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<inf:proxyTable><inf:issuerName>3M Company</inf:issuerName><inf:cusip>88579Y101</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1514581</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1514581</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>A. O. Smith Corporation</inf:issuerName><inf:cusip>831865209</inf:cusip><inf:meetingDate>04/08/2025</inf:meetingDate><inf:voteDescription>Proposal To Approve, By Nonbinding Advisory Vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>167195</inf:sharesVoted><inf:sharesOnLoan>31809</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>167195</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AAON, Inc.</inf:issuerName><inf:cusip>000360206</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory basis, a resolution on the compensation of AAON's named executive officers as set forth 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>13853</inf:sharesVoted><inf:sharesOnLoan>107176</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>13853</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Abbott Laboratories</inf:issuerName><inf:cusip>002824100</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An Advisory Vote on the Approval of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2586410</inf:sharesVoted><inf:sharesOnLoan>2759108</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2586410</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AbbVie Inc.</inf:issuerName><inf:cusip>00287Y109</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An advisory vote on the approval of executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4946395</inf:sharesVoted><inf:sharesOnLoan>722000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4946395</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Abercrombie &amp; Fitch Co.</inf:issuerName><inf:cusip>002896207</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the Company's named executive officers for the fiscal year ended February 1, 2025.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>33128</inf:sharesVoted><inf:sharesOnLoan>53316</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>33128</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Academy Sports and Outdoors, Inc.</inf:issuerName><inf:cusip>00402L107</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the fiscal 2024 compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11043</inf:sharesVoted><inf:sharesOnLoan>103330</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>11043</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Acadia Healthcare Company, Inc.</inf:issuerName><inf:cusip>00404A109</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the compensation of the Company's named executive officers as presented 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88057</inf:sharesVoted><inf:sharesOnLoan>27105</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>88057</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Acadia Healthcare Company, Inc.</inf:issuerName><inf:cusip>00404A109</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of a non-binding advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88057</inf:sharesVoted><inf:sharesOnLoan>27105</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>88057</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Acadia Realty Trust</inf:issuerName><inf:cusip>004239109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>The approval, on a non-binding advisory basis, of the compensation of Named Executive Officers as disclosed in the Company's 2025 Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9018</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>9018</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Accenture plc</inf:issuerName><inf:cusip>G1151C101</inf:cusip><inf:meetingDate>02/06/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1407821</inf:sharesVoted><inf:sharesOnLoan>458756</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1407821</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ACI Worldwide, Inc.</inf:issuerName><inf:cusip>004498101</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote to approve named executive officer compensation; and</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>187840</inf:sharesVoted><inf:sharesOnLoan>31719</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>187840</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Acuity Brands, Inc.</inf:issuerName><inf:cusip>00508Y102</inf:cusip><inf:meetingDate>01/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>65165</inf:sharesVoted><inf:sharesOnLoan>9386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>65165</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Adobe Inc.</inf:issuerName><inf:cusip>00724F101</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approve, On An 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1240045</inf:sharesVoted><inf:sharesOnLoan>6854</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1240045</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Advance Auto Parts, Inc.</inf:issuerName><inf:cusip>00751Y106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approve, by advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>40323</inf:sharesVoted><inf:sharesOnLoan>50992</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>40323</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Advanced Drainage Systems, Inc.</inf:issuerName><inf:cusip>00790R104</inf:cusip><inf:meetingDate>07/18/2024</inf:meetingDate><inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20998</inf:sharesVoted><inf:sharesOnLoan>105020</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>20998</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Advanced Energy Industries, Inc.</inf:issuerName><inf:cusip>007973100</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the compensation of Advanced Energy's named executive officers; and</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3066</inf:sharesVoted><inf:sharesOnLoan>49314</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3066</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Advanced Micro Devices, Inc.</inf:issuerName><inf:cusip>007903107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3175345</inf:sharesVoted><inf:sharesOnLoan>150501</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3175345</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AECOM</inf:issuerName><inf:cusip>00766T100</inf:cusip><inf:meetingDate>02/28/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company`s executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>187904</inf:sharesVoted><inf:sharesOnLoan>62130</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>187904</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Affiliated Managers Group, Inc.</inf:issuerName><inf:cusip>008252108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>33991</inf:sharesVoted><inf:sharesOnLoan>33078</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>33991</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Affirm Holdings, Inc.</inf:issuerName><inf:cusip>00827B106</inf:cusip><inf:meetingDate>12/09/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14785</inf:sharesVoted><inf:sharesOnLoan>291215</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14785</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aflac Incorporated</inf:issuerName><inf:cusip>001055102</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To consider the following non-binding advisory proposal: "Resolved, on an advisory basis, the shareholders of Aflac Incorporated approve the compensation of the named executive officers, as disclosed pursuant to the compensation disclosure rules of the Securities and Exchange Commission, including the Compensation Discussion and Analysis and accompanying tables and narrative in the Notice of 2025 Annual Meeting of Shareholders and Proxy Statement"</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1495541</inf:sharesVoted><inf:sharesOnLoan>191199</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1495541</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AGCO Corporation</inf:issuerName><inf:cusip>001084102</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2119</inf:sharesVoted><inf:sharesOnLoan>109668</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2119</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Agilent Technologies, Inc.</inf:issuerName><inf:cusip>00846U101</inf:cusip><inf:meetingDate>03/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>566565</inf:sharesVoted><inf:sharesOnLoan>53031</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>566565</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AGNC Investment Corp.</inf:issuerName><inf:cusip>00123Q104</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>98996</inf:sharesVoted><inf:sharesOnLoan>923725</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>98996</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Agree Realty Corporation</inf:issuerName><inf:cusip>008492100</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32667</inf:sharesVoted><inf:sharesOnLoan>459453</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>32667</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Air Lease Corporation</inf:issuerName><inf:cusip>00912X302</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9951</inf:sharesVoted><inf:sharesOnLoan>121191</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9951</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Air Products and Chemicals, Inc.</inf:issuerName><inf:cusip>009158106</inf:cusip><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>282770</inf:sharesVoted><inf:sharesOnLoan>271900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>282770</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Airbnb, Inc.</inf:issuerName><inf:cusip>009066101</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>499978</inf:sharesVoted><inf:sharesOnLoan>343148</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>499978</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Akamai Technologies, Inc.</inf:issuerName><inf:cusip>00971T101</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>445923</inf:sharesVoted><inf:sharesOnLoan>237696</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>445923</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alarm.com Holdings, Inc.</inf:issuerName><inf:cusip>011642105</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>37789</inf:sharesVoted><inf:sharesOnLoan>148060</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>37789</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alaska Air Group, Inc.</inf:issuerName><inf:cusip>011659109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval (on an advisory basis) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>47028</inf:sharesVoted><inf:sharesOnLoan>168753</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>47028</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Albemarle Corporation</inf:issuerName><inf:cusip>012653101</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1364</inf:sharesVoted><inf:sharesOnLoan>172520</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1364</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Albertsons Companies, Inc.</inf:issuerName><inf:cusip>013091103</inf:cusip><inf:meetingDate>08/08/2024</inf:meetingDate><inf:voteDescription>Hold the annual, non-binding, advisory vote on our executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2180885</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2180885</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alcoa Corporation</inf:issuerName><inf:cusip>013872106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the Company's 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>323717</inf:sharesVoted><inf:sharesOnLoan>29000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>323717</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alexander &amp; Baldwin, Inc.</inf:issuerName><inf:cusip>014491104</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approve the advisory resolution relating to executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5596</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5596</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alexander &amp; Baldwin, Inc.</inf:issuerName><inf:cusip>014491104</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approve the advisory vote on the frequency of the future 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5596</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>5596</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alexandria Real Estate Equities, Inc.</inf:issuerName><inf:cusip>015271109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>256196</inf:sharesVoted><inf:sharesOnLoan>49594</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>256196</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Align Technology, Inc.</inf:issuerName><inf:cusip>016255101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>40017</inf:sharesVoted><inf:sharesOnLoan>81162</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>40017</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alkermes plc</inf:issuerName><inf:cusip>G01767105</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding, advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>116708</inf:sharesVoted><inf:sharesOnLoan>163472</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>116708</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allegion plc</inf:issuerName><inf:cusip>G0176J109</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approve the compensation of our named executive officers on an advisory (non-binding) basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70502</inf:sharesVoted><inf:sharesOnLoan>62419</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>70502</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ALLETE, Inc.</inf:issuerName><inf:cusip>018522300</inf:cusip><inf:meetingDate>08/21/2024</inf:meetingDate><inf:voteDescription>To approve, on a nonbinding, advisory basis, the compensation that will or may become payable by the Company to our named executive officers in connection with the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>331014</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>331014</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ALLETE, Inc.</inf:issuerName><inf:cusip>018522300</inf:cusip><inf:meetingDate>05/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>332096</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>332096</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alliant Energy Corporation</inf:issuerName><inf:cusip>018802108</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>308619</inf:sharesVoted><inf:sharesOnLoan>856071</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>308619</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allison Transmission Holdings, Inc.</inf:issuerName><inf:cusip>01973R101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>An advisory non-binding vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155884</inf:sharesVoted><inf:sharesOnLoan>37200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>155884</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Allison Transmission Holdings, Inc.</inf:issuerName><inf:cusip>01973R101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>An advisory non-binding vote on the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155884</inf:sharesVoted><inf:sharesOnLoan>37200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>155884</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ally Financial Inc.</inf:issuerName><inf:cusip>02005N100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>199139</inf:sharesVoted><inf:sharesOnLoan>307952</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>199139</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Alnylam Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>02043Q107</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of Alnylam'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>65394</inf:sharesVoted><inf:sharesOnLoan>137169</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>65394</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Altair Engineering Inc.</inf:issuerName><inf:cusip>021369103</inf:cusip><inf:meetingDate>01/22/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Altair s named executive officers that is based on or otherwise relates to the merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6210</inf:sharesVoted><inf:sharesOnLoan>81733</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6210</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>17174200</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>17174200</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amcor plc</inf:issuerName><inf:cusip>G0250X107</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>To approve, by non-binding, advisory vote, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24302</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>24302</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amcor plc</inf:issuerName><inf:isin>AU000000AMC4</inf:isin><inf:meetingDate>11/07/2024</inf:meetingDate><inf:voteDescription>To approve, by non-binding, advisory vote, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3056261</inf:sharesVoted><inf:sharesOnLoan>61000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3056261</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amedisys, Inc.</inf:issuerName><inf:cusip>023436108</inf:cusip><inf:meetingDate>12/30/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers, as set forth in the Company's 2024 Proxy Statement ("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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>101066</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>101066</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amentum Holdings, Inc.</inf:issuerName><inf:cusip>023939101</inf:cusip><inf:meetingDate>03/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>39094</inf:sharesVoted><inf:sharesOnLoan>158425</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>39094</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amentum Holdings, Inc.</inf:issuerName><inf:cusip>023939101</inf:cusip><inf:meetingDate>03/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of the advisory vote to approve the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>39094</inf:sharesVoted><inf:sharesOnLoan>158425</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>39094</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ameren Corporation</inf:issuerName><inf:cusip>023608102</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Company Proposal - Advisory approval of compensation of the Named Executive Officers 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1040724</inf:sharesVoted><inf:sharesOnLoan>180917</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1040724</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Airlines Group Inc.</inf:issuerName><inf:cusip>02376R102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>A proposal to approve, on a non-binding, advisory basis, executive compensation as disclosed in the Proxy Statement for the 2025 Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>127693</inf:sharesVoted><inf:sharesOnLoan>984028</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>127693</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Assets Trust, Inc.</inf:issuerName><inf:cusip>024013104</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>An advisory resolution to approve our executive compensation for the fiscal year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3665</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3665</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Electric Power Company, Inc.</inf:issuerName><inf:cusip>025537101</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the AEP's namex executive officer compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2866676</inf:sharesVoted><inf:sharesOnLoan>151850</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2866676</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Express Company</inf:issuerName><inf:cusip>025816109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1182410</inf:sharesVoted><inf:sharesOnLoan>45600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1182410</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Financial Group, Inc.</inf:issuerName><inf:cusip>025932104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote on compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>181166</inf:sharesVoted><inf:sharesOnLoan>15000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>181166</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Healthcare REIT, Inc.</inf:issuerName><inf:cusip>398182303</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation paid to our named executive officers for the year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11634</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11634</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Homes 4 Rent</inf:issuerName><inf:cusip>02665T306</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve American Homes 4 Rent'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1426154</inf:sharesVoted><inf:sharesOnLoan>64000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1426154</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American International Group, Inc.</inf:issuerName><inf:cusip>026874784</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1048385</inf:sharesVoted><inf:sharesOnLoan>40000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1048385</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American International Group, Inc.</inf:issuerName><inf:cusip>026874784</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on the Frequency of Future Executive Compensation Votes.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1048385</inf:sharesVoted><inf:sharesOnLoan>40000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>1048385</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Tower Corporation</inf:issuerName><inf:cusip>03027X100</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1576700</inf:sharesVoted><inf:sharesOnLoan>26800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1576700</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>American Water Works Company, Inc.</inf:issuerName><inf:cusip>030420103</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>508059</inf:sharesVoted><inf:sharesOnLoan>427581</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>508059</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Americold Realty Trust</inf:issuerName><inf:cusip>03064D108</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>496421</inf:sharesVoted><inf:sharesOnLoan>6500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>496421</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ameriprise Financial, Inc.</inf:issuerName><inf:cusip>03076C106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve the compensation of the named executive officers by a nonbinding advisory vote.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>142329</inf:sharesVoted><inf:sharesOnLoan>32740</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>142329</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AMETEK, Inc.</inf:issuerName><inf:cusip>031100100</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approval, by advisory vote, of the compensation of AMETEK, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>452306</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>452306</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amgen Inc.</inf:issuerName><inf:cusip>031162100</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve Our Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1001933</inf:sharesVoted><inf:sharesOnLoan>1330732</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1001933</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Amphenol Corporation</inf:issuerName><inf:cusip>032095101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve compensation of named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5365783</inf:sharesVoted><inf:sharesOnLoan>349200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5365783</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Analog Devices, Inc.</inf:issuerName><inf:cusip>032654105</inf:cusip><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1498974</inf:sharesVoted><inf:sharesOnLoan>81197</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1498974</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Annaly Capital Management, Inc.</inf:issuerName><inf:cusip>035710839</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>409681</inf:sharesVoted><inf:sharesOnLoan>400477</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>409681</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ANSYS, Inc.</inf:issuerName><inf:cusip>03662Q105</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>386696</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>386696</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Antero Midstream Corporation</inf:issuerName><inf:cusip>03676B102</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Antero Resources Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>468800</inf:sharesVoted><inf:sharesOnLoan>112511</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>468800</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Antero Resources Corporation</inf:issuerName><inf:cusip>03674X106</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Antero Resources Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>393967</inf:sharesVoted><inf:sharesOnLoan>80969</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>393967</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aon plc</inf:issuerName><inf:cusip>G0403H108</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>632659</inf:sharesVoted><inf:sharesOnLoan>200100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>632659</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>APA Corporation</inf:issuerName><inf:cusip>03743Q108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Compensation of APA'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19334</inf:sharesVoted><inf:sharesOnLoan>570377</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19334</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apartment Investment and Management Company</inf:issuerName><inf:cusip>03748R747</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10498</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10498</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apellis Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>03753U106</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To hold an advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>95341</inf:sharesVoted><inf:sharesOnLoan>31365</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>95341</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apellis Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>03753U106</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To hold an advisory vote on the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>95341</inf:sharesVoted><inf:sharesOnLoan>31365</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>95341</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>APi Group Corporation</inf:issuerName><inf:cusip>00187Y100</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>225175</inf:sharesVoted><inf:sharesOnLoan>130216</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>225175</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apple Hospitality REIT, Inc.</inf:issuerName><inf:cusip>03784Y200</inf:cusip><inf:meetingDate>05/19/2025</inf:meetingDate><inf:voteDescription>Approval on an advisory basis of executive compensation paid by the Company.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>17489</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>17489</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Apple Inc.</inf:issuerName><inf:cusip>037833100</inf:cusip><inf:meetingDate>02/25/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>39083097</inf:sharesVoted><inf:sharesOnLoan>2708587</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>39083097</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Applied Industrial Technologies, Inc.</inf:issuerName><inf:cusip>03820C105</inf:cusip><inf:meetingDate>10/22/2024</inf:meetingDate><inf:voteDescription>Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>38872</inf:sharesVoted><inf:sharesOnLoan>31386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>38872</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Applied Materials, Inc.</inf:issuerName><inf:cusip>038222105</inf:cusip><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1685144</inf:sharesVoted><inf:sharesOnLoan>244080</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1685144</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AptarGroup, Inc.</inf:issuerName><inf:cusip>038336103</inf:cusip><inf:meetingDate>05/07/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48968</inf:sharesVoted><inf:sharesOnLoan>62699</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>48968</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aptiv PLC</inf:issuerName><inf:cusip>G3265R107</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Say-on-Pay - To approve, by advisory vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>42758</inf:sharesVoted><inf:sharesOnLoan>355993</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>42758</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aramark</inf:issuerName><inf:cusip>03852U106</inf:cusip><inf:meetingDate>01/24/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, the compensation paid to the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>214083</inf:sharesVoted><inf:sharesOnLoan>245109</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>214083</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arcadium Lithium plc</inf:issuerName><inf:cusip>G0508H110</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>Advisory (non-binding) approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>227582</inf:sharesVoted><inf:sharesOnLoan>856260</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>227582</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arcadium Lithium plc</inf:issuerName><inf:cusip>G0508H110</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>Proposal to recommend by non-binding vote, the frequency of shareholder advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>227582</inf:sharesVoted><inf:sharesOnLoan>856260</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>227582</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arcadium Lithium plc</inf:issuerName><inf:cusip>G0508H201</inf:cusip><inf:meetingDate>12/23/2024</inf:meetingDate><inf:voteDescription>Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>341974</inf:sharesVoted><inf:sharesOnLoan>971434</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>341974</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arch Capital Group Ltd.</inf:issuerName><inf:cusip>G0450A105</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1682974</inf:sharesVoted><inf:sharesOnLoan>2000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1682974</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Archer-Daniels-Midland Company</inf:issuerName><inf:cusip>039483102</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>685451</inf:sharesVoted><inf:sharesOnLoan>136431</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>685451</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ares Management Corporation</inf:issuerName><inf:cusip>03990B101</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>36404</inf:sharesVoted><inf:sharesOnLoan>285322</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>36404</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ares Management Corporation</inf:issuerName><inf:cusip>03990B101</inf:cusip><inf:meetingDate>06/06/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>36404</inf:sharesVoted><inf:sharesOnLoan>285322</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>36404</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arista Networks, Inc.</inf:issuerName><inf:cusip>040413205</inf:cusip><inf:meetingDate>05/30/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2156423</inf:sharesVoted><inf:sharesOnLoan>68957</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2156423</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Armada Hoffler Properties, Inc.</inf:issuerName><inf:cusip>04208T108</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6060</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6060</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Armada Hoffler Properties, Inc.</inf:issuerName><inf:cusip>04208T108</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote on the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6060</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>6060</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Armstrong World Industries, Inc.</inf:issuerName><inf:cusip>04247X102</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, our executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>67135</inf:sharesVoted><inf:sharesOnLoan>17880</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>67135</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arrow Electronics, Inc.</inf:issuerName><inf:cusip>042735100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>51128</inf:sharesVoted><inf:sharesOnLoan>236017</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>51128</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arrowhead Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>04280A100</inf:cusip><inf:meetingDate>03/12/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>56569</inf:sharesVoted><inf:sharesOnLoan>83581</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>56569</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arrowhead Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>04280A100</inf:cusip><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Frequency of Executive Compensation Advisory Votes.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>56569</inf:sharesVoted><inf:sharesOnLoan>83581</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>56569</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Arthur J. Gallagher &amp; Co.</inf:issuerName><inf:cusip>363576109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approval, on an Advisory Basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>525068</inf:sharesVoted><inf:sharesOnLoan>484719</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>525068</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Asbury Automotive Group, Inc.</inf:issuerName><inf:cusip>043436104</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8038</inf:sharesVoted><inf:sharesOnLoan>24545</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8038</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ASGN Incorporated</inf:issuerName><inf:cusip>00191U102</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve named executive officer compensation for the year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>64208</inf:sharesVoted><inf:sharesOnLoan>12245</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>64208</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ashland Inc.</inf:issuerName><inf:cusip>044186104</inf:cusip><inf:meetingDate>01/21/2025</inf:meetingDate><inf:voteDescription>Approval of the non-binding advisory resolution approving the compensation paid to Ashland'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>80864</inf:sharesVoted><inf:sharesOnLoan>16351</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>80864</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aspen Technology, Inc.</inf:issuerName><inf:cusip>29109X106</inf:cusip><inf:meetingDate>12/17/2024</inf:meetingDate><inf:voteDescription>Ratify the appointment of KPMG LLP as our independent registered public accounting firm for fiscal 2025.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2605</inf:sharesVoted><inf:sharesOnLoan>42787</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2605</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Assurant, Inc.</inf:issuerName><inf:cusip>04621X108</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>234173</inf:sharesVoted><inf:sharesOnLoan>19135</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>234173</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Assured Guaranty Ltd.</inf:issuerName><inf:cusip>G0585R106</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>181558</inf:sharesVoted><inf:sharesOnLoan>27446</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>181558</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AT&amp;T Inc.</inf:issuerName><inf:cusip>00206R102</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22184168</inf:sharesVoted><inf:sharesOnLoan>1262100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22184168</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ATI Inc.</inf:issuerName><inf:cusip>01741R102</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>111018</inf:sharesVoted><inf:sharesOnLoan>44266</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>111018</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Atkore Inc.</inf:issuerName><inf:cusip>047649108</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>The non-binding advisory vote approving executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7115</inf:sharesVoted><inf:sharesOnLoan>63002</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7115</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Atlassian Corporation</inf:issuerName><inf:cusip>049468101</inf:cusip><inf:meetingDate>12/11/2024</inf:meetingDate><inf:voteDescription>An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>255961</inf:sharesVoted><inf:sharesOnLoan>19101</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>255961</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Atmos Energy Corporation</inf:issuerName><inf:cusip>049560105</inf:cusip><inf:meetingDate>02/05/2025</inf:meetingDate><inf:voteDescription>Proposal for an advisory vote by shareholders to approve the compensation of the Company's named executive officers for fiscal 2024 ("Say-on-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>199021</inf:sharesVoted><inf:sharesOnLoan>483715</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>199021</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Aurora Innovation, Inc.</inf:issuerName><inf:cusip>051774107</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1429051</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1429051</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autodesk, Inc.</inf:issuerName><inf:cusip>052769106</inf:cusip><inf:meetingDate>07/16/2024</inf:meetingDate><inf:voteDescription>Approve, on an advisory (non-binding) basis, the compensation of Autodesk, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>505856</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>505856</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autodesk, Inc.</inf:issuerName><inf:cusip>052769106</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory (non-binding) basis, the compensation of Autodesk, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1132195</inf:sharesVoted><inf:sharesOnLoan>1</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1132195</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Autoliv, Inc.</inf:issuerName><inf:cusip>052800109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Autoliv, Inc.'s 2024 Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>23951</inf:sharesVoted><inf:sharesOnLoan>98178</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>23951</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Automatic Data Processing, Inc.</inf:issuerName><inf:cusip>053015103</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1697575</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1697575</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AutoNation, Inc.</inf:issuerName><inf:cusip>05329W102</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24339</inf:sharesVoted><inf:sharesOnLoan>23817</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>24339</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AutoZone, Inc.</inf:issuerName><inf:cusip>053332102</inf:cusip><inf:meetingDate>12/18/2024</inf:meetingDate><inf:voteDescription>Approval of an advisory vote on the compensation of named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25852</inf:sharesVoted><inf:sharesOnLoan>56205</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>25852</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AvalonBay Communities, Inc.</inf:issuerName><inf:cusip>053484101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>187372</inf:sharesVoted><inf:sharesOnLoan>166914</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>187372</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Avantor, Inc.</inf:issuerName><inf:cusip>05352A100</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve, on an Advisory Basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>714790</inf:sharesVoted><inf:sharesOnLoan>378048</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>714790</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Avery Dennison Corporation</inf:issuerName><inf:cusip>053611109</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10634</inf:sharesVoted><inf:sharesOnLoan>123625</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10634</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Avient Corporation</inf:issuerName><inf:cusip>05368V106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>68634</inf:sharesVoted><inf:sharesOnLoan>77753</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>68634</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Avnet, Inc.</inf:issuerName><inf:cusip>053807103</inf:cusip><inf:meetingDate>11/22/2024</inf:meetingDate><inf:voteDescription>Advisory vote on named executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>136783</inf:sharesVoted><inf:sharesOnLoan>324019</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>136783</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Axalta Coating Systems Ltd.</inf:issuerName><inf:cusip>G0750C108</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>316495</inf:sharesVoted><inf:sharesOnLoan>58224</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>316495</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Axcelis Technologies, Inc.</inf:issuerName><inf:cusip>054540208</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An advisory vote on the approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>57261</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>57261</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AXIS Capital Holdings Limited</inf:issuerName><inf:cusip>G0692U109</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>361319</inf:sharesVoted><inf:sharesOnLoan>1000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>361319</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Axon Enterprise, Inc.</inf:issuerName><inf:cusip>05464C101</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>67979</inf:sharesVoted><inf:sharesOnLoan>44504</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>67979</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Azenta, Inc.</inf:issuerName><inf:cusip>114340102</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>To approve by a non-binding advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1877</inf:sharesVoted><inf:sharesOnLoan>67089</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1877</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Badger Meter, Inc.</inf:issuerName><inf:cusip>056525108</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10429</inf:sharesVoted><inf:sharesOnLoan>37294</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10429</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Baker Hughes Company</inf:issuerName><inf:cusip>05722G100</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>An advisory vote related to the Company's executive compensation program</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1217145</inf:sharesVoted><inf:sharesOnLoan>450800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1217145</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Balchem Corporation</inf:issuerName><inf:cusip>057665200</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory approval 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>95325</inf:sharesVoted><inf:sharesOnLoan>5598</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>95325</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ball Corporation</inf:issuerName><inf:cusip>058498106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Approve, by non-binding vote, the compensation paid to the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>82373</inf:sharesVoted><inf:sharesOnLoan>427158</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>82373</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bank of America Corporation</inf:issuerName><inf:cusip>060505104</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16586021</inf:sharesVoted><inf:sharesOnLoan>594400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>16586021</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bank of Hawaii Corporation</inf:issuerName><inf:cusip>062540109</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Say On Pay - An Advisory Vote On Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1955</inf:sharesVoted><inf:sharesOnLoan>56701</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1955</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bank OZK</inf:issuerName><inf:cusip>06417N103</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory, non-binding basis, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70747</inf:sharesVoted><inf:sharesOnLoan>145037</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>70747</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bath &amp; Body Works, Inc.</inf:issuerName><inf:cusip>070830104</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>293482</inf:sharesVoted><inf:sharesOnLoan>60729</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>293482</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Baxter International Inc.</inf:issuerName><inf:cusip>071813109</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation for 2024</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>140166</inf:sharesVoted><inf:sharesOnLoan>2148402</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>140166</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Becton, Dickinson and Company</inf:issuerName><inf:cusip>075887109</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1313871</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1313871</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BeiGene, Ltd.</inf:issuerName><inf:isin>KYG1146Y1017</inf:isin><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>That, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, be and is hereby approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1147900</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1147900</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Belden Inc.</inf:issuerName><inf:cusip>077454106</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>42164</inf:sharesVoted><inf:sharesOnLoan>29873</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>42164</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BellRing Brands, Inc.</inf:issuerName><inf:cusip>07831C103</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>219840</inf:sharesVoted><inf:sharesOnLoan>15000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>219840</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bentley Systems, Incorporated</inf:issuerName><inf:cusip>08265T208</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>398962</inf:sharesVoted><inf:sharesOnLoan>266558</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>398962</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Berry Global Group, Inc.