC. 011659109 US0116591092 05/12/2026 Approval (on an advisory basis) of the compensation of the Company's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 65600 0 For 65600 FOR ALCOA CORPORATION 013872106 US0138721065 05/06/2026 Approval, on an advisory basis, of the Company's 2025 named executive officer compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 26127 0 For 26127 FOR ALPHABET INC. 02079K305 US02079K3059 06/05/2026 Advisory vote to approve compensation awarded to named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 5000 0 For 5000 FOR ALPHABET INC. 02079K305 US02079K3059 06/05/2026 Advisory vote to approve compensation awarded to named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 8145 0 Against 8145 AGAINST AMERICAN EAGLE OUTFITTERS, INC. 02553E106 US02553E1064 06/26/2026 Approve, on a non-binding, advisory basis, the Fiscal 2025 compensation of the Company's named executive officers ("Say-on-Pay" vote). SECTION 14A SAY-ON-PAY VOTES ISSUER 200000 0 For 200000 FOR APPLIED DIGITAL CORPORATION 038169207 US0381692070 11/05/2025 Approve, on an advisory basis, the executive compensation of the Company's named executive officers as described in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 1624188 0 For 1624188 FOR APPLIED OPTOELECTRONICS, INC. 03823U102 US03823U1025 06/04/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 35148 0 For 35148 FOR AUTOZONE, INC. 053332102 US0533321024 12/17/2025 Approval of an advisory vote on the compensation of named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 597 0 For 597 FOR AUTOZONE, INC. 053332102 US0533321024 12/17/2025 Approval of an advisory vote on the compensation of named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 200 NONE BOOKING HOLDINGS INC. 09857L108 US09857L1089 06/02/2026 Advisory vote to approve 2025 executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 25000 0 For 25000 FOR BOOT BARN HOLDINGS, INC. 099406100 US0994061002 08/27/2025 To vote on a non-binding advisory resolution to approve the compensation paid to named executive officers for fiscal 2025 ("say-on-pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 75100 0 For 75100 FOR BOOT BARN HOLDINGS, INC. 099406100 US0994061002 08/27/2025 To vote on a non-binding advisory resolution to approve the compensation paid to named executive officers for fiscal 2025 ("say-on-pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 4000 NONE BOOT BARN HOLDINGS, INC. 099406100 US0994061002 08/27/2025 To vote on a non-binding advisory proposal on the frequency of future say-on-pay votes ("say-on-frequency"). SECTION 14A SAY-ON-PAY VOTES ISSUER 75100 0 1 Year 75100 FOR BOOT BARN HOLDINGS, INC. 099406100 US0994061002 08/27/2025 To vote on a non-binding advisory proposal on the frequency of future say-on-pay votes ("say-on-frequency"). SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 4000 NONE BRINKER INTERNATIONAL, INC. 109641100 US1096411004 11/20/2025 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 34700 0 For 34700 FOR BRINKER INTERNATIONAL, INC. 109641100 US1096411004 11/20/2025 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 2000 NONE BURLINGTON STORES, INC. 122017106 US1220171060 05/19/2026 Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers ("Say-On-Pay") SECTION 14A SAY-ON-PAY VOTES ISSUER 12515 0 For 12515 FOR BURLINGTON STORES, INC. 122017106 US1220171060 05/19/2026 Approval, on a non-binding basis, of the frequency of future Say- On-Pay votes SECTION 14A SAY-ON-PAY VOTES ISSUER 12515 0 1 Year 12515 FOR CARNIVAL CORP LTD. G2004J103 PA1436583006 04/17/2026 To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies) SECTION 14A SAY-ON-PAY VOTES ISSUER 350000 0 For 350000 FOR CARTER'S, INC. 146229109 US1462291097 05/13/2026 Advisory approval of compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 40000 0 For 40000 FOR CHURCHILL DOWNS INCORPORATED 171484108 US1714841087 04/21/2026 To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 160000 0 For 160000 FOR CHURCHILL DOWNS INCORPORATED 171484108 US1714841087 04/21/2026 To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 10000 NONE CISCO SYSTEMS, INC. 17275R102 US17275R1023 12/16/2025 Approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 300000 0 For 300000 FOR CITIZENS FINANCIAL GROUP, INC. 174610105 US1746101054 04/23/2026 Advisory Vote on Executive Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 28172 NONE COOPER-STANDARD HOLDINGS INC. 21676P103 US21676P1030 05/14/2026 Advisory Vote on Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 24231 0 For 24231 FOR COREWEAVE, INC. 21873S108 US21873S1087 06/08/2026 To vote on a non-binding advisory basis to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 150000 0 For 150000 FOR COREWEAVE, INC. 21873S108 US21873S1087 06/08/2026 To vote on a non-binding advisory basis on the frequency of future non-binding advisory votes to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 150000 0 1 Year 150000 FOR DECKERS OUTDOOR CORPORATION 243537107 US2435371073 09/08/2025 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 "Compensation Discussion and Analysis." SECTION 14A SAY-ON-PAY VOTES ISSUER 55252 