<inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <inf:proxyTable>
  <inf:issuerName>3M Company</inf:issuerName>
  <inf:cusip>88579Y101</inf:cusip>
  <inf:meetingDate>05/12/2026</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>553590.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>553590.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/13/2026</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>12925.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12925.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Abbott Laboratories</inf:issuerName>
  <inf:cusip>002824100</inf:cusip>
  <inf:meetingDate>04/24/2026</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>2146202.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2146202.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AbbVie Inc.</inf:issuerName>
  <inf:cusip>00287Y109</inf:cusip>
  <inf:meetingDate>05/08/2026</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>1517350.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>1517350.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ACADIA Pharmaceuticals Inc.</inf:issuerName>
  <inf:cusip>004225108</inf:cusip>
  <inf:meetingDate>05/29/2026</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>20135.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20135.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Accenture plc</inf:issuerName>
  <inf:cusip>G1151C101</inf:cusip>
  <inf:meetingDate>01/28/2026</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>494456.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>494456.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Accenture plc</inf:issuerName>
  <inf:isin>IE00B4BNMY34</inf:isin>
  <inf:meetingDate>01/28/2026</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>136846.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>136846.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ADMA Biologics, Inc.</inf:issuerName>
  <inf:cusip>000899104</inf:cusip>
  <inf:meetingDate>06/02/2026</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>28686.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>28686.0</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>04/15/2026</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>364949.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>364949.0</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>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Approve on a non-binding advisory basis the compensation of the named executive officers, as disclosed in the 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>1396548.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1396548.0</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>03/03/2026</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>101900.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>101900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Affirm Holdings, Inc.</inf:issuerName>
  <inf:cusip>00827B106</inf:cusip>
  <inf:meetingDate>12/15/2025</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>191057.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>191057.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aflac Incorporated</inf:issuerName>
  <inf:cusip>001055102</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>To consider the following non-binding advisory proposal: "Resolve, on an advisory basis, the shareholders of Aflac Incorporated approve the compensation of 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 2026 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>432123.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>432123.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AGCO Corporation</inf:issuerName>
  <inf:cusip>001084102</inf:cusip>
  <inf:meetingDate>04/23/2026</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>5753.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5753.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Agilent Technologies, Inc.</inf:issuerName>
  <inf:cusip>00846U101</inf:cusip>
  <inf:meetingDate>03/18/2026</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>239293.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>239293.0</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>01/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote approving 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>183796.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>183796.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Airbnb, Inc.</inf:issuerName>
  <inf:cusip>009066101</inf:cusip>
  <inf:meetingDate>06/05/2026</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>374567.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>374567.0</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>08/07/2025</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>59460.0</inf:sharesVoted>
  <inf:sharesOnLoan>61322.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>59460.0</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>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the Company's 2025 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>9293.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9293.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/13/2026</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>3500.0</inf:sharesVoted>
  <inf:sharesOnLoan>2563.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3500.0</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>05/20/2026</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>1621.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1621.0</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>05/20/2026</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>14361.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14361.0</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>06/04/2026</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>81585.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>81585.0</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>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote on whether an advisory shareholder vote to approve the compensation of the Company's 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>81585.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>81585.0</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>05/20/2026</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>4250.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4250.0</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>05/06/2026</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>3678.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3678.0</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>05/20/2026</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>114003.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>114003.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alphabet Inc.</inf:issuerName>
  <inf:cusip>02079K305</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve compensation awarded 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>5702802.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5702802.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Altria Group, Inc.</inf:issuerName>
  <inf:cusip>02209S103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve the compensation of Altria'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>61644.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>61644.0</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>05/20/2026</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>8242870.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8242870.0</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>11/06/2025</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>1570135.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1570135.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amcor plc</inf:issuerName>
  <inf:cusip>G0250X107</inf:cusip>
  <inf:meetingDate>11/06/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding, advisory vote, the frequency of casting an advisory vote on executive compensation ( 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>1570135.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1570135.0</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>05/14/2026</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>4605.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4605.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/28/2026</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>9086.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9086.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Express Company</inf:issuerName>
  <inf:cusip>025816109</inf:cusip>
  <inf:meetingDate>05/05/2026</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>440552.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>440552.0</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>05/20/2026</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>1151.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1151.0</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>05/13/2026</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>475369.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>475369.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Tower Corporation</inf:issuerName>
  <inf:cusip>03027X100</inf:cusip>
  <inf:meetingDate>05/20/2026</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>442104.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>442104.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>05/13/2026</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>62314.0</inf:sharesVoted>
  <inf:sharesOnLoan>176214.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>62314.0</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>04/29/2026</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>84404.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>84404.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AMETEK, Inc.</inf:issuerName>
  <inf:cusip>031100100</inf:cusip>
  <inf:meetingDate>05/07/2026</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>187619.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>187619.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amgen Inc.</inf:issuerName>
  <inf:cusip>031162100</inf:cusip>
  <inf:meetingDate>05/19/2026</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>464266.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>464266.0</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>05/21/2026</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>1027242.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1027242.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 ("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>31475.0</inf:sharesVoted>
  <inf:sharesOnLoan>19679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>31475.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of "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>31475.0</inf:sharesVoted>
  <inf:sharesOnLoan>19679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>31475.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of "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>31475.0</inf:sharesVoted>
  <inf:sharesOnLoan>19679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>31475.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of "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>31475.0</inf:sharesVoted>
  <inf:sharesOnLoan>19679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>31475.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of "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>31475.0</inf:sharesVoted>
  <inf:sharesOnLoan>19679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>31475.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Analog Devices, Inc.</inf:issuerName>
  <inf:cusip>032654105</inf:cusip>
  <inf:meetingDate>03/11/2026</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>680051.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>680051.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/10/2026</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>506399.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>506399.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aon plc</inf:issuerName>
  <inf:cusip>G0403H108</inf:cusip>
  <inf:meetingDate>06/26/2026</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>162090.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>162090.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aon plc</inf:issuerName>
  <inf:isin>IE00BLP1HW54</inf:isin>
  <inf:meetingDate>06/26/2026</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>112952.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>112952.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apollo Global Management, Inc.</inf:issuerName>
  <inf:cusip>03769M106</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of AGM'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>93077.0</inf:sharesVoted>
  <inf:sharesOnLoan>257234.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>93077.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apollo Global Management, Inc.</inf:issuerName>
  <inf:cusip>03769M106</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on the frequency of future advisory votes to approve the compensation of AGM's 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>93077.0</inf:sharesVoted>
  <inf:sharesOnLoan>257234.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>93077.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AppFolio, Inc.</inf:issuerName>
  <inf:cusip>03783C100</inf:cusip>
  <inf:meetingDate>06/12/2026</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>2610.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2610.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apple Inc.</inf:issuerName>
  <inf:cusip>037833100</inf:cusip>
  <inf:meetingDate>02/24/2026</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>12758187.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12758187.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>10/21/2025</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>1756.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1756.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Applied Materials, Inc.</inf:issuerName>
  <inf:cusip>038222105</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials  named executive officers for fiscal year 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>699844.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>699844.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AppLovin Corporation</inf:issuerName>
  <inf:cusip>03831W108</inf:cusip>
  <inf:meetingDate>06/03/2026</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>130380.0</inf:sharesVoted>
  <inf:sharesOnLoan>70262.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>130380.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aptiv PLC</inf:issuerName>
  <inf:cusip>G3265R107</inf:cusip>
  <inf:meetingDate>04/29/2026</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>172112.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>172112.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aptiv PLC</inf:issuerName>
  <inf:isin>JE00BTDN8H13</inf:isin>
  <inf:meetingDate>04/29/2026</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>13454.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13454.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/05/2026</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>319614.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>319614.0</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>05/07/2026</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>434822.0</inf:sharesVoted>
  <inf:sharesOnLoan>91515.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>434822.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Argan, Inc.</inf:issuerName>