</inf:issuerName><inf:cusip>08579W103</inf:cusip><inf:meetingDate>02/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory, non-binding basis, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20116</inf:sharesVoted><inf:sharesOnLoan>192095</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>20116</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Berry Global Group, Inc.</inf:issuerName><inf:cusip>08579W103</inf:cusip><inf:meetingDate>02/05/2025</inf:meetingDate><inf:voteDescription>To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20116</inf:sharesVoted><inf:sharesOnLoan>192095</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>20116</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Berry Global Group, Inc.</inf:issuerName><inf:cusip>08579W103</inf:cusip><inf:meetingDate>02/25/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry s named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the Berry Advisory Compensation Proposal.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8116</inf:sharesVoted><inf:sharesOnLoan>204095</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8116</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Best Buy Co., Inc.</inf:issuerName><inf:cusip>086516101</inf:cusip><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>To approve in a non-binding advisory vote 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>252348</inf:sharesVoted><inf:sharesOnLoan>229207</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>252348</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BILL Holdings, Inc.</inf:issuerName><inf:cusip>090043100</inf:cusip><inf:meetingDate>12/05/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>152073</inf:sharesVoted><inf:sharesOnLoan>16517</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>152073</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bio-Techne Corporation</inf:issuerName><inf:cusip>09073M104</inf:cusip><inf:meetingDate>10/24/2024</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation of our executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26380</inf:sharesVoted><inf:sharesOnLoan>181400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>26380</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Biogen Inc.</inf:issuerName><inf:cusip>09062X103</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Say on Pay - To hold an advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>382488</inf:sharesVoted><inf:sharesOnLoan>5000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>382488</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BioMarin Pharmaceutical Inc.</inf:issuerName><inf:cusip>09061G101</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>623928</inf:sharesVoted><inf:sharesOnLoan>232579</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>623928</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BJ's Wholesale Club Holdings, Inc.</inf:issuerName><inf:cusip>05550J101</inf:cusip><inf:meetingDate>06/19/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>423859</inf:sharesVoted><inf:sharesOnLoan>152594</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>423859</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Black Hills Corporation</inf:issuerName><inf:cusip>092113109</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory Resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>311660</inf:sharesVoted><inf:sharesOnLoan>36181</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>311660</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Blackbaud, Inc.</inf:issuerName><inf:cusip>09227Q100</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve The 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>200796</inf:sharesVoted><inf:sharesOnLoan>11668</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>200796</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BlackLine, Inc.</inf:issuerName><inf:cusip>09239B109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12192</inf:sharesVoted><inf:sharesOnLoan>92372</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12192</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BlackLine, Inc.</inf:issuerName><inf:cusip>09239B109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, on the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12192</inf:sharesVoted><inf:sharesOnLoan>92372</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>12192</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BlackRock, Inc.</inf:issuerName><inf:cusip>09290D101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>207550</inf:sharesVoted><inf:sharesOnLoan>31801</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>207550</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Blackstone Mortgage Trust, Inc.</inf:issuerName><inf:cusip>09257W100</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5401</inf:sharesVoted><inf:sharesOnLoan>226095</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5401</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Blackstone Mortgage Trust, Inc.</inf:issuerName><inf:cusip>09257W100</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>Frequency of Advisory Vote on Executive Compensation: To approve in a non-binding, advisory vote, whether a stockholder vote to approve the compensation of our named executive officers should occur every one, two or three years.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5401</inf:sharesVoted><inf:sharesOnLoan>226095</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>5401</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Block, Inc.</inf:issuerName><inf:cusip>852234103</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>665145</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>665145</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28649</inf:sharesVoted><inf:sharesOnLoan>586179</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>28649</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28649</inf:sharesVoted><inf:sharesOnLoan>586179</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>28649</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Blueprint Medicines Corporation</inf:issuerName><inf:cusip>09627Y109</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5023</inf:sharesVoted><inf:sharesOnLoan>72623</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5023</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boise Cascade Company</inf:issuerName><inf:cusip>09739D100</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote approving the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27470</inf:sharesVoted><inf:sharesOnLoan>37131</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>27470</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Booking Holdings Inc.</inf:issuerName><inf:cusip>09857L108</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>80150</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>80150</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Booz Allen Hamilton Holding Corporation</inf:issuerName><inf:cusip>099502106</inf:cusip><inf:meetingDate>07/24/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>699081</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>699081</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BorgWarner Inc.</inf:issuerName><inf:cusip>099724106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>190991</inf:sharesVoted><inf:sharesOnLoan>235808</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>190991</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boston Scientific Corporation</inf:issuerName><inf:cusip>101137107</inf:cusip><inf:meetingDate>05/01/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3785762</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3785762</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Box, Inc.</inf:issuerName><inf:cusip>10316T104</inf:cusip><inf:meetingDate>07/02/2024</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>133630</inf:sharesVoted><inf:sharesOnLoan>674052</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>133630</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Box, Inc.</inf:issuerName><inf:cusip>10316T104</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>299836</inf:sharesVoted><inf:sharesOnLoan>324716</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>299836</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Boyd Gaming Corporation</inf:issuerName><inf:cusip>103304101</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15754</inf:sharesVoted><inf:sharesOnLoan>148636</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15754</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Brandywine Realty Trust</inf:issuerName><inf:cusip>105368203</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Provide a non-binding, advisory vote on our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12919</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12919</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bright Horizons Family Solutions Inc.</inf:issuerName><inf:cusip>109194100</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 2024 compensation paid by the Company to its Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70619</inf:sharesVoted><inf:sharesOnLoan>21381</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>70619</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Brighthouse Financial, Inc.</inf:issuerName><inf:cusip>10922N103</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation paid to Brighthouse Financial'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>58694</inf:sharesVoted><inf:sharesOnLoan>39298</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>58694</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bristol-Myers Squibb Company</inf:issuerName><inf:cusip>110122108</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4888540</inf:sharesVoted><inf:sharesOnLoan>1691373</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4888540</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Brixmor Property Group Inc.</inf:issuerName><inf:cusip>11120U105</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>505014</inf:sharesVoted><inf:sharesOnLoan>78864</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>505014</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadcom Inc.</inf:issuerName><inf:cusip>11135F101</inf:cusip><inf:meetingDate>04/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12682474</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12682474</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadridge Financial Solutions, Inc.</inf:issuerName><inf:cusip>11133T103</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the Company's Named Executive Officers (the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>563363</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>563363</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Broadstone Net Lease, Inc.</inf:issuerName><inf:cusip>11135E203</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers as described in the Company's 2025 proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>186170</inf:sharesVoted><inf:sharesOnLoan>142427</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>186170</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Brown &amp; Brown, Inc.</inf:issuerName><inf:cusip>115236101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1050623</inf:sharesVoted><inf:sharesOnLoan>43818</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1050623</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bruker Corporation</inf:issuerName><inf:cusip>116794108</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval on an advisory basis of the 2024 compensation of our named executive officers, as discussed 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>112892</inf:sharesVoted><inf:sharesOnLoan>35818</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>112892</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Brunswick Corporation</inf:issuerName><inf:cusip>117043109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>46756</inf:sharesVoted><inf:sharesOnLoan>74210</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>46756</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Builders FirstSource, Inc.</inf:issuerName><inf:cusip>12008R107</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the compensation of the named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14178</inf:sharesVoted><inf:sharesOnLoan>179744</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14178</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Bunge Global SA</inf:issuerName><inf:cusip>H11356104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation Under U.S. Securities Law Requirements.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>312536</inf:sharesVoted><inf:sharesOnLoan>92389</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>312536</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Burlington Stores, Inc.</inf:issuerName><inf:cusip>122017106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>46859</inf:sharesVoted><inf:sharesOnLoan>101196</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>46859</inf:sharesVoted><inf:managementRecommendation>FOR</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>294026</inf:sharesVoted><inf:sharesOnLoan>26549</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>294026</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BXP, Inc.</inf:issuerName><inf:cusip>101121101</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding, advisory resolution, the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>68853</inf:sharesVoted><inf:sharesOnLoan>248735</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>68853</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>C.H. Robinson Worldwide, Inc.</inf:issuerName><inf:cusip>12541W209</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>487703</inf:sharesVoted><inf:sharesOnLoan>60154</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>487703</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cabot Corporation</inf:issuerName><inf:cusip>127055101</inf:cusip><inf:meetingDate>03/13/2025</inf:meetingDate><inf:voteDescription>To approve in an advisory vote, Cabot's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20105</inf:sharesVoted><inf:sharesOnLoan>80981</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>20105</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CACI International Inc</inf:issuerName><inf:cusip>127190304</inf:cusip><inf:meetingDate>10/17/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>116263</inf:sharesVoted><inf:sharesOnLoan>500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>116263</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cadence Bank</inf:issuerName><inf:cusip>12740C103</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote Regarding the Compensation of the Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>152344</inf:sharesVoted><inf:sharesOnLoan>141501</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>152344</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cadence Design Systems, Inc.</inf:issuerName><inf:cusip>127387108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>957512</inf:sharesVoted><inf:sharesOnLoan>218000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>957512</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Caesars Entertainment, Inc.</inf:issuerName><inf:cusip>12769G100</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Company Proposal: Advisory Vote To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29081</inf:sharesVoted><inf:sharesOnLoan>304727</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>29081</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Camden Property Trust</inf:issuerName><inf:cusip>133131102</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Approval, by an advisory vote, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>272075</inf:sharesVoted><inf:sharesOnLoan>1710</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>272075</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Campbell Soup Company</inf:issuerName><inf:cusip>134429109</inf:cusip><inf:meetingDate>11/19/2024</inf:meetingDate><inf:voteDescription>To vote on an advisory resolution to approve the fiscal 2024 compensation of our named executive officers, commonly referred to as a "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>41063</inf:sharesVoted><inf:sharesOnLoan>879487</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>41063</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Capital One Financial Corporation</inf:issuerName><inf:cusip>14040H105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote on our Named Executive Officer 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>561698</inf:sharesVoted><inf:sharesOnLoan>180706</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>561698</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Capri Holdings Limited</inf:issuerName><inf:cusip>G1890L107</inf:cusip><inf:meetingDate>09/04/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>187477</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>187477</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cardinal Health, Inc.</inf:issuerName><inf:cusip>14149Y108</inf:cusip><inf:meetingDate>11/06/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1499010</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1499010</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CareTrust REIT, Inc.</inf:issuerName><inf:cusip>14174T107</inf:cusip><inf:meetingDate>04/29/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14330</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>14330</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carlisle Companies Incorporated</inf:issuerName><inf:cusip>142339100</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's named executive officer compensation in 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>61869</inf:sharesVoted><inf:sharesOnLoan>32350</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>61869</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CarMax, Inc.</inf:issuerName><inf:cusip>143130102</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>To approve, in an advisory (non-binding) vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19526</inf:sharesVoted><inf:sharesOnLoan>242985</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19526</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName><inf:cusip>143658300</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3074746</inf:sharesVoted><inf:sharesOnLoan>293980</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3074746</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName><inf:isin>GB0031215220</inf:isin><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To hold a (non-binding advisory) vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>213803</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>213803</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName><inf:cusip>14365C103</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>13860</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>13860</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carrier Global Corporation</inf:issuerName><inf:cusip>14448C104</inf:cusip><inf:meetingDate>04/09/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>836735</inf:sharesVoted><inf:sharesOnLoan>459801</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>836735</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carvana Co.</inf:issuerName><inf:cusip>146869102</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>177406</inf:sharesVoted><inf:sharesOnLoan>6600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>177406</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Carvana Co.</inf:issuerName><inf:cusip>146869102</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>177406</inf:sharesVoted><inf:sharesOnLoan>6600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>177406</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Casella Waste Systems, Inc.</inf:issuerName><inf:cusip>147448104</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, in an advisory "say-on-pay 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10418</inf:sharesVoted><inf:sharesOnLoan>239795</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10418</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Casey's General Stores, Inc.</inf:issuerName><inf:cusip>147528103</inf:cusip><inf:meetingDate>08/28/2024</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>181548</inf:sharesVoted><inf:sharesOnLoan>13558</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>181548</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Caterpillar Inc.</inf:issuerName><inf:cusip>149123101</inf:cusip><inf:meetingDate>06/11/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>826424</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>826424</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CAVA Group, Inc.</inf:issuerName><inf:cusip>148929102</inf:cusip><inf:meetingDate>06/20/2025</inf:meetingDate><inf:voteDescription>Approval of, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>115959</inf:sharesVoted><inf:sharesOnLoan>10500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>115959</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CAVA Group, Inc.</inf:issuerName><inf:cusip>148929102</inf:cusip><inf:meetingDate>06/20/2025</inf:meetingDate><inf:voteDescription>Approval of, on an advisory basis, the frequency of future advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>115959</inf:sharesVoted><inf:sharesOnLoan>10500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>115959</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cboe Global Markets, Inc.</inf:issuerName><inf:cusip>12503M108</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Approve, in a non-binding resolution, the compensation paid to our executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>467285</inf:sharesVoted><inf:sharesOnLoan>32100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>467285</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CBRE Group, Inc.</inf:issuerName><inf:cusip>12504L109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve named executive officer compensation for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>570194</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>570194</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CDW Corporation</inf:issuerName><inf:cusip>12514G108</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>457033</inf:sharesVoted><inf:sharesOnLoan>112506</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>457033</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Celanese Corporation</inf:issuerName><inf:cusip>150870103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>65176</inf:sharesVoted><inf:sharesOnLoan>125468</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>65176</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Celestica Inc.</inf:issuerName><inf:cusip>15101Q207</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Celestica 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>81870</inf:sharesVoted><inf:sharesOnLoan>118944</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>81870</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Celestica Inc.</inf:issuerName><inf:cusip>15101Q207</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>81870</inf:sharesVoted><inf:sharesOnLoan>118944</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>81870</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Celsius Holdings, Inc.</inf:issuerName><inf:cusip>15118V207</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay);</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7205</inf:sharesVoted><inf:sharesOnLoan>213263</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7205</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Celsius Holdings, Inc.</inf:issuerName><inf:cusip>15118V207</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency);</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7205</inf:sharesVoted><inf:sharesOnLoan>213263</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>7205</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cencora, Inc.</inf:issuerName><inf:cusip>03073E105</inf:cusip><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the fiscal 2024 compensation of Cencora, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>99209</inf:sharesVoted><inf:sharesOnLoan>712311</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>99209</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Centene Corporation</inf:issuerName><inf:cusip>15135B101</inf:cusip><inf:meetingDate>05/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1931457</inf:sharesVoted><inf:sharesOnLoan>100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1931457</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CenterPoint Energy, Inc.</inf:issuerName><inf:cusip>15189T107</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>Approve the advisory resolution on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>76190</inf:sharesVoted><inf:sharesOnLoan>2833518</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>76190</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Centerspace</inf:issuerName><inf:cusip>15202L107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1263</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1263</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CF Industries Holdings, Inc.</inf:issuerName><inf:cusip>125269100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of CF Industries Holdings, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>106213</inf:sharesVoted><inf:sharesOnLoan>215150</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>106213</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ChampionX Corporation</inf:issuerName><inf:cusip>15872M104</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Compensation of ChampionX's Named Executive Officers for 2024</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>248158</inf:sharesVoted><inf:sharesOnLoan>46116</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>248158</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Charles River Laboratories International, Inc.</inf:issuerName><inf:cusip>159864107</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of 2024 Executive Officer Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10256</inf:sharesVoted><inf:sharesOnLoan>74658</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10256</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chart Industries, Inc.</inf:issuerName><inf:cusip>16115Q308</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20034</inf:sharesVoted><inf:sharesOnLoan>50168</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>20034</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chemed Corporation</inf:issuerName><inf:cusip>16359R103</inf:cusip><inf:meetingDate>05/19/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>66302</inf:sharesVoted><inf:sharesOnLoan>3285</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>66302</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cheniere Energy, Inc.</inf:issuerName><inf:cusip>16411R208</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>568411</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>568411</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chevron Corporation</inf:issuerName><inf:cusip>166764100</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>158146</inf:sharesVoted><inf:sharesOnLoan>2653389</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>158146</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chipotle Mexican Grill, Inc.</inf:issuerName><inf:cusip>169656105</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1601835</inf:sharesVoted><inf:sharesOnLoan>480500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1601835</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Choice Hotels International, Inc.</inf:issuerName><inf:cusip>169905106</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory approval 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2325</inf:sharesVoted><inf:sharesOnLoan>43790</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2325</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chord Energy Corporation</inf:issuerName><inf:cusip>674215207</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>52212</inf:sharesVoted><inf:sharesOnLoan>55192</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>52212</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Chubb Limited</inf:issuerName><inf:cusip>H1467J104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve executive compensation under U.S. securities law requirements</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1342541</inf:sharesVoted><inf:sharesOnLoan>10100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1342541</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Church &amp; Dwight Co., Inc.</inf:issuerName><inf:cusip>171340102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1103667</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1103667</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Churchill Downs Incorporated</inf:issuerName><inf:cusip>171484108</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>82906</inf:sharesVoted><inf:sharesOnLoan>36290</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>82906</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ciena Corporation</inf:issuerName><inf:cusip>171779309</inf:cusip><inf:meetingDate>03/27/2025</inf:meetingDate><inf:voteDescription>Advisory vote on our named executive officer compensation, as described in the proxy materials.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>169648</inf:sharesVoted><inf:sharesOnLoan>52033</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>169648</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cincinnati Financial Corporation</inf:issuerName><inf:cusip>172062101</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>A nonbinding proposal to approve compensation for 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>679919</inf:sharesVoted><inf:sharesOnLoan>800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>679919</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cintas Corporation</inf:issuerName><inf:cusip>172908105</inf:cusip><inf:meetingDate>10/29/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>163792</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>163792</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cirrus Logic, Inc.</inf:issuerName><inf:cusip>172755100</inf:cusip><inf:meetingDate>07/26/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>92130</inf:sharesVoted><inf:sharesOnLoan>19202</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>92130</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cisco Systems, Inc.</inf:issuerName><inf:cusip>17275R102</inf:cusip><inf:meetingDate>12/09/2024</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16776477</inf:sharesVoted><inf:sharesOnLoan>160767</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>16776477</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3302481</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3302481</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Citizens Financial Group, Inc.</inf:issuerName><inf:cusip>174610105</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote On Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>574629</inf:sharesVoted><inf:sharesOnLoan>125746</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>574629</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Civitas Resources, Inc.</inf:issuerName><inf:cusip>17888H103</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12929</inf:sharesVoted><inf:sharesOnLoan>155990</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12929</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Clarivate Plc</inf:issuerName><inf:cusip>G21810109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory, non-binding basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>54986</inf:sharesVoted><inf:sharesOnLoan>635846</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>54986</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Clean Harbors, Inc.</inf:issuerName><inf:cusip>184496107</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve on a non-binding, advisory basis, the compensation of the Company's named executive officers as described in the Company s definitive proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>83775</inf:sharesVoted><inf:sharesOnLoan>14901</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>83775</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cleveland-Cliffs Inc.</inf:issuerName><inf:cusip>185899101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>257102</inf:sharesVoted><inf:sharesOnLoan>516413</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>257102</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cloudflare, Inc.</inf:issuerName><inf:cusip>18915M107</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>332175</inf:sharesVoted><inf:sharesOnLoan>176226</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>332175</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CME Group Inc.</inf:issuerName><inf:cusip>12572Q105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1663439</inf:sharesVoted><inf:sharesOnLoan>2100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1663439</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CMS Energy Corporation</inf:issuerName><inf:cusip>125896100</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1138408</inf:sharesVoted><inf:sharesOnLoan>229703</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1138408</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CNH Industrial N.V.</inf:issuerName><inf:cusip>N20944109</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>Approval of executive compensation ("Say on Pay") (advisory voting item)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>290110</inf:sharesVoted><inf:sharesOnLoan>1193652</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>290110</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CNO Financial Group, Inc.</inf:issuerName><inf:cusip>12621E103</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory vote, of the executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>109501</inf:sharesVoted><inf:sharesOnLoan>53078</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>109501</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cognex Corporation</inf:issuerName><inf:cusip>192422103</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ( say-on-pay ).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>68314</inf:sharesVoted><inf:sharesOnLoan>165487</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>68314</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cognizant Technology Solutions Corporation</inf:issuerName><inf:cusip>192446102</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2324795</inf:sharesVoted><inf:sharesOnLoan>767906</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2324795</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coherent Corp.</inf:issuerName><inf:cusip>19247G107</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>119684</inf:sharesVoted><inf:sharesOnLoan>46817</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>119684</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coinbase Global, Inc.</inf:issuerName><inf:cusip>19260Q107</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>236635</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>236635</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Colgate-Palmolive Company</inf:issuerName><inf:cusip>194162103</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4033964</inf:sharesVoted><inf:sharesOnLoan>234600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4033964</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Columbia Banking System, Inc.</inf:issuerName><inf:cusip>197236102</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Columbia Banking System, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1392</inf:sharesVoted><inf:sharesOnLoan>268189</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1392</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Comcast Corporation</inf:issuerName><inf:cusip>20030N101</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12006031</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12006031</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Comerica Incorporated</inf:issuerName><inf:cusip>200340107</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>181002</inf:sharesVoted><inf:sharesOnLoan>39144</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>181002</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Comfort Systems USA, Inc.</inf:issuerName><inf:cusip>199908104</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7035</inf:sharesVoted><inf:sharesOnLoan>56532</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7035</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Commerce Bancshares, Inc.</inf:issuerName><inf:cusip>200525103</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>104821</inf:sharesVoted><inf:sharesOnLoan>96860</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>104821</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Commercial Metals Company</inf:issuerName><inf:cusip>201723103</inf:cusip><inf:meetingDate>01/15/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>236981</inf:sharesVoted><inf:sharesOnLoan>14000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>236981</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Community Financial System, Inc.</inf:issuerName><inf:cusip>203607106</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29168</inf:sharesVoted><inf:sharesOnLoan>62843</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>29168</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Conagra Brands, Inc.</inf:issuerName><inf:cusip>205887102</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1537279</inf:sharesVoted><inf:sharesOnLoan>721700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1537279</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Concentrix Corporation</inf:issuerName><inf:cusip>20602D101</inf:cusip><inf:meetingDate>03/25/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9552</inf:sharesVoted><inf:sharesOnLoan>70676</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>9552</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Confluent, Inc.</inf:issuerName><inf:cusip>20717M103</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>89899</inf:sharesVoted><inf:sharesOnLoan>194736</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>89899</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ConocoPhillips</inf:issuerName><inf:cusip>20825C104</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2305371</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2305371</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Consolidated Edison, Inc.</inf:issuerName><inf:cusip>209115104</inf:cusip><inf:meetingDate>05/19/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1574708</inf:sharesVoted><inf:sharesOnLoan>24088</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1574708</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Constellation Brands, Inc.</inf:issuerName><inf:cusip>21036P108</inf:cusip><inf:meetingDate>07/17/2024</inf:meetingDate><inf:voteDescription>To approve, by an advisory vote, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>310584</inf:sharesVoted><inf:sharesOnLoan>397157</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>310584</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Constellation Energy Corporation</inf:issuerName><inf:cusip>21037T109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>498069</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>498069</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Copart, Inc.</inf:issuerName><inf:cusip>217204106</inf:cusip><inf:meetingDate>12/06/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1176569</inf:sharesVoted><inf:sharesOnLoan>331701</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1176569</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>COPT Defense Properties</inf:issuerName><inf:cusip>22002T108</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8626</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8626</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Core &amp; Main, Inc.</inf:issuerName><inf:cusip>21874C102</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Core &amp; Main'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>43282</inf:sharesVoted><inf:sharesOnLoan>293360</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>43282</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corebridge Financial, Inc.</inf:issuerName><inf:cusip>21871X109</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Approve the 2024 compensation of Corebridge's named executive officers on an advisory basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>365739</inf:sharesVoted><inf:sharesOnLoan>91327</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>365739</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corning Incorporated</inf:issuerName><inf:cusip>219350105</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory approval of our 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3440902</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3440902</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corpay Inc.</inf:issuerName><inf:cusip>219948106</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>44265</inf:sharesVoted><inf:sharesOnLoan>78706</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>44265</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Corteva, Inc.</inf:issuerName><inf:cusip>22052L104</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>786796</inf:sharesVoted><inf:sharesOnLoan>367615</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>786796</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CoStar Group, Inc.</inf:issuerName><inf:cusip>22160N109</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>300992</inf:sharesVoted><inf:sharesOnLoan>335073</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>300992</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Costco Wholesale Corporation</inf:issuerName><inf:cusip>22160K105</inf:cusip><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1171495</inf:sharesVoted><inf:sharesOnLoan>430249</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1171495</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coterra Energy Inc.</inf:issuerName><inf:cusip>127097103</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>A non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16223</inf:sharesVoted><inf:sharesOnLoan>1128572</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>16223</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Coty Inc.</inf:issuerName><inf:cusip>222070203</inf:cusip><inf:meetingDate>11/07/2024</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>328749</inf:sharesVoted><inf:sharesOnLoan>191330</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>328749</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2092539</inf:sharesVoted><inf:sharesOnLoan>99365</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2092539</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cousins Properties Incorporated</inf:issuerName><inf:cusip>222795502</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>221646</inf:sharesVoted><inf:sharesOnLoan>41629</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>221646</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crane Company</inf:issuerName><inf:cusip>224408104</inf:cusip><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An advisory vote to approve the compensation paid to certain executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>74990</inf:sharesVoted><inf:sharesOnLoan>9820</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>74990</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crane NXT, Co.</inf:issuerName><inf:cusip>224441105</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An advisory vote to approve the compensation paid by the Company to its named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8823</inf:sharesVoted><inf:sharesOnLoan>68612</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8823</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Credit Acceptance Corporation</inf:issuerName><inf:cusip>225310101</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2744</inf:sharesVoted><inf:sharesOnLoan>7200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2744</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH plc</inf:issuerName><inf:cusip>G25508105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1528156</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1528156</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRH plc</inf:issuerName><inf:cusip>G25508105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Consideration of Frequency of Future "Say-on-Pay" Votes</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1528156</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>1528156</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CRISPR Therapeutics AG</inf:issuerName><inf:cusip>H17182108</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1948</inf:sharesVoted><inf:sharesOnLoan>93739</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1948</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crocs, Inc.</inf:issuerName><inf:cusip>227046109</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2913</inf:sharesVoted><inf:sharesOnLoan>98372</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2913</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crown Castle Inc.</inf:issuerName><inf:cusip>22822V101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>The non-binding, advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1981683</inf:sharesVoted><inf:sharesOnLoan>132800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1981683</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Crown Holdings, Inc.</inf:issuerName><inf:cusip>228368106</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approval by advisory vote of the resolution on executive compensation as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19685</inf:sharesVoted><inf:sharesOnLoan>279261</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19685</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CSX Corporation</inf:issuerName><inf:cusip>126408103</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) resolution to approve compensation for 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3390904</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3390904</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CubeSmart</inf:issuerName><inf:cusip>229663109</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To cast an advisory vote to approve our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>316771</inf:sharesVoted><inf:sharesOnLoan>63056</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>316771</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cullen/Frost Bankers, Inc.</inf:issuerName><inf:cusip>229899109</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To provide nonbinding approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15421</inf:sharesVoted><inf:sharesOnLoan>85251</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15421</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cummins Inc.</inf:issuerName><inf:cusip>231021106</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>237976</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>237976</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Curtiss-Wright Corporation</inf:issuerName><inf:cusip>231561101</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>An advisory (non-binding) vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>97306</inf:sharesVoted><inf:sharesOnLoan>12046</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>97306</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CVS Health Corporation</inf:issuerName><inf:cusip>126650100</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2689832</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2689832</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Cytokinetics, Incorporated</inf:issuerName><inf:cusip>23282W605</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Cytokinetics, Incorporated's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1124</inf:sharesVoted><inf:sharesOnLoan>127567</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1124</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>D.R. Horton, Inc.