0 For 55252 FOR DELL TECHNOLOGIES INC. 24703L202 US24703L2025 06/25/2026 Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES ISSUER 1802 0 For 1802 FOR DELTA AIR LINES, INC. 247361702 US2473617023 06/18/2026 To approve, on an advisory basis, the compensation of Delta's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 426 0 For 426 FOR DOLLAR GENERAL CORPORATION 256677105 US2566771059 05/28/2026 To approve, on an advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 1000 0 For 1000 FOR DOORDASH, INC. 25809K105 US25809K1051 06/10/2026 The approval, on an advisory basis, of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 30875 0 For 30875 FOR DRAFTKINGS INC. 26142V105 US26142V1052 05/12/2026 To conduct a non-binding advisory vote on executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 75000 0 For 75000 FOR DUTCH BROS 26701L100 US26701L1008 05/13/2026 Approval, on a Non-Binding, Advisory Basis, of the Compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 355642 0 For 355642 FOR EATON CORPORATION PLC G29183103 IE00B8KQN827 04/22/2026 Approving, on an advisory basis, the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 35440 0 For 35440 FOR EQUIPMENTSHARE.COM INC 29445S100 US29445S1006 06/04/2026 To approve, on a non-binding and advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 390504 0 For 390504 FOR EQUIPMENTSHARE.COM INC 29445S100 US29445S1006 06/04/2026 To approve, on a non-binding and advisory basis, the frequency of future votes to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 390504 0 1 Year 390504 FOR FEDEX CORPORATION 31428X106 US31428X1063 09/29/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 10000 0 For 10000 FOR FERGUSON ENTERPRISES INC. 31488V107 US31488V1070 12/03/2025 To approve, on an advisory basis, the fiscal 2025 compensation of the Company's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR FIVE BELOW, INC. 33829M101 US33829M1018 06/16/2026 To approve, by non-binding advisory vote, the Company's Named Executive Officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR GATES INDUSTRIAL CORPORATION PLC G39108108 GB00BD9G2S12 06/04/2026 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 568881 0 For 568881 FOR GROUP 1 AUTOMOTIVE, INC. 398905109 US3989051095 05/12/2026 Advisory Vote to Approve Executive Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 19976 0 For 19976 FOR HILTON WORLDWIDE HOLDINGS INC. 43300A203 US43300A2033 05/14/2026 Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 80398 0 For 80398 FOR HILTON WORLDWIDE HOLDINGS INC. 43300A203 US43300A2033 05/14/2026 Advisory vote on the frequency of future stockholder votes on named executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 80398 0 1 Year 80398 FOR KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 499049104 US4990491049 05/12/2026 Conduct an advisory, non-binding vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 98055 0 For 98055 FOR LIFE TIME GROUP HOLDINGS, INC. 53190C102 US53190C1027 04/22/2026 To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 259797 0 For 259797 FOR LIFE360, INC. 532206109 US5322061095 05/28/2026 An advisory, non-binding vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 32054 0 For 32054 FOR LIVE NATION ENTERTAINMENT, INC. 538034109 US5380341090 06/11/2026 To hold an advisory vote on the company's executive compensation; SECTION 14A SAY-ON-PAY VOTES ISSUER 2000 0 For 2000 FOR LIVE NATION ENTERTAINMENT, INC. 538034109 US5380341090 06/11/2026 To hold an advisory vote on the company's executive compensation; SECTION 14A SAY-ON-PAY VOTES ISSUER 1 0 Against 1 AGAINST MAPLEBEAR INC. 565394103 US5653941030 05/22/2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 228891 0 For 228891 FOR MARINEMAX, INC. 567908108 US5679081084 03/03/2026 To approve (on an advisory basis) our executive compensation (''say-on-pay''). SECTION 14A SAY-ON-PAY VOTES ISSUER 135226 0 For 135226 FOR MARRIOTT INTERNATIONAL, INC. 571903202 US5719032022 05/08/2026 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION SECTION 14A SAY-ON-PAY VOTES ISSUER 40000 0 For 40000 FOR MCDONALD'S CORPORATION 580135101 US5801351017 05/20/2026 Advisory Vote to Approve Executive Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 5000 0 For 5000 FOR MGM RESORTS INTERNATIONAL 552953101 US5529531015 05/06/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 78779 0 For 78779 FOR MKS, INC. 55306N104 US55306N1046 05/11/2026 The approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 56206 0 For 56206 FOR NIKE, INC. 654106103 US6541061031 09/09/2025 To approve executive compensation by an advisory vote. SECTION 14A SAY-ON-PAY VOTES ISSUER 30000 0 For 30000 FOR O'REILLY AUTOMOTIVE, INC. 67103H107 US67103H1077 05/14/2026 Advisory vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 2000 0 For 2000 FOR OLLIE'S BARGAIN OUTLET HOLDINGS, INC. 681116109 US6811161099 06/11/2026 To approve a non-binding advisory proposal regarding named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 26200 0 For 26200 FOR OMNICOM GROUP INC. 681919106 US6819191064 05/05/2026 Advisory resolution to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 3000 0 For 3000 