  <inf:cusip>04010E109</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>The non-binding advisory approval of our 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>878.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>878.0</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>05/29/2026</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>925534.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>925534.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/12/2026</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>211447.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>211447.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Artisan Partners Asset Management Inc.</inf:issuerName>
  <inf:cusip>04316A108</inf:cusip>
  <inf:meetingDate>06/03/2026</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>11478.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11478.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Assurant, Inc.</inf:issuerName>
  <inf:cusip>04621X108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the fiscal year 2025 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>659.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>659.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AST SpaceMobile, Inc.</inf:issuerName>
  <inf:cusip>00217D100</inf:cusip>
  <inf:meetingDate>06/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve the non-binding advisory resolution 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>30258.0</inf:sharesVoted>
  <inf:sharesOnLoan>76123.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>30258.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Astera Labs, Inc.</inf:issuerName>
  <inf:cusip>04626A103</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers ("NEOs") as disclosed 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>93347.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>93347.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Astera Labs, Inc.</inf:issuerName>
  <inf:cusip>04626A103</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of holding future advisory votes to approve the compensation of our 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>93347.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>93347.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>05/14/2026</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>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6200223.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Atlassian Corporation</inf:issuerName>
  <inf:cusip>049468101</inf:cusip>
  <inf:meetingDate>12/02/2025</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers for the fiscal year ending June 30, 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:sharesVoted>123205.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Atlassian Corporation</inf:issuerName>
  <inf:isin>US0494681010</inf:isin>
  <inf:meetingDate>12/02/2025</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers for the fiscal year ending June 30, 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9663.0</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>02/04/2026</inf:meetingDate>
  <inf:voteDescription>Proposal for an advisory vote by shareholders to approve the compensation of the Company s named executive officers for fiscal 2025 ( 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>131690.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>131690.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aurinia Pharmaceuticals Inc.</inf:issuerName>
  <inf:cusip>05156V102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Resolution on Executive Compensation: To approve, on a non-binding advisory basis, the Company's executive compensation set forth in the Company's Proxy Statement/Circular.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:sharesVoted>29604.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29604.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Autodesk, Inc.</inf:issuerName>
  <inf:cusip>052769106</inf:cusip>
  <inf:meetingDate>06/17/2026</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>
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  <inf:sharesVoted>205404.0</inf:sharesVoted>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>205404.0</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>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Autoliv, Inc.'s 2025 Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5153.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5153.0</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>11/12/2025</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>884074.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>884074.0</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>12/17/2025</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>18063.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18063.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AvalonBay Communities, Inc.</inf:issuerName>
  <inf:cusip>053484101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>122816.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>122816.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avery Dennison Corporation</inf:issuerName>
  <inf:cusip>053611109</inf:cusip>
  <inf:meetingDate>04/30/2026</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>51901.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>51901.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Axcelis Technologies, Inc.</inf:issuerName>
  <inf:cusip>054540208</inf:cusip>
  <inf:meetingDate>05/05/2026</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>5437.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5437.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Axon Enterprise, Inc.</inf:issuerName>
  <inf:cusip>05464C101</inf:cusip>
  <inf:meetingDate>05/28/2026</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>22541.0</inf:sharesVoted>
  <inf:sharesOnLoan>61328.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>22541.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Badger Meter, Inc.</inf:issuerName>
  <inf:cusip>056525108</inf:cusip>
  <inf:meetingDate>04/24/2026</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>2845.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2845.0</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>05/19/2026</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>875703.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>875703.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Balchem Corporation</inf:issuerName>
  <inf:cusip>057665200</inf:cusip>
  <inf:meetingDate>06/18/2026</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>2573.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2573.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ball Corporation</inf:issuerName>
  <inf:cusip>058498106</inf:cusip>
  <inf:meetingDate>04/29/2026</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>238616.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>238616.0</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>05/04/2026</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>6829248.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6829248.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Baxter International Inc.</inf:issuerName>
  <inf:cusip>071813109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation for 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>2929.0</inf:sharesVoted>
  <inf:sharesOnLoan>16865.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2929.0</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>01/27/2026</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>228967.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>228967.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BeOne Medicines AG</inf:issuerName>
  <inf:isin>CH1391448177</inf:isin>
  <inf:meetingDate>06/11/2026</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, for the fiscal year ended December 31, 2025 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>524800.0</inf:sharesVoted>
  <inf:sharesOnLoan>32000.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>524800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BeOne Medicines AG</inf:issuerName>
  <inf:isin>CH1391448177</inf:isin>
  <inf:meetingDate>06/11/2026</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, for the fiscal year ended December 31, 2025 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>72600.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>72600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670108</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to approve the compensation of the company's named executive officers, as described in the 2026 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>12.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670702</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to approve the compensation of the company's named executive officers, as described in the 2026 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>1130640.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1130640.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670108</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to determine the frequency (whether annual, biennial or triennial) with which shareholders of the company shall be entitled to have 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>12.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>12.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670702</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to determine the frequency (whether annual, biennial or triennial) with which shareholders of the company shall be entitled to have 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>1130640.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1130640.0</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>06/12/2026</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>47466.0</inf:sharesVoted>
  <inf:sharesOnLoan>128843.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>47466.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bio-Techne Corporation</inf:issuerName>
  <inf:cusip>09073M104</inf:cusip>
  <inf:meetingDate>10/30/2025</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>5739.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5739.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BioCryst Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>09058V103</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To hold a 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>30466.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>30466.0</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>06/09/2026</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>98036.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>98036.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BK Technologies Corporation</inf:issuerName>
  <inf:cusip>05587G203</inf:cusip>
  <inf:meetingDate>06/18/2026</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>5073.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5073.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BlackRock, Inc.</inf:issuerName>
  <inf:cusip>09290D101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>126828.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>126828.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Block, Inc.</inf:issuerName>
  <inf:cusip>852234103</inf:cusip>
  <inf:meetingDate>06/16/2026</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>108160.0</inf:sharesVoted>
  <inf:sharesOnLoan>318189.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>108160.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bloom Energy Corporation</inf:issuerName>
  <inf:cusip>093712107</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, 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>184094.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>184094.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Blue Bird Corporation</inf:issuerName>
  <inf:cusip>095306106</inf:cusip>
  <inf:meetingDate>03/11/2026</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>9929.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9929.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Blue Bird Corporation</inf:issuerName>
  <inf:cusip>095306106</inf:cusip>
  <inf:meetingDate>03/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on how frequently stockholders will be provided 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>9929.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>9929.0</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>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 2025 executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>667003.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>667003.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>07/23/2025</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>654210.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>654210.0</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>04/29/2026</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>5016.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5016.0</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>04/30/2026</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>1438164.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1438164.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boyd Gaming Corporation</inf:issuerName>
  <inf:cusip>103304101</inf:cusip>
  <inf:meetingDate>05/07/2026</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>3487.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3487.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brinker International, Inc.</inf:issuerName>
  <inf:cusip>109641100</inf:cusip>
  <inf:meetingDate>11/20/2025</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>3770.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3770.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/05/2026</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>1751422.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1751422.0</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>04/20/2026</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>4579047.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4579047.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>11/13/2025</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>91399.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>91399.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/06/2026</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>61269.0</inf:sharesVoted>
  <inf:sharesOnLoan>183256.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>61269.0</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>05/14/2026</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>85031.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>85031.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bunge Global SA</inf:issuerName>
  <inf:cusip>H11356104</inf:cusip>
  <inf:meetingDate>05/20/2026</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>233848.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>233848.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
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  <inf:cusip>122017106</inf:cusip>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Burlington Stores, Inc.</inf:issuerName>
  <inf:cusip>122017106</inf:cusip>
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  <inf:voteDescription>Approval, on a non-binding basis, of the frequency of future Say-On-Pay votes</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:howVoted>1 YEAR</inf:howVoted>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:issuerName>C.H. Robinson Worldwide, Inc.</inf:issuerName>
  <inf:cusip>12541W209</inf:cusip>
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  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Cactus, Inc.</inf:issuerName>
  <inf:cusip>127203107</inf:cusip>