</inf:issuerName><inf:cusip>23331A109</inf:cusip><inf:meetingDate>01/16/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>503773</inf:sharesVoted><inf:sharesOnLoan>458000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>503773</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Danaher Corporation</inf:issuerName><inf:cusip>235851102</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1409504</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1409504</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Darden Restaurants, Inc.</inf:issuerName><inf:cusip>237194105</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>To obtain non-binding advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>165255</inf:sharesVoted><inf:sharesOnLoan>332456</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>165255</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Darling Ingredients Inc.</inf:issuerName><inf:cusip>237266101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve, on an advisory basis, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>108127</inf:sharesVoted><inf:sharesOnLoan>188786</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>108127</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Datadog, Inc.</inf:issuerName><inf:cusip>23804L103</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>369985</inf:sharesVoted><inf:sharesOnLoan>2200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>369985</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DaVita Inc.</inf:issuerName><inf:cusip>23918K108</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5625</inf:sharesVoted><inf:sharesOnLoan>194701</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5625</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dayforce, Inc.</inf:issuerName><inf:cusip>15677J108</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24985</inf:sharesVoted><inf:sharesOnLoan>544431</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>24985</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Deckers Outdoor Corporation</inf:issuerName><inf:cusip>243537107</inf:cusip><inf:meetingDate>09/09/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled Compensation Discussion and Analysis .</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>33112</inf:sharesVoted><inf:sharesOnLoan>16418</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>33112</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Deere &amp; Company</inf:issuerName><inf:cusip>244199105</inf:cusip><inf:meetingDate>02/26/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>470862</inf:sharesVoted><inf:sharesOnLoan>245300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>470862</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dell Technologies Inc.</inf:issuerName><inf:cusip>24703L202</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>256014</inf:sharesVoted><inf:sharesOnLoan>82251</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>256014</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Delta Air Lines, Inc.</inf:issuerName><inf:cusip>247361702</inf:cusip><inf:meetingDate>06/19/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Delta'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1164619</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1164619</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DENTSPLY SIRONA Inc.</inf:issuerName><inf:cusip>24906P109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding vote, of the Company's executive compensation for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>171541</inf:sharesVoted><inf:sharesOnLoan>143460</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>171541</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Devon Energy Corporation</inf:issuerName><inf:cusip>25179M103</inf:cusip><inf:meetingDate>06/04/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>888131</inf:sharesVoted><inf:sharesOnLoan>50478</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>888131</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DexCom, Inc.</inf:issuerName><inf:cusip>252131107</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>606706</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>606706</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Diamondback Energy, Inc.</inf:issuerName><inf:cusip>25278X109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>The 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>235435</inf:sharesVoted><inf:sharesOnLoan>57392</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>235435</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DiamondRock Hospitality Company</inf:issuerName><inf:cusip>252784301</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15817</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15817</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DICK'S Sporting Goods, Inc.</inf:issuerName><inf:cusip>253393102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2025 proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11193</inf:sharesVoted><inf:sharesOnLoan>80486</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11193</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Digital Realty Trust, Inc.</inf:issuerName><inf:cusip>253868103</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>485988</inf:sharesVoted><inf:sharesOnLoan>52133</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>485988</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Diodes Incorporated</inf:issuerName><inf:cusip>254543101</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20434</inf:sharesVoted><inf:sharesOnLoan>41569</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>20434</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Discover Financial Services</inf:issuerName><inf:cusip>254709108</inf:cusip><inf:meetingDate>02/18/2025</inf:meetingDate><inf:voteDescription>Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>730043</inf:sharesVoted><inf:sharesOnLoan>1300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>730043</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DocuSign, Inc.</inf:issuerName><inf:cusip>256163106</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of our named executive officers compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>422833</inf:sharesVoted><inf:sharesOnLoan>99073</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>422833</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dolby Laboratories, Inc.</inf:issuerName><inf:cusip>25659T107</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>272275</inf:sharesVoted><inf:sharesOnLoan>15466</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>272275</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dolby Laboratories, Inc.</inf:issuerName><inf:cusip>25659T107</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the frequency of future advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>272275</inf:sharesVoted><inf:sharesOnLoan>15466</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>272275</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dollar General Corporation</inf:issuerName><inf:cusip>256677105</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>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.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>23958</inf:sharesVoted><inf:sharesOnLoan>348035</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>23958</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dollar Tree, Inc.</inf:issuerName><inf:cusip>256746108</inf:cusip><inf:meetingDate>06/19/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>45954</inf:sharesVoted><inf:sharesOnLoan>285943</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>45954</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dominion Energy, Inc.</inf:issuerName><inf:cusip>25746U109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1084343</inf:sharesVoted><inf:sharesOnLoan>2831116</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1084343</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Domino's Pizza, Inc.</inf:issuerName><inf:cusip>25754A201</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the named executive officers of the Company.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>160568</inf:sharesVoted><inf:sharesOnLoan>5200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>160568</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Donaldson Company, Inc.</inf:issuerName><inf:cusip>257651109</inf:cusip><inf:meetingDate>11/22/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>192421</inf:sharesVoted><inf:sharesOnLoan>27841</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>192421</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DoorDash, Inc.</inf:issuerName><inf:cusip>25809K105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1703126</inf:sharesVoted><inf:sharesOnLoan>51936</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1703126</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DoubleVerify Holdings, Inc.</inf:issuerName><inf:cusip>25862V105</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>169820</inf:sharesVoted><inf:sharesOnLoan>34513</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>169820</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Douglas Emmett, Inc.</inf:issuerName><inf:cusip>25960P109</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>69647</inf:sharesVoted><inf:sharesOnLoan>244845</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>69647</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dover Corporation</inf:issuerName><inf:cusip>260003108</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>50112</inf:sharesVoted><inf:sharesOnLoan>188935</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>50112</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dow Inc.</inf:issuerName><inf:cusip>260557103</inf:cusip><inf:meetingDate>04/10/2025</inf:meetingDate><inf:voteDescription>Advisory Resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>975135</inf:sharesVoted><inf:sharesOnLoan>129788</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>975135</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Doximity, Inc.</inf:issuerName><inf:cusip>26622P107</inf:cusip><inf:meetingDate>08/29/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers in fiscal year 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32720</inf:sharesVoted><inf:sharesOnLoan>166395</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>32720</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DraftKings Inc.</inf:issuerName><inf:cusip>26142V105</inf:cusip><inf:meetingDate>05/19/2025</inf:meetingDate><inf:voteDescription>To conduct a non-binding advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>529555</inf:sharesVoted><inf:sharesOnLoan>26488</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>529555</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dropbox, Inc.</inf:issuerName><inf:cusip>26210C104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>869534</inf:sharesVoted><inf:sharesOnLoan>294131</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>869534</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dropbox, Inc.</inf:issuerName><inf:cusip>26210C104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the frequency of future stockholder advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>869534</inf:sharesVoted><inf:sharesOnLoan>294131</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>869534</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DT Midstream, Inc.</inf:issuerName><inf:cusip>23345M107</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>121223</inf:sharesVoted><inf:sharesOnLoan>298695</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>121223</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DTE Energy Company</inf:issuerName><inf:cusip>233331107</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Provide a nonbinding vote to approve the Company's executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>976259</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>976259</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Duke Energy Corporation</inf:issuerName><inf:cusip>26441C204</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Duke Energy'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3415024</inf:sharesVoted><inf:sharesOnLoan>111131</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3415024</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dun &amp; Bradstreet Holdings, Inc.</inf:issuerName><inf:cusip>26484T106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>855151</inf:sharesVoted><inf:sharesOnLoan>395681</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>855151</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Duolingo, Inc.</inf:issuerName><inf:cusip>26603R106</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22585</inf:sharesVoted><inf:sharesOnLoan>37152</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22585</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DuPont de Nemours, Inc.</inf:issuerName><inf:cusip>26614N102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>546869</inf:sharesVoted><inf:sharesOnLoan>137126</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>546869</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>DXC Technology Company</inf:issuerName><inf:cusip>23355L106</inf:cusip><inf:meetingDate>07/30/2024</inf:meetingDate><inf:voteDescription>Approval, in a non-binding advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70771</inf:sharesVoted><inf:sharesOnLoan>266613</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>70771</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Dynatrace, Inc.</inf:issuerName><inf:cusip>268150109</inf:cusip><inf:meetingDate>08/23/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on the compensation of Dynatrace'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>834812</inf:sharesVoted><inf:sharesOnLoan>257404</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>834812</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>e.l.f. Beauty, Inc.</inf:issuerName><inf:cusip>26856L103</inf:cusip><inf:meetingDate>08/22/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3701</inf:sharesVoted><inf:sharesOnLoan>91906</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3701</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eagle Materials Inc.</inf:issuerName><inf:cusip>26969P108</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>Advisory resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26341</inf:sharesVoted><inf:sharesOnLoan>46863</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>26341</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>East West Bancorp, Inc.</inf:issuerName><inf:cusip>27579R104</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24613</inf:sharesVoted><inf:sharesOnLoan>227666</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>24613</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Easterly Government Properties, Inc.</inf:issuerName><inf:cusip>27616P103</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7389</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7389</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EastGroup Properties Inc.</inf:issuerName><inf:cusip>277276101</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding, advisory vote, the compensation of the Company's Named Executive Officers as described in the Company's definitive proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>35229</inf:sharesVoted><inf:sharesOnLoan>49847</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>35229</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eastman Chemical Company</inf:issuerName><inf:cusip>277432100</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Executive Compensation as Disclosed in Proxy Statement</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>105435</inf:sharesVoted><inf:sharesOnLoan>94812</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>105435</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eaton Corporation plc</inf:issuerName><inf:cusip>G29183103</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Approving, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>655864</inf:sharesVoted><inf:sharesOnLoan>31456</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>655864</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>eBay Inc.</inf:issuerName><inf:cusip>278642103</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Proposal 3 - Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>582080</inf:sharesVoted><inf:sharesOnLoan>289484</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>582080</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ecolab Inc.</inf:issuerName><inf:cusip>278865100</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>774387</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>774387</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Edison International</inf:issuerName><inf:cusip>281020107</inf:cusip><inf:meetingDate>04/24/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1803783</inf:sharesVoted><inf:sharesOnLoan>6000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1803783</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Edwards Lifesciences Corporation</inf:issuerName><inf:cusip>28176E108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>666990</inf:sharesVoted><inf:sharesOnLoan>112000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>666990</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elanco Animal Health Incorporated</inf:issuerName><inf:cusip>28414H103</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>520971</inf:sharesVoted><inf:sharesOnLoan>255831</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>520971</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elanco Animal Health Incorporated</inf:issuerName><inf:cusip>28414H103</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency with which shareholders vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>520971</inf:sharesVoted><inf:sharesOnLoan>255831</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>520971</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elastic N.V.</inf:issuerName><inf:cusip>N14506104</inf:cusip><inf:meetingDate>10/01/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on the compensation of the Company's named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>86911</inf:sharesVoted><inf:sharesOnLoan>49594</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>86911</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Electronic Arts Inc.</inf:issuerName><inf:cusip>285512109</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1295637</inf:sharesVoted><inf:sharesOnLoan>122600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1295637</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Element Solutions Inc</inf:issuerName><inf:cusip>28618M106</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's 2024 executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>362862</inf:sharesVoted><inf:sharesOnLoan>45001</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>362862</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elevance Health, Inc.</inf:issuerName><inf:cusip>036752103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>643855</inf:sharesVoted><inf:sharesOnLoan>1400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>643855</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eli Lilly and Company</inf:issuerName><inf:cusip>532457108</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1742960</inf:sharesVoted><inf:sharesOnLoan>44794</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1742960</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Elme Communities</inf:issuerName><inf:cusip>939653101</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>To consider and vote on a non-binding, advisory basis upon the compensation of the named executive officers (say-on-pay)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6731</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6731</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EMCOR Group, Inc.</inf:issuerName><inf:cusip>29084Q100</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory vote, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>87121</inf:sharesVoted><inf:sharesOnLoan>6600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>87121</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Emerson Electric Co.</inf:issuerName><inf:cusip>291011104</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>713285</inf:sharesVoted><inf:sharesOnLoan>240700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>713285</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Empire State Realty Trust, Inc.</inf:issuerName><inf:cusip>292104106</inf:cusip><inf:meetingDate>05/15/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10380</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>10380</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Encompass Health Corporation</inf:issuerName><inf:cusip>29261A100</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>456096</inf:sharesVoted><inf:sharesOnLoan>29387</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>456096</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EnerSys</inf:issuerName><inf:cusip>29275Y102</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>An advisory vote to approve the compensation of EnerSys' named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>66227</inf:sharesVoted><inf:sharesOnLoan>16901</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>66227</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Enphase Energy, Inc.</inf:issuerName><inf:cusip>29355A107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9547</inf:sharesVoted><inf:sharesOnLoan>154035</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9547</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ensign Group, Inc.</inf:issuerName><inf:cusip>29358P101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of our named executive officers compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>43716</inf:sharesVoted><inf:sharesOnLoan>213269</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>43716</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Entegris, Inc.</inf:issuerName><inf:cusip>29362U104</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11516</inf:sharesVoted><inf:sharesOnLoan>172742</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11516</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Entergy Corporation</inf:issuerName><inf:cusip>29364G103</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1199863</inf:sharesVoted><inf:sharesOnLoan>755678</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1199863</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Envestnet, Inc.</inf:issuerName><inf:cusip>29404K106</inf:cusip><inf:meetingDate>09/24/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that will or may become payable by Envestnet to its named executive officers in connection with the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>49496</inf:sharesVoted><inf:sharesOnLoan>11306</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>49496</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Envista Holdings Corporation</inf:issuerName><inf:cusip>29415F104</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis Envista 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>50239</inf:sharesVoted><inf:sharesOnLoan>242637</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>50239</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EOG Resources, Inc.</inf:issuerName><inf:cusip>26875P101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, by 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1471953</inf:sharesVoted><inf:sharesOnLoan>398500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1471953</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EPAM Systems, Inc.</inf:issuerName><inf:cusip>29414B104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation for 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>72056</inf:sharesVoted><inf:sharesOnLoan>15715</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>72056</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EPR Properties</inf:issuerName><inf:cusip>26884U109</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in these proxy materials.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5808</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5808</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>EQT Corporation</inf:issuerName><inf:cusip>26884L109</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding resolution to approve the 2024 compensation of EQT Corporation s named executive officers (say-on-pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>407049</inf:sharesVoted><inf:sharesOnLoan>485270</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>407049</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equifax Inc.</inf:issuerName><inf:cusip>294429105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve named executive officer 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14319</inf:sharesVoted><inf:sharesOnLoan>182219</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14319</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equinix, Inc.</inf:issuerName><inf:cusip>29444U700</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval, by a non-binding advisory vote, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>320417</inf:sharesVoted><inf:sharesOnLoan>2000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>320417</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equitable Holdings, Inc.</inf:issuerName><inf:cusip>29452E101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>476727</inf:sharesVoted><inf:sharesOnLoan>87985</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>476727</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equitable Holdings, Inc.</inf:issuerName><inf:cusip>29452E101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>476727</inf:sharesVoted><inf:sharesOnLoan>87985</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>476727</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equitrans Midstream Corporation</inf:issuerName><inf:cusip>294600101</inf:cusip><inf:meetingDate>07/18/2024</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to the Company s named executive officers in connection with the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>602038</inf:sharesVoted><inf:sharesOnLoan>142695</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>602038</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equity LifeStyle Properties, Inc.</inf:issuerName><inf:cusip>29472R108</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approval on a non-binding, advisory basis of our executive compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>737131</inf:sharesVoted><inf:sharesOnLoan>107591</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>737131</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Equity Residential</inf:issuerName><inf:cusip>29476L107</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Approval of Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>772555</inf:sharesVoted><inf:sharesOnLoan>38568</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>772555</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ESAB Corporation</inf:issuerName><inf:cusip>29605J106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25541</inf:sharesVoted><inf:sharesOnLoan>67335</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25541</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Essent Group Ltd.</inf:issuerName><inf:cusip>G3198U102</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Provide a non-binding, advisory vote on our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>174971</inf:sharesVoted><inf:sharesOnLoan>29954</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>174971</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Essential Properties Realty Trust, Inc.</inf:issuerName><inf:cusip>29670E107</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as more particularly described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>74526</inf:sharesVoted><inf:sharesOnLoan>164884</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>74526</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Essential Utilities Inc.</inf:issuerName><inf:cusip>29670G102</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>233588</inf:sharesVoted><inf:sharesOnLoan>808226</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>233588</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Essex Property Trust, Inc.</inf:issuerName><inf:cusip>297178105</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>186392</inf:sharesVoted><inf:sharesOnLoan>6790</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>186392</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Etsy, Inc.</inf:issuerName><inf:cusip>29786A106</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>30673</inf:sharesVoted><inf:sharesOnLoan>186096</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>30673</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Euronet Worldwide, Inc.</inf:issuerName><inf:cusip>298736109</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32137</inf:sharesVoted><inf:sharesOnLoan>53308</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>32137</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Evercore Inc.</inf:issuerName><inf:cusip>29977A105</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8927</inf:sharesVoted><inf:sharesOnLoan>58154</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8927</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Everest Group, Ltd.</inf:issuerName><inf:cusip>G3223R108</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding advisory vote, 2024 compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>199549</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>199549</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Evergy, Inc.</inf:issuerName><inf:cusip>30034W106</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Approve the 2024 compensation of our named executive officers on an advisory non-binding basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>909328</inf:sharesVoted><inf:sharesOnLoan>112100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>909328</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Evergy, Inc.</inf:issuerName><inf:cusip>30034W106</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To recommend, on a non-binding advisory basis, the frequency of the advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>909328</inf:sharesVoted><inf:sharesOnLoan>112100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>909328</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Eversource Energy</inf:issuerName><inf:cusip>30040W108</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Consider an advisory proposal approving 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1206616</inf:sharesVoted><inf:sharesOnLoan>434583</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1206616</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Everus Construction Group, Inc.</inf:issuerName><inf:cusip>300426103</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Frequency of Future Advisory Votes to Approve the Compensation Paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>83988</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>83988</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Everus Construction Group, Inc.</inf:issuerName><inf:cusip>300426103</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Compensation Paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>83988</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>83988</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exact Sciences Corporation</inf:issuerName><inf:cusip>30063P105</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>101121</inf:sharesVoted><inf:sharesOnLoan>134820</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>101121</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exelixis, Inc.</inf:issuerName><inf:cusip>30161Q104</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Exelixis' 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1169817</inf:sharesVoted><inf:sharesOnLoan>154321</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1169817</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exelon Corporation</inf:issuerName><inf:cusip>30161N101</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation paid to Exelon 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4608504</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4608504</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ExlService Holdings, Inc.</inf:issuerName><inf:cusip>302081104</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>The approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>237069</inf:sharesVoted><inf:sharesOnLoan>43011</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>237069</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Expand Energy Corporation</inf:issuerName><inf:cusip>165167735</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis our named executive officer compensation for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>368248</inf:sharesVoted><inf:sharesOnLoan>10270</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>368248</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Expedia Group, Inc.</inf:issuerName><inf:cusip>30212P303</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of Expedia Group'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>192295</inf:sharesVoted><inf:sharesOnLoan>40180</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>192295</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Expeditors International of Washington, Inc.</inf:issuerName><inf:cusip>302130109</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>255452</inf:sharesVoted><inf:sharesOnLoan>409452</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>255452</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exponent, Inc.</inf:issuerName><inf:cusip>30214U102</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the fiscal 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>51602</inf:sharesVoted><inf:sharesOnLoan>33351</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>51602</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Extra Space Storage Inc.</inf:issuerName><inf:cusip>30225T102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>387415</inf:sharesVoted><inf:sharesOnLoan>35300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>387415</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Exxon Mobil Corporation</inf:issuerName><inf:cusip>30231G102</inf:cusip><inf:meetingDate>05/28/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8145677</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8145677</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>F.N.B. Corporation</inf:issuerName><inf:cusip>302520101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>519097</inf:sharesVoted><inf:sharesOnLoan>51616</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>519097</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>F5, Inc.</inf:issuerName><inf:cusip>315616102</inf:cusip><inf:meetingDate>03/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>250677</inf:sharesVoted><inf:sharesOnLoan>23597</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>250677</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fabrinet</inf:issuerName><inf:cusip>G3323L100</inf:cusip><inf:meetingDate>12/12/2024</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Fabrinet 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>812</inf:sharesVoted><inf:sharesOnLoan>60157</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>812</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FactSet Research Systems Inc.</inf:issuerName><inf:cusip>303075105</inf:cusip><inf:meetingDate>12/19/2024</inf:meetingDate><inf:voteDescription>To vote on a non-binding advisory resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>81243</inf:sharesVoted><inf:sharesOnLoan>92763</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>81243</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fair Isaac Corporation</inf:issuerName><inf:cusip>303250104</inf:cusip><inf:meetingDate>03/05/2025</inf:meetingDate><inf:voteDescription>To approve the advisory (non-binding) resolution relating to the named executive officer compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>42783</inf:sharesVoted><inf:sharesOnLoan>2625</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>42783</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fastenal Company</inf:issuerName><inf:cusip>311900104</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding vote, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1347828</inf:sharesVoted><inf:sharesOnLoan>1249312</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1347828</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Federal Realty Investment Trust</inf:issuerName><inf:cusip>313745101</inf:cusip><inf:meetingDate>05/07/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>111069</inf:sharesVoted><inf:sharesOnLoan>44328</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>111069</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Federal Signal Corporation</inf:issuerName><inf:cusip>313855108</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25197</inf:sharesVoted><inf:sharesOnLoan>64457</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25197</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FedEx Corporation</inf:issuerName><inf:cusip>31428X106</inf:cusip><inf:meetingDate>09/23/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>387559</inf:sharesVoted><inf:sharesOnLoan>15900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>387559</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ferguson Enterprises Inc.</inf:issuerName><inf:cusip>31488V107</inf:cusip><inf:meetingDate>12/05/2024</inf:meetingDate><inf:voteDescription>To Approve, On An Advisory Basis, The Fiscal 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>369436</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>369436</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ferguson Enterprises Inc.</inf:issuerName><inf:cusip>31488V107</inf:cusip><inf:meetingDate>12/05/2024</inf:meetingDate><inf:voteDescription>To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>369436</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>369436</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fidelity National Financial, Inc.</inf:issuerName><inf:cusip>31620R303</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory resolution on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>412055</inf:sharesVoted><inf:sharesOnLoan>74524</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>412055</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fidelity National Information Services, Inc.</inf:issuerName><inf:cusip>31620M106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>998841</inf:sharesVoted><inf:sharesOnLoan>267735</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>998841</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fifth Third Bancorp</inf:issuerName><inf:cusip>316773100</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>An advisory vote on approval of the Company's compensation of its named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>219275</inf:sharesVoted><inf:sharesOnLoan>871273</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>219275</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First American Financial Corporation</inf:issuerName><inf:cusip>31847R102</inf:cusip><inf:meetingDate>05/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>160842</inf:sharesVoted><inf:sharesOnLoan>30556</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>160842</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Citizens BancShares, Inc.</inf:issuerName><inf:cusip>31946M103</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory resolution ("say-on-pay" resolution) to approve compensation paid or provided to BancShares' named executive officers as disclosed in the proxy statement for the Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3002</inf:sharesVoted><inf:sharesOnLoan>18793</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3002</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Financial Bankshares, Inc.</inf:issuerName><inf:cusip>32020R109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>To Conduct An Advisory, Non-Binding Vote On The Compensation Of Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12939</inf:sharesVoted><inf:sharesOnLoan>202938</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12939</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Hawaiian, Inc.</inf:issuerName><inf:cusip>32051X108</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>112812</inf:sharesVoted><inf:sharesOnLoan>113079</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>112812</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Horizon Corporation</inf:issuerName><inf:cusip>320517105</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approval of an advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>557737</inf:sharesVoted><inf:sharesOnLoan>246300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>557737</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Industrial Realty Trust, Inc.</inf:issuerName><inf:cusip>32054K103</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (i.e. non-binding) basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement for the 2025 Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>230555</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>230555</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>First Solar, Inc.</inf:issuerName><inf:cusip>336433107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14430</inf:sharesVoted><inf:sharesOnLoan>120678</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14430</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FirstEnergy Corp.</inf:issuerName><inf:cusip>337932107</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approve, on an Advisory Basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2206185</inf:sharesVoted><inf:sharesOnLoan>355146</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2206185</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fiserv, Inc.</inf:issuerName><inf:cusip>337738108</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1883846</inf:sharesVoted><inf:sharesOnLoan>500663</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1883846</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Five Below, Inc.</inf:issuerName><inf:cusip>33829M101</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding advisory vote, the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4265</inf:sharesVoted><inf:sharesOnLoan>60212</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4265</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Five Below, Inc.</inf:issuerName><inf:cusip>33829M101</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on whether the frequency of the shareholder vote on our executive compensation should be every 1, 2 or 3 years.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4265</inf:sharesVoted><inf:sharesOnLoan>60212</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>4265</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Five9, Inc.</inf:issuerName><inf:cusip>338307101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7383</inf:sharesVoted><inf:sharesOnLoan>79942</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7383</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flagstar Financial, Inc.</inf:issuerName><inf:cusip>649445400</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve, on a non-binding basis, compensation of our named executive officers 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3506</inf:sharesVoted><inf:sharesOnLoan>274624</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3506</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flex Ltd.</inf:issuerName><inf:cusip>Y2573F102</inf:cusip><inf:meetingDate>08/08/2024</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Resolution. To Approve The Compensation Of The Company S Named Executive Officers, As Disclosed Pursuant To Item 402 Of Regulation S-K, Set Forth In Compensation Discussion And Analysis And In The Compensation Tables And The Accompanying Narrative Disclosure Under Executive Compensation In The Company S Proxy Statement Relating To Its 2024 Annual General Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>714328</inf:sharesVoted><inf:sharesOnLoan>1534533</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>714328</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Floor &amp; Decor Holdings, Inc.</inf:issuerName><inf:cusip>339750101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approve, by non-binding vote, the compensation paid to the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5854</inf:sharesVoted><inf:sharesOnLoan>121713</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5854</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flowers Foods, Inc.</inf:issuerName><inf:cusip>343498101</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, on an Advisory Basis, of the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>276256</inf:sharesVoted><inf:sharesOnLoan>641543</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>276256</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flowserve Corporation</inf:issuerName><inf:cusip>34354P105</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>178775</inf:sharesVoted><inf:sharesOnLoan>35067</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>178775</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fluor Corporation</inf:issuerName><inf:cusip>343412102</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve the company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>223871</inf:sharesVoted><inf:sharesOnLoan>47937</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>223871</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flutter Entertainment plc</inf:issuerName><inf:cusip>G3643J108</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>303468</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>303468</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Flutter Entertainment plc</inf:issuerName><inf:cusip>G3643J108</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>303468</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>303468</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FMC Corporation</inf:issuerName><inf:cusip>302491303</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding vote, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>185535</inf:sharesVoted><inf:sharesOnLoan>37043</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>185535</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ford Motor Company</inf:issuerName><inf:cusip>345370860</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>An Advisory Vote to Approve the Compensation of the Named Executives.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6008732</inf:sharesVoted><inf:sharesOnLoan>2051697</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6008732</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FormFactor, Inc.</inf:issuerName><inf:cusip>346375108</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory approval of FormFactor's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>87700</inf:sharesVoted><inf:sharesOnLoan>40500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>87700</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fortinet, Inc.