<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>NIKE, INC.</issuerName>
    <cusip>654106103</cusip>
    <isin>US6541061031</isin>
    <meetingDate>09/09/2025</meetingDate>
    <voteDescription>To approve executive compensation by an advisory vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7240</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>7240</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CARPENTER TECHNOLOGY CORPORATION</issuerName>
    <cusip>144285103</cusip>
    <isin>US1442851036</isin>
    <meetingDate>10/07/2025</meetingDate>
    <voteDescription>Approve the compensation of the corporation's named executive officers, in an advisory vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>565178</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>565178</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEAGATE TECHNOLOGY HOLDINGS PLC</issuerName>
    <cusip>G7997R103</cusip>
    <isin>IE00BKVD2N49</isin>
    <meetingDate>10/25/2025</meetingDate>
    <voteDescription>Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers (&quot;&quot;Say-on-Pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1016794</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1016794</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEAGATE TECHNOLOGY HOLDINGS PLC</issuerName>
    <cusip>G7997R103</cusip>
    <isin>IE00BKVD2N49</isin>
    <meetingDate>10/25/2025</meetingDate>
    <voteDescription>Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers (&quot;&quot;Say-on-Pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>43337</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>43337</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TESLA, INC.</issuerName>
    <cusip>88160R101</cusip>
    <isin>US88160R1014</isin>
    <meetingDate>11/06/2025</meetingDate>
    <voteDescription>A Tesla proposal for a non-binding advisory vote approving 2024 executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1049</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1049</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2942</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2942</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2942</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>2942</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40468</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>40468</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40468</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>40468</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WESTERN DIGITAL CORPORATION</issuerName>
    <cusip>958102105</cusip>
    <isin>US9581021055</isin>
    <meetingDate>11/20/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>242221</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>242221</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WESTERN DIGITAL CORPORATION</issuerName>
    <cusip>958102105</cusip>
    <isin>US9581021055</isin>
    <meetingDate>11/20/2025</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>31</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>31</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MICROSOFT CORPORATION</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/05/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation (&quot;say-on-pay vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2347</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2347</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FAIR ISAAC CORPORATION</issuerName>
    <cusip>303250104</cusip>
    <isin>US3032501047</isin>
    <meetingDate>03/04/2026</meetingDate>
    <voteDescription>To approve the advisory (non-binding) resolution relating to 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>18</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>18</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FAIR ISAAC CORPORATION</issuerName>
    <cusip>303250104</cusip>
    <isin>US3032501047</isin>
    <meetingDate>03/04/2026</meetingDate>
    <voteDescription>To approve the advisory (non-binding) resolution relating to 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>277</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>277</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ANALOG DEVICES, INC.</issuerName>
    <cusip>032654105</cusip>
    <isin>US0326541051</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>79</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>79</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ANALOG DEVICES, INC.</issuerName>
    <cusip>032654105</cusip>
    <isin>US0326541051</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1304</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1304</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APPLIED MATERIALS, INC.</issuerName>
    <cusip>038222105</cusip>
    <isin>US0382221051</isin>
    <meetingDate>03/12/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>72976</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>72976</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ABBOTT LABORATORIES</issuerName>
    <cusip>002824100</cusip>
    <isin>US0028241000</isin>
    <meetingDate>04/24/2026</meetingDate>
    <voteDescription>Say on Pay - An Advisory Vote on the Approval of Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>18823</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>18823</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RTX CORPORATION</issuerName>
    <cusip>75513E101</cusip>
    <isin>US75513E1010</isin>
    <meetingDate>04/30/2026</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>743636</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>743636</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ELI LILLY AND COMPANY</issuerName>
    <cusip>532457108</cusip>
    <isin>US5324571083</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, 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>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>34844</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ELI LILLY AND COMPANY</issuerName>
    <cusip>532457108</cusip>
    <isin>US5324571083</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, 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>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>172937</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DANAHER CORPORATION</issuerName>
    <cusip>235851102</cusip>
    <isin>US2358511028</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve on an advisory basis the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>15212</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>15212</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DANAHER CORPORATION</issuerName>
    <cusip>235851102</cusip>
    <isin>US2358511028</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve on an advisory basis the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>269506</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>269506</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, 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>13744</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>13744</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the frequency of future advisory votes to approve 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>13744</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>13744</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, 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>2120066</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2120066</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the frequency of future advisory votes to approve 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>2120066</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>2120066</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, 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>141090</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>141090</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the frequency of future advisory votes to approve 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>141090</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>141090</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>L3HARRIS TECHNOLOGIES, INC.</issuerName>
    <cusip>502431109</cusip>
    <isin>US5024311095</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>Approval, in an Advisory Vote, of the Compensation of 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>329089</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>329089</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SOMNIGROUP INTERNATIONAL INC.</issuerName>
    <cusip>88023U101</cusip>
    <isin>US88023U1016</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>21449</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>21449</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EQUINIX INC</issuerName>
    <cusip>29444U700</cusip>
    <isin>US29444U7000</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approval, by a non-binding advisory vote, 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>193307</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>193307</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INSMED INCORPORATED</issuerName>
    <cusip>457669307</cusip>
    <isin>US4576693075</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>850752</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>850752</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INSMED INCORPORATED</issuerName>
    <cusip>457669307</cusip>
    <isin>US4576693075</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>57700</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>57700</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CLEVELAND-CLIFFS INC.</issuerName>
    <cusip>185899101</cusip>
    <isin>US1858991011</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>509661</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>509661</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CLEVELAND-CLIFFS INC.</issuerName>
    <cusip>185899101</cusip>
    <isin>US1858991011</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>34507</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>34507</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TRACTOR SUPPLY COMPANY</issuerName>