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  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers as reported in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Cadence Design Systems, Inc.</inf:issuerName>
  <inf:cusip>127387108</inf:cusip>
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  <inf:voteDescription>Advisory resolution to approve named executive officer compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Capital One Financial Corporation</inf:issuerName>
  <inf:cusip>14040H105</inf:cusip>
  <inf:meetingDate>05/08/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>571510.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:sharesVoted>571510.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Cardinal Health, Inc.</inf:issuerName>
  <inf:cusip>14149Y108</inf:cusip>
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  <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>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CarGurus, Inc.</inf:issuerName>
  <inf:cusip>141788109</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13009.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13009.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carlisle Companies Incorporated</inf:issuerName>
  <inf:cusip>142339100</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the Company's named executive officer compensation in 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10530.0</inf:sharesVoted>
  <inf:sharesOnLoan>26990.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10530.0</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>04/17/2026</inf:meetingDate>
  <inf:voteDescription>To hold 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>742779.0</inf:sharesVoted>
  <inf:sharesOnLoan>59520.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>742779.0</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>04/17/2026</inf:meetingDate>
  <inf:voteDescription>To hold 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5232.0</inf:sharesVoted>
  <inf:sharesOnLoan>32796.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5232.0</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>PA1436583006</inf:isin>
  <inf:meetingDate>04/17/2026</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>63383.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>63383.0</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>04/15/2026</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>704177.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>704177.0</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>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by an advisory vote, 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>29061.0</inf:sharesVoted>
  <inf:sharesOnLoan>82891.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29061.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Caterpillar Inc.</inf:issuerName>
  <inf:cusip>149123101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>420042.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>420042.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cavco Industries, Inc.</inf:issuerName>
  <inf:cusip>149568107</inf:cusip>
  <inf:meetingDate>07/29/2025</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>845.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>845.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>
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  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>90791.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>90791.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CBRE Group, Inc.</inf:issuerName>
  <inf:cusip>12504L109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation for 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>300092.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>300092.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CDW Corporation</inf:issuerName>
  <inf:cusip>12514G108</inf:cusip>
  <inf:meetingDate>05/21/2026</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>108237.0</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>05/19/2026</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100013.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cencora, Inc.</inf:issuerName>
  <inf:cusip>03073E105</inf:cusip>
  <inf:meetingDate>03/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the fiscal 2025 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>175213.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>175213.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Centene Corporation</inf:issuerName>
  <inf:cusip>15135B101</inf:cusip>
  <inf:meetingDate>05/12/2026</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>428059.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>428059.0</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>04/16/2026</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>10746.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10746.0</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>04/28/2026</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>37767.0</inf:sharesVoted>
  <inf:sharesOnLoan>103103.0</inf:sharesOnLoan>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Advisory vote to approve executive compensation under U.S. securities law requirements</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Church &amp; Dwight Co., Inc.</inf:issuerName>
  <inf:cusip>171340102</inf:cusip>
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  <inf:voteDescription>An advisory vote to approve compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>Ciena Corporation</inf:issuerName>
  <inf:cusip>171779309</inf:cusip>
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  <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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>58624.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:issuerName>Cincinnati Financial Corporation</inf:issuerName>
  <inf:cusip>172062101</inf:cusip>
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  <inf:voteDescription>A nonbinding proposal to approve compensation of the company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:howVoted>AGAINST</inf:howVoted>
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  <inf:proxyTable>
  <inf:issuerName>Cintas Corporation</inf:issuerName>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Cisco Systems, Inc.</inf:issuerName>
  <inf:cusip>17275R102</inf:cusip>
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  <inf:voteDescription>Approval, on an advisory basis, of executive compensation</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Advisory vote to approve our 2025 Executive Compensation.</inf:voteDescription>
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    <inf:voteCategory>
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  <inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:proxyTable>
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  <inf:cusip>18915M107</inf:cusip>
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  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
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  <inf:cusip>12572Q105</inf:cusip>
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  <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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:cusip>125896100</inf:cusip>
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  <inf:voteDescription>Approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:voteDescription>An advisory (non-binding) vote to approve named executive officer compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:isin>NL0010545661</inf:isin>
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  <inf:voteDescription>Approval of executive compensation ("say-on-pay") (advisory vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:isin>NL0010545661</inf:isin>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (advisory vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>83240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>83240.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNH Industrial N.V.</inf:issuerName>
  <inf:isin>NL0010545661</inf:isin>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (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>83240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>83240.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNH Industrial N.V.</inf:issuerName>
  <inf:isin>NL0010545661</inf:isin>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (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>83240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>83240.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNH Industrial N.V.</inf:issuerName>
  <inf:isin>NL0010545661</inf:isin>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (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>83240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>83240.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</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>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of executive compensation ("say-on-pay") (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>323603.0</inf:sharesVoted>
  <inf:sharesOnLoan>929055.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>323603.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (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>323603.0</inf:sharesVoted>
  <inf:sharesOnLoan>929055.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>323603.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coca-Cola Consolidated, Inc.</inf:issuerName>
  <inf:cusip>191098102</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Coca-Cola Consolidated's named executive officer compensation In 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>2561.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2561.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coeur Mining, Inc.</inf:issuerName>
  <inf:cusip>192108504</inf:cusip>
  <inf:meetingDate>05/12/2026</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>20429.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20429.0</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>06/02/2026</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>424318.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>424318.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Colgate-Palmolive Company</inf:issuerName>
  <inf:cusip>194162103</inf:cusip>
  <inf:meetingDate>05/08/2026</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>2307692.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2307692.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>4765.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4765.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Comcast Corporation</inf:issuerName>
  <inf:cusip>20030N101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>3343663.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3343663.0</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>05/18/2026</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>29548.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29548.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Commvault Systems, Inc.</inf:issuerName>
  <inf:cusip>204166102</inf:cusip>
  <inf:meetingDate>08/07/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, Commvault'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>2537.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2537.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Conagra Brands, Inc.</inf:issuerName>
  <inf:cusip>205887102</inf:cusip>
  <inf:meetingDate>09/17/2025</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>358883.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>358883.0</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>05/12/2026</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>46024.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>46024.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Consolidated Edison, Inc.</inf:issuerName>
  <inf:cusip>209115104</inf:cusip>
  <inf:meetingDate>05/18/2026</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>568183.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>568183.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Consolidated Water Co. Ltd.</inf:issuerName>
  <inf:cusip>G23773107</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>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>4775.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4775.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellation Brands, Inc.</inf:issuerName>
  <inf:cusip>21036P108</inf:cusip>
  <inf:meetingDate>07/15/2025</inf:meetingDate>
  <inf:voteDescription>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>119810.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>119810.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellation Energy Corporation</inf:issuerName>
  <inf:cusip>21037T109</inf:cusip>
  <inf:meetingDate>04/28/2026</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>339079.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>339079.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Copart, Inc.</inf:issuerName>
  <inf:cusip>217204106</inf:cusip>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 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>720242.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>720242.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CoreWeave, Inc.</inf:issuerName>
  <inf:cusip>21873S108</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>To vote on a non-binding advisory basis 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>123567.0</inf:sharesVoted>
  <inf:sharesOnLoan>76842.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>123567.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CoreWeave, Inc.</inf:issuerName>
  <inf:cusip>21873S108</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>To vote on a non-binding advisory basis on the frequency of future non-binding advisory votes to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>123567.0</inf:sharesVoted>
  <inf:sharesOnLoan>76842.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>123567.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CorMedix Inc.</inf:issuerName>
  <inf:cusip>21900C308</inf:cusip>
  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding advisory basis the compensation of our named executive officers for 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>63447.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>63447.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corning Incorporated</inf:issuerName>
  <inf:cusip>219350105</inf:cusip>
  <inf:meetingDate>04/30/2026</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>680012.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>680012.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corpay Inc.</inf:issuerName>
  <inf:cusip>219948106</inf:cusip>
  <inf:meetingDate>05/07/2026</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>11770.0</inf:sharesVoted>
  <inf:sharesOnLoan>40490.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11770.0</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>04/28/2026</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>555635.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>555635.0</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>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the frequency of the stockholder vote on 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>555635.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>555635.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CoStar Group, Inc.</inf:issuerName>
  <inf:cusip>22160N109</inf:cusip>
  <inf:meetingDate>06/23/2026</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>248778.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>248778.0</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>01/15/2026</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>405978.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>405978.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coterra Energy Inc.</inf:issuerName>