</inf:issuerName><inf:cusip>34959E109</inf:cusip><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve named executive officer compensation, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1376694</inf:sharesVoted><inf:sharesOnLoan>1008360</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1376694</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fortive Corporation</inf:issuerName><inf:cusip>34959J108</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis Fortive'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22927</inf:sharesVoted><inf:sharesOnLoan>548738</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22927</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fortune Brands Innovations, Inc.</inf:issuerName><inf:cusip>34964C106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27471</inf:sharesVoted><inf:sharesOnLoan>197284</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>27471</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Four Corners Property Trust, Inc.</inf:issuerName><inf:cusip>35086T109</inf:cusip><inf:meetingDate>06/05/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7393</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7393</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Fox Corporation</inf:issuerName><inf:cusip>35137L204</inf:cusip><inf:meetingDate>11/19/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>299385</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>299385</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Franklin Electric Co., Inc.</inf:issuerName><inf:cusip>353514102</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the executive compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>93635</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>93635</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freeport-McMoRan Inc.</inf:issuerName><inf:cusip>35671D857</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2516352</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2516352</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freshpet, Inc.</inf:issuerName><inf:cusip>358039105</inf:cusip><inf:meetingDate>10/01/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26075</inf:sharesVoted><inf:sharesOnLoan>53616</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>26075</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freshpet, Inc.</inf:issuerName><inf:cusip>358039105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4951</inf:sharesVoted><inf:sharesOnLoan>56512</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4951</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Freshpet, Inc.</inf:issuerName><inf:cusip>358039105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4951</inf:sharesVoted><inf:sharesOnLoan>56512</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>4951</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Frontdoor, Inc.</inf:issuerName><inf:cusip>35905A109</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>50886</inf:sharesVoted><inf:sharesOnLoan>97007</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>50886</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Frontier Communications Parent, Inc.</inf:issuerName><inf:cusip>35909D109</inf:cusip><inf:meetingDate>11/13/2024</inf:meetingDate><inf:voteDescription>To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>351369</inf:sharesVoted><inf:sharesOnLoan>77014</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>351369</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Frontier Communications Parent, Inc.</inf:issuerName><inf:cusip>35909D109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>320651</inf:sharesVoted><inf:sharesOnLoan>43768</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>320651</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FTAI Aviation Ltd.</inf:issuerName><inf:cusip>G3730V105</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9273</inf:sharesVoted><inf:sharesOnLoan>156997</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9273</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FTAI Aviation Ltd.</inf:issuerName><inf:cusip>G3730V105</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, the frequency of future advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9273</inf:sharesVoted><inf:sharesOnLoan>156997</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>9273</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FTI Consulting, Inc.</inf:issuerName><inf:cusip>302941109</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) resolution to approve the compensation of the named executive officers for the year ended December 31, 2024 as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>130545</inf:sharesVoted><inf:sharesOnLoan>16313</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>130545</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GameStop Corp.</inf:issuerName><inf:cusip>36467W109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Provide an advisory, non-binding vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4257</inf:sharesVoted><inf:sharesOnLoan>135202</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4257</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gaming And Leisure Properties, Inc.</inf:issuerName><inf:cusip>36467J108</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>573823</inf:sharesVoted><inf:sharesOnLoan>295001</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>573823</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Garmin Ltd.</inf:issuerName><inf:cusip>H2906T109</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the compensation of Garmin'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>255525</inf:sharesVoted><inf:sharesOnLoan>307</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>255525</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gartner, Inc.</inf:issuerName><inf:cusip>366651107</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>257631</inf:sharesVoted><inf:sharesOnLoan>94721</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>257631</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GATX Corporation</inf:issuerName><inf:cusip>361448103</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Advisory Resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>466</inf:sharesVoted><inf:sharesOnLoan>49132</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>466</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GE Aerospace</inf:issuerName><inf:cusip>369604301</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Our Named Executives' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1856834</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1856834</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GE HealthCare Technologies Inc.</inf:issuerName><inf:cusip>36266G107</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Approval of our named executive officers' compensation in an advisory vote.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>532958</inf:sharesVoted><inf:sharesOnLoan>271748</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>532958</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GE Vernova Inc.</inf:issuerName><inf:cusip>36828A101</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approve the compensation of our named executives officers in an advisory vote</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>440405</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>440405</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GE Vernova Inc.</inf:issuerName><inf:cusip>36828A101</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>440405</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>440405</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gen Digital Inc.</inf:issuerName><inf:cusip>668771108</inf:cusip><inf:meetingDate>09/10/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1012826</inf:sharesVoted><inf:sharesOnLoan>73117</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1012826</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Generac Holdings Inc.</inf:issuerName><inf:cusip>368736104</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the non-binding say-on-pay resolution to approve the compensation of our executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25501</inf:sharesVoted><inf:sharesOnLoan>77993</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25501</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Dynamics Corporation</inf:issuerName><inf:cusip>369550108</inf:cusip><inf:meetingDate>05/07/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>908191</inf:sharesVoted><inf:sharesOnLoan>2</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>908191</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Mills, Inc.</inf:issuerName><inf:cusip>370334104</inf:cusip><inf:meetingDate>09/24/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1188916</inf:sharesVoted><inf:sharesOnLoan>1478386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1188916</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>General Motors Company</inf:issuerName><inf:cusip>37045V100</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1166373</inf:sharesVoted><inf:sharesOnLoan>834726</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1166373</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Genpact Limited</inf:issuerName><inf:cusip>G3922B107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>340960</inf:sharesVoted><inf:sharesOnLoan>140708</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>340960</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gentex Corporation</inf:issuerName><inf:cusip>371901109</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>212774</inf:sharesVoted><inf:sharesOnLoan>123778</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>212774</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Genuine Parts Company</inf:issuerName><inf:cusip>372460105</inf:cusip><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>Advisory Vote On Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>198769</inf:sharesVoted><inf:sharesOnLoan>390336</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>198769</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Getty Realty Corp.</inf:issuerName><inf:cusip>374297109</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Advisory (Non-Binding) Vote On Named 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3859</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3859</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Gilead Sciences, Inc.</inf:issuerName><inf:cusip>375558103</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers as presented 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4102217</inf:sharesVoted><inf:sharesOnLoan>625600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4102217</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GitLab Inc.</inf:issuerName><inf:cusip>37637K108</inf:cusip><inf:meetingDate>06/20/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4798</inf:sharesVoted><inf:sharesOnLoan>138626</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4798</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Glacier Bancorp, Inc.</inf:issuerName><inf:cusip>37637Q105</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To vote on an advisory (non-binding) resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>31898</inf:sharesVoted><inf:sharesOnLoan>156898</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>31898</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Glaukos Corporation</inf:issuerName><inf:cusip>377322102</inf:cusip><inf:meetingDate>05/29/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2609</inf:sharesVoted><inf:sharesOnLoan>66315</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2609</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Global Net Lease, Inc.</inf:issuerName><inf:cusip>379378201</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory, non-binding basis, of the compensation paid to the Company's named executive officers identified 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15335</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15335</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Global Payments Inc.</inf:issuerName><inf:cusip>37940X102</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>442757</inf:sharesVoted><inf:sharesOnLoan>73344</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>442757</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Globe Life Inc.</inf:issuerName><inf:cusip>37959E102</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approval Of 2024 Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>202582</inf:sharesVoted><inf:sharesOnLoan>26701</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>202582</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Globus Medical, Inc.</inf:issuerName><inf:cusip>379577208</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, in an advisory vote, the compensation of the Company s named executive officers (the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>21406</inf:sharesVoted><inf:sharesOnLoan>161197</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>21406</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Globus Medical, Inc.</inf:issuerName><inf:cusip>379577208</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>21406</inf:sharesVoted><inf:sharesOnLoan>161197</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>21406</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GoDaddy Inc.</inf:issuerName><inf:cusip>380237107</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Company Proposal - Advisory, non-binding vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>638662</inf:sharesVoted><inf:sharesOnLoan>32491</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>638662</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Graco Inc.</inf:issuerName><inf:cusip>384109104</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>213793</inf:sharesVoted><inf:sharesOnLoan>48801</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>213793</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Grand Canyon Education, Inc.</inf:issuerName><inf:cusip>38526M106</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>151577</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>151577</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Graphic Packaging Holding Company</inf:issuerName><inf:cusip>388689101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on compensation paid to Named Executive Officers (Say-on-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>156524</inf:sharesVoted><inf:sharesOnLoan>340599</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>156524</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Guardant Health, Inc.</inf:issuerName><inf:cusip>40131M109</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve Guardant Health, Inc.'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>37406</inf:sharesVoted><inf:sharesOnLoan>122601</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>37406</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Guidewire Software, Inc.</inf:issuerName><inf:cusip>40171V100</inf:cusip><inf:meetingDate>12/17/2024</inf:meetingDate><inf:voteDescription>To conduct a non-binding, advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>341007</inf:sharesVoted><inf:sharesOnLoan>51340</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>341007</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>GXO Logistics, Inc.</inf:issuerName><inf:cusip>36262G101</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Executive Compensation: To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10261</inf:sharesVoted><inf:sharesOnLoan>129387</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10261</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>H&amp;R Block, Inc.</inf:issuerName><inf:cusip>093671105</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>Advisory approval of the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>63838</inf:sharesVoted><inf:sharesOnLoan>523946</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>63838</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>H.B. Fuller Company</inf:issuerName><inf:cusip>359694106</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>A non-binding advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15607</inf:sharesVoted><inf:sharesOnLoan>64574</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15607</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HA Sustainable Infrastructure Capital, Inc.</inf:issuerName><inf:cusip>41068X100</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>35509</inf:sharesVoted><inf:sharesOnLoan>130843</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>35509</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Haemonetics Corporation</inf:issuerName><inf:cusip>405024100</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8690</inf:sharesVoted><inf:sharesOnLoan>229411</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8690</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Halliburton Company</inf:issuerName><inf:cusip>406216101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1379399</inf:sharesVoted><inf:sharesOnLoan>246788</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1379399</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Halozyme Therapeutics, Inc.</inf:issuerName><inf:cusip>40637H109</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25568</inf:sharesVoted><inf:sharesOnLoan>194449</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25568</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hancock Whitney Corporation</inf:issuerName><inf:cusip>410120109</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>124452</inf:sharesVoted><inf:sharesOnLoan>22080</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>124452</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Harley-Davidson, Inc.</inf:issuerName><inf:cusip>412822108</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To vote on the Company's proposal to approve, by advisory vote, the company 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14114</inf:sharesVoted><inf:sharesOnLoan>184061</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>14114</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hasbro, Inc.</inf:issuerName><inf:cusip>418056107</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Compensation of Hasbro'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>184534</inf:sharesVoted><inf:sharesOnLoan>39709</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>184534</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HCA Healthcare, Inc.</inf:issuerName><inf:cusip>40412C101</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>239487</inf:sharesVoted><inf:sharesOnLoan>477900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>239487</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Healthcare Realty Trust Incorporated</inf:issuerName><inf:cusip>42226K105</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the following resolution: RESOLVED, that the stockholders of Healthcare Realty Trust Incorporated approve, on a non-binding advisory basis, the compensation of the Named Executive Officers as disclosed pursuant to Item 402 of Regulation S-K in the Company s proxy statement for the 2025 Annual Meeting of Stockholders.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1430022</inf:sharesVoted><inf:sharesOnLoan>240565</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1430022</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HealthEquity, Inc.</inf:issuerName><inf:cusip>42226A107</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the fiscal 2025 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1934</inf:sharesVoted><inf:sharesOnLoan>353099</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1934</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Healthpeak Properties, Inc.</inf:issuerName><inf:cusip>42250P103</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approval Of 2024 Executive Compensation On An Advisory Basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1069646</inf:sharesVoted><inf:sharesOnLoan>198343</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1069646</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HEICO Corporation</inf:issuerName><inf:cusip>422806109</inf:cusip><inf:meetingDate>03/14/2025</inf:meetingDate><inf:voteDescription>Advisory Approval Of The Company's Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6126</inf:sharesVoted><inf:sharesOnLoan>39587</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6126</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HEICO Corporation</inf:issuerName><inf:cusip>422806208</inf:cusip><inf:meetingDate>03/14/2025</inf:meetingDate><inf:voteDescription>Advisory Approval Of The Company's Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>171902</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>171902</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Helen of Troy Limited</inf:issuerName><inf:cusip>G4388N106</inf:cusip><inf:meetingDate>08/21/2024</inf:meetingDate><inf:voteDescription>To provide advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2138</inf:sharesVoted><inf:sharesOnLoan>38500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2138</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Helmerich &amp; Payne, Inc.</inf:issuerName><inf:cusip>423452101</inf:cusip><inf:meetingDate>03/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>50067</inf:sharesVoted><inf:sharesOnLoan>118036</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>50067</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Henry Schein, Inc.</inf:issuerName><inf:cusip>806407102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, by non-binding vote, the 2024 compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>55887</inf:sharesVoted><inf:sharesOnLoan>530277</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>55887</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Herc Holdings Inc.</inf:issuerName><inf:cusip>42704L104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, by a non-binding advisory vote, of the named executive officers' compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15502</inf:sharesVoted><inf:sharesOnLoan>33616</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15502</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hess Corporation</inf:issuerName><inf:cusip>42809H107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>449215</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>449215</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hewlett Packard Enterprise Company</inf:issuerName><inf:cusip>42824C109</inf:cusip><inf:meetingDate>04/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Hewlett Packard Enterprise Company s executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>685439</inf:sharesVoted><inf:sharesOnLoan>1905422</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>685439</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hexcel Corporation</inf:issuerName><inf:cusip>428291108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory non-binding vote to approve 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29497</inf:sharesVoted><inf:sharesOnLoan>129552</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>29497</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HF Sinclair Corporation</inf:issuerName><inf:cusip>403949100</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>249842</inf:sharesVoted><inf:sharesOnLoan>43894</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>249842</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Highwoods Properties, Inc.</inf:issuerName><inf:cusip>431284108</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory Vote On Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>98813</inf:sharesVoted><inf:sharesOnLoan>103129</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>98813</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hilton Grand Vacations Inc.</inf:issuerName><inf:cusip>43283X105</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approve by non-binding vote the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>17461</inf:sharesVoted><inf:sharesOnLoan>77861</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>17461</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hilton Worldwide Holdings Inc.</inf:issuerName><inf:cusip>43300A203</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>299205</inf:sharesVoted><inf:sharesOnLoan>230300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>299205</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hims &amp; Hers Health, Inc.</inf:issuerName><inf:cusip>433000106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4827</inf:sharesVoted><inf:sharesOnLoan>326116</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4827</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hologic, Inc.</inf:issuerName><inf:cusip>436440101</inf:cusip><inf:meetingDate>02/26/2025</inf:meetingDate><inf:voteDescription>A non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>362963</inf:sharesVoted><inf:sharesOnLoan>752830</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>362963</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Home Bancshares, Inc.</inf:issuerName><inf:cusip>436893200</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote approving the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>190360</inf:sharesVoted><inf:sharesOnLoan>88637</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>190360</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Honeywell International Inc.</inf:issuerName><inf:cusip>438516106</inf:cusip><inf:meetingDate>05/20/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1144785</inf:sharesVoted><inf:sharesOnLoan>152368</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1144785</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hormel Foods Corporation</inf:issuerName><inf:cusip>440452100</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>Approve the Named Executive Officer compensation as disclosed in the Company's 2025 annual meeting proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1214232</inf:sharesVoted><inf:sharesOnLoan>84595</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1214232</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Host Hotels &amp; Resorts, Inc.</inf:issuerName><inf:cusip>44107P104</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>128003</inf:sharesVoted><inf:sharesOnLoan>1170560</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>128003</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Houlihan Lokey, Inc.</inf:issuerName><inf:cusip>441593100</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompany Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28618</inf:sharesVoted><inf:sharesOnLoan>66002</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>28618</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Houlihan Lokey, Inc.</inf:issuerName><inf:cusip>441593100</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the frequency (every one, two or three years) of future advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28618</inf:sharesVoted><inf:sharesOnLoan>66002</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>28618</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Howmet Aerospace, Inc.</inf:issuerName><inf:cusip>443201108</inf:cusip><inf:meetingDate>05/28/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>633101</inf:sharesVoted><inf:sharesOnLoan>124251</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>633101</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HP Inc.</inf:issuerName><inf:cusip>40434L105</inf:cusip><inf:meetingDate>04/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, HP Inc. 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1152168</inf:sharesVoted><inf:sharesOnLoan>5257033</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1152168</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hubbell Incorporated</inf:issuerName><inf:cusip>443510607</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>74234</inf:sharesVoted><inf:sharesOnLoan>15734</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>74234</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hubspot, Inc.</inf:issuerName><inf:cusip>443573100</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>41685</inf:sharesVoted><inf:sharesOnLoan>42208</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>41685</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Humana Inc.</inf:issuerName><inf:cusip>444859102</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>175825</inf:sharesVoted><inf:sharesOnLoan>24567</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>175825</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Huntington Bancshares Incorporated</inf:issuerName><inf:cusip>446150104</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>An advisory resolution to approve, on a non-binding basis, the compensation of executives 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1987658</inf:sharesVoted><inf:sharesOnLoan>414035</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1987658</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Huntington Ingalls Industries, Inc.</inf:issuerName><inf:cusip>446413106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10597</inf:sharesVoted><inf:sharesOnLoan>162224</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>10597</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Huntsman Corporation</inf:issuerName><inf:cusip>447011107</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>261733</inf:sharesVoted><inf:sharesOnLoan>48833</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>261733</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Hyatt Hotels Corporation</inf:issuerName><inf:cusip>448579102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6847</inf:sharesVoted><inf:sharesOnLoan>68590</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6847</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IAC Inc.</inf:issuerName><inf:cusip>44891N208</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>To approve a non-binding advisory vote on IAC's 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>185468</inf:sharesVoted><inf:sharesOnLoan>119566</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>185468</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ICU Medical, Inc.</inf:issuerName><inf:cusip>44930G107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7908</inf:sharesVoted><inf:sharesOnLoan>25966</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7908</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IDACORP, Inc.</inf:issuerName><inf:cusip>451107106</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>38582</inf:sharesVoted><inf:sharesOnLoan>205695</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>38582</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IDEX Corporation</inf:issuerName><inf:cusip>45167R104</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155653</inf:sharesVoted><inf:sharesOnLoan>39595</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>155653</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IDEXX Laboratories, Inc.</inf:issuerName><inf:cusip>45168D104</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (Proposal Three).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>93475</inf:sharesVoted><inf:sharesOnLoan>49463</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>93475</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Illinois Tool Works Inc.</inf:issuerName><inf:cusip>452308109</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve compensation of ITW'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>353748</inf:sharesVoted><inf:sharesOnLoan>169458</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>353748</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Illumina, Inc.</inf:issuerName><inf:cusip>452327109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>229906</inf:sharesVoted><inf:sharesOnLoan>63553</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>229906</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Incyte Corporation</inf:issuerName><inf:cusip>45337C102</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding, advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>699530</inf:sharesVoted><inf:sharesOnLoan>70757</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>699530</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Independence Realty Trust, Inc.</inf:issuerName><inf:cusip>45378A106</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>The Board of Directors recommends: a vote FOR the advisory, non-binding resolution to approve the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>367768</inf:sharesVoted><inf:sharesOnLoan>48710</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>367768</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Independent Bank Corp.</inf:issuerName><inf:cusip>453836108</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>55536</inf:sharesVoted><inf:sharesOnLoan>7753</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>55536</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ingersoll Rand Inc.</inf:issuerName><inf:cusip>45687V106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>249262</inf:sharesVoted><inf:sharesOnLoan>411361</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>249262</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ingevity Corporation</inf:issuerName><inf:cusip>45688C107</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory vote on compensation of our Named Executive Officers (Say-on-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>46</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>46</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ingredion Incorporated</inf:issuerName><inf:cusip>457187102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, by advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>39117</inf:sharesVoted><inf:sharesOnLoan>77318</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>39117</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Innovative Industrial Properties, Inc.</inf:issuerName><inf:cusip>45781V101</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Approval on a non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2151</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2151</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Insight Enterprises, Inc.</inf:issuerName><inf:cusip>45765U103</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote (non-binding) to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8904</inf:sharesVoted><inf:sharesOnLoan>125068</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8904</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Insmed Incorporated</inf:issuerName><inf:cusip>457669307</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6205</inf:sharesVoted><inf:sharesOnLoan>250150</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6205</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Insperity, Inc.</inf:issuerName><inf:cusip>45778Q107</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6431</inf:sharesVoted><inf:sharesOnLoan>52406</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6431</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Inspire Medical Systems, Inc.</inf:issuerName><inf:cusip>457730109</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2739</inf:sharesVoted><inf:sharesOnLoan>35829</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2739</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Installed Building Products, Inc.</inf:issuerName><inf:cusip>45780R101</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3133</inf:sharesVoted><inf:sharesOnLoan>28276</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3133</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Insulet Corporation</inf:issuerName><inf:cusip>45784P101</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of certain executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>21920</inf:sharesVoted><inf:sharesOnLoan>97254</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>21920</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intel Corporation</inf:issuerName><inf:cusip>458140100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12558429</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12558429</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Interactive Brokers Group, Inc.</inf:issuerName><inf:cusip>45841N107</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>71155</inf:sharesVoted><inf:sharesOnLoan>121256</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>71155</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intercontinental Exchange, Inc.</inf:issuerName><inf:cusip>45866F104</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, the advisory resolution on executive compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2364738</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2364738</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>International Business Machines Corporation</inf:issuerName><inf:cusip>459200101</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1551177</inf:sharesVoted><inf:sharesOnLoan>2765000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1551177</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>International Flavors &amp; Fragrances Inc.</inf:issuerName><inf:cusip>459506101</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers in 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>102788</inf:sharesVoted><inf:sharesOnLoan>323022</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>102788</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>International Paper Company</inf:issuerName><inf:cusip>460146103</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>A Non-Binding Resolution to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>493256</inf:sharesVoted><inf:sharesOnLoan>399135</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>493256</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intra-Cellular Therapies, Inc.</inf:issuerName><inf:cusip>46116X101</inf:cusip><inf:meetingDate>03/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>129828</inf:sharesVoted><inf:sharesOnLoan>29776</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>129828</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intuit Inc.</inf:issuerName><inf:cusip>461202103</inf:cusip><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Intuit's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>802570</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>802570</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Intuitive Surgical, Inc.</inf:issuerName><inf:cusip>46120E602</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, by advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>565814</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>565814</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Inventrust Properties Corp.</inf:issuerName><inf:cusip>46124J201</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>A proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our named executive officers ("say-on-pay") as described in our proxy materials.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5964</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5964</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Invesco Ltd.</inf:issuerName><inf:cusip>G491BT108</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the company's 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>110224</inf:sharesVoted><inf:sharesOnLoan>415681</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>110224</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Invitation Homes Inc.</inf:issuerName><inf:cusip>46187W107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>893154</inf:sharesVoted><inf:sharesOnLoan>113000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>893154</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Invitation Homes Inc.</inf:issuerName><inf:cusip>46187W107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To determine, in a non-binding advisory vote, the frequency of stockholder votes 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>893154</inf:sharesVoted><inf:sharesOnLoan>113000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>893154</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ionis Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>462222100</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To make an advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20316</inf:sharesVoted><inf:sharesOnLoan>170688</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>20316</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IonQ, Inc.</inf:issuerName><inf:cusip>46222L108</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48206</inf:sharesVoted><inf:sharesOnLoan>290048</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>48206</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IQVIA Holdings Inc.</inf:issuerName><inf:cusip>46266C105</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approve an advisory (non-binding) resolution to approve IQVIA's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>277068</inf:sharesVoted><inf:sharesOnLoan>46916</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>277068</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Iridium Communications Inc.</inf:issuerName><inf:cusip>46269C102</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>17722</inf:sharesVoted><inf:sharesOnLoan>169112</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>17722</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Iron Mountain Incorporated</inf:issuerName><inf:cusip>46284V101</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>The approval of a non-binding, advisory resolution approving the compensation of our named executive officers as described in the Iron Mountain Incorporated Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>330201</inf:sharesVoted><inf:sharesOnLoan>175375</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>330201</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Itron, Inc.</inf:issuerName><inf:cusip>465741106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Proposal to approve the advisory (non-binding) resolution relating to executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7877</inf:sharesVoted><inf:sharesOnLoan>71382</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7877</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ITT Inc.</inf:issuerName><inf:cusip>45073V108</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory vote on executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>116266</inf:sharesVoted><inf:sharesOnLoan>25198</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>116266</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>J.B. Hunt Transport Services, Inc.</inf:issuerName><inf:cusip>445658107</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To Consider And Approve An Advisory Resolution Regarding The Company S Compensation Of Its Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>53933</inf:sharesVoted><inf:sharesOnLoan>74464</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>53933</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jabil Inc.</inf:issuerName><inf:cusip>466313103</inf:cusip><inf:meetingDate>01/23/2025</inf:meetingDate><inf:voteDescription>Approve (on an advisory basis) Jabil's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155920</inf:sharesVoted><inf:sharesOnLoan>65900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>155920</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jack Henry &amp; Associates, Inc.</inf:issuerName><inf:cusip>426281101</inf:cusip><inf:meetingDate>11/12/2024</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>102658</inf:sharesVoted><inf:sharesOnLoan>255240</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>102658</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jackson Financial Inc.</inf:issuerName><inf:cusip>46817M107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Non-binding, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>65335</inf:sharesVoted><inf:sharesOnLoan>63161</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>65335</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jacobs Solutions Inc.</inf:issuerName><inf:cusip>46982L108</inf:cusip><inf:meetingDate>01/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>223784</inf:sharesVoted><inf:sharesOnLoan>31611</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>223784</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Janus Henderson Group plc</inf:issuerName><inf:cusip>G4474Y214</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Say-on-Pay Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>243517</inf:sharesVoted><inf:sharesOnLoan>7901</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>243517</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jazz Pharmaceuticals Public Limited Company</inf:issuerName><inf:cusip>G50871105</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>305346</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>305346</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jazz Pharmaceuticals Public Limited Company</inf:issuerName><inf:cusip>G50871105</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>305346</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>305346</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>JBG SMITH Properties</inf:issuerName><inf:cusip>46590V100</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6238</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6238</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>JBT Marel Corporation</inf:issuerName><inf:cusip>477839104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, a non-binding resolution regarding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>35027</inf:sharesVoted><inf:sharesOnLoan>9703</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>35027</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jefferies Financial Group Inc.</inf:issuerName><inf:cusip>47233W109</inf:cusip><inf:meetingDate>03/27/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 2024 executive-compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>33173</inf:sharesVoted><inf:sharesOnLoan>436626</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>33173</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Johnson &amp; Johnson</inf:issuerName><inf:cusip>478160104</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8690014</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8690014</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Johnson Controls International plc</inf:issuerName><inf:cusip>G51502105</inf:cusip><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1221859</inf:sharesVoted><inf:sharesOnLoan>193555</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1221859</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Jones Lang LaSalle Incorporated</inf:issuerName><inf:cusip>48020Q107</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of JLL's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>35381</inf:sharesVoted><inf:sharesOnLoan>57186</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>35381</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>JPMorgan Chase &amp; Co.</inf:issuerName><inf:cusip>46625H100</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6051905</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6051905</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Juniper Networks, Inc.</inf:issuerName><inf:cusip>48203R104</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory resolution on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1420191</inf:sharesVoted><inf:sharesOnLoan>37252</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1420191</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KB Home</inf:issuerName><inf:cusip>48666K109</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>52623</inf:sharesVoted><inf:sharesOnLoan>88215</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>52623</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>581428</inf:sharesVoted><inf:sharesOnLoan>36250</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>581428</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kellanova</inf:issuerName><inf:cusip>487836108</inf:cusip><inf:meetingDate>11/01/2024</inf:meetingDate><inf:voteDescription>The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1261649</inf:sharesVoted><inf:sharesOnLoan>4000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1261649</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kemper Corporation</inf:issuerName><inf:cusip>488401100</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the Compan'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>89661</inf:sharesVoted><inf:sharesOnLoan>19042</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>89661</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kennedy-Wilson Holdings, Inc.