    <cusip>892356106</cusip>
    <isin>US8923561067</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>103</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>103</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TRACTOR SUPPLY COMPANY</issuerName>
    <cusip>892356106</cusip>
    <isin>US8923561067</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2187</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2187</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMPASS, INC.</issuerName>
    <cusip>20464U100</cusip>
    <isin>US20464U1007</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve 2025 Named Executive Officer Compensation (&quot;Say-on-Pay Vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>313875</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>313875</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMPASS, INC.</issuerName>
    <cusip>20464U100</cusip>
    <isin>US20464U1007</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve 2025 Named Executive Officer Compensation (&quot;Say-on-Pay Vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>5519426</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>5519426</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMFORT SYSTEMS USA, INC.</issuerName>
    <cusip>199908104</cusip>
    <isin>US1999081045</isin>
    <meetingDate>05/18/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>228068</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>228068</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COMFORT SYSTEMS USA, INC.</issuerName>
    <cusip>199908104</cusip>
    <isin>US1999081045</isin>
    <meetingDate>05/18/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>16254</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>16254</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WELLTOWER INC.</issuerName>
    <cusip>95040Q104</cusip>
    <isin>US95040Q1040</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>31281</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>31281</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WELLTOWER INC.</issuerName>
    <cusip>95040Q104</cusip>
    <isin>US95040Q1040</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>674954</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>674954</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DOUBLEVERIFY HOLDINGS, INC.</issuerName>
    <cusip>25862V105</cusip>
    <isin>US25862V1052</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Non-binding 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>76208</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>76208</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TRANSOCEAN, LTD.</issuerName>
    <cusip>H8817H100</cusip>
    <isin>CH0048265513</isin>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>403954</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>403954</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TRANSOCEAN, LTD.</issuerName>
    <cusip>H8817H100</cusip>
    <isin>CH0048265513</isin>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2026</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7851120</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>7851120</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SOLSTICE ADVANCED MATERIALS INC.</issuerName>
    <cusip>83443Q103</cusip>
    <isin>US83443Q1031</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2097776</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2097776</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SOLSTICE ADVANCED MATERIALS INC.</issuerName>
    <cusip>83443Q103</cusip>
    <isin>US83443Q1031</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2097776</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>2097776</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EXXON MOBIL CORPORATION</issuerName>
    <cusip>30231G102</cusip>
    <isin>US30231G1022</isin>
    <meetingDate>05/27/2026</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>829894</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>829894</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EXXON MOBIL CORPORATION</issuerName>
    <cusip>30231G102</cusip>
    <isin>US30231G1022</isin>
    <meetingDate>05/27/2026</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>40294</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>40294</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DEXCOM, INC.</issuerName>
    <cusip>252131107</cusip>
    <isin>US2521311074</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>753235</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>753235</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DEXCOM, INC.</issuerName>
    <cusip>252131107</cusip>
    <isin>US2521311074</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>48612</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>48612</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NEWAMSTERDAM PHARMA COMPANY N.V.</issuerName>
    <cusip>N62509109</cusip>
    <isin>NL00150012L7</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>30160</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>30160</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NEWAMSTERDAM PHARMA COMPANY N.V.</issuerName>
    <cusip>N62509109</cusip>
    <isin>NL00150012L7</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>760525</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>760525</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APPLOVIN CORPORATION</issuerName>
    <cusip>03831W108</cusip>
    <isin>US03831W1080</isin>
    <meetingDate>06/03/2026</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>
    <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>WALMART INC.</issuerName>
    <cusip>931142103</cusip>
    <isin>US9311421039</isin>
    <meetingDate>06/04/2026</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>1844664</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1844664</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, 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>3776</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3776</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, on an advisory basis, the frequency of the future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3776</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3</howVoted>
        <sharesVoted>3776</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, 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>194</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>194</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, on an advisory basis, the frequency of the future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>194</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3</howVoted>
        <sharesVoted>194</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DICK'S SPORTING GOODS, INC.</issuerName>
    <cusip>253393102</cusip>
    <isin>US2533931026</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>565123</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>565123</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DICK'S SPORTING GOODS, INC.</issuerName>
    <cusip>253393102</cusip>
    <isin>US2533931026</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1193</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1193</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DICK'S SPORTING GOODS, INC.</issuerName>
    <cusip>253393102</cusip>
    <isin>US2533931026</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>19315</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>19315</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FREEPORT-MCMORAN INC.</issuerName>
    <cusip>35671D857</cusip>
    <isin>US35671D8570</isin>
    <meetingDate>06/10/2026</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>767401</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>767401</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FREEPORT-MCMORAN INC.</issuerName>
    <cusip>35671D857</cusip>
    <isin>US35671D8570</isin>
    <meetingDate>06/10/2026</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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>39407</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>39407</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EVERCORE INC.</issuerName>
    <cusip>29977A105</cusip>
    <isin>US29977A1051</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the executive compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>6219</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>6219</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LIVE NATION ENTERTAINMENT, INC.</issuerName>
    <cusip>538034109</cusip>
    <isin>US5380341090</isin>
    <meetingDate>06/11/2026</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>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>33903</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NATERA, INC.</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1947259</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1947259</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NATERA, INC.</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1947259</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>1947259</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NATERA, INC.</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>162087</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>162087</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NATERA, INC.</issuerName>
    <cusip>632307104</cusip>
    <isin>US6323071042</isin>
    <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>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>162087</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1</howVoted>
        <sharesVoted>162087</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HASBRO, INC.</issuerName>
    <cusip>418056107</cusip>
    <isin>US4180561072</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1434</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1434</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NVIDIA CORPORATION</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>127306</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