  <inf:cusip>127097103</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the "Advisory Compensation Proposal"); 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>626760.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>626760.0</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>06/11/2026</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>26266.0</inf:sharesVoted>
  <inf:sharesOnLoan>20028.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26266.0</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>04/27/2026</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>674.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>674.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CRH plc</inf:issuerName>
  <inf:cusip>G25508105</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Consideration of Named Executive Officer Compensation for 2025 ("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>1817407.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1817407.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CRH plc</inf:issuerName>
  <inf:isin>IE0001827041</inf:isin>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Consideration of Named Executive Officer Compensation for 2025 ("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>321280.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>321280.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cricut, Inc.</inf:issuerName>
  <inf:cusip>22658D100</inf:cusip>
  <inf:meetingDate>06/03/2026</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>65979.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>65979.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Castle Inc.</inf:issuerName>
  <inf:cusip>22822V101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>412862.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>412862.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Holdings, Inc.</inf:issuerName>
  <inf:cusip>228368106</inf:cusip>
  <inf:meetingDate>04/30/2026</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>17270.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17270.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CSW Industrials, Inc.</inf:issuerName>
  <inf:cusip>126402106</inf:cusip>
  <inf:meetingDate>08/28/2025</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>1604.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1604.0</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>05/12/2026</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>1623240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1623240.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cummins Inc.</inf:issuerName>
  <inf:cusip>231021106</inf:cusip>
  <inf:meetingDate>05/12/2026</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>148855.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>148855.0</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>05/07/2026</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>5023.0</inf:sharesVoted>
  <inf:sharesOnLoan>5403.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5023.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CVS Health Corporation</inf:issuerName>
  <inf:cusip>126650100</inf:cusip>
  <inf:meetingDate>05/14/2026</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>1090635.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1090635.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>01/15/2026</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>231850.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>231850.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Daily Journal Corporation</inf:issuerName>
  <inf:cusip>233912104</inf:cusip>
  <inf:meetingDate>02/24/2026</inf:meetingDate>
  <inf:voteDescription>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>1134.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1134.0</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>05/05/2026</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>1179340.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1179340.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Darden Restaurants, Inc.</inf:issuerName>
  <inf:cusip>237194105</inf:cusip>
  <inf:meetingDate>09/17/2025</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>88243.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>88243.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Datadog, Inc.</inf:issuerName>
  <inf:cusip>23804L103</inf:cusip>
  <inf:meetingDate>06/15/2026</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>263085.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>263085.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dave Inc.</inf:issuerName>
  <inf:cusip>23834J201</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of Dave'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>1536.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1536.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dave Inc.</inf:issuerName>
  <inf:cusip>23834J201</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on Dave'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>1536.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1536.0</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>06/04/2026</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>3989.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3989.0</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>09/08/2025</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>139510.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>139510.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Deere &amp; Company</inf:issuerName>
  <inf:cusip>244199105</inf:cusip>
  <inf:meetingDate>02/25/2026</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>218441.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>218441.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dell Technologies Inc.</inf:issuerName>
  <inf:cusip>24703L202</inf:cusip>
  <inf:meetingDate>06/25/2026</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>283343.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>283343.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/18/2026</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>43056.0</inf:sharesVoted>
  <inf:sharesOnLoan>101888.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43056.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Devon Energy Corporation</inf:issuerName>
  <inf:cusip>25179M103</inf:cusip>
  <inf:meetingDate>06/30/2026</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>995457.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>995457.0</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>05/27/2026</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, 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>325470.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>325470.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diamond Hill Investment Group, Inc.</inf:issuerName>
  <inf:cusip>25264R207</inf:cusip>
  <inf:meetingDate>03/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory (non-binding) basis 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 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>1926.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1926.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diamond Hill Investment Group, Inc.</inf:issuerName>
  <inf:cusip>25264R207</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the 2025 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>1764.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1764.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diamondback Energy, Inc.</inf:issuerName>
  <inf:cusip>25278X109</inf:cusip>
  <inf:meetingDate>05/20/2026</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>164795.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>164795.0</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>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of holding an 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>164795.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>164795.0</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>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 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>13126.0</inf:sharesVoted>
  <inf:sharesOnLoan>41293.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13126.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>05/29/2026</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>316835.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>316835.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dillard's, Inc.</inf:issuerName>
  <inf:cusip>254067101</inf:cusip>
  <inf:meetingDate>05/28/2026</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>1730.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1730.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DocuSign, Inc.</inf:issuerName>
  <inf:cusip>256163106</inf:cusip>
  <inf:meetingDate>06/01/2026</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>17005.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17005.0</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>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the frequency of future non-binding votes on our named executive officers' compensation: Year 1</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>17005.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>17005.0</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>02/03/2026</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>7368.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7368.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dollar General Corporation</inf:issuerName>
  <inf:cusip>256677105</inf:cusip>
  <inf:meetingDate>05/28/2026</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>134281.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>134281.0</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>06/16/2026</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>34227.0</inf:sharesVoted>
  <inf:sharesOnLoan>67402.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34227.0</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>05/05/2026</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>1480528.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1480528.0</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>04/21/2026</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>20453.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20453.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DoorDash, Inc.</inf:issuerName>
  <inf:cusip>25809K105</inf:cusip>
  <inf:meetingDate>06/10/2026</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>313288.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>313288.0</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>05/08/2026</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>118314.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>118314.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dow Inc.</inf:issuerName>
  <inf:cusip>260557103</inf:cusip>
  <inf:meetingDate>04/09/2026</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>602348.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>602348.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dow Inc.</inf:issuerName>
  <inf:cusip>260557103</inf:cusip>
  <inf:meetingDate>04/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Resolution 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>602348.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>602348.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Doximity, Inc.</inf:issuerName>
  <inf:cusip>26622P107</inf:cusip>
  <inf:meetingDate>08/28/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation paid to the Company s named executive officers for the fiscal year ended March 31, 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>8498.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8498.0</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>05/12/2026</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>254379.0</inf:sharesVoted>
  <inf:sharesOnLoan>107313.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>254379.0</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>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our 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>10769.0</inf:sharesVoted>
  <inf:sharesOnLoan>679.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10769.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DTE Energy Company</inf:issuerName>
  <inf:cusip>233331107</inf:cusip>
  <inf:meetingDate>05/07/2026</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>3463.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3463.0</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>05/07/2026</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>13213.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13213.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Duolingo, Inc.</inf:issuerName>
  <inf:cusip>26603R106</inf:cusip>
  <inf:meetingDate>06/03/2026</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>4386.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4386.0</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>05/21/2026</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>359405.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>359405.0</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>08/20/2025</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>202712.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>202712.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dynatrace, Inc.</inf:issuerName>
  <inf:isin>US2681501092</inf:isin>
  <inf:meetingDate>08/20/2025</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>17334.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17334.0</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>04/22/2026</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>311670.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>311670.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Eaton Corporation plc</inf:issuerName>
  <inf:isin>IE00B8KQN827</inf:isin>
  <inf:meetingDate>04/22/2026</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>23763.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>23763.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>eBay Inc.</inf:issuerName>
  <inf:cusip>278642103</inf:cusip>
  <inf:meetingDate>06/17/2026</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>402675.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>402675.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ecolab Inc.</inf:issuerName>
  <inf:cusip>278865100</inf:cusip>
  <inf:meetingDate>05/07/2026</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>226285.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>226285.0</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>04/23/2026</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>124726.0</inf:sharesVoted>
  <inf:sharesOnLoan>250099.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>124726.0</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>05/07/2026</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>435203.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>435203.0</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>08/14/2025</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>200911.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>200911.0</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>12/22/2025</inf:meetingDate>
  <inf:voteDescription>To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including 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>205072.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>205072.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Elevance Health, Inc.</inf:issuerName>