</inf:issuerName><inf:cusip>489398107</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory nonbinding basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8659</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8659</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kenvue Inc.</inf:issuerName><inf:cusip>49177J102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of Kenvue 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>286130</inf:sharesVoted><inf:sharesOnLoan>2857837</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>286130</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Keurig Dr Pepper Inc.</inf:issuerName><inf:cusip>49271V100</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, Keurig Dr Pepper Inc.'s executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5377264</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5377264</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KeyCorp</inf:issuerName><inf:cusip>493267108</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>367520</inf:sharesVoted><inf:sharesOnLoan>1057134</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>367520</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Keysight Technologies, Inc.</inf:issuerName><inf:cusip>49338L103</inf:cusip><inf:meetingDate>03/20/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of Keysight'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>333477</inf:sharesVoted><inf:sharesOnLoan>32669</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>333477</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kilroy Realty Corporation</inf:issuerName><inf:cusip>49427F108</inf:cusip><inf:meetingDate>05/20/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28985</inf:sharesVoted><inf:sharesOnLoan>184066</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>28985</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kimberly-Clark Corporation</inf:issuerName><inf:cusip>494368103</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1464606</inf:sharesVoted><inf:sharesOnLoan>59618</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1464606</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kimco Realty Corporation</inf:issuerName><inf:cusip>49446R109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>The Board Of Directors Recommends: A Vote For The Advisory Resolution To Approve The Company's Executive Compensation (As More Particularly Described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>950802</inf:sharesVoted><inf:sharesOnLoan>183807</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>950802</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kinder Morgan, Inc.</inf:issuerName><inf:cusip>49456B101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6600220</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6600220</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kinsale Capital Group, Inc.</inf:issuerName><inf:cusip>49714P108</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2340</inf:sharesVoted><inf:sharesOnLoan>27582</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2340</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kirby Corporation</inf:issuerName><inf:cusip>497266106</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the approval of the compensation of Kirby'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88756</inf:sharesVoted><inf:sharesOnLoan>17466</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>88756</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kite Realty Group Trust</inf:issuerName><inf:cusip>49803T300</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Kite Realty Group Trust'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>273228</inf:sharesVoted><inf:sharesOnLoan>79944</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>273228</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>KLA Corporation</inf:issuerName><inf:cusip>482480100</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>To approve on a non-binding, advisory basis 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>307302</inf:sharesVoted><inf:sharesOnLoan>190000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>307302</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Knife River Corporation</inf:issuerName><inf:cusip>498894104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>127</inf:sharesVoted><inf:sharesOnLoan>90007</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>127</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Knight-Swift Transportation Holdings Inc.</inf:issuerName><inf:cusip>499049104</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Conduct an advisory, non-binding vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>592333</inf:sharesVoted><inf:sharesOnLoan>105580</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>592333</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Kyndryl Holdings, Inc.</inf:issuerName><inf:cusip>50155Q100</inf:cusip><inf:meetingDate>07/25/2024</inf:meetingDate><inf:voteDescription>Approval, in an advisory, non-binding vote, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>382649</inf:sharesVoted><inf:sharesOnLoan>1</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>382649</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>L3Harris Technologies, Inc.</inf:issuerName><inf:cusip>502431109</inf:cusip><inf:meetingDate>04/18/2025</inf:meetingDate><inf:voteDescription>Approval, in an Advisory Vote, of the Compensation of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>778395</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>778395</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Labcorp Holdings Inc.</inf:issuerName><inf:cusip>504922105</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, by 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>299820</inf:sharesVoted><inf:sharesOnLoan>53600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>299820</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lam Research Corporation</inf:issuerName><inf:cusip>512807108</inf:cusip><inf:meetingDate>11/05/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the named executive officers of Lam Research, or Say on Pay.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>255956</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>255956</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lamb Weston Holdings, Inc.</inf:issuerName><inf:cusip>513272104</inf:cusip><inf:meetingDate>09/26/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>202830</inf:sharesVoted><inf:sharesOnLoan>303400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>202830</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lancaster Colony Corporation</inf:issuerName><inf:cusip>513847103</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>To approve, by non-binding vote, the compensation of the Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>44441</inf:sharesVoted><inf:sharesOnLoan>58599</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>44441</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Landstar System, Inc.</inf:issuerName><inf:cusip>515098101</inf:cusip><inf:meetingDate>05/16/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16905</inf:sharesVoted><inf:sharesOnLoan>54098</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>16905</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lantheus Holdings, Inc.</inf:issuerName><inf:cusip>516544103</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12399</inf:sharesVoted><inf:sharesOnLoan>109136</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12399</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Las Vegas Sands Corp.</inf:issuerName><inf:cusip>517834107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>An advisory (non-binding) vote to approve the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>211083</inf:sharesVoted><inf:sharesOnLoan>383563</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>211083</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lattice Semiconductor Corporation</inf:issuerName><inf:cusip>518415104</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To approve on a non-binding, advisory basis, our Named Executive Officers' compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32771</inf:sharesVoted><inf:sharesOnLoan>148464</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>32771</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lazard, Inc.</inf:issuerName><inf:cusip>52110M109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote regarding executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15912</inf:sharesVoted><inf:sharesOnLoan>187273</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>15912</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LCI Industries</inf:issuerName><inf:cusip>50189K103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6699</inf:sharesVoted><inf:sharesOnLoan>40387</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6699</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lear Corporation</inf:issuerName><inf:cusip>521865204</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Approve, in a non-binding advisory vote, Lear Corporation's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>63098</inf:sharesVoted><inf:sharesOnLoan>46101</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>63098</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Leidos Holdings, Inc.</inf:issuerName><inf:cusip>525327102</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approve, by an advisory vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>252079</inf:sharesVoted><inf:sharesOnLoan>421800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>252079</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lennar Corporation</inf:issuerName><inf:cusip>526057104</inf:cusip><inf:meetingDate>04/09/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>679913</inf:sharesVoted><inf:sharesOnLoan>117449</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>679913</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lennox International Inc.</inf:issuerName><inf:cusip>526107107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15525</inf:sharesVoted><inf:sharesOnLoan>44317</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15525</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Light &amp; Wonder, Inc.</inf:issuerName><inf:cusip>80874P109</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6980</inf:sharesVoted><inf:sharesOnLoan>147145</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6980</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lincoln Electric Holdings, Inc.</inf:issuerName><inf:cusip>533900106</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers (NEOs).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>78517</inf:sharesVoted><inf:sharesOnLoan>20173</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>78517</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lincoln National Corporation</inf:issuerName><inf:cusip>534187109</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>The approval of an advisory resolution on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>218344</inf:sharesVoted><inf:sharesOnLoan>123028</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>218344</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Linde plc</inf:issuerName><inf:cusip>G54950103</inf:cusip><inf:meetingDate>07/30/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation of Linde plc s Named Executive Officers, as disclosed in the 2024 Proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>677357</inf:sharesVoted><inf:sharesOnLoan>208270</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>677357</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lineage, Inc.</inf:issuerName><inf:cusip>53566V106</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4744</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4744</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lineage, Inc.</inf:issuerName><inf:cusip>53566V106</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) approval of the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4744</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>4744</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lithia Motors, Inc.</inf:issuerName><inf:cusip>536797103</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, by an advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3698</inf:sharesVoted><inf:sharesOnLoan>31463</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3698</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Littelfuse, Inc.</inf:issuerName><inf:cusip>537008104</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>10955</inf:sharesVoted><inf:sharesOnLoan>32890</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>10955</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LivaNova PLC</inf:issuerName><inf:cusip>G5509L101</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Ordinary Resolution: To approve, on an advisory basis, the Company's compensation of its named executive officers ("US Say on Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12413</inf:sharesVoted><inf:sharesOnLoan>82971</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12413</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Live Nation Entertainment, Inc.</inf:issuerName><inf:cusip>538034109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To hold an advisory vote on the company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9898</inf:sharesVoted><inf:sharesOnLoan>274061</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9898</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LKQ Corporation</inf:issuerName><inf:cusip>501889208</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>65044</inf:sharesVoted><inf:sharesOnLoan>386313</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>65044</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lockheed Martin Corporation</inf:issuerName><inf:cusip>539830109</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>790742</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>790742</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Loews Corporation</inf:issuerName><inf:cusip>540424108</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>838811</inf:sharesVoted><inf:sharesOnLoan>1100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>838811</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Logitech International SA</inf:issuerName><inf:cusip>H50430232</inf:cusip><inf:meetingDate>09/04/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>84</inf:sharesVoted><inf:sharesOnLoan>10600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>84</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Logitech International SA</inf:issuerName><inf:isin>CH0025751329</inf:isin><inf:meetingDate>09/04/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>735420</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>735420</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Logitech International SA</inf:issuerName><inf:cusip>H50430232</inf:cusip><inf:meetingDate>09/04/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9709</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>9709</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Louisiana-Pacific Corporation</inf:issuerName><inf:cusip>546347105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>103889</inf:sharesVoted><inf:sharesOnLoan>18947</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>103889</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lowe's Companies, Inc.</inf:issuerName><inf:cusip>548661107</inf:cusip><inf:meetingDate>05/30/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>811505</inf:sharesVoted><inf:sharesOnLoan>397943</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>811505</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LPL Financial Holdings Inc.</inf:issuerName><inf:cusip>50212V100</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approve, in an advisory vote, the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>101692</inf:sharesVoted><inf:sharesOnLoan>36557</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>101692</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LTC Properties, Inc.</inf:issuerName><inf:cusip>502175102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3415</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3415</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lucid Group, Inc.</inf:issuerName><inf:cusip>549498103</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation for our named executive officers as disclosed in our Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4355</inf:sharesVoted><inf:sharesOnLoan>1394087</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4355</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lululemon Athletica Inc.</inf:issuerName><inf:cusip>550021109</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>236213</inf:sharesVoted><inf:sharesOnLoan>46335</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>236213</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lumen Technologies, Inc.</inf:issuerName><inf:cusip>550241103</inf:cusip><inf:meetingDate>05/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>94983</inf:sharesVoted><inf:sharesOnLoan>1662868</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>94983</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lumentum Holdings Inc.</inf:issuerName><inf:cusip>55024U109</inf:cusip><inf:meetingDate>11/20/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>594</inf:sharesVoted><inf:sharesOnLoan>87989</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>594</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LXP Industrial Trust</inf:issuerName><inf:cusip>529043101</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>To consider and vote upon an advisory, non-binding resolution to approve the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>138139</inf:sharesVoted><inf:sharesOnLoan>155186</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>138139</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Lyft, Inc.</inf:issuerName><inf:cusip>55087P104</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>The approval of, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>525707</inf:sharesVoted><inf:sharesOnLoan>105151</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>525707</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LyondellBasell Industries N.V.</inf:issuerName><inf:cusip>N53745100</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Advisory Vote Approving 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>18741</inf:sharesVoted><inf:sharesOnLoan>411156</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>18741</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>M&amp;T Bank Corporation</inf:issuerName><inf:cusip>55261F104</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To Approve The 2024 Compensation Of M&amp;T Bank Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12954</inf:sharesVoted><inf:sharesOnLoan>282438</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12954</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MACOM Technology Solutions Holdings, Inc.</inf:issuerName><inf:cusip>55405Y100</inf:cusip><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>169</inf:sharesVoted><inf:sharesOnLoan>84337</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>169</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MACOM Technology Solutions Holdings, Inc.</inf:issuerName><inf:cusip>55405Y100</inf:cusip><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>169</inf:sharesVoted><inf:sharesOnLoan>84337</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>169</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Macy's, Inc.</inf:issuerName><inf:cusip>55616P104</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32568</inf:sharesVoted><inf:sharesOnLoan>400254</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>32568</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Madison Square Garden Sports Corp.</inf:issuerName><inf:cusip>55825T103</inf:cusip><inf:meetingDate>12/04/2024</inf:meetingDate><inf:voteDescription>Approval of, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>85925</inf:sharesVoted><inf:sharesOnLoan>100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>85925</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Madrigal Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>558868105</inf:cusip><inf:meetingDate>06/20/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1198</inf:sharesVoted><inf:sharesOnLoan>26385</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1198</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Madrigal Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>558868105</inf:cusip><inf:meetingDate>06/20/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the frequency of future advisory votes 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1198</inf:sharesVoted><inf:sharesOnLoan>26385</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>1198</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Magnolia Oil &amp; Gas Corporation</inf:issuerName><inf:cusip>559663109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory, non-binding resolution regarding the compensation of our named executive officers for 2024 ("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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48572</inf:sharesVoted><inf:sharesOnLoan>245977</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>48572</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Magnolia Oil &amp; Gas Corporation</inf:issuerName><inf:cusip>559663109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory, non-binding resolution regarding the frequency of future say-on-pay votes ("say-on-frequency")</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48572</inf:sharesVoted><inf:sharesOnLoan>245977</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>48572</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Manhattan Associates, Inc.</inf:issuerName><inf:cusip>562750109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Non-binding resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>274268</inf:sharesVoted><inf:sharesOnLoan>19134</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>274268</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ManpowerGroup Inc.</inf:issuerName><inf:cusip>56418H100</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote on approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>75152</inf:sharesVoted><inf:sharesOnLoan>2000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>75152</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Maplebear Inc.</inf:issuerName><inf:cusip>565394103</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>231650</inf:sharesVoted><inf:sharesOnLoan>47670</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>231650</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MARA Holdings, Inc.</inf:issuerName><inf:cusip>565788106</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Non-binding, advisory vote on the compensation of our Named Executive Officers ("Say-on-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1889</inf:sharesVoted><inf:sharesOnLoan>393756</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1889</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marathon Oil Corporation</inf:issuerName><inf:cusip>565849106</inf:cusip><inf:meetingDate>08/29/2024</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1348004</inf:sharesVoted><inf:sharesOnLoan>113000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1348004</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marathon Petroleum Corporation</inf:issuerName><inf:cusip>56585A102</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>643820</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>643820</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Markel Group Inc.</inf:issuerName><inf:cusip>570535104</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on approval of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22558</inf:sharesVoted><inf:sharesOnLoan>36130</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22558</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MarketAxess Holdings Inc.</inf:issuerName><inf:cusip>57060D108</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 2025 Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>61464</inf:sharesVoted><inf:sharesOnLoan>2000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>61464</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marriott International, Inc.</inf:issuerName><inf:cusip>571903202</inf:cusip><inf:meetingDate>05/09/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>383974</inf:sharesVoted><inf:sharesOnLoan>44843</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>383974</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marriott Vacations Worldwide Corporation</inf:issuerName><inf:cusip>57164Y107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12510</inf:sharesVoted><inf:sharesOnLoan>56751</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12510</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marriott Vacations Worldwide Corporation</inf:issuerName><inf:cusip>57164Y107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12510</inf:sharesVoted><inf:sharesOnLoan>56751</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>12510</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marsh &amp; McLennan Companies, Inc.</inf:issuerName><inf:cusip>571748102</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory (Nonbinding) Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2236123</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2236123</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Martin Marietta Materials, 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 Marietta Materials, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>79326</inf:sharesVoted><inf:sharesOnLoan>18191</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>79326</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Marvell Technology, Inc.</inf:issuerName><inf:cusip>573874104</inf:cusip><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>An advisory (non-binding) vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1362772</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1362772</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Masco Corporation</inf:issuerName><inf:cusip>574599106</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding advisory vote, the compensation paid to the Company's named executive officers, as disclosed pursuant to the compensation disclosure rules of the SEC, including the Compensation Discussion and Analysis, the compensation tables and the related materials 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>283886</inf:sharesVoted><inf:sharesOnLoan>140410</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>283886</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Masimo Corporation</inf:issuerName><inf:cusip>574795100</inf:cusip><inf:meetingDate>09/19/2024</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4333</inf:sharesVoted><inf:sharesOnLoan>68356</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4333</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Masimo Corporation</inf:issuerName><inf:cusip>574795100</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2694</inf:sharesVoted><inf:sharesOnLoan>67535</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2694</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MasTec, Inc.</inf:issuerName><inf:cusip>576323109</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory resolution regarding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>80358</inf:sharesVoted><inf:sharesOnLoan>26421</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>80358</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mastercard Incorporated</inf:issuerName><inf:cusip>57636Q104</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>Advisory approval of Mastercard's executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2074996</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2074996</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Matador Resources Company</inf:issuerName><inf:cusip>576485205</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11964</inf:sharesVoted><inf:sharesOnLoan>180315</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11964</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Match Group, Inc.</inf:issuerName><inf:cusip>57667L107</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>To approve a non-binding advisory resolution on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>121028</inf:sharesVoted><inf:sharesOnLoan>327003</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>121028</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Matson, Inc.</inf:issuerName><inf:cusip>57686G105</inf:cusip><inf:meetingDate>04/24/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7911</inf:sharesVoted><inf:sharesOnLoan>54550</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7911</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mattel, Inc.</inf:issuerName><inf:cusip>577081102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve named executive officer compensation ("Say-on-Pay"), as described in the Mattel, Inc. Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>211290</inf:sharesVoted><inf:sharesOnLoan>403432</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>211290</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MAXIMUS, Inc.</inf:issuerName><inf:cusip>577933104</inf:cusip><inf:meetingDate>03/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>99423</inf:sharesVoted><inf:sharesOnLoan>1010</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>99423</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>McDonald's Corporation</inf:issuerName><inf:cusip>580135101</inf:cusip><inf:meetingDate>05/20/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2819072</inf:sharesVoted><inf:sharesOnLoan>747140</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2819072</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>McKesson Corporation</inf:issuerName><inf:cusip>58155Q103</inf:cusip><inf:meetingDate>07/31/2024</inf:meetingDate><inf:voteDescription>Advisory vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>646353</inf:sharesVoted><inf:sharesOnLoan>21119</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>646353</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MDU Resources Group, Inc.</inf:issuerName><inf:cusip>552690109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>328419</inf:sharesVoted><inf:sharesOnLoan>74032</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>328419</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Medical Properties Trust, Inc.</inf:issuerName><inf:cusip>58463J304</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>150534</inf:sharesVoted><inf:sharesOnLoan>655012</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>150534</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Medpace Holdings, Inc.</inf:issuerName><inf:cusip>58506Q109</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29738</inf:sharesVoted><inf:sharesOnLoan>14479</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>29738</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Medtronic plc</inf:issuerName><inf:cusip>G5960L103</inf:cusip><inf:meetingDate>10/17/2024</inf:meetingDate><inf:voteDescription>Approving, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2644260</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2644260</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MercadoLibre, Inc.</inf:issuerName><inf:cusip>58733R102</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>113250</inf:sharesVoted><inf:sharesOnLoan>1200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>113250</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Merck &amp; Co., Inc.</inf:issuerName><inf:cusip>58933Y105</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9102549</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9102549</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Merit Medical Systems, Inc.</inf:issuerName><inf:cusip>589889104</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding, advisory resolution approving the compensation of the Company's named executive officers as described in the Merit Medical Systems, Inc. Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15339</inf:sharesVoted><inf:sharesOnLoan>128924</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15339</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meritage Homes Corporation</inf:issuerName><inf:cusip>59001A102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve compensation of the Company's Named Executive Officers ("Say on Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60648</inf:sharesVoted><inf:sharesOnLoan>69150</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>60648</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms, Inc.</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6226054</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6226054</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Meta Platforms, Inc.</inf:issuerName><inf:cusip>30303M102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6226054</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>6226054</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MetLife, Inc.</inf:issuerName><inf:cusip>59156R108</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote to approve the compensation paid to MetLife, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1000294</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1000294</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mettler-Toledo International Inc.</inf:issuerName><inf:cusip>592688105</inf:cusip><inf:meetingDate>05/01/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>35237</inf:sharesVoted><inf:sharesOnLoan>406</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>35237</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MGIC Investment Corporation</inf:issuerName><inf:cusip>552848103</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve our Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>282718</inf:sharesVoted><inf:sharesOnLoan>264259</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>282718</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MGM Resorts International</inf:issuerName><inf:cusip>552953101</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>138131</inf:sharesVoted><inf:sharesOnLoan>300302</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>138131</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Microchip Technology Incorporated</inf:issuerName><inf:cusip>595017104</inf:cusip><inf:meetingDate>08/20/2024</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>705580</inf:sharesVoted><inf:sharesOnLoan>276300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>705580</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Micron Technology, Inc.</inf:issuerName><inf:cusip>595112103</inf:cusip><inf:meetingDate>01/16/2025</inf:meetingDate><inf:voteDescription>Proposal By The Company To Approve, On A Non-Binding Advisory Basis, The Compensation Of Our Named Executive Officers As Described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4139741</inf:sharesVoted><inf:sharesOnLoan>45783</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4139741</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Microsoft Corporation</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>21689630</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>21689630</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mid-America Apartment Communities, Inc.</inf:issuerName><inf:cusip>59522J103</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>148020</inf:sharesVoted><inf:sharesOnLoan>60114</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>148020</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MKS Instruments, Inc.</inf:issuerName><inf:cusip>55306N104</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>153634</inf:sharesVoted><inf:sharesOnLoan>104694</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>153634</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Moderna, Inc.</inf:issuerName><inf:cusip>60770K107</inf:cusip><inf:meetingDate>04/30/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26907</inf:sharesVoted><inf:sharesOnLoan>358354</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>26907</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mohawk Industries, Inc.</inf:issuerName><inf:cusip>608190104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>99516</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>99516</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Molina Healthcare, Inc.</inf:issuerName><inf:cusip>60855R100</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To consider and 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19988</inf:sharesVoted><inf:sharesOnLoan>73300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19988</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Molson Coors Beverage Company</inf:issuerName><inf:cusip>60871R209</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of Molson Coors Beverage 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>71838</inf:sharesVoted><inf:sharesOnLoan>751537</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>71838</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mondelez International, Inc.</inf:issuerName><inf:cusip>609207105</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4185424</inf:sharesVoted><inf:sharesOnLoan>725151</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4185424</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MongoDB, Inc.</inf:issuerName><inf:cusip>60937P106</inf:cusip><inf:meetingDate>06/30/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>86636</inf:sharesVoted><inf:sharesOnLoan>22920</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>86636</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MongoDB, Inc.</inf:issuerName><inf:cusip>60937P106</inf:cusip><inf:meetingDate>06/30/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>86636</inf:sharesVoted><inf:sharesOnLoan>22920</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>86636</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Monolithic Power Systems, Inc.</inf:issuerName><inf:cusip>609839105</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>18243</inf:sharesVoted><inf:sharesOnLoan>78723</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>18243</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Monster Beverage Corporation</inf:issuerName><inf:cusip>61174X109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on a non-binding, advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>450457</inf:sharesVoted><inf:sharesOnLoan>946435</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>450457</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Moody's Corporation</inf:issuerName><inf:cusip>615369105</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>Advisory resolution approving executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>280047</inf:sharesVoted><inf:sharesOnLoan>17000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>280047</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Morgan Stanley</inf:issuerName><inf:cusip>617446448</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1865706</inf:sharesVoted><inf:sharesOnLoan>101213</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1865706</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Morningstar, Inc.</inf:issuerName><inf:cusip>617700109</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>44829</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>44829</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Motorola Solutions, Inc.</inf:issuerName><inf:cusip>620076307</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of the Company's Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>757718</inf:sharesVoted><inf:sharesOnLoan>8200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>757718</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mr. Cooper Group Inc.</inf:issuerName><inf:cusip>62482R107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>106882</inf:sharesVoted><inf:sharesOnLoan>17298</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>106882</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mr. Cooper Group Inc.</inf:issuerName><inf:cusip>62482R107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of Say on Pay votes</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>106882</inf:sharesVoted><inf:sharesOnLoan>17298</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>106882</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MSA Safety Incorporated</inf:issuerName><inf:cusip>553498106</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To provide an advisory vote to approve the executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>54608</inf:sharesVoted><inf:sharesOnLoan>12907</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>54608</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MSC Industrial Direct Co., Inc.</inf:issuerName><inf:cusip>553530106</inf:cusip><inf:meetingDate>01/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation: To approve, on an advisory basis, the compensation of MSC'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7994</inf:sharesVoted><inf:sharesOnLoan>83929</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7994</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MSCI Inc.</inf:issuerName><inf:cusip>55354G100</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>To approve, by advisory vote, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>216729</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>216729</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Mueller Industries, Inc.</inf:issuerName><inf:cusip>624756102</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis by non-binding vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>72608</inf:sharesVoted><inf:sharesOnLoan>164543</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>72608</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Murphy Oil Corporation</inf:issuerName><inf:cusip>626717102</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>38607</inf:sharesVoted><inf:sharesOnLoan>217548</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>38607</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Murphy USA Inc.</inf:issuerName><inf:cusip>626755102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approval of Executive Compensation on an Advisory, Non-Binding Basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1628</inf:sharesVoted><inf:sharesOnLoan>90226</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1628</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nasdaq, Inc.</inf:issuerName><inf:cusip>631103108</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's executive compensation as presented 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1693003</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1693003</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Natera, Inc.</inf:issuerName><inf:cusip>632307104</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>190066</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>190066</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>National Fuel Gas Company</inf:issuerName><inf:cusip>636180101</inf:cusip><inf:meetingDate>03/13/2025</inf:meetingDate><inf:voteDescription>Advisory approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>130798</inf:sharesVoted><inf:sharesOnLoan>37531</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>130798</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>National Health Investors, Inc.</inf:issuerName><inf:cusip>63633D104</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>The Company's proposal to approve, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3358</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3358</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>National Storage Affiliates Trust</inf:issuerName><inf:cusip>637870106</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>Shareholder advisory vote (non-binding) on the executive compensation of the Company's Named Executive Officers as more fully described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25739</inf:sharesVoted><inf:sharesOnLoan>112827</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25739</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>nCino, Inc.</inf:issuerName><inf:cusip>63947X101</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25904</inf:sharesVoted><inf:sharesOnLoan>111387</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>25904</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Neogen Corporation</inf:issuerName><inf:cusip>640491106</inf:cusip><inf:meetingDate>10/24/2024</inf:meetingDate><inf:voteDescription>To Approve, On An Advisory Basis, The Compensation of Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22535</inf:sharesVoted><inf:sharesOnLoan>259719</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22535</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NetApp, Inc.</inf:issuerName><inf:cusip>64110D104</inf:cusip><inf:meetingDate>09/11/2024</inf:meetingDate><inf:voteDescription>To hold an advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1294601</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1294601</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Netflix, Inc.</inf:issuerName><inf:cusip>64110L106</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>839318</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>839318</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NETSTREIT Corp.</inf:issuerName><inf:cusip>64119V303</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of NETSTREIT Corp.'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6152</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6152</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Neurocrine Biosciences, Inc.</inf:issuerName><inf:cusip>64125C109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>151368</inf:sharesVoted><inf:sharesOnLoan>28543</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>151368</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>New Jersey Resources Corporation</inf:issuerName><inf:cusip>646025106</inf:cusip><inf:meetingDate>01/21/2025</inf:meetingDate><inf:voteDescription>To approve a non-binding advisory resolution approving 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>450420</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>450420</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Newell Brands Inc.</inf:issuerName><inf:cusip>651229106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve an advisory resolution on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>77011</inf:sharesVoted><inf:sharesOnLoan>548246</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>77011</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Newmont Corporation</inf:issuerName><inf:cusip>651639106</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution on Newmonts executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1802785</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1802785</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Newmont Corporation</inf:issuerName><inf:isin>AU0000297962</inf:isin><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Ratify Named Executive Officers' Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3310</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3310</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NexPoint Residential Trust, Inc.