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<inf:proxyTable><inf:issuerName>AMAZON COM INC</inf:issuerName><inf:cusip>023135106</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>124500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>124500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ATKINSREALIS GROUP INC</inf:issuerName><inf:cusip>04764T104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Non-binding Advisory Vote on the Company's Approach to Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>239000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>239000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BLUE OWL CAPITAL INC</inf:issuerName><inf:cusip>09581B103</inf:cusip><inf:meetingDate>06/09/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>463251</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>463251</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BLUE OWL CAPITAL INC</inf:issuerName><inf:cusip>09581B103</inf:cusip><inf:meetingDate>06/09/2025</inf:meetingDate><inf:voteDescription>To recommend, on a non-binding advisory basis, the frequency of future advisory votes to approve, on a non-binding advisory basis, the compensation paid to our named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>463251</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>463251</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BWX TECHNOLOGIES INC</inf:issuerName><inf:cusip>05605H100</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote on compensation of our Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>288423</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>288423</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CAMECO CORP</inf:issuerName><inf:cusip>13321L108</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Have a say on our approach to executive compensation (see page 8 of the management proxy circular) As this is an advisory vote, the results will not be binding on the board. Be it resolved that, on an advisory basis and not to diminish the role and responsibilities of the board of directors for executive compensation, the shareholders accept the approach to executive compensation disclosed in Cameco's management proxy circular delivered in advance of the 2025 annual meeting of shareholders.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>103422</inf:sharesVoted><inf:sharesOnLoan>350234</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>103422</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CITIGROUP INC</inf:issuerName><inf:cusip>172967424</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve our 2024 Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>165076</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>165076</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRONOS GROUP INC</inf:issuerName><inf:cusip>22717L101</inf:cusip><inf:meetingDate>07/19/2024</inf:meetingDate><inf:voteDescription>Adoption of an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers as disclosed in the proxy statement dated April 26, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>8224390</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>8224390</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRONOS GROUP INC</inf:issuerName><inf:cusip>22717L101</inf:cusip><inf:meetingDate>06/20/2025</inf:meetingDate><inf:voteDescription>Adoption of an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers as disclosed in the proxy statement dated April 25, 2025.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>7950234</inf:sharesVoted><inf:sharesOnLoan>3</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>7950234</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KBR INC</inf:issuerName><inf:cusip>48242W106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve KBR's named executive officer compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>581444</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>581444</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MARTIN MARIETTA MATLS INC</inf:issuerName><inf:cusip>573284106</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, by a non-binding advisory vote, of the compensation of Martin Marittea Matrials, Inc.'s named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>12</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Abstain</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MCGRATH RENTCORP</inf:issuerName><inf:cusip>580589109</inf:cusip><inf:meetingDate>12/12/2024</inf:meetingDate><inf:voteDescription>To approve, in a non-binding vote, the compensation of the Company's named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>21459</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>21459</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MICROSOFT CORP</inf:issuerName><inf:cusip>594918104</inf:cusip><inf:meetingDate>12/10/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>133392</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>133392</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MIRION TECHNOLOGIES INC</inf:issuerName><inf:cusip>60471A101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>1327895</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>1327895</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NVIDIA CORPORATION</inf:issuerName><inf:cusip>67066G104</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Advisory approval of our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>462585</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>462585</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SIX FLAGS ENTERTAINMENT CORP</inf:issuerName><inf:cusip>83001C108</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Advisory approval of our named executive officer compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>431</inf:sharesVoted><inf:sharesOnLoan>420386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>431</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SIX FLAGS ENTERTAINMENT CORP</inf:issuerName><inf:cusip>83001C108</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Advisory vote regarding the frequency of stockholder advisory votes on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>431</inf:sharesVoted><inf:sharesOnLoan>420386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>431</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SNOWFLAKE INC</inf:issuerName><inf:cusip>833445109</inf:cusip><inf:meetingDate>07/02/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>0</inf:sharesVoted><inf:sharesOnLoan>105000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>Abstain</inf:howVoted><inf:sharesVoted>0</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TECHNIPFMC PLC</inf:issuerName><inf:cusip>G87110105</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>2024 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2024, as reported in the Company's Proxy Statement</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>599458</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>599458</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TECHNIPFMC PLC</inf:issuerName><inf:cusip>G87110105</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Frequency of Future Say-on-Pay Proposals for Named Executive Officers: Approval of the frequency of future Say-on-Pay proposals for named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>599458</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 Year</inf:howVoted><inf:sharesVoted>599458</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GOLDMAN SACHS GROUP INC</inf:issuerName><inf:cusip>38141G104</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Executive Compensation (Say on Pay)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>20000</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>20000</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DISNEY WALT CO</inf:issuerName><inf:cusip>254687106</inf:cusip><inf:meetingDate>03/20/2025</inf:meetingDate><inf:voteDescription>Consideration of an advisory vote to approve executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>207500</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>207500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>US FOODS HLDG CORP</inf:issuerName><inf:cusip>912008109</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>384360</inf:sharesVoted><inf:sharesOnLoan>214097</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>384360</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VERTIV HOLDINGS CO</inf:issuerName><inf:cusip>92537N108</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>484196</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>484196</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WILLSCOT HLDGS CORP</inf:issuerName><inf:cusip>971378104</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Holdings Corporation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>725278</inf:sharesVoted><inf:sharesOnLoan>170981</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>725278</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>COUPANG INC</inf:issuerName><inf:cusip>22266T109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>817133</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>817133</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>OLEMA PHARMACEUTICALS INC</inf:issuerName><inf:cusip>68062P106</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of the company's named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:sharesVoted>3181</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>For</inf:howVoted><inf:sharesVoted>3181</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
</inf:proxyVoteTable>