  <inf:cusip>036752103</inf:cusip>
  <inf:meetingDate>05/13/2026</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>197617.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>197617.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/04/2026</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>699052.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>699052.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EMCOR Group, Inc.</inf:issuerName>
  <inf:cusip>29084Q100</inf:cusip>
  <inf:meetingDate>06/04/2026</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>41494.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>41494.0</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>02/03/2026</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>473472.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Non-binding advisory approval of the Company's compensation of its named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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  <inf:vote>
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  <inf:issuerName>EOG Resources, Inc.</inf:issuerName>
  <inf:cusip>26875P101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>
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  <inf:vote>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>EPAM Systems, Inc.</inf:issuerName>
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  <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>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ePlus inc.</inf:issuerName>
  <inf:cusip>294268107</inf:cusip>
  <inf:meetingDate>09/16/2025</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>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <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>04/14/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>568892.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>568892.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Equifax Inc.</inf:issuerName>
  <inf:cusip>294429105</inf:cusip>
  <inf:meetingDate>05/07/2026</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>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Equinix, Inc.</inf:issuerName>
  <inf:cusip>29444U700</inf:cusip>
  <inf:meetingDate>05/13/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>87139.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
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      <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>06/18/2026</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>296870.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>296870.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Essent Group Ltd.</inf:issuerName>
  <inf:cusip>G3198U102</inf:cusip>
  <inf:meetingDate>05/06/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Essential Utilities Inc.</inf:issuerName>
  <inf:cusip>29670G102</inf:cusip>
  <inf:meetingDate>02/10/2026</inf:meetingDate>
  <inf:voteDescription>Merger-Related Compensation Proposal: Approval. on a non-binding advisory basis, of the compensation that may be paid or become payable to the named executive officers of Essential Utilities, Inc. 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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <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>05/12/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>52138.0</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>06/10/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <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>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, 2025 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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:proxyTable>
  <inf:issuerName>Evergy, Inc.</inf:issuerName>
  <inf:cusip>30034W106</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approve the 2025 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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Everpure, Inc.</inf:issuerName>
  <inf:cusip>74624M102</inf:cusip>
  <inf:meetingDate>06/10/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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      <inf:howVoted>FOR</inf:howVoted>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>30040W108</inf:cusip>
  <inf:meetingDate>05/06/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <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>05/26/2026</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>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <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>04/28/2026</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>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ExlService Holdings, Inc.</inf:issuerName>
  <inf:cusip>302081104</inf:cusip>
  <inf:meetingDate>06/16/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Expand Energy Corporation</inf:issuerName>
  <inf:cusip>165167735</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory basis our named executive officer compensation for 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>191413.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>191413.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Expedia Group, Inc.</inf:issuerName>
  <inf:cusip>30212P303</inf:cusip>
  <inf:meetingDate>06/17/2026</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>105215.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>105215.0</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>05/05/2026</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>139782.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>139782.0</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>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the fiscal 2025 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>6494.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6494.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>119794.0</inf:sharesVoted>
  <inf:sharesOnLoan>54745.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>119794.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exxon Mobil Corporation</inf:issuerName>
  <inf:cusip>30231G102</inf:cusip>
  <inf:meetingDate>05/27/2026</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>3714322.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3714322.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the 2025 named executive officer 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>29679.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29679.0</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>03/12/2026</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>24521.0</inf:sharesVoted>
  <inf:sharesOnLoan>35538.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>24521.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fabrinet</inf:issuerName>
  <inf:cusip>G3323L100</inf:cusip>
  <inf:meetingDate>12/11/2025</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>1284.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1284.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>12/18/2025</inf:meetingDate>
  <inf:voteDescription>To approve, in an 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>30628.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>30628.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fair Isaac Corporation</inf:issuerName>
  <inf:cusip>303250104</inf:cusip>
  <inf:meetingDate>03/04/2026</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>20375.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20375.0</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>04/23/2026</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>967175.0</inf:sharesVoted>
  <inf:sharesOnLoan>20283.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>967175.0</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>04/21/2026</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>3914.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3914.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FedEx Corporation</inf:issuerName>
  <inf:cusip>31428X106</inf:cusip>
  <inf:meetingDate>09/29/2025</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>174779.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>174779.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ferguson Enterprises Inc.</inf:issuerName>
  <inf:cusip>31488V107</inf:cusip>
  <inf:meetingDate>12/03/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the fiscal 2025 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>169374.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>169374.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ferguson Enterprises Inc.</inf:issuerName>
  <inf:cusip>31488V107</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's Named Executive Officers for the five-month transition period from August 1, 2025 to December 31, 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>180310.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>180310.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/10/2026</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>210127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>210127.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/10/2026</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>455944.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>455944.0</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>04/21/2026</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>568362.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>568362.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/12/2026</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>542.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>542.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/04/2026</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>1233.0</inf:sharesVoted>
  <inf:sharesOnLoan>4088.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1233.0</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>05/13/2026</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>90955.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>90955.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FirstEnergy Corp.</inf:issuerName>
  <inf:cusip>337932107</inf:cusip>
  <inf:meetingDate>05/20/2026</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>9294.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9294.0</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>05/21/2026</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>495244.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>495244.0</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>08/06/2025</inf:meetingDate>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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</inf:proxyTable>
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  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flutter Entertainment plc</inf:issuerName>
  <inf:isin>IE00BWT6H894</inf:isin>
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  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>10904.0</inf:sharesVoted>
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</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>345370860</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>An Advisory Vote to Approve the Compensation of the Named Executives.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fortinet, Inc.</inf:issuerName>
  <inf:cusip>34959E109</inf:cusip>
  <inf:meetingDate>06/12/2026</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>
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  <inf:cusip>34959J108</inf:cusip>
  <inf:meetingDate>06/09/2026</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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
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  <inf:issuerName>Fox Corporation</inf:issuerName>
  <inf:cusip>35137L105</inf:cusip>
  <inf:meetingDate>11/14/2025</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8189.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fox Corporation</inf:issuerName>
  <inf:cusip>35137L204</inf:cusip>
  <inf:meetingDate>11/14/2025</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>100952.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100952.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fox Corporation</inf:issuerName>
  <inf:cusip>35137L105</inf:cusip>
  <inf:meetingDate>11/14/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8189.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>8189.0</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>11/14/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>100952.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>100952.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Franklin Resources, Inc.</inf:issuerName>
  <inf:cusip>354613101</inf:cusip>
  <inf:meetingDate>02/03/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5399.0</inf:sharesVoted>
  <inf:sharesOnLoan>5692.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5399.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Freeport-McMoRan Inc.</inf:issuerName>
  <inf:cusip>35671D857</inf:cusip>
  <inf:meetingDate>06/10/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1227212.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1227212.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Frequency Electronics, Inc.</inf:issuerName>
  <inf:cusip>358010106</inf:cusip>
  <inf:meetingDate>10/08/2025</inf:meetingDate>
  <inf:voteDescription>Approval of the 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>7931.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7931.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Frequency Electronics, Inc.</inf:issuerName>
  <inf:cusip>358010106</inf:cusip>
  <inf:meetingDate>10/08/2025</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote on the frequency of holding future non-binding 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>7931.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>7931.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Freshworks Inc.</inf:issuerName>
  <inf:cusip>358054104</inf:cusip>
  <inf:meetingDate>05/28/2026</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>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Freshworks Inc.</inf:issuerName>
  <inf:cusip>358054104</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>To indicate, on an advisory basis, the preferred frequency of 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>
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  <inf:vote>
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      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>56734.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FTAI Aviation Ltd.</inf:issuerName>
  <inf:cusip>G3730V105</inf:cusip>
  <inf:meetingDate>05/28/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>57108.0</inf:sharesVoted>
  <inf:sharesOnLoan>32166.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>57108.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:proxyTable>
  <inf:issuerName>Gaming And Leisure Properties, Inc.</inf:issuerName>
  <inf:cusip>36467J108</inf:cusip>
  <inf:meetingDate>06/04/2026</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>
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      <inf:sharesVoted>217237.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Garmin Ltd.</inf:issuerName>
  <inf:cusip>H2906T109</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of Garmin's Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>136234.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Gartner, Inc.</inf:issuerName>
  <inf:cusip>366651107</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>369604301</inf:cusip>
  <inf:meetingDate>05/05/2026</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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>GE HealthCare Technologies Inc.</inf:issuerName>
  <inf:cusip>36266G107</inf:cusip>