</inf:issuerName><inf:cusip>65341D102</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1707</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1707</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nexstar Media Group, Inc.</inf:issuerName><inf:cusip>65336K103</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4543</inf:sharesVoted><inf:sharesOnLoan>50773</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4543</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NextEra Energy, Inc.</inf:issuerName><inf:cusip>65339F101</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory vote, of NextEra Energy's compensation of its 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5025125</inf:sharesVoted><inf:sharesOnLoan>3200099</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5025125</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nextracker Inc.</inf:issuerName><inf:cusip>65290E101</inf:cusip><inf:meetingDate>08/19/2024</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4469</inf:sharesVoted><inf:sharesOnLoan>195356</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4469</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NIKE, Inc.</inf:issuerName><inf:cusip>654106103</inf:cusip><inf:meetingDate>09/10/2024</inf:meetingDate><inf:voteDescription>To approve executive compensation by an advisory vote.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2318944</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2318944</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NiSource Inc.</inf:issuerName><inf:cusip>65473P105</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>To approve named executive officer compensation on an advisory basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2074610</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2074610</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NNN REIT, Inc.</inf:issuerName><inf:cusip>637417106</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory approval of the compensation of our named executive officers as described in this Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>290468</inf:sharesVoted><inf:sharesOnLoan>574470</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>290468</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Noble Corporation plc</inf:issuerName><inf:cusip>G65431127</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval by Advisory Vote of the Company's Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14254</inf:sharesVoted><inf:sharesOnLoan>150946</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>14254</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nordson Corporation</inf:issuerName><inf:cusip>655663102</inf:cusip><inf:meetingDate>03/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>79718</inf:sharesVoted><inf:sharesOnLoan>17678</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>79718</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Norfolk Southern Corporation</inf:issuerName><inf:cusip>655844108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>296474</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>296474</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Northern Trust Corporation</inf:issuerName><inf:cusip>665859104</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Approval, by an advisory vote, of the 2024 compensation of the Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>243500</inf:sharesVoted><inf:sharesOnLoan>125179</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>243500</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Northrop Grumman Corporation</inf:issuerName><inf:cusip>666807102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>618766</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>618766</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Norwegian Cruise Line Holdings Ltd.</inf:issuerName><inf:cusip>G66721104</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>78520</inf:sharesVoted><inf:sharesOnLoan>651234</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>78520</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NOV Inc.</inf:issuerName><inf:cusip>62955J103</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>528338</inf:sharesVoted><inf:sharesOnLoan>208839</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>528338</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Novanta Inc.</inf:issuerName><inf:cusip>67000B104</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>76467</inf:sharesVoted><inf:sharesOnLoan>31229</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>76467</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Novanta Inc.</inf:issuerName><inf:cusip>67000B104</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, the frequency of future shareholder votes on the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>76467</inf:sharesVoted><inf:sharesOnLoan>31229</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>76467</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NRG Energy, Inc.</inf:issuerName><inf:cusip>629377508</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, NRG Energy, Inc.'s executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>242042</inf:sharesVoted><inf:sharesOnLoan>159667</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>242042</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nucor Corporation</inf:issuerName><inf:cusip>670346105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>377893</inf:sharesVoted><inf:sharesOnLoan>37665</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>377893</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nutanix, Inc.</inf:issuerName><inf:cusip>67059N108</inf:cusip><inf:meetingDate>12/13/2024</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>489564</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>489564</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Nutanix, Inc.</inf:issuerName><inf:cusip>67059N108</inf:cusip><inf:meetingDate>12/13/2024</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>489564</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>489564</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>nVent Electric plc</inf:issuerName><inf:cusip>G6700G107</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Approve, by Non-Binding Advisory Vote, the Compensation of the Named Executive Officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>237208</inf:sharesVoted><inf:sharesOnLoan>46268</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>237208</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>nVent Electric plc</inf:issuerName><inf:cusip>G6700G107</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Recommend, by Non-Binding Advisory Vote, the Frequency of Advisory Votes on the Compensation of Named Executive Officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>237208</inf:sharesVoted><inf:sharesOnLoan>46268</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>237208</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>61293061</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>61293061</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NVR, Inc.</inf:issuerName><inf:cusip>62944T105</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve compensation paid to certain executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4038</inf:sharesVoted><inf:sharesOnLoan>1850</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>4038</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NXP Semiconductors N.V.</inf:issuerName><inf:cusip>N6596X109</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Non-binding, advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>254894</inf:sharesVoted><inf:sharesOnLoan>197100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>254894</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>O'Reilly Automotive, Inc.</inf:issuerName><inf:cusip>67103H107</inf:cusip><inf:meetingDate>05/15/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>202426</inf:sharesVoted><inf:sharesOnLoan>92828</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>202426</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Occidental Petroleum Corporation</inf:issuerName><inf:cusip>674599105</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>13122</inf:sharesVoted><inf:sharesOnLoan>1067695</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>13122</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>OGE Energy Corp.</inf:issuerName><inf:cusip>670837103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>866900</inf:sharesVoted><inf:sharesOnLoan>91478</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>866900</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Okta, Inc.</inf:issuerName><inf:cusip>679295105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>92431</inf:sharesVoted><inf:sharesOnLoan>168056</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>92431</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Okta, Inc.</inf:issuerName><inf:cusip>679295105</inf:cusip><inf:meetingDate>06/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>92431</inf:sharesVoted><inf:sharesOnLoan>168056</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>92431</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Old Dominion Freight Line, Inc.</inf:issuerName><inf:cusip>679580100</inf:cusip><inf:meetingDate>05/21/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>235750</inf:sharesVoted><inf:sharesOnLoan>466454</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>235750</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Old National Bancorp</inf:issuerName><inf:cusip>680033107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory proposal on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>34299</inf:sharesVoted><inf:sharesOnLoan>446672</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>34299</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Old Republic International Corporation</inf:issuerName><inf:cusip>680223104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To provide an advisory approval on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1097061</inf:sharesVoted><inf:sharesOnLoan>55872</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1097061</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Olin Corporation</inf:issuerName><inf:cusip>680665205</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60944</inf:sharesVoted><inf:sharesOnLoan>124801</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>60944</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ollie's Bargain Outlet Holdings, Inc.</inf:issuerName><inf:cusip>681116109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To approve a non-binding advisory proposal regarding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19156</inf:sharesVoted><inf:sharesOnLoan>60372</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>19156</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Omega Healthcare Investors, Inc.</inf:issuerName><inf:cusip>681936100</inf:cusip><inf:meetingDate>06/06/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>760397</inf:sharesVoted><inf:sharesOnLoan>465808</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>760397</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Omnicom Group Inc.</inf:issuerName><inf:cusip>681919106</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12831</inf:sharesVoted><inf:sharesOnLoan>846267</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12831</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ON Semiconductor Corporation</inf:issuerName><inf:cusip>682189105</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>49407</inf:sharesVoted><inf:sharesOnLoan>1936248</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>49407</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ONE Gas, Inc.</inf:issuerName><inf:cusip>68235P108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>131783</inf:sharesVoted><inf:sharesOnLoan>157207</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>131783</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ONEOK, Inc.</inf:issuerName><inf:cusip>682680103</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve ONEOK, Inc.'s executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>716115</inf:sharesVoted><inf:sharesOnLoan>279466</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>716115</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Onto Innovation Inc.</inf:issuerName><inf:cusip>683344105</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>72546</inf:sharesVoted><inf:sharesOnLoan>5395</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>72546</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Option Care Health, Inc.</inf:issuerName><inf:cusip>68404L201</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>120658</inf:sharesVoted><inf:sharesOnLoan>125609</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>120658</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Oracle Corporation</inf:issuerName><inf:cusip>68389X105</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5077657</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5077657</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Organon &amp; Co.</inf:issuerName><inf:cusip>68622V106</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of Organon'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>41531</inf:sharesVoted><inf:sharesOnLoan>380633</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>41531</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ormat Technologies, Inc.</inf:issuerName><inf:cusip>686688102</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, in a non-binding, advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7846</inf:sharesVoted><inf:sharesOnLoan>59333</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>7846</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Oshkosh Corporation</inf:issuerName><inf:cusip>688239201</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Approval, by advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>33357</inf:sharesVoted><inf:sharesOnLoan>60837</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>33357</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Otis Worldwide Corporation</inf:issuerName><inf:cusip>68902V107</inf:cusip><inf:meetingDate>05/15/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>313418</inf:sharesVoted><inf:sharesOnLoan>336400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>313418</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ovintiv Inc.</inf:issuerName><inf:cusip>69047Q102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>460225</inf:sharesVoted><inf:sharesOnLoan>16871</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>460225</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Owens Corning</inf:issuerName><inf:cusip>690742101</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To Approve, On An Advisory Basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>133382</inf:sharesVoted><inf:sharesOnLoan>25134</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>133382</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PACCAR Inc</inf:issuerName><inf:cusip>693718108</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>796675</inf:sharesVoted><inf:sharesOnLoan>236954</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>796675</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Packaging Corporation of America</inf:issuerName><inf:cusip>695156109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Proposal to approve our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>153824</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>153824</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Palo Alto Networks, Inc.</inf:issuerName><inf:cusip>697435105</inf:cusip><inf:meetingDate>12/10/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the frequency of holding future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>426527</inf:sharesVoted><inf:sharesOnLoan>129606</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>426527</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Palo Alto Networks, Inc.</inf:issuerName><inf:cusip>697435105</inf:cusip><inf:meetingDate>12/10/2024</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>426527</inf:sharesVoted><inf:sharesOnLoan>129606</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>426527</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paramount Group, Inc.</inf:issuerName><inf:cusip>69924R108</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14090</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>14090</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Park Hotels &amp; Resorts Inc.</inf:issuerName><inf:cusip>700517105</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>882495</inf:sharesVoted><inf:sharesOnLoan>69792</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>882495</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Parker-Hannifin Corporation</inf:issuerName><inf:cusip>701094104</inf:cusip><inf:meetingDate>10/23/2024</inf:meetingDate><inf:voteDescription>Approval of, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>227826</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>227826</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paychex, Inc.</inf:issuerName><inf:cusip>704326107</inf:cusip><inf:meetingDate>10/10/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>433971</inf:sharesVoted><inf:sharesOnLoan>1083439</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>433971</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paycom Software, Inc.</inf:issuerName><inf:cusip>70432V102</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Advisory approval 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6360</inf:sharesVoted><inf:sharesOnLoan>84596</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6360</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Paylocity Holding Corporation</inf:issuerName><inf:cusip>70438V106</inf:cusip><inf:meetingDate>12/05/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>63172</inf:sharesVoted><inf:sharesOnLoan>14577</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>63172</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PayPal Holdings, Inc.</inf:issuerName><inf:cusip>70450Y103</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1429592</inf:sharesVoted><inf:sharesOnLoan>378546</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1429592</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PBF Energy Inc.</inf:issuerName><inf:cusip>69318G106</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the 2024 compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1828</inf:sharesVoted><inf:sharesOnLoan>157707</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1828</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PBF Energy Inc.</inf:issuerName><inf:cusip>69318G106</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>An advisory vote on the frequency of the advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1828</inf:sharesVoted><inf:sharesOnLoan>157707</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>1828</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pebblebrook Hotel Trust</inf:issuerName><inf:cusip>70509V100</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote approving the compensation of our named executive officers ("Say-On-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9131</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9131</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PENN Entertainment, Inc.</inf:issuerName><inf:cusip>707569109</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2700</inf:sharesVoted><inf:sharesOnLoan>216398</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>TAKE NO ACTION</inf:howVoted><inf:sharesVoted>2700</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PENN Entertainment, Inc.</inf:issuerName><inf:cusip>707569109</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>The Company's proposal to approve, on an advisory basis, the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2700</inf:sharesVoted><inf:sharesOnLoan>216398</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2700</inf:sharesVoted><inf:managementRecommendation>NONE</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Penske Automotive Group, Inc.</inf:issuerName><inf:cusip>70959W103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding vote, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3980</inf:sharesVoted><inf:sharesOnLoan>33782</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3980</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pentair plc</inf:issuerName><inf:cusip>G7S00T104</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, by nonbinding, advisory vote, the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>252177</inf:sharesVoted><inf:sharesOnLoan>21000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>252177</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Penumbra, Inc.</inf:issuerName><inf:cusip>70975L107</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Penumbra, Inc.'s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>31291</inf:sharesVoted><inf:sharesOnLoan>25245</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>31291</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PepsiCo, Inc.</inf:issuerName><inf:cusip>713448108</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6463686</inf:sharesVoted><inf:sharesOnLoan>595547</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6463686</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Performance Food Group Company</inf:issuerName><inf:cusip>71377A103</inf:cusip><inf:meetingDate>11/20/2024</inf:meetingDate><inf:voteDescription>To approve, in a non-binding advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>277703</inf:sharesVoted><inf:sharesOnLoan>4000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>277703</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Permian Resources Corporation</inf:issuerName><inf:cusip>71424F105</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>419284</inf:sharesVoted><inf:sharesOnLoan>618249</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>419284</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Perrigo Company plc</inf:issuerName><inf:cusip>G97822103</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To provide advisory approval of the Company s executive compensation.'</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>240860</inf:sharesVoted><inf:sharesOnLoan>1000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>240860</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pfizer Inc.</inf:issuerName><inf:cusip>717081103</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>2025 advisory approval of executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16923031</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>16923031</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PG&amp;E Corporation</inf:issuerName><inf:cusip>69331C108</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6915007</inf:sharesVoted><inf:sharesOnLoan>186700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6915007</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Phillips 66</inf:issuerName><inf:cusip>718546104</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Approval Of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>577026</inf:sharesVoted><inf:sharesOnLoan>98400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>577026</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Phillips 66</inf:issuerName><inf:cusip>718546104</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory Approval Of Frequency Of Future Advisory Approvals Of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>577026</inf:sharesVoted><inf:sharesOnLoan>98400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>577026</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Phillips Edison &amp; Company, Inc.</inf:issuerName><inf:cusip>71844V201</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approve a non-binding, advisory resolution on executive compensation as more fully described in the proxy statement for the annual meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>126902</inf:sharesVoted><inf:sharesOnLoan>80208</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>126902</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Piedmont Office Realty Trust, Inc.</inf:issuerName><inf:cusip>720190206</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9457</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>9457</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pinnacle Financial Partners, Inc.</inf:issuerName><inf:cusip>72346Q104</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the Company's named executive officer s compensation as disclosed in the proxy statement for the Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>105982</inf:sharesVoted><inf:sharesOnLoan>21097</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>105982</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pinnacle West Capital Corporation</inf:issuerName><inf:cusip>723484101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To hold 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>435239</inf:sharesVoted><inf:sharesOnLoan>113060</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>435239</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pinterest, Inc.</inf:issuerName><inf:cusip>72352L106</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>437618</inf:sharesVoted><inf:sharesOnLoan>482718</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>437618</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Planet Fitness, Inc.</inf:issuerName><inf:cusip>72703H101</inf:cusip><inf:meetingDate>05/06/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>69667</inf:sharesVoted><inf:sharesOnLoan>68709</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>69667</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Polaris Inc.</inf:issuerName><inf:cusip>731068102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24801</inf:sharesVoted><inf:sharesOnLoan>79291</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>24801</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pool Corporation</inf:issuerName><inf:cusip>73278L105</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Say-on-pay vote: Advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4696</inf:sharesVoted><inf:sharesOnLoan>61689</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4696</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Popular, Inc.</inf:issuerName><inf:cusip>733174700</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the Corporation's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>104266</inf:sharesVoted><inf:sharesOnLoan>34604</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>104266</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Portland General Electric Company</inf:issuerName><inf:cusip>736508847</inf:cusip><inf:meetingDate>04/18/2025</inf:meetingDate><inf:voteDescription>To Approve, By 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12390</inf:sharesVoted><inf:sharesOnLoan>441645</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12390</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Post Holdings, Inc.</inf:issuerName><inf:cusip>737446104</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>198346</inf:sharesVoted><inf:sharesOnLoan>47188</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>198346</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Post Holdings, Inc.</inf:issuerName><inf:cusip>737446104</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>Advisory approval on the frequency of the advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>198346</inf:sharesVoted><inf:sharesOnLoan>47188</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>198346</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PotlatchDeltic Corporation</inf:issuerName><inf:cusip>737630103</inf:cusip><inf:meetingDate>05/05/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>85737</inf:sharesVoted><inf:sharesOnLoan>61323</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>85737</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Power Integrations, Inc.</inf:issuerName><inf:cusip>739276103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Power Integrations 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>79806</inf:sharesVoted><inf:sharesOnLoan>16748</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>79806</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PPG Industries, Inc.</inf:issuerName><inf:cusip>693506107</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Approve the compensation of the Company's named executive officers on an advisory basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>114316</inf:sharesVoted><inf:sharesOnLoan>265982</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>114316</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PPL Corporation</inf:issuerName><inf:cusip>69351T106</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve compensation of named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2993267</inf:sharesVoted><inf:sharesOnLoan>410742</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2993267</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Primerica, Inc.</inf:issuerName><inf:cusip>74164M108</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To consider an advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>111720</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>111720</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Principal Financial Group, Inc.</inf:issuerName><inf:cusip>74251V102</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Advisory approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>183496</inf:sharesVoted><inf:sharesOnLoan>186605</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>183496</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Procore Technologies, Inc.</inf:issuerName><inf:cusip>74275K108</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>928</inf:sharesVoted><inf:sharesOnLoan>125670</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>928</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Prologis, Inc.</inf:issuerName><inf:cusip>74340W103</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1749680</inf:sharesVoted><inf:sharesOnLoan>47774</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1749680</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Prosperity Bancshares, Inc.</inf:issuerName><inf:cusip>743606105</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the compensation of the Company's named executive officers ("Say-On-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>100173</inf:sharesVoted><inf:sharesOnLoan>45300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>100173</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Prudential Financial, Inc.</inf:issuerName><inf:cusip>744320102</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>605413</inf:sharesVoted><inf:sharesOnLoan>46667</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>605413</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PTC Inc.</inf:issuerName><inf:cusip>69370C100</inf:cusip><inf:meetingDate>02/12/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of our named executive officers (say-on-pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>332823</inf:sharesVoted><inf:sharesOnLoan>215859</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>332823</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Public Service Enterprise Group Incorporated</inf:issuerName><inf:cusip>744573106</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on the Approval of Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2319778</inf:sharesVoted><inf:sharesOnLoan>20067</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2319778</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Public Storage</inf:issuerName><inf:cusip>74460D109</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>650874</inf:sharesVoted><inf:sharesOnLoan>109950</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>650874</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PulteGroup, Inc.</inf:issuerName><inf:cusip>745867101</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Say-on-pay: 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>280845</inf:sharesVoted><inf:sharesOnLoan>305100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>280845</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Pure Storage, Inc.</inf:issuerName><inf:cusip>74624M102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>An advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>116642</inf:sharesVoted><inf:sharesOnLoan>267079</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>116642</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>PVH Corp.</inf:issuerName><inf:cusip>693656100</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution on executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16384</inf:sharesVoted><inf:sharesOnLoan>83671</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>16384</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Q2 Holdings, Inc.</inf:issuerName><inf:cusip>74736L109</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60896</inf:sharesVoted><inf:sharesOnLoan>46000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>60896</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Qorvo, Inc.</inf:issuerName><inf:cusip>74736K101</inf:cusip><inf:meetingDate>08/13/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>357610</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>357610</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>QUALCOMM Incorporated</inf:issuerName><inf:cusip>747525103</inf:cusip><inf:meetingDate>03/18/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3082044</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3082044</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Qualys, Inc.</inf:issuerName><inf:cusip>74758T303</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation of Qualys, Inc.'s named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5728</inf:sharesVoted><inf:sharesOnLoan>60110</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5728</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Quanta Services, Inc.</inf:issuerName><inf:cusip>74762E102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, by non-binding advisory vote, of Quanta's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>180627</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>180627</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Quest Diagnostics Incorporated</inf:issuerName><inf:cusip>74834L100</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>An advisory resolution to approve the executive officer compensation disclosed in the Company's 2025 proxy statement</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>489187</inf:sharesVoted><inf:sharesOnLoan>15400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>489187</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>QuidelOrtho Corporation</inf:issuerName><inf:cusip>219798105</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Approval of, on an advisory basis, the compensation of QuidelOrtho'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>51172</inf:sharesVoted><inf:sharesOnLoan>16616</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>51172</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Radian Group Inc.</inf:issuerName><inf:cusip>750236101</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory, non-binding vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>54533</inf:sharesVoted><inf:sharesOnLoan>216351</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>54533</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ralph Lauren Corporation</inf:issuerName><inf:cusip>751212101</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19715</inf:sharesVoted><inf:sharesOnLoan>65615</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19715</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rambus Inc.</inf:issuerName><inf:cusip>750917106</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>137756</inf:sharesVoted><inf:sharesOnLoan>35980</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>137756</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Range Resources Corporation</inf:issuerName><inf:cusip>75281A109</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To consider and vote on a non-binding proposal to approve our executive compensation philosophy ("say-on-pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>140209</inf:sharesVoted><inf:sharesOnLoan>252556</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>140209</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Raymond James Financial, Inc.</inf:issuerName><inf:cusip>754730109</inf:cusip><inf:meetingDate>02/20/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>124219</inf:sharesVoted><inf:sharesOnLoan>202382</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>124219</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rayonier Inc.</inf:issuerName><inf:cusip>754907103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>154587</inf:sharesVoted><inf:sharesOnLoan>138924</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>154587</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RB Global, Inc.</inf:issuerName><inf:cusip>74935Q107</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>467109</inf:sharesVoted><inf:sharesOnLoan>190581</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>467109</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RBC Bearings Incorporated</inf:issuerName><inf:cusip>75524B104</inf:cusip><inf:meetingDate>09/05/2024</inf:meetingDate><inf:voteDescription>To consider a resolution regarding the stockholder advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32188</inf:sharesVoted><inf:sharesOnLoan>20127</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>32188</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Realty Income Corporation</inf:issuerName><inf:cusip>756109104</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>A non-binding advisory proposal to approve the compensation of our named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2378332</inf:sharesVoted><inf:sharesOnLoan>1533610</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2378332</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Reddit, Inc.</inf:issuerName><inf:cusip>75734B100</inf:cusip><inf:meetingDate>06/09/2025</inf:meetingDate><inf:voteDescription>Advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>852</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>852</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Reddit, Inc.</inf:issuerName><inf:cusip>75734B100</inf:cusip><inf:meetingDate>06/09/2025</inf:meetingDate><inf:voteDescription>Advisory vote on the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>852</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>852</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Regal Rexnord Corporation</inf:issuerName><inf:cusip>758750103</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote On The Compensation Of The Company's Named Executive Officers As Disclosed 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>66241</inf:sharesVoted><inf:sharesOnLoan>39318</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>66241</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Regency Centers Corporation</inf:issuerName><inf:cusip>758849103</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approval, in an advisory vote, of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>581409</inf:sharesVoted><inf:sharesOnLoan>212494</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>581409</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Regeneron Pharmaceuticals, Inc.</inf:issuerName><inf:cusip>75886F107</inf:cusip><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory basis, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>475492</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>475492</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Regions Financial Corporation</inf:issuerName><inf:cusip>7591EP100</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve Regions' Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>89134</inf:sharesVoted><inf:sharesOnLoan>1448852</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>89134</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Reinsurance Group of America, Incorporated</inf:issuerName><inf:cusip>759351604</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>300749</inf:sharesVoted><inf:sharesOnLoan>2700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>300749</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Reliance, Inc.</inf:issuerName><inf:cusip>759509102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To consider a non-binding, advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>103156</inf:sharesVoted><inf:sharesOnLoan>16121</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>103156</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RenaissanceRe Holdings Ltd.</inf:issuerName><inf:cusip>G7496G103</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7120</inf:sharesVoted><inf:sharesOnLoan>233326</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7120</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Repligen Corporation</inf:issuerName><inf:cusip>759916109</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation paid to Repligen Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20307</inf:sharesVoted><inf:sharesOnLoan>64981</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>20307</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Republic Services, Inc.</inf:issuerName><inf:cusip>760759100</inf:cusip><inf:meetingDate>05/19/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>970130</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>970130</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Resideo Technologies, Inc.</inf:issuerName><inf:cusip>76118Y104</inf:cusip><inf:meetingDate>06/04/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60742</inf:sharesVoted><inf:sharesOnLoan>159642</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>60742</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Resideo Technologies, Inc.</inf:issuerName><inf:cusip>76118Y104</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on the Frequency of Future Advisory Votes 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60742</inf:sharesVoted><inf:sharesOnLoan>159642</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>60742</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ResMed Inc.</inf:issuerName><inf:cusip>761152107</inf:cusip><inf:meetingDate>11/20/2024</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>41262</inf:sharesVoted><inf:sharesOnLoan>235013</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>41262</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Restaurant Brands International Inc.</inf:issuerName><inf:cusip>76131D103</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1368064</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1368064</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Retail Opportunity Investments Corp.</inf:issuerName><inf:cusip>76131N101</inf:cusip><inf:meetingDate>02/07/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8794</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8794</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Revolution Medicines, Inc.</inf:issuerName><inf:cusip>76155X100</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>100752</inf:sharesVoted><inf:sharesOnLoan>112231</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>100752</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Revvity, Inc.</inf:issuerName><inf:cusip>714046109</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>To approve, by non-binding advisory vote, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4093</inf:sharesVoted><inf:sharesOnLoan>245052</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4093</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rexford Industrial Realty, Inc.</inf:issuerName><inf:cusip>76169C100</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2024, as described in the Rexford Industrial Realty, Inc. Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>156855</inf:sharesVoted><inf:sharesOnLoan>208503</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>156855</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RH</inf:issuerName><inf:cusip>74967X103</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>777</inf:sharesVoted><inf:sharesOnLoan>16637</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>777</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RingCentral, Inc.</inf:issuerName><inf:cusip>76680R206</inf:cusip><inf:meetingDate>12/31/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>126017</inf:sharesVoted><inf:sharesOnLoan>31749</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>126017</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rithm Capital Corp.</inf:issuerName><inf:cusip>64828T201</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>717744</inf:sharesVoted><inf:sharesOnLoan>147073</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>717744</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rivian Automotive, Inc.</inf:issuerName><inf:cusip>76954A103</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27554</inf:sharesVoted><inf:sharesOnLoan>1235455</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>27554</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RLI Corp.</inf:issuerName><inf:cusip>749607107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Non-Binding, Advisory Vote to Approve the Compensation of the Company's Named Executive Officers (the "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>372715</inf:sharesVoted><inf:sharesOnLoan>32677</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>372715</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RLJ Lodging Trust</inf:issuerName><inf:cusip>74965L101</inf:cusip><inf:meetingDate>04/25/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11721</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11721</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Robert Half Inc.</inf:issuerName><inf:cusip>770323103</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11181</inf:sharesVoted><inf:sharesOnLoan>161904</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>11181</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Robinhood Markets, Inc.</inf:issuerName><inf:cusip>770700102</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>882359</inf:sharesVoted><inf:sharesOnLoan>201865</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>882359</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Roblox Corporation</inf:issuerName><inf:cusip>771049103</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>735839</inf:sharesVoted><inf:sharesOnLoan>161149</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>735839</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Rockwell Automation, Inc.</inf:issuerName><inf:cusip>773903109</inf:cusip><inf:meetingDate>02/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Corporation'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>146338</inf:sharesVoted><inf:sharesOnLoan>4350</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>146338</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Roku, Inc.</inf:issuerName><inf:cusip>77543R102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12531</inf:sharesVoted><inf:sharesOnLoan>180142</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12531</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Roku, Inc.</inf:issuerName><inf:cusip>77543R102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the frequency of future advisory votes on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12531</inf:sharesVoted><inf:sharesOnLoan>180142</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>12531</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Roper Technologies, Inc.</inf:issuerName><inf:cusip>776696106</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>496691</inf:sharesVoted><inf:sharesOnLoan>1000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>496691</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ross Stores, Inc.</inf:issuerName><inf:cusip>778296103</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the resolution on the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>481934</inf:sharesVoted><inf:sharesOnLoan>39100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>481934</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royal Caribbean Group</inf:issuerName><inf:cusip>V7780T103</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's compensation of its named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16764</inf:sharesVoted><inf:sharesOnLoan>376522</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>16764</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royal Gold, Inc.</inf:issuerName><inf:cusip>780287108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88690</inf:sharesVoted><inf:sharesOnLoan>217775</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>88690</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royalty Pharma Plc</inf:issuerName><inf:cusip>G7709Q104</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>A non-binding advisory vote to approve executive compensation that may become payable in connection with the transaction contemplated by the Membership Interest Purchase Agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1170896</inf:sharesVoted><inf:sharesOnLoan>600257</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1170896</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Royalty Pharma Plc</inf:issuerName><inf:cusip>G7709Q104</inf:cusip><inf:meetingDate>05/12/2025</inf:meetingDate><inf:voteDescription>A non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1170896</inf:sharesVoted><inf:sharesOnLoan>600257</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1170896</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RPM International Inc.</inf:issuerName><inf:cusip>749685103</inf:cusip><inf:meetingDate>10/03/2024</inf:meetingDate><inf:voteDescription>Approve the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>187344</inf:sharesVoted><inf:sharesOnLoan>44300</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>187344</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RTX Corporation</inf:issuerName><inf:cusip>75513E101</inf:cusip><inf:meetingDate>05/01/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3330456</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3330456</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>RXO, Inc.</inf:issuerName><inf:cusip>74982T103</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>23041</inf:sharesVoted><inf:sharesOnLoan>139046</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>23041</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ryan Specialty Holdings, Inc.</inf:issuerName><inf:cusip>78351F107</inf:cusip><inf:meetingDate>05/30/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>18573</inf:sharesVoted><inf:sharesOnLoan>450160</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>18573</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ryder System, Inc.</inf:issuerName><inf:cusip>783549108</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>62244</inf:sharesVoted><inf:sharesOnLoan>22258</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>62244</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ryman Hospitality Properties, Inc.</inf:issuerName><inf:cusip>78377T107</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9985</inf:sharesVoted><inf:sharesOnLoan>101306</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>9985</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>S&amp;P Global Inc.</inf:issuerName><inf:cusip>78409V104</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>613555</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>613555</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sabra Health Care REIT, Inc.</inf:issuerName><inf:cusip>78573L106</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of Sabra'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>329712</inf:sharesVoted><inf:sharesOnLoan>791110</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>329712</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Safehold Inc.</inf:issuerName><inf:cusip>78646V107</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve named executive officer 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3971</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3971</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Saia, Inc.</inf:issuerName><inf:cusip>78709Y105</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approve on an advisory basis the compensation of Saia'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>336</inf:sharesVoted><inf:sharesOnLoan>31843</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>336</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Salesforce, Inc.</inf:issuerName><inf:cusip>79466L302</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the fiscal 2025 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1925017</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1925017</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Samsara Inc.</inf:issuerName><inf:cusip>79589L106</inf:cusip><inf:meetingDate>07/10/2024</inf:meetingDate><inf:voteDescription>The approval, on a non-binding advisory basis, of the compensation of Samsara 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1815</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1815</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sarepta Therapeutics, Inc.</inf:issuerName><inf:cusip>803607100</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve, on a non-binding basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>39429</inf:sharesVoted><inf:sharesOnLoan>68246</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>39429</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SBA Communications Corporation</inf:issuerName><inf:cusip>78410G104</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of SBA'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>409650</inf:sharesVoted><inf:sharesOnLoan>15524</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>409650</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Schlumberger Limited</inf:issuerName><inf:cusip>806857108</inf:cusip><inf:meetingDate>04/02/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>577747</inf:sharesVoted><inf:sharesOnLoan>2067875</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>577747</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Science Applications International Corporation</inf:issuerName><inf:cusip>808625107</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>The approval of a non-binding, advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>94936</inf:sharesVoted><inf:sharesOnLoan>138466</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>94936</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Seadrill Limited</inf:issuerName><inf:cusip>G7997W102</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote to approve the compensation of our named executive officers for 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>93921</inf:sharesVoted><inf:sharesOnLoan>3261</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>93921</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Seadrill Limited</inf:issuerName><inf:cusip>G7997W102</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To conduct an advisory vote to approve the frequency of future advisory votes 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>93921</inf:sharesVoted><inf:sharesOnLoan>3261</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>93921</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Seagate Technology Holdings plc</inf:issuerName><inf:cusip>G7997R103</inf:cusip><inf:meetingDate>10/19/2024</inf:meetingDate><inf:voteDescription>Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers ( Say-on-Pay ).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>905524</inf:sharesVoted><inf:sharesOnLoan>37365</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>905524</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sealed Air Corporation</inf:issuerName><inf:cusip>81211K100</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>112951</inf:sharesVoted><inf:sharesOnLoan>168278</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>112951</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SEI Investments Company</inf:issuerName><inf:cusip>784117103</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>145796</inf:sharesVoted><inf:sharesOnLoan>26377</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>145796</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Selective Insurance Group, Inc.</inf:issuerName><inf:cusip>816300107</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Approval, On An Advisory Basis, Of The 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>225484</inf:sharesVoted><inf:sharesOnLoan>65884</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>225484</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sempra</inf:issuerName><inf:cusip>816851109</inf:cusip><inf:meetingDate>05/13/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2399556</inf:sharesVoted><inf:sharesOnLoan>302515</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2399556</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sensata Technologies Holding plc</inf:issuerName><inf:cusip>G8060N102</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>24449</inf:sharesVoted><inf:sharesOnLoan>215776</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>24449</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sensient Technologies Corporation</inf:issuerName><inf:cusip>81725T100</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>56960</inf:sharesVoted><inf:sharesOnLoan>12386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>56960</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SentinelOne, Inc.</inf:issuerName><inf:cusip>81730H109</inf:cusip><inf:meetingDate>06/25/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>110245</inf:sharesVoted><inf:sharesOnLoan>199301</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>110245</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Service Corporation International</inf:issuerName><inf:cusip>817565104</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>To approve, by advisory vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>56827</inf:sharesVoted><inf:sharesOnLoan>197731</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>56827</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ServiceNow, Inc.</inf:issuerName><inf:cusip>81762P102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve ServiceNow'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>504120</inf:sharesVoted><inf:sharesOnLoan>7102</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>504120</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Servisfirst Bancshares, Inc.</inf:issuerName><inf:cusip>81768T108</inf:cusip><inf:meetingDate>05/19/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory vote basis, our executive compensation as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4652</inf:sharesVoted><inf:sharesOnLoan>66925</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4652</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Shake Shack Inc.</inf:issuerName><inf:cusip>819047101</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2198</inf:sharesVoted><inf:sharesOnLoan>56994</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2198</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sila Realty Trust, Inc.</inf:issuerName><inf:cusip>146280508</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>The approval (on a non-binding advisory basis) of our executive compensation as described in the proxy statement ("say-on-pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4388</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4388</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Silgan Holdings Inc.</inf:issuerName><inf:cusip>827048109</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>47947</inf:sharesVoted><inf:sharesOnLoan>309700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>47947</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Silicon Laboratories Inc.</inf:issuerName><inf:cusip>826919102</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To vote on an advisory (non-binding) resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6103</inf:sharesVoted><inf:sharesOnLoan>41817</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6103</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Simon Property Group, Inc.</inf:issuerName><inf:cusip>828806109</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>448683</inf:sharesVoted><inf:sharesOnLoan>120500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>448683</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Simpson Manufacturing Co., Inc.</inf:issuerName><inf:cusip>829073105</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32515</inf:sharesVoted><inf:sharesOnLoan>38157</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>32515</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SITE Centers Corp.</inf:issuerName><inf:cusip>82981J851</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3669</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3669</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SiteOne Landscape Supply, Inc.</inf:issuerName><inf:cusip>82982L103</inf:cusip><inf:meetingDate>05/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2371</inf:sharesVoted><inf:sharesOnLoan>62006</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2371</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Skyline Champion Corporation</inf:issuerName><inf:cusip>830830105</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>To consider a non-binding advisory vote on fiscal 2024 compensation paid to Skyline Champion'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>78537</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>78537</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Skyworks Solutions, Inc.</inf:issuerName><inf:cusip>83088M102</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>85247</inf:sharesVoted><inf:sharesOnLoan>212805</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>85247</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SL Green Realty Corp.</inf:issuerName><inf:cusip>78440X887</inf:cusip><inf:meetingDate>06/03/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5540</inf:sharesVoted><inf:sharesOnLoan>125700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>5540</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SLM Corporation</inf:issuerName><inf:cusip>78442P106</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Advisory approval of SLM Corporation's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155017</inf:sharesVoted><inf:sharesOnLoan>230165</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>155017</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SM Energy Company</inf:issuerName><inf:cusip>78454L100</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation philosophy, policies and procedures, and the compensation of our Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>86993</inf:sharesVoted><inf:sharesOnLoan>120822</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>86993</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smartsheet Inc.</inf:issuerName><inf:cusip>83200N103</inf:cusip><inf:meetingDate>12/09/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet s named executive officers that is based on or otherwise relates to the Merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>186979</inf:sharesVoted><inf:sharesOnLoan>38557</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>186979</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock Plc</inf:issuerName><inf:cusip>G8267P108</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approve, in a non-binding, advisory 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>797902</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>797902</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Smurfit WestRock Plc</inf:issuerName><inf:cusip>G8267P108</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approve, in a non-binding, advisory vote, the frequency of future non-binding, advisory votes to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>797902</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>797902</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Snap-on Incorporated</inf:issuerName><inf:cusip>833034101</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of Snap-on Incorporated s named executive officers, as disclosed in Compensation Discussion and Analysis and Executive Compensation Information 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>47822</inf:sharesVoted><inf:sharesOnLoan>44224</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>47822</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>543987</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>543987</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SoFi Technologies, Inc.</inf:issuerName><inf:cusip>83406F102</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>51636</inf:sharesVoted><inf:sharesOnLoan>1662683</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>51636</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Solventum Corporation</inf:issuerName><inf:cusip>83444M101</inf:cusip><inf:meetingDate>04/30/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>189785</inf:sharesVoted><inf:sharesOnLoan>38975</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>189785</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Solventum Corporation</inf:issuerName><inf:cusip>83444M101</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>Advisory vote on frequency of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>189785</inf:sharesVoted><inf:sharesOnLoan>38975</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>189785</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Somnigroup International Inc.</inf:issuerName><inf:cusip>88023U101</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>37322</inf:sharesVoted><inf:sharesOnLoan>225129</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>37322</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sonoco Products Company</inf:issuerName><inf:cusip>835495102</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>136200</inf:sharesVoted><inf:sharesOnLoan>27504</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>136200</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Southern Copper Corporation</inf:issuerName><inf:cusip>84265V105</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Approve by, non-binding vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5910</inf:sharesVoted><inf:sharesOnLoan>141421</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5910</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SouthState Corporation</inf:issuerName><inf:cusip>840441109</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Approval, as an advisory, non-binding say on pay resolution, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>25976</inf:sharesVoted><inf:sharesOnLoan>106999</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>25976</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Southwest Airlines Co.</inf:issuerName><inf:cusip>844741108</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>728575</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>728575</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Southwest Gas Holdings, Inc.</inf:issuerName><inf:cusip>844895102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>289039</inf:sharesVoted><inf:sharesOnLoan>19439</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>289039</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Spectrum Brands Holdings, Inc.</inf:issuerName><inf:cusip>84790A105</inf:cusip><inf:meetingDate>08/06/2024</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>53274</inf:sharesVoted><inf:sharesOnLoan>11673</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>53274</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Spire Inc.</inf:issuerName><inf:cusip>84857L101</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>Advisory nonbinding approval of resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>97049</inf:sharesVoted><inf:sharesOnLoan>170942</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>97049</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Spirit AeroSystems Holdings, Inc.</inf:issuerName><inf:cusip>848574109</inf:cusip><inf:meetingDate>01/31/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Spirit's named executive officers that is based on or otherwise relates to the Merger (the "Advisory Compensation Proposal").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>50837</inf:sharesVoted><inf:sharesOnLoan>172519</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>50837</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Spirit AeroSystems Holdings, Inc.</inf:issuerName><inf:cusip>848574109</inf:cusip><inf:meetingDate>05/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48309</inf:sharesVoted><inf:sharesOnLoan>121690</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>48309</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sprouts Farmers Market, Inc.</inf:issuerName><inf:cusip>85208M102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ( say-on-pay ).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88238</inf:sharesVoted><inf:sharesOnLoan>116158</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>88238</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SPS Commerce, Inc.</inf:issuerName><inf:cusip>78463M107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the compensation of the named executive officers of SPS Commerce, Inc.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>82032</inf:sharesVoted><inf:sharesOnLoan>71445</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>82032</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SPS Commerce, Inc.</inf:issuerName><inf:cusip>78463M107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote regarding the frequency of holding future say-on-pay votes.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>82032</inf:sharesVoted><inf:sharesOnLoan>71445</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>82032</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SPX Technologies, Inc.</inf:issuerName><inf:cusip>78473E103</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approval of Named Executive Officers' Compensation, on a Non-binding Advisory Basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>60070</inf:sharesVoted><inf:sharesOnLoan>10312</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>60070</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SS&amp;C Technologies Holdings, Inc.</inf:issuerName><inf:cusip>78467J100</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of SS&amp;C'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>964655</inf:sharesVoted><inf:sharesOnLoan>25225</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>964655</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>STAG Industrial, Inc.</inf:issuerName><inf:cusip>85254J102</inf:cusip><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>The approval, by non-binding vote, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>275861</inf:sharesVoted><inf:sharesOnLoan>23651</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>275861</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stanley Black &amp; Decker, Inc.</inf:issuerName><inf:cusip>854502101</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Approve, On An Advisory Basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7303</inf:sharesVoted><inf:sharesOnLoan>240478</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7303</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Starbucks Corporation</inf:issuerName><inf:cusip>855244109</inf:cusip><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory, nonbinding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>537111</inf:sharesVoted><inf:sharesOnLoan>1277744</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>537111</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Starwood Property Trust, Inc.</inf:issuerName><inf:cusip>85571B105</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15467</inf:sharesVoted><inf:sharesOnLoan>426286</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15467</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>State Street Corporation</inf:issuerName><inf:cusip>857477103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve an advisory proposal on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>651253</inf:sharesVoted><inf:sharesOnLoan>1800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>651253</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Steel Dynamics, Inc.</inf:issuerName><inf:cusip>858119100</inf:cusip><inf:meetingDate>04/25/2025</inf:meetingDate><inf:voteDescription>Advisory Vote To Approve The Compensation Of The Named Executive Officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>492145</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>492145</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stericycle, Inc.</inf:issuerName><inf:cusip>858912108</inf:cusip><inf:meetingDate>08/14/2024</inf:meetingDate><inf:voteDescription>To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>135179</inf:sharesVoted><inf:sharesOnLoan>30265</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>135179</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>STERIS plc</inf:issuerName><inf:cusip>G8473T100</inf:cusip><inf:meetingDate>08/01/2024</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company s named executive officers as disclosed pursuant to the disclosure rules of the U.S. Securities and Exchange Commission, including the compensation discussion and analysis and the tabular and narrative disclosure contained in the Company s proxy statement dated June 12, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>105598</inf:sharesVoted><inf:sharesOnLoan>67841</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>105598</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stifel Financial Corp.</inf:issuerName><inf:cusip>860630102</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers (say on pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>135188</inf:sharesVoted><inf:sharesOnLoan>54515</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>135188</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Stryker Corporation</inf:issuerName><inf:cusip>863667101</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>720780</inf:sharesVoted><inf:sharesOnLoan>289662</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>720780</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Summit Hotel Properties, Inc.</inf:issuerName><inf:cusip>866082100</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>An advisory (non-binding) resolution to approve our named executive officers' compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8011</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8011</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Summit Materials, Inc.</inf:issuerName><inf:cusip>86614U100</inf:cusip><inf:meetingDate>02/05/2025</inf:meetingDate><inf:voteDescription>Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>172521</inf:sharesVoted><inf:sharesOnLoan>4000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>172521</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sun Communities, Inc.</inf:issuerName><inf:cusip>866674104</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, by a non-binding advisory vote, executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>164532</inf:sharesVoted><inf:sharesOnLoan>61708</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>164532</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sunstone Hotel Investors, Inc.</inf:issuerName><inf:cusip>867892101</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of Sunstone's named executive officers, as set forth in Sunstone's Proxy Statement for the 2025 Annual Meeting.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15584</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15584</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Super Micro Computer, Inc.</inf:issuerName><inf:cusip>86800U302</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19794</inf:sharesVoted><inf:sharesOnLoan>591612</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>19794</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Synaptics Incorporated</inf:issuerName><inf:cusip>87157D109</inf:cusip><inf:meetingDate>10/29/2024</inf:meetingDate><inf:voteDescription>Proposal to approve, on a non-binding advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>46207</inf:sharesVoted><inf:sharesOnLoan>26100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>46207</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Synchrony Financial</inf:issuerName><inf:cusip>87165B103</inf:cusip><inf:meetingDate>06/17/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>97364</inf:sharesVoted><inf:sharesOnLoan>645983</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>97364</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Synopsys, Inc.</inf:issuerName><inf:cusip>871607107</inf:cusip><inf:meetingDate>04/10/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>113280</inf:sharesVoted><inf:sharesOnLoan>331845</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>113280</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Synovus Financial Corp.</inf:issuerName><inf:cusip>87161C501</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of Synovus' named executive officers as determined by the Compensation and Human Capital Committee.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>34721</inf:sharesVoted><inf:sharesOnLoan>204806</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>34721</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Sysco Corporation</inf:issuerName><inf:cusip>871829107</inf:cusip><inf:meetingDate>11/15/2024</inf:meetingDate><inf:voteDescription>To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>830682</inf:sharesVoted><inf:sharesOnLoan>239077</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>830682</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>T. Rowe Price Group, Inc.</inf:issuerName><inf:cusip>74144T108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>18667</inf:sharesVoted><inf:sharesOnLoan>353317</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>18667</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Take-Two Interactive Software, Inc.</inf:issuerName><inf:cusip>874054109</inf:cusip><inf:meetingDate>09/18/2024</inf:meetingDate><inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company s 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>13216</inf:sharesVoted><inf:sharesOnLoan>212565</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>13216</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tanger Inc.</inf:issuerName><inf:cusip>875465106</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8136</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8136</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tapestry, Inc.</inf:issuerName><inf:cusip>876030107</inf:cusip><inf:meetingDate>11/14/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve the Company's executive compensation, as discussed and described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>372516</inf:sharesVoted><inf:sharesOnLoan>68403</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>372516</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Targa Resources Corp.</inf:issuerName><inf:cusip>87612G101</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>393780</inf:sharesVoted><inf:sharesOnLoan>3166</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>393780</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Target Corporation</inf:issuerName><inf:cusip>87612E106</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Company proposal to approve, on an advisory basis, our 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>537774</inf:sharesVoted><inf:sharesOnLoan>630229</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>537774</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Taylor Morrison Home Corporation</inf:issuerName><inf:cusip>87724P106</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>219774</inf:sharesVoted><inf:sharesOnLoan>2409</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>219774</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TD SYNNEX Corporation</inf:issuerName><inf:cusip>87162W100</inf:cusip><inf:meetingDate>04/02/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve our Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>318650</inf:sharesVoted><inf:sharesOnLoan>39059</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>318650</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TE Connectivity plc</inf:issuerName><inf:cusip>G87052109</inf:cusip><inf:meetingDate>03/12/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1477619</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1477619</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>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>704644</inf:sharesVoted><inf:sharesOnLoan>31596</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>704644</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>704644</inf:sharesVoted><inf:sharesOnLoan>31596</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>704644</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teledyne Technologies Incorporated</inf:issuerName><inf:cusip>879360105</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Approval of a non-binding advisory resolution on the Company's 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>75202</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>75202</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teleflex Incorporated</inf:issuerName><inf:cusip>879369106</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70008</inf:sharesVoted><inf:sharesOnLoan>13867</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>70008</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tenable Holdings, Inc.</inf:issuerName><inf:cusip>88025T102</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>430292</inf:sharesVoted><inf:sharesOnLoan>33372</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>430292</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tenet Healthcare Corporation</inf:issuerName><inf:cusip>88033G407</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>36632</inf:sharesVoted><inf:sharesOnLoan>149833</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>36632</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teradata Corporation</inf:issuerName><inf:cusip>88076W103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>An advisory (non-binding) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>164534</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>164534</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teradyne, Inc.</inf:issuerName><inf:cusip>880770102</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>469685</inf:sharesVoted><inf:sharesOnLoan>28361</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>469685</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Terex Corporation</inf:issuerName><inf:cusip>880779103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>15024</inf:sharesVoted><inf:sharesOnLoan>97621</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>15024</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Terreno Realty Corporation</inf:issuerName><inf:cusip>88146M101</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11078</inf:sharesVoted><inf:sharesOnLoan>136756</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11078</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tetra Tech, Inc.</inf:issuerName><inf:cusip>88162G103</inf:cusip><inf:meetingDate>02/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's named executive officers compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>507774</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>507774</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName><inf:isin>IL0006290147</inf:isin><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation for Teva'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>608279</inf:sharesVoted><inf:sharesOnLoan>1127050</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>608279</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName><inf:cusip>881624209</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation for Teva'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20414</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>20414</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Capital Bancshares, Inc.</inf:issuerName><inf:cusip>88224Q107</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 2024 compensation of the Company s named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>63545</inf:sharesVoted><inf:sharesOnLoan>14479</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>63545</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Instruments Incorporated</inf:issuerName><inf:cusip>882508104</inf:cusip><inf:meetingDate>04/17/2025</inf:meetingDate><inf:voteDescription>Board proposal regarding advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2947009</inf:sharesVoted><inf:sharesOnLoan>890083</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2947009</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Pacific Land Corporation</inf:issuerName><inf:cusip>88262P102</inf:cusip><inf:meetingDate>11/08/2024</inf:meetingDate><inf:voteDescription>To approve, by non-binding advisory vote, the executive compensation paid to 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>495</inf:sharesVoted><inf:sharesOnLoan>39616</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>495</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Texas Roadhouse, Inc.</inf:issuerName><inf:cusip>882681109</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Say on Pay - An Advisory Vote on the Approval of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>133264</inf:sharesVoted><inf:sharesOnLoan>191224</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>133264</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Textron Inc.</inf:issuerName><inf:cusip>883203101</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory (non-binding) resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>298419</inf:sharesVoted><inf:sharesOnLoan>8912</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>298419</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The AES Corporation</inf:issuerName><inf:cusip>00130H105</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>655920</inf:sharesVoted><inf:sharesOnLoan>470191</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>655920</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Allstate Corporation</inf:issuerName><inf:cusip>020002101</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of the named executives.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1193024</inf:sharesVoted><inf:sharesOnLoan>37400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1193024</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The AZEK Company Inc.</inf:issuerName><inf:cusip>05478C105</inf:cusip><inf:meetingDate>02/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory, non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>32936</inf:sharesVoted><inf:sharesOnLoan>218646</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>32936</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The AZEK Company Inc.</inf:issuerName><inf:cusip>05478C105</inf:cusip><inf:meetingDate>06/27/2025</inf:meetingDate><inf:voteDescription>A proposal to approve, by advisory (non-binding) vote, certain compensation arrangements that may be paid or become payable to AZEK's named executive officers in connection with the transactions contemplated by the merger agreement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>153053</inf:sharesVoted><inf:sharesOnLoan>97709</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>153053</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Bank of New York Mellon Corporation</inf:issuerName><inf:cusip>064058100</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>95709</inf:sharesVoted><inf:sharesOnLoan>1944330</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>95709</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Boeing Company</inf:issuerName><inf:cusip>097023105</inf:cusip><inf:meetingDate>04/24/2025</inf:meetingDate><inf:voteDescription>Approve, on an Advisory Basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>63918</inf:sharesVoted><inf:sharesOnLoan>809018</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>63918</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Brink's Company</inf:issuerName><inf:cusip>109696104</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approval of an advisory resolution on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>70949</inf:sharesVoted><inf:sharesOnLoan>13055</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>70949</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Carlyle Group Inc.</inf:issuerName><inf:cusip>14316J108</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Non-Binding Vote to Approve Named Executive Officer 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11795</inf:sharesVoted><inf:sharesOnLoan>329357</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>11795</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Charles Schwab Corporation</inf:issuerName><inf:cusip>808513105</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Advisory approval of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3384184</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3384184</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Chemours Company</inf:issuerName><inf:cusip>163851108</inf:cusip><inf:meetingDate>04/22/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>326</inf:sharesVoted><inf:sharesOnLoan>172956</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>326</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Cigna Group</inf:issuerName><inf:cusip>125523100</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory approval of executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>897956</inf:sharesVoted><inf:sharesOnLoan>2700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>897956</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Clorox Company</inf:issuerName><inf:cusip>189054109</inf:cusip><inf:meetingDate>11/20/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>578971</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>578971</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Coca-Cola Company</inf:issuerName><inf:cusip>191216100</inf:cusip><inf:meetingDate>04/30/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11184926</inf:sharesVoted><inf:sharesOnLoan>484739</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>11184926</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Cooper Companies, Inc.</inf:issuerName><inf:cusip>216648501</inf:cusip><inf:meetingDate>04/02/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>562984</inf:sharesVoted><inf:sharesOnLoan>58900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>562984</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Estee Lauder Companies Inc.</inf:issuerName><inf:cusip>518439104</inf:cusip><inf:meetingDate>11/08/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>412537</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>412537</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Gap, Inc.</inf:issuerName><inf:cusip>364760108</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the overall compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>88109</inf:sharesVoted><inf:sharesOnLoan>483411</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>88109</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>402669</inf:sharesVoted><inf:sharesOnLoan>130500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>402669</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Goodyear Tire &amp; Rubber Company</inf:issuerName><inf:cusip>382550101</inf:cusip><inf:meetingDate>04/14/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12616</inf:sharesVoted><inf:sharesOnLoan>408896</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12616</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Hanover Insurance Group, Inc.</inf:issuerName><inf:cusip>410867105</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>The advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>158828</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>158828</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Hartford Insurance Group, Inc.</inf:issuerName><inf:cusip>416515104</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1403121</inf:sharesVoted><inf:sharesOnLoan>18100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1403121</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Hershey Company</inf:issuerName><inf:cusip>427866108</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Approve named executive officer compensation on a non-binding advisory basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>173731</inf:sharesVoted><inf:sharesOnLoan>493962</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>173731</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Home Depot, Inc.</inf:issuerName><inf:cusip>437076102</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2630337</inf:sharesVoted><inf:sharesOnLoan>184000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2630337</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Interpublic Group of Companies, Inc.</inf:issuerName><inf:cusip>460690100</inf:cusip><inf:meetingDate>03/18/2025</inf:meetingDate><inf:voteDescription>IPG Compensation Proposal. Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to IPG s named executive officers that is based on or otherwise relates to the merger.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>121680</inf:sharesVoted><inf:sharesOnLoan>510854</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>121680</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The J. M. Smucker Company</inf:issuerName><inf:cusip>832696405</inf:cusip><inf:meetingDate>08/14/2024</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>523682</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>523682</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Kraft Heinz Company</inf:issuerName><inf:cusip>500754106</inf:cusip><inf:meetingDate>05/08/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1041490</inf:sharesVoted><inf:sharesOnLoan>5094442</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1041490</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Kroger Co.</inf:issuerName><inf:cusip>501044101</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of Kroger's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2181935</inf:sharesVoted><inf:sharesOnLoan>683000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2181935</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Macerich Company</inf:issuerName><inf:cusip>554382101</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve our named executive officer compensation as described in our Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19144</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19144</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Middleby Corporation</inf:issuerName><inf:cusip>596278101</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3636</inf:sharesVoted><inf:sharesOnLoan>89993</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3636</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Mosaic Company</inf:issuerName><inf:cusip>61945C103</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>488891</inf:sharesVoted><inf:sharesOnLoan>15809</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>488891</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The PNC Financial Services Group, Inc.</inf:issuerName><inf:cusip>693475105</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>548745</inf:sharesVoted><inf:sharesOnLoan>117434</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>548745</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Procter &amp; Gamble Company</inf:issuerName><inf:cusip>742718109</inf:cusip><inf:meetingDate>10/08/2024</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation (the "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8696662</inf:sharesVoted><inf:sharesOnLoan>356751</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8696662</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Progressive Corporation</inf:issuerName><inf:cusip>743315103</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Cast an advisory vote to approve our executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2492732</inf:sharesVoted><inf:sharesOnLoan>100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2492732</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Scotts Miracle-Gro Company</inf:issuerName><inf:cusip>810186106</inf:cusip><inf:meetingDate>01/27/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19799</inf:sharesVoted><inf:sharesOnLoan>54949</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>19799</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Sherwin-Williams Company</inf:issuerName><inf:cusip>824348106</inf:cusip><inf:meetingDate>04/16/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>318557</inf:sharesVoted><inf:sharesOnLoan>28000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>318557</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Southern Company</inf:issuerName><inf:cusip>842587107</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4219444</inf:sharesVoted><inf:sharesOnLoan>713200</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4219444</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Timken Company</inf:issuerName><inf:cusip>887389104</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3485</inf:sharesVoted><inf:sharesOnLoan>119574</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3485</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The TJX Companies, Inc.</inf:issuerName><inf:cusip>872540109</inf:cusip><inf:meetingDate>06/10/2025</inf:meetingDate><inf:voteDescription>Advisory approval of TJX's executive compensation (the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2780598</inf:sharesVoted><inf:sharesOnLoan>181400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2780598</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Toro Company</inf:issuerName><inf:cusip>891092108</inf:cusip><inf:meetingDate>03/18/2025</inf:meetingDate><inf:voteDescription>Approval of, on an advisory basis, our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>48268</inf:sharesVoted><inf:sharesOnLoan>186038</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>48268</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Trade Desk, Inc.</inf:issuerName><inf:cusip>88339J105</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>The approval, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>440659</inf:sharesVoted><inf:sharesOnLoan>247650</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>440659</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Travelers Companies, Inc.</inf:issuerName><inf:cusip>89417E109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1042278</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1042278</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Walt Disney Company</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>4884387</inf:sharesVoted><inf:sharesOnLoan>376980</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>4884387</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Wendy's Company</inf:issuerName><inf:cusip>95058W100</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>504713</inf:sharesVoted><inf:sharesOnLoan>452400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>504713</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Western Union Company</inf:issuerName><inf:cusip>959802109</inf:cusip><inf:meetingDate>05/15/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>165662</inf:sharesVoted><inf:sharesOnLoan>1548021</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>165662</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>The Williams Companies, Inc.</inf:issuerName><inf:cusip>969457100</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2144509</inf:sharesVoted><inf:sharesOnLoan>265570</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2144509</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Thermo Fisher Scientific Inc.</inf:issuerName><inf:cusip>883556102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>795132</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>795132</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Thor Industries, Inc.</inf:issuerName><inf:cusip>885160101</inf:cusip><inf:meetingDate>12/20/2024</inf:meetingDate><inf:voteDescription>Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>11613</inf:sharesVoted><inf:sharesOnLoan>84741</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>11613</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Toast, Inc.</inf:issuerName><inf:cusip>888787108</inf:cusip><inf:meetingDate>06/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>158387</inf:sharesVoted><inf:sharesOnLoan>658245</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>158387</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Toll Brothers, Inc.</inf:issuerName><inf:cusip>889478103</inf:cusip><inf:meetingDate>03/11/2025</inf:meetingDate><inf:voteDescription>The approval, in an advisory and non-binding vote, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>64006</inf:sharesVoted><inf:sharesOnLoan>131445</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>64006</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TopBuild Corp.</inf:issuerName><inf:cusip>89055F103</inf:cusip><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>47637</inf:sharesVoted><inf:sharesOnLoan>11351</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>47637</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tractor Supply Company</inf:issuerName><inf:cusip>892356106</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>851216</inf:sharesVoted><inf:sharesOnLoan>393743</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>851216</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tradeweb Markets Inc.</inf:issuerName><inf:cusip>892672106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>492055</inf:sharesVoted><inf:sharesOnLoan>42000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>492055</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Trane Technologies Plc</inf:issuerName><inf:cusip>G8994E103</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory approval 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>430077</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>430077</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TransDigm Group Incorporated</inf:issuerName><inf:cusip>893641100</inf:cusip><inf:meetingDate>03/06/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>84085</inf:sharesVoted><inf:sharesOnLoan>6314</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>84085</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TransUnion</inf:issuerName><inf:cusip>89400J107</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of TransUnion'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>100807</inf:sharesVoted><inf:sharesOnLoan>199103</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>100807</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Travel + Leisure Co.</inf:issuerName><inf:cusip>894164102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>A non-binding, advisory resolution to approve our executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>96904</inf:sharesVoted><inf:sharesOnLoan>58811</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>96904</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Trex Company, Inc.</inf:issuerName><inf:cusip>89531P105</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>59447</inf:sharesVoted><inf:sharesOnLoan>114011</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>59447</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Trimble Inc.</inf:issuerName><inf:cusip>896239100</inf:cusip><inf:meetingDate>09/30/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>155769</inf:sharesVoted><inf:sharesOnLoan>290900</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>155769</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Trimble Inc.</inf:issuerName><inf:cusip>896239100</inf:cusip><inf:meetingDate>06/17/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>107773</inf:sharesVoted><inf:sharesOnLoan>303500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>107773</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Truist Financial Corporation</inf:issuerName><inf:cusip>89832Q109</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Truist's executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2052119</inf:sharesVoted><inf:sharesOnLoan>56858</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2052119</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Twilio Inc.</inf:issuerName><inf:cusip>90138F102</inf:cusip><inf:meetingDate>06/10/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>254998</inf:sharesVoted><inf:sharesOnLoan>44067</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>254998</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TXNM Energy, Inc.</inf:issuerName><inf:cusip>69349H107</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>43237</inf:sharesVoted><inf:sharesOnLoan>382216</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>43237</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Tyler Technologies, Inc.</inf:issuerName><inf:cusip>902252105</inf:cusip><inf:meetingDate>05/06/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>177231</inf:sharesVoted><inf:sharesOnLoan>14789</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>177231</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>U.S. Bancorp</inf:issuerName><inf:cusip>902973304</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>An Advisory Vote To Approve The Compensation Of Our Executives 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2951767</inf:sharesVoted><inf:sharesOnLoan>175000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2951767</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Uber Technologies, Inc.</inf:issuerName><inf:cusip>90353T100</inf:cusip><inf:meetingDate>05/05/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3276547</inf:sharesVoted><inf:sharesOnLoan>465680</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3276547</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UDR, Inc.</inf:issuerName><inf:cusip>902653104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>488389</inf:sharesVoted><inf:sharesOnLoan>88611</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>488389</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UFP Industries, Inc.</inf:issuerName><inf:cusip>90278Q108</inf:cusip><inf:meetingDate>04/23/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation paid to our Named Executives.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>100242</inf:sharesVoted><inf:sharesOnLoan>10919</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>100242</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UGI Corporation</inf:issuerName><inf:cusip>902681105</inf:cusip><inf:meetingDate>01/31/2025</inf:meetingDate><inf:voteDescription>An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29458</inf:sharesVoted><inf:sharesOnLoan>357945</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>29458</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UiPath, Inc.</inf:issuerName><inf:cusip>90364P105</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>409039</inf:sharesVoted><inf:sharesOnLoan>118386</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>409039</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ulta Beauty, Inc.</inf:issuerName><inf:cusip>90384S303</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26759</inf:sharesVoted><inf:sharesOnLoan>54841</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>26759</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ultragenyx Pharmaceutical Inc.</inf:issuerName><inf:cusip>90400D108</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>113993</inf:sharesVoted><inf:sharesOnLoan>26453</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>113993</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UMB Financial Corporation</inf:issuerName><inf:cusip>902788108</inf:cusip><inf:meetingDate>04/29/2025</inf:meetingDate><inf:voteDescription>An advisory vote (non-binding) on the compensation paid to UMB'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>86101</inf:sharesVoted><inf:sharesOnLoan>13820</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>86101</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UMH Properties, Inc.</inf:issuerName><inf:cusip>903002103</inf:cusip><inf:meetingDate>05/28/2025</inf:meetingDate><inf:voteDescription>An advisory resolution to approve the compensation of the Company's executive officers for the year ended December 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>5523</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>5523</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UniFirst Corporation</inf:issuerName><inf:cusip>904708104</inf:cusip><inf:meetingDate>01/14/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of the Company s named executive officers as more fully described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>34922</inf:sharesVoted><inf:sharesOnLoan>1100</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>34922</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Union Pacific Corporation</inf:issuerName><inf:cusip>907818108</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1498008</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1498008</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Airlines Holdings, Inc.</inf:issuerName><inf:cusip>910047109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>A vote to approve, on a nonbinding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>513147</inf:sharesVoted><inf:sharesOnLoan>108800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>513147</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Bankshares, Inc.</inf:issuerName><inf:cusip>909907107</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of United'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>190060</inf:sharesVoted><inf:sharesOnLoan>35176</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>190060</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Community Banks, Inc.</inf:issuerName><inf:cusip>90984P303</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8047</inf:sharesVoted><inf:sharesOnLoan>172429</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8047</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Community Banks, Inc.</inf:issuerName><inf:cusip>90984P303</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the frequency of the advisory vote on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8047</inf:sharesVoted><inf:sharesOnLoan>172429</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>8047</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Parcel Service, Inc.</inf:issuerName><inf:cusip>911312106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1336017</inf:sharesVoted><inf:sharesOnLoan>892286</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1336017</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Rentals, Inc.</inf:issuerName><inf:cusip>911363109</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory Approval of Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>78965</inf:sharesVoted><inf:sharesOnLoan>28842</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>78965</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United States Steel Corporation</inf:issuerName><inf:cusip>912909108</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>The Companys proposal to consider and act on a non-binding advisory vote regarding the approval of compensation paid to certain executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>22339</inf:sharesVoted><inf:sharesOnLoan>313976</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>22339</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>United Therapeutics Corporation</inf:issuerName><inf:cusip>91307C102</inf:cusip><inf:meetingDate>06/26/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>135360</inf:sharesVoted><inf:sharesOnLoan>75843</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>135360</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>UnitedHealth Group Incorporated</inf:issuerName><inf:cusip>91324P102</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2656390</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2656390</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Unity Software Inc.</inf:issuerName><inf:cusip>91332U101</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>20948</inf:sharesVoted><inf:sharesOnLoan>447106</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>20948</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Universal Display Corporation</inf:issuerName><inf:cusip>91347P105</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>Advisory resolution to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2361</inf:sharesVoted><inf:sharesOnLoan>86548</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2361</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Unum Group</inf:issuerName><inf:cusip>91529Y106</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>878457</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>878457</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Urban Edge Properties</inf:issuerName><inf:cusip>91704F104</inf:cusip><inf:meetingDate>05/07/2025</inf:meetingDate><inf:voteDescription>The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>9626</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>9626</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>US Foods Holding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>182988</inf:sharesVoted><inf:sharesOnLoan>237465</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>182988</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>V.F. Corporation</inf:issuerName><inf:cusip>918204108</inf:cusip><inf:meetingDate>07/23/2024</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>79337</inf:sharesVoted><inf:sharesOnLoan>515459</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>79337</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vail Resorts, Inc.</inf:issuerName><inf:cusip>91879Q109</inf:cusip><inf:meetingDate>12/05/2024</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16830</inf:sharesVoted><inf:sharesOnLoan>54970</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>16830</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valaris Limited</inf:issuerName><inf:cusip>G9460G101</inf:cusip><inf:meetingDate>06/12/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2124</inf:sharesVoted><inf:sharesOnLoan>75222</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2124</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valero Energy Corporation</inf:issuerName><inf:cusip>91913Y100</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the 2024 compensation of named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27832</inf:sharesVoted><inf:sharesOnLoan>532881</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>27832</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valley National Bancorp</inf:issuerName><inf:cusip>919794107</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>An advisory, non-binding vote to approve the compensation of Valley'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>78812</inf:sharesVoted><inf:sharesOnLoan>708431</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>78812</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valmont Industries, Inc.</inf:issuerName><inf:cusip>920253101</inf:cusip><inf:meetingDate>04/28/2025</inf:meetingDate><inf:voteDescription>Advisory approval of the company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27738</inf:sharesVoted><inf:sharesOnLoan>10934</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>27738</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Valvoline Inc.</inf:issuerName><inf:cusip>92047W101</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>Non-Binding Advisory Resolution Approving Our Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29352</inf:sharesVoted><inf:sharesOnLoan>195865</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>29352</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Varonis Systems, Inc.</inf:issuerName><inf:cusip>922280102</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the executive 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12143</inf:sharesVoted><inf:sharesOnLoan>483188</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>12143</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vaxcyte, Inc.</inf:issuerName><inf:cusip>92243G108</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>604</inf:sharesVoted><inf:sharesOnLoan>142152</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>604</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Ventas, Inc.</inf:issuerName><inf:cusip>92276F100</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1066313</inf:sharesVoted><inf:sharesOnLoan>117709</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1066313</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Veralto Corporation</inf:issuerName><inf:cusip>92338C103</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve on an advisory basis the Company'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>308295</inf:sharesVoted><inf:sharesOnLoan>70052</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>308295</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Veris Residential, Inc.</inf:issuerName><inf:cusip>554489104</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To consider and vote, on an advisory basis, for the adoption of a resolution approving 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6013</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>6013</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VeriSign, Inc.</inf:issuerName><inf:cusip>92343E102</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>387976</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>387976</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Verisk Analytics, Inc.</inf:issuerName><inf:cusip>92345Y106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To approve executive compensation on an advisory, non-binding basis.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>658677</inf:sharesVoted><inf:sharesOnLoan>5685</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>658677</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Verizon Communications Inc.</inf:issuerName><inf:cusip>92343V104</inf:cusip><inf:meetingDate>05/22/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8835509</inf:sharesVoted><inf:sharesOnLoan>9431997</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>8835509</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vertex Pharmaceuticals Incorporated</inf:issuerName><inf:cusip>92532F100</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>587353</inf:sharesVoted><inf:sharesOnLoan>347232</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>587353</inf:sharesVoted><inf:managementRecommendation>AGAINST</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>499734</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>499734</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ViaSat, Inc.</inf:issuerName><inf:cusip>92552V100</inf:cusip><inf:meetingDate>09/05/2024</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>45224</inf:sharesVoted><inf:sharesOnLoan>120369</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>44313</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>911</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Viatris Inc.</inf:issuerName><inf:cusip>92556V106</inf:cusip><inf:meetingDate>12/06/2024</inf:meetingDate><inf:voteDescription>Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1855945</inf:sharesVoted><inf:sharesOnLoan>349487</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1855945</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Viavi Solutions Inc.</inf:issuerName><inf:cusip>925550105</inf:cusip><inf:meetingDate>11/06/2024</inf:meetingDate><inf:voteDescription>Approval, in a Non-Binding Advisory Vote, of the Compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>413860</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>413860</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VICI Properties Inc.</inf:issuerName><inf:cusip>925652109</inf:cusip><inf:meetingDate>04/29/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1434570</inf:sharesVoted><inf:sharesOnLoan>1069142</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1434570</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Viking Therapeutics, Inc.</inf:issuerName><inf:cusip>92686J106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>To Approve, On An 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>373</inf:sharesVoted><inf:sharesOnLoan>123638</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>373</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Viper Energy, Inc.</inf:issuerName><inf:cusip>927959106</inf:cusip><inf:meetingDate>05/20/2025</inf:meetingDate><inf:voteDescription>The 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>21755</inf:sharesVoted><inf:sharesOnLoan>51700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>21755</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Visa Inc.</inf:issuerName><inf:cusip>92826C839</inf:cusip><inf:meetingDate>01/28/2025</inf:meetingDate><inf:voteDescription>To approve, on an 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1980258</inf:sharesVoted><inf:sharesOnLoan>1759822</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1980258</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vistra Corp.</inf:issuerName><inf:cusip>92840M102</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>561242</inf:sharesVoted><inf:sharesOnLoan>29527</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>561242</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vontier Corporation</inf:issuerName><inf:cusip>928881101</inf:cusip><inf:meetingDate>05/27/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, Vontier's named executive officer compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>208917</inf:sharesVoted><inf:sharesOnLoan>59454</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>208917</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vornado Realty Trust</inf:issuerName><inf:cusip>929042109</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Non-binding, advisory resolution on executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>212055</inf:sharesVoted><inf:sharesOnLoan>134754</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>212055</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Voya Financial, Inc.</inf:issuerName><inf:cusip>929089100</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>43583</inf:sharesVoted><inf:sharesOnLoan>144894</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>43583</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Vulcan Materials Company</inf:issuerName><inf:cusip>929160109</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>201402</inf:sharesVoted><inf:sharesOnLoan>9926</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>201402</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>W. R. Berkley Corporation</inf:issuerName><inf:cusip>084423102</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>Non-binding advisory vote on a resolution approving the compensation of the Company's named executive officers pursuant to the compensation disclosure rules of the Securities and Exchange Commission, or "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1330176</inf:sharesVoted><inf:sharesOnLoan>82326</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1330176</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>W.P. Carey Inc.</inf:issuerName><inf:cusip>92936U109</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>To Approve the Advisory Resolution on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>973920</inf:sharesVoted><inf:sharesOnLoan>62144</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>973920</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>W.W. Grainger, Inc.</inf:issuerName><inf:cusip>384802104</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve on a non-binding advisory basis the compensation of Grainger 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>52470</inf:sharesVoted><inf:sharesOnLoan>58500</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>52470</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Walgreens Boots Alliance, Inc.</inf:issuerName><inf:cusip>931427108</inf:cusip><inf:meetingDate>01/30/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>28523</inf:sharesVoted><inf:sharesOnLoan>913578</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>28523</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Walker &amp; Dunlop, Inc.</inf:issuerName><inf:cusip>93148P102</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory resolution 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>26205</inf:sharesVoted><inf:sharesOnLoan>19362</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>26205</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Walmart Inc.</inf:issuerName><inf:cusip>931142103</inf:cusip><inf:meetingDate>06/05/2025</inf:meetingDate><inf:voteDescription>Advisory Vote to Approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>12606911</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>12606911</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Warner Bros. Discovery, Inc.</inf:issuerName><inf:cusip>934423104</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>95220</inf:sharesVoted><inf:sharesOnLoan>3668704</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>95220</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Waste Connections, Inc.</inf:issuerName><inf:cusip>94106B101</inf:cusip><inf:meetingDate>05/16/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1141004</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1141004</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Waste Management, Inc.</inf:issuerName><inf:cusip>94106L109</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1621407</inf:sharesVoted><inf:sharesOnLoan>6700</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1621407</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Waters Corporation</inf:issuerName><inf:cusip>941848103</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14015</inf:sharesVoted><inf:sharesOnLoan>87803</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14015</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Watsco, Inc.</inf:issuerName><inf:cusip>942622200</inf:cusip><inf:meetingDate>06/02/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution regarding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2470</inf:sharesVoted><inf:sharesOnLoan>52645</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>2470</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Watts Water Technologies, Inc.</inf:issuerName><inf:cusip>942749102</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>27416</inf:sharesVoted><inf:sharesOnLoan>17099</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>27416</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WD-40 Company</inf:issuerName><inf:cusip>929236107</inf:cusip><inf:meetingDate>12/12/2024</inf:meetingDate><inf:voteDescription>To Hold 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3216</inf:sharesVoted><inf:sharesOnLoan>25637</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3216</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Weatherford International plc</inf:issuerName><inf:cusip>G48833118</inf:cusip><inf:meetingDate>06/11/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>119572</inf:sharesVoted><inf:sharesOnLoan>17434</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>119572</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Webster Financial Corporation</inf:issuerName><inf:cusip>947890109</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers of Webster (Proposal 2).</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>244570</inf:sharesVoted><inf:sharesOnLoan>48736</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>244570</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WEC Energy Group, Inc.</inf:issuerName><inf:cusip>92939U106</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve executive compensation of the named executive officers</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>544528</inf:sharesVoted><inf:sharesOnLoan>898718</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>544528</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wells Fargo &amp; Company</inf:issuerName><inf:cusip>949746101</inf:cusip><inf:meetingDate>04/29/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>6670358</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>6670358</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Welltower Inc.</inf:issuerName><inf:cusip>95040Q104</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>The approval, on an advisory basis, of the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1711668</inf:sharesVoted><inf:sharesOnLoan>175753</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1711668</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WESCO International, Inc.</inf:issuerName><inf:cusip>95082P105</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>19152</inf:sharesVoted><inf:sharesOnLoan>57708</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>19152</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>West Pharmaceutical Services, Inc.</inf:issuerName><inf:cusip>955306105</inf:cusip><inf:meetingDate>05/06/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>82920</inf:sharesVoted><inf:sharesOnLoan>32933</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>82920</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Western Alliance Bancorporation</inf:issuerName><inf:cusip>957638109</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of executives.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>16062</inf:sharesVoted><inf:sharesOnLoan>166510</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>16062</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Western Digital Corporation</inf:issuerName><inf:cusip>958102105</inf:cusip><inf:meetingDate>11/20/2024</inf:meetingDate><inf:voteDescription>Approval on an advisory basis of the named executive officer compensation 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>140279</inf:sharesVoted><inf:sharesOnLoan>287600</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>140279</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Westinghouse Air Brake Technologies Corporation</inf:issuerName><inf:cusip>929740108</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve an advisory (non-binding) resolution to approve the 2024 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>362845</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>362845</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WEX Inc.</inf:issuerName><inf:cusip>96208T104</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory (non-binding) vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>61040</inf:sharesVoted><inf:sharesOnLoan>9985</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>61040</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Weyerhaeuser Company</inf:issuerName><inf:cusip>962166104</inf:cusip><inf:meetingDate>05/09/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1265360</inf:sharesVoted><inf:sharesOnLoan>87590</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1265360</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Whirlpool Corporation</inf:issuerName><inf:cusip>963320106</inf:cusip><inf:meetingDate>04/15/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Whirlpool Corporation's executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1584</inf:sharesVoted><inf:sharesOnLoan>82777</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1584</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>White Mountains Insurance Group, Ltd.</inf:issuerName><inf:cusip>G9618E107</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approval of the advisory resolution on executive compensation</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>957</inf:sharesVoted><inf:sharesOnLoan>10578</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>957</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Williams-Sonoma, Inc.</inf:issuerName><inf:cusip>969904101</inf:cusip><inf:meetingDate>06/11/2025</inf:meetingDate><inf:voteDescription>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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>98427</inf:sharesVoted><inf:sharesOnLoan>112242</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>98427</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Willis Towers Watson Public Limited Company</inf:issuerName><inf:cusip>G96629103</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>456781</inf:sharesVoted><inf:sharesOnLoan>400</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>456781</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WillScot Holdings Corporation</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>29358</inf:sharesVoted><inf:sharesOnLoan>283819</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>29358</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wingstop Inc.</inf:issuerName><inf:cusip>974155103</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory basis, 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>3319</inf:sharesVoted><inf:sharesOnLoan>37781</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>3319</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wintrust Financial Corporation</inf:issuerName><inf:cusip>97650W108</inf:cusip><inf:meetingDate>05/22/2025</inf:meetingDate><inf:voteDescription>Proposal to approve, on an advisory (non-binding) basis, the Company's executive compensation as described in the 2025 Proxy Statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8719</inf:sharesVoted><inf:sharesOnLoan>110012</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8719</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Woodward, Inc.</inf:issuerName><inf:cusip>980745103</inf:cusip><inf:meetingDate>01/29/2025</inf:meetingDate><inf:voteDescription>Vote on an advisory resolution regarding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>87248</inf:sharesVoted><inf:sharesOnLoan>18906</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>87248</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Workday, Inc.</inf:issuerName><inf:cusip>98138H101</inf:cusip><inf:meetingDate>06/04/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>372129</inf:sharesVoted><inf:sharesOnLoan>548255</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>372129</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Workiva Inc.</inf:issuerName><inf:cusip>98139A105</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of the compensation of Workiva'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>74646</inf:sharesVoted><inf:sharesOnLoan>7209</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>74646</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Workiva Inc.</inf:issuerName><inf:cusip>98139A105</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Indication, on an advisory basis, of the preferred frequency of stockholder advisory votes on the compensation of Workiva'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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>74646</inf:sharesVoted><inf:sharesOnLoan>7209</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>74646</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wyndham Hotels &amp; Resorts, Inc.</inf:issuerName><inf:cusip>98311A105</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To vote on an advisory resolution to approve our executive compensation program.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>113284</inf:sharesVoted><inf:sharesOnLoan>22000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>113284</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wyndham Hotels &amp; Resorts, Inc.</inf:issuerName><inf:cusip>98311A105</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>To vote on an advisory resolution on the frequency of the advisory vote on 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>113284</inf:sharesVoted><inf:sharesOnLoan>22000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>113284</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Wynn Resorts, Limited</inf:issuerName><inf:cusip>983134107</inf:cusip><inf:meetingDate>04/30/2025</inf:meetingDate><inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers as described 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>36706</inf:sharesVoted><inf:sharesOnLoan>141175</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>36706</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Xcel Energy Inc.</inf:issuerName><inf:cusip>98389B100</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2424631</inf:sharesVoted><inf:sharesOnLoan>200000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2424631</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Xenia Hotels &amp; Resorts, Inc.</inf:issuerName><inf:cusip>984017103</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation of the 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>7827</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>7827</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>XPO, Inc.</inf:issuerName><inf:cusip>983793100</inf:cusip><inf:meetingDate>05/15/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1970</inf:sharesVoted><inf:sharesOnLoan>130137</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1970</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Xylem Inc.</inf:issuerName><inf:cusip>98419M100</inf:cusip><inf:meetingDate>05/13/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>337018</inf:sharesVoted><inf:sharesOnLoan>68258</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>337018</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>YETI Holdings, Inc.</inf:issuerName><inf:cusip>98585X104</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Approval, on an advisory basis, of 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>8977</inf:sharesVoted><inf:sharesOnLoan>129663</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>8977</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Yum China Holdings, Inc.</inf:issuerName><inf:cusip>98850P109</inf:cusip><inf:meetingDate>05/23/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>14986</inf:sharesVoted><inf:sharesOnLoan>78800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>14986</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Yum China Holdings, Inc.</inf:issuerName><inf:isin>US98850P1093</inf:isin><inf:meetingDate>05/23/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>154909</inf:sharesVoted><inf:sharesOnLoan>345241</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>154909</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Yum! Brands, Inc.</inf:issuerName><inf:cusip>988498101</inf:cusip><inf:meetingDate>05/15/2025</inf:meetingDate><inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>969440</inf:sharesVoted><inf:sharesOnLoan>161369</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>969440</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zai Lab Limited</inf:issuerName><inf:isin>KYG9887T1168</inf:isin><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>That, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement, is hereby approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1312800</inf:sharesVoted><inf:sharesOnLoan>345000</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1312800</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zai Lab Limited</inf:issuerName><inf:cusip>98887Q104</inf:cusip><inf:meetingDate>06/18/2025</inf:meetingDate><inf:voteDescription>That, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement, is hereby approved.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>55342</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>55342</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zebra Technologies Corporation</inf:issuerName><inf:cusip>989207105</inf:cusip><inf:meetingDate>05/08/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve Named Executive Officers' 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>85210</inf:sharesVoted><inf:sharesOnLoan>1</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>85210</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zimmer Biomet Holdings, Inc.</inf:issuerName><inf:cusip>98956P102</inf:cusip><inf:meetingDate>05/29/2025</inf:meetingDate><inf:voteDescription>Approve, on a non-binding advisory basis, named executive officer 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>44805</inf:sharesVoted><inf:sharesOnLoan>277733</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>44805</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zions Bancorporation, National Association</inf:issuerName><inf:cusip>989701107</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>Approval, on a nonbinding advisory basis, of the compensation paid to the Bank's named executive officers with respect to fiscal year ended Dec. 31, 2024.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>179671</inf:sharesVoted><inf:sharesOnLoan>70595</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>179671</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zions Bancorporation, National Association</inf:issuerName><inf:cusip>989701107</inf:cusip><inf:meetingDate>05/02/2025</inf:meetingDate><inf:voteDescription>To recommend, by non-binding vote, the frequency of the shareholder non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>179671</inf:sharesVoted><inf:sharesOnLoan>70595</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>179671</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zoetis Inc.</inf:issuerName><inf:cusip>98978V103</inf:cusip><inf:meetingDate>05/21/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve our executive compensation.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>942096</inf:sharesVoted><inf:sharesOnLoan>375835</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>942096</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zoom Communications, Inc.</inf:issuerName><inf:cusip>98980L101</inf:cusip><inf:meetingDate>06/12/2025</inf:meetingDate><inf:voteDescription>Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement.</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1298808</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1298808</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ZoomInfo Technologies Inc.</inf:issuerName><inf:cusip>98980F104</inf:cusip><inf:meetingDate>05/14/2025</inf:meetingDate><inf:voteDescription>To approve, on an advisory, non-binding 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>401416</inf:sharesVoted><inf:sharesOnLoan>62693</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>401416</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zscaler, Inc.</inf:issuerName><inf:cusip>98980G102</inf:cusip><inf:meetingDate>01/10/2025</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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>1482</inf:sharesVoted><inf:sharesOnLoan>147746</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>1482</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Zurn Elkay Water Solutions Corporation</inf:issuerName><inf:cusip>98983L108</inf:cusip><inf:meetingDate>05/01/2025</inf:meetingDate><inf:voteDescription>Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" 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:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>107898</inf:sharesVoted><inf:sharesOnLoan>123066</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>107898</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
</inf:proxyVoteTable>