FOR ONEWATER MARINE INC. 68280L101 US68280L1017 02/19/2026 Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 70659 0 For 70659 FOR ORACLE CORPORATION 68389X105 US68389X1054 11/18/2025 Advisory Vote to Approve the Compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES ISSUER 95435 0 For 95435 FOR PENN ENTERTAINMENT, INC. 707569109 US7075691094 06/16/2026 Approval, on an advisory basis, of the compensation paid to the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 150000 0 For 150000 FOR RALPH LAUREN CORPORATION 751212101 US7512121010 07/31/2025 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. SECTION 14A SAY-ON-PAY VOTES ISSUER 64868 0 For 64868 FOR RALPH LAUREN CORPORATION 751212101 US7512121010 07/31/2025 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. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 1000 NONE REGAL REXNORD CORPORATION 758750103 US7587501039 04/28/2026 Advisory vote on the compensation of the company's named executive officers as disclosed in the company's proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR REVOLVE GROUP, INC. 76156B107 US76156B1070 06/05/2026 The approval, on a non-binding advisory basis, of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 5000 0 For 5000 FOR ROKU, INC. 77543R102 US77543R1023 06/11/2026 Advisory vote to approve our named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 60000 0 For 60000 FOR ROSS STORES, INC. 778296103 US7782961038 05/20/2026 Advisory vote to approve the resolution on the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 196500 0 For 196500 FOR ROYAL CARIBBEAN CRUISES LTD. V7780T103 LR0008862868 05/28/2026 Advisory approval of the Company's compensation of its named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR SHARKNINJA, INC. G8068L108 KYG8068L1086 06/18/2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 91532 0 For 91532 FOR SHARKNINJA, INC. G8068L108 KYG8068L1086 06/18/2026 To select, on a non-binding advisory basis, the frequency of future advisory votes on the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 91532 0 1 Year 91532 FOR SOUTHWEST AIRLINES CO. 844741108 US8447411088 05/07/2026 Advisory vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 129632 0 For 129632 FOR SPHERE ENTERTAINMENT CO. 55826T102 US55826T1025 06/10/2026 Approval of, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 20205 0 For 20205 FOR SPHERE ENTERTAINMENT CO. 55826T102 US55826T1025 06/10/2026 Approval of, on an advisory basis, the frequency of the future advisory votes on named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 20205 0 3 Years 20205 FOR STANLEY BLACK & DECKER, INC. 854502101 US8545021011 04/24/2026 Approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 29399 0 For 29399 FOR TAPESTRY, INC. 876030107 US8760301072 11/13/2025 Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 203548 0 For 203548 FOR TAPESTRY, INC. 876030107 US8760301072 11/13/2025 Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 Abstain 8000 NONE THE ESTEE LAUDER COMPANIES INC. 518439104 US5184391044 11/13/2025 Advisory vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 167517 0 For 167517 FOR THE GAP, INC. 364760108 US3647601083 05/12/2026 Approval, on an advisory basis, of the overall compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 45000 0 For 45000 FOR THE TJX COMPANIES, INC. 872540109 US8725401090 06/09/2026 Advisory approval of TJX's executive compensation (the say-on-pay vote) SECTION 14A SAY-ON-PAY VOTES ISSUER 20000 0 For 20000 FOR UBER TECHNOLOGIES, INC. 90353T100 US90353T1007 05/04/2026 Advisory vote to approve 2025 named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 25000 0 For 25000 FOR UBER TECHNOLOGIES, INC. 90353T100 US90353T1007 05/04/2026 Advisory vote on the frequency of future advisory votes on named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 25000 0 1 Year 25000 FOR UNITED AIRLINES HOLDINGS, INC. 910047109 US9100471096 05/19/2026 A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 60000 0 For 60000 FOR VICTORIA'S SECRET & CO. 926400102 US9264001028 06/11/2026 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 326512 0 For 326512 FOR WAYFAIR INC 94419L101 US94419L1017 05/21/2026 A non-binding advisory resolution to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 96431 0 For 96431 FOR WYNN RESORTS, LIMITED 983134107 US9831341071 05/06/2026 To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 5000 0 For 5000 FOR XPO, INC. 983793100 US9837931008 05/19/2026 Advisory vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 25199 0 For 25199 FOR YETI HOLDINGS, INC. 98585X104 US98585X1046 05/07/2026 Approval, on an advisory basis, of the compensation paid to our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 49926 0 For 49926 FOR YETI HOLDINGS, INC. 98585X104 US98585X1046 05/07/2026 Approval, on an advisory basis, of the frequency of future say-on-pay votes. SECTION 14A SAY-ON-PAY VOTES ISSUER 49926 0 1 Year 49926 FOR ZEBRA TECHNOLOGIES CORPORATION 989207105 US9892071054 05/19/2026 Advisory vote to approve Named Executive Officers' compensation (''Say-on-Pay''). SECTION 14A SAY-ON-PAY VOTES ISSUER 188733 0 For 188733 FOR