  <inf:meetingDate>05/07/2026</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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>GE Vernova Inc.</inf:issuerName>
  <inf:cusip>36828A101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of our named executive officers in an advisory vote</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gen Digital Inc.</inf:issuerName>
  <inf:cusip>668771108</inf:cusip>
  <inf:meetingDate>09/09/2025</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>365622.0</inf:sharesVoted>
  <inf:sharesOnLoan>41534.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>365622.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  </inf:vote>
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  <inf:voteDescription>Advisory Approval of Executive Compensation.</inf:voteDescription>
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  <inf:voteDescription>Approval of 2025 executive compensation on an advisory basis.</inf:voteDescription>
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  <inf:cusip>422704106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve our named executive officer compensation for 2025.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HEICO Corporation</inf:issuerName>
  <inf:cusip>422806109</inf:cusip>
  <inf:meetingDate>03/13/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>11634.0</inf:sharesVoted>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11634.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HEICO Corporation</inf:issuerName>
  <inf:cusip>422806208</inf:cusip>
  <inf:meetingDate>03/13/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>56411.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:cusip>42824C109</inf:cusip>
  <inf:meetingDate>04/01/2026</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>
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  <inf:sharesVoted>1227711.0</inf:sharesVoted>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1227711.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>Hilton Worldwide Holdings Inc.</inf:issuerName>
  <inf:cusip>43300A203</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of 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>291237.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>291237.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hilton Worldwide Holdings Inc.</inf:issuerName>
  <inf:cusip>43300A203</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future stockholder votes 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>291237.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>291237.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hologic, Inc.</inf:issuerName>
  <inf:cusip>436440101</inf:cusip>
  <inf:meetingDate>02/05/2026</inf:meetingDate>
  <inf:voteDescription>A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including 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>186902.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>186902.0</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>04/16/2026</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>16481.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>16481.0</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>05/22/2026</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>575144.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>575144.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hormel Foods Corporation</inf:issuerName>
  <inf:cusip>440452100</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>Approve the Named Executive Officer compensation as disclosed in the Company's 2026 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>251858.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>251858.0</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>09/17/2025</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>2560.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2560.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Howmet Aerospace Inc.</inf:issuerName>
  <inf:cusip>443201108</inf:cusip>
  <inf:meetingDate>05/19/2026</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>334881.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>334881.0</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>04/16/2026</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>804590.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>804590.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hubbell Incorporated</inf:issuerName>
  <inf:cusip>443510607</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2026 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>92581.0</inf:sharesVoted>
  <inf:sharesOnLoan>27417.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>92581.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hubspot, Inc.</inf:issuerName>
  <inf:cusip>443573100</inf:cusip>
  <inf:meetingDate>06/15/2026</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>48008.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>48008.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Humana Inc.</inf:issuerName>
  <inf:cusip>444859102</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2026 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>102986.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>102986.0</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>04/22/2026</inf:meetingDate>
  <inf:voteDescription>An advisory resolution to approve, on a non-binding basis, the compensation of executives 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>1270243.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1270243.0</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>05/20/2026</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>6983.0</inf:sharesVoted>
  <inf:sharesOnLoan>19204.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6983.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>i3 Verticals, Inc.</inf:issuerName>
  <inf:cusip>46571Y107</inf:cusip>
  <inf:meetingDate>03/03/2026</inf:meetingDate>
  <inf:voteDescription>To consider and act upon a non-binding, advisory vote to approve 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>6590.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6590.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IDEX Corporation</inf:issuerName>
  <inf:cusip>45167R104</inf:cusip>
  <inf:meetingDate>05/06/2026</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>63536.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>63536.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IDEXX Laboratories, Inc.</inf:issuerName>
  <inf:cusip>45168D104</inf:cusip>
  <inf:meetingDate>05/12/2026</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>73700.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>73700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IES Holdings, Inc.</inf:issuerName>
  <inf:cusip>44951W106</inf:cusip>
  <inf:meetingDate>02/19/2026</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>1233.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1233.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive 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>242420.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>242420.0</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>05/21/2026</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>33617.0</inf:sharesVoted>
  <inf:sharesOnLoan>99609.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>33617.0</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>06/08/2026</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>150566.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>150566.0</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>06/11/2026</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>192029.0</inf:sharesVoted>
  <inf:sharesOnLoan>158376.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>192029.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innodata Inc.</inf:issuerName>
  <inf:cusip>457642205</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval 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>6810.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6810.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innovex International, Inc.</inf:issuerName>
  <inf:cusip>457651107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To conduct a non-binding advisory vote to approve 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>12220.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12220.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innoviva, Inc.</inf:issuerName>
  <inf:cusip>45781M101</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution 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>6586.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6586.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Insmed Incorporated</inf:issuerName>
  <inf:cusip>457669307</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on the 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>112971.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>112971.0</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>04/30/2026</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>2463.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2463.0</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>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) basis, of 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>2463.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>2463.0</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>05/20/2026</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>60273.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>60273.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intel Corporation</inf:issuerName>
  <inf:cusip>458140100</inf:cusip>
  <inf:meetingDate>05/13/2026</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>3773198.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3773198.0</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>04/23/2026</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>335321.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>335321.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intercontinental Exchange, Inc.</inf:issuerName>
  <inf:cusip>45866F104</inf:cusip>
  <inf:meetingDate>05/15/2026</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>494776.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>494776.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>InterDigital, Inc.</inf:issuerName>
  <inf:cusip>45867G101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>3051.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3051.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/28/2026</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>791181.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>791181.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers in 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>209357.0</inf:sharesVoted>
  <inf:sharesOnLoan>8380.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>209357.0</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>05/11/2026</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>145716.0</inf:sharesVoted>
  <inf:sharesOnLoan>282191.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>145716.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Interparfums, Inc.</inf:issuerName>
  <inf:cusip>458334109</inf:cusip>
  <inf:meetingDate>09/10/2025</inf:meetingDate>
  <inf:voteDescription>To vote for the 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>3453.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3453.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intuit Inc.</inf:issuerName>
  <inf:cusip>461202103</inf:cusip>
  <inf:meetingDate>01/22/2026</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>234988.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>234988.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intuitive Surgical, Inc.</inf:issuerName>
  <inf:cusip>46120E602</inf:cusip>
  <inf:meetingDate>04/30/2026</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>303748.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>303748.0</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>05/07/2026</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>479297.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>479297.0</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>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers in 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>48795.0</inf:sharesVoted>
  <inf:sharesOnLoan>184473.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>48795.0</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>04/23/2026</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>147247.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>147247.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IRADIMED CORPORATION</inf:issuerName>
  <inf:cusip>46266A109</inf:cusip>
  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, a resolution on the fiscal 2025 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>4534.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4534.0</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>05/07/2026</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>260355.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>260355.0</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>04/23/2026</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>66059.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>66059.0</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>01/22/2026</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>21415.0</inf:sharesVoted>
  <inf:sharesOnLoan>64142.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>21415.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>11/12/2025</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>59749.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>59749.0</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>01/28/2026</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>115210.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>115210.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, 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 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>13080.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13080.0</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>05/29/2026</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>16364.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>16364.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Johnson &amp; Johnson</inf:issuerName>
  <inf:cusip>478160104</inf:cusip>
  <inf:meetingDate>04/23/2026</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>2039523.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2039523.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Johnson Controls International plc</inf:issuerName>
  <inf:isin>IE00BY7QL619</inf:isin>
  <inf:meetingDate>03/04/2026</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>41249.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>41249.0</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>03/04/2026</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>548710.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>548710.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/28/2026</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>1902.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1902.0</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>05/19/2026</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>3029404.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3029404.0</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>01/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Kenvue Inc.'s named executive officers that is based on or otherwise relates to 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>1528230.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1528230.0</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>05/21/2026</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>1580043.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1580043.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Keros Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>492327101</inf:cusip>
  <inf:meetingDate>06/03/2026</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>34307.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34307.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/16/2026</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>1023171.0</inf:sharesVoted>
  <inf:sharesOnLoan>103000.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1023171.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>KeyCorp</inf:issuerName>
  <inf:cusip>493267108</inf:cusip>
  <inf:meetingDate>05/14/2026</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>797450.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>797450.0</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>03/19/2026</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>145029.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>145029.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kforce Inc.</inf:issuerName>
  <inf:cusip>493732101</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on Kforce'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>4080.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4080.0</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>05/14/2026</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>73161.0</inf:sharesVoted>
  <inf:sharesOnLoan>183744.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>73161.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kimco Realty Corporation</inf:issuerName>
  <inf:cusip>49446R109</inf:cusip>
  <inf:meetingDate>05/21/2026</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>586084.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>586084.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kinder Morgan, Inc.</inf:issuerName>
  <inf:cusip>49456B101</inf:cusip>
  <inf:meetingDate>05/13/2026</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>3237300.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3237300.0</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>05/21/2026</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>1238.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1238.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>KLA Corporation</inf:issuerName>
  <inf:cusip>482480100</inf:cusip>
  <inf:meetingDate>11/05/2025</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>103396.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>103396.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Krystal Biotech, Inc.</inf:issuerName>
  <inf:cusip>501147102</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the compensation of the Company's named executive officers, 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>1691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1691.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>L3Harris Technologies, Inc.</inf:issuerName>
  <inf:cusip>502431109</inf:cusip>
  <inf:meetingDate>05/11/2026</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>203666.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>203666.0</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>05/21/2026</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>47385.0</inf:sharesVoted>
  <inf:sharesOnLoan>24682.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>47385.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lam Research Corporation</inf:issuerName>
  <inf:cusip>512807306</inf:cusip>
  <inf:meetingDate>11/04/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 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>1007095.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1007095.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>295290.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>295290.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Laureate Education, Inc.</inf:issuerName>
  <inf:cusip>518613203</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by 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>9053.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9053.0</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>05/01/2026</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>110659.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>110659.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LeMaitre Vascular, Inc.</inf:issuerName>
  <inf:cusip>525558201</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding, advisory vote, the 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>4433.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4433.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lennar Corporation</inf:issuerName>
  <inf:cusip>526057104</inf:cusip>
  <inf:meetingDate>04/08/2026</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>168005.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>168005.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lennar Corporation</inf:issuerName>
  <inf:cusip>526057302</inf:cusip>
  <inf:meetingDate>04/08/2026</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>485.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>485.0</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>05/21/2026</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>8293.0</inf:sharesVoted>
  <inf:sharesOnLoan>21497.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8293.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Leonardo DRS, Inc.</inf:issuerName>
  <inf:cusip>52661A108</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>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>9672.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9672.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Levi Strauss &amp; Co.</inf:issuerName>
  <inf:cusip>52736R102</inf:cusip>
  <inf:meetingDate>04/22/2026</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>30163.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>30163.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Limbach Holdings, Inc.</inf:issuerName>
  <inf:cusip>53263P105</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory vote 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>5388.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5388.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Limbach Holdings, Inc.</inf:issuerName>
  <inf:cusip>53263P105</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, 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>5388.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>5388.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</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>27691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>27691.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution   To Approve 1 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>27691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27691.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution   To Approve 2 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>27691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27691.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote  For  On This Resolution   To Approve 2 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>27691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27691.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>To recommend, on an advisory and non-binding basis, the frequency of holding future advisory shareholder votes_x000d_
on the compensation of the Company's named executed officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27691.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27691.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:cusip>G54950103</inf:cusip>
  <inf:meetingDate>07/29/2025</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 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>568949.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>568949.0</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>07/29/2025</inf:meetingDate>
  <inf:voteDescription>To recommend, on an advisory and non-binding basis, the frequency of holding future advisory shareholder votes on the compensation of Linde 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>568949.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>568949.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Liquidity Services, Inc.</inf:issuerName>
  <inf:cusip>53635B107</inf:cusip>
  <inf:meetingDate>02/26/2026</inf:meetingDate>
  <inf:voteDescription>Approval of an amendment to the Liquidity Services, Inc. Third Amended and Restated 2006 Omnibus Long-Term Incentive Plan to increase the authorized number of shares.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>17656.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17656.0</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>06/11/2026</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>36375.0</inf:sharesVoted>
  <inf:sharesOnLoan>104329.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>36375.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>540424108</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, executive compensation</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>144934.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Logitech International SA</inf:issuerName>
  <inf:isin>CH0025751329</inf:isin>
  <inf:meetingDate>09/09/2025</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>70833.0</inf:sharesVoted>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>70833.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/29/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Company's named executive officer compensation in fiscal 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>483135.0</inf:sharesVoted>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>483135.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>46334.0</inf:sharesVoted>
  <inf:sharesOnLoan>22490.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>46334.0</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>06/25/2026</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>
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  <inf:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>19961.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>19961.0</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>06/25/2026</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:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>19961.0</inf:sharesVoted>
  <inf:sharesOnLoan>61936.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>19961.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lululemon Athletica Inc.</inf:issuerName>
  <inf:cusip>550021109</inf:cusip>
  <inf:meetingDate>06/25/2026</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>6500.0</inf:sharesVoted>
  <inf:sharesOnLoan>42.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6500.0</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>05/22/2026</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>210529.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>210529.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LyondellBasell Industries N.V.</inf:issuerName>
  <inf:isin>NL0009434992</inf:isin>
  <inf:meetingDate>05/22/2026</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>15620.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15620.0</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>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the 2025 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>27603.0</inf:sharesVoted>
  <inf:sharesOnLoan>75078.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>27603.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>M-tron Industries, Inc.</inf:issuerName>
  <inf:cusip>55380K109</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve 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>2220.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2220.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Macy's, Inc.</inf:issuerName>
  <inf:cusip>55616P104</inf:cusip>
  <inf:meetingDate>05/15/2026</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>7034.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7034.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory, non-binding resolution regarding the compensation of our named executive officers for 2025 ( 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>5801.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5801.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Manhattan Associates, Inc.</inf:issuerName>
  <inf:cusip>562750109</inf:cusip>
  <inf:meetingDate>05/14/2026</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>3214.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3214.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Maplebear Inc.</inf:issuerName>
  <inf:cusip>565394103</inf:cusip>
  <inf:meetingDate>05/22/2026</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>12302.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12302.0</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>04/29/2026</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>211758.0</inf:sharesVoted>
  <inf:sharesOnLoan>54545.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>211758.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Markel Group Inc.</inf:issuerName>
  <inf:cusip>570535104</inf:cusip>
  <inf:meetingDate>05/20/2026</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>10324.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10324.0</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>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 2026 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>2451.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2451.0</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>05/08/2026</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>200964.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>200964.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/21/2026</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>393705.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>393705.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/14/2026</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>43022.0</inf:sharesVoted>
  <inf:sharesOnLoan>8412.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43022.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marvell Technology, Inc.</inf:issuerName>
  <inf:cusip>573874104</inf:cusip>
  <inf:meetingDate>06/25/2026</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>754489.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>754489.0</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>05/08/2026</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>24331.0</inf:sharesVoted>
  <inf:sharesOnLoan>61057.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>24331.0</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>06/16/2026</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>744924.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>744924.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>McDonald's Corporation</inf:issuerName>
  <inf:cusip>580135101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>619161.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>619161.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>McKesson Corporation</inf:issuerName>
  <inf:cusip>58155Q103</inf:cusip>
  <inf:meetingDate>07/30/2025</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>96497.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>96497.0</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>05/15/2026</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 2026 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>935.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>935.0</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>05/15/2026</inf:meetingDate>
  <inf:voteDescription>To recommend, on an advisory basis, the 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>935.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>935.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medtronic plc</inf:issuerName>
  <inf:cusip>G5960L103</inf:cusip>
  <inf:meetingDate>10/16/2025</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>921863.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>921863.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medtronic plc</inf:issuerName>
  <inf:isin>IE00BTN1Y115</inf:isin>
  <inf:meetingDate>10/16/2025</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>75028.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>75028.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MercadoLibre, Inc.</inf:issuerName>
  <inf:cusip>58733R102</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 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>56469.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>56469.0</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>05/26/2026</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>3018000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3018000.0</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>06/16/2026</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>493767.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>493767.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/07/2026</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>19658.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>19658.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MGIC Investment Corporation</inf:issuerName>
  <inf:cusip>552848103</inf:cusip>
  <inf:meetingDate>04/23/2026</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>34305.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34305.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MGM Resorts International</inf:issuerName>
  <inf:cusip>552953101</inf:cusip>
  <inf:meetingDate>05/06/2026</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>16865.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>16865.0</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>08/19/2025</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>175094.0</inf:sharesVoted>
  <inf:sharesOnLoan>183237.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>175094.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Micron Technology, Inc.</inf:issuerName>
  <inf:cusip>595112103</inf:cusip>
  <inf:meetingDate>01/15/2026</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>926282.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>926282.0</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>12/05/2025</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>5811177.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5811177.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Microsoft Corporation</inf:issuerName>
  <inf:isin>US5949181045</inf:isin>
  <inf:meetingDate>12/05/2025</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>631249.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>631249.0</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>05/19/2026</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>96096.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>96096.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MiMedx Group, Inc.</inf:issuerName>
  <inf:cusip>602496101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>102670.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>102670.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Moelis &amp; Company</inf:issuerName>
  <inf:cusip>60786M105</inf:cusip>
  <inf:meetingDate>06/25/2026</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>7350.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7350.0</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>05/06/2026</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>1946.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1946.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mondelez International, Inc.</inf:issuerName>
  <inf:cusip>609207105</inf:cusip>
  <inf:meetingDate>05/20/2026</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>1873737.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1873737.0</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>06/30/2026</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>72433.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>72433.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the 2025 executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41203.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41203.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Monster Beverage Corporation</inf:issuerName>
  <inf:cusip>61174X109</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>615369105</inf:cusip>
  <inf:meetingDate>04/14/2026</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>
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  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>189760.0</inf:sharesVoted>
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    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Morgan Stanley</inf:issuerName>
  <inf:cusip>617446448</inf:cusip>
  <inf:meetingDate>05/14/2026</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>
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  </inf:voteCategories>
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  <inf:vote>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1086272.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Motorola Solutions, Inc.</inf:issuerName>
  <inf:cusip>620076307</inf:cusip>
  <inf:meetingDate>05/18/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>144022.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MSCI Inc.</inf:issuerName>
  <inf:cusip>55354G100</inf:cusip>
  <inf:meetingDate>04/21/2026</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>105446.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>105446.0</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>05/07/2026</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>3894.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3894.0</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>06/10/2026</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>375849.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>375849.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Natera, Inc.</inf:issuerName>
  <inf:cusip>632307104</inf:cusip>
  <inf:meetingDate>06/11/2026</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>107750.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>107750.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Natera, Inc.</inf:issuerName>
  <inf:cusip>632307104</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, 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>107750.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>107750.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>03/12/2026</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>7813.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7813.0</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>09/10/2025</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>63617.0</inf:sharesVoted>
  <inf:sharesOnLoan>94222.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>63617.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Netflix, Inc.</inf:issuerName>
  <inf:cusip>64110L106</inf:cusip>
  <inf:meetingDate>06/04/2026</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>3792345.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3792345.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Neurocrine Biosciences, Inc.</inf:issuerName>
  <inf:cusip>64125C109</inf:cusip>
  <inf:meetingDate>05/27/2026</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>71310.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>71310.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NewMarket Corporation</inf:issuerName>
  <inf:cusip>651587107</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers of NewMarket 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>1272.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1272.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Newmont Corporation</inf:issuerName>
  <inf:cusip>651639106</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on Newmont'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>1041484.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1041484.0</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>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on Newmont'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>5546.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5546.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>News Corporation</inf:issuerName>
  <inf:cusip>65249B109</inf:cusip>
  <inf:meetingDate>11/19/2025</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>62.0</inf:sharesVoted>
  <inf:sharesOnLoan>19.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>62.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>News Corporation</inf:issuerName>
  <inf:cusip>65249B208</inf:cusip>
  <inf:meetingDate>11/19/2025</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>2475.0</inf:sharesVoted>
  <inf:sharesOnLoan>1870.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2475.0</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>05/21/2026</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>2324975.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2324975.0</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>08/18/2025</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>7962.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7962.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Niagen Bioscience, Inc.</inf:issuerName>
  <inf:cusip>171077407</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>A nonbinding advisory vote of the Company's stockholders, as recommended by the Compensation Committee and approved by the Board, on the compensation of the Company's named executive officers disclosed in the Proxy Solicitation 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>93640.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>93640.0</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>09/09/2025</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>879783.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>879783.0</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>05/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of our 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>575554.0</inf:sharesVoted>
  <inf:sharesOnLoan>950166.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>575554.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NMI Holdings, Inc.</inf:issuerName>
  <inf:cusip>629209305</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of NMI Holdings, 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>11458.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11458.0</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>03/02/2026</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>40869.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>40869.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Norfolk Southern Corporation</inf:issuerName>
  <inf:cusip>655844108</inf:cusip>
  <inf:meetingDate>11/14/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Norfolk Southern 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>176921.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>176921.0</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>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2026 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>188554.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>188554.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northern Trust Corporation</inf:issuerName>
  <inf:cusip>665859104</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by an advisory vote, of the 2025 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>165180.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>165180.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northrop Grumman Corporation</inf:issuerName>
  <inf:cusip>666807102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>119692.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>119692.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NPK International Inc.</inf:issuerName>
  <inf:cusip>651718504</inf:cusip>
  <inf:meetingDate>05/20/2026</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>10640.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10640.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NRG Energy, Inc.</inf:issuerName>
  <inf:cusip>629377508</inf:cusip>
  <inf:meetingDate>04/30/2026</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>181524.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>181524.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nucor Corporation</inf:issuerName>
  <inf:cusip>670346105</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Nucor's named executive officer compensation in 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>199371.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>199371.0</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>12/12/2025</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>194638.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>194638.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NVIDIA Corporation</inf:issuerName>
  <inf:cusip>67066G104</inf:cusip>
  <inf:meetingDate>06/24/2026</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>22956171.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>22956171.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NVR, Inc.</inf:issuerName>
  <inf:cusip>62944T105</inf:cusip>
  <inf:meetingDate>05/07/2026</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>1860.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1860.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>06/10/2026</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>781900.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>781900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote on the frequency of future shareholder 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>781900.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>781900.0</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>05/14/2026</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>730552.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>730552.0</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>05/01/2026</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>626930.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>626930.0</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>06/18/2026</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>38983.0</inf:sharesVoted>
  <inf:sharesOnLoan>104727.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>38983.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/20/2026</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>85164.0</inf:sharesVoted>
  <inf:sharesOnLoan>56446.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>85164.0</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>05/21/2026</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>3586.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3586.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Omnicom Group Inc.</inf:issuerName>
  <inf:cusip>681919106</inf:cusip>
  <inf:meetingDate>05/05/2026</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>37984.0</inf:sharesVoted>
  <inf:sharesOnLoan>124104.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>37984.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ON Semiconductor Corporation</inf:issuerName>
  <inf:cusip>682189105</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory (non-binding) 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>76154.0</inf:sharesVoted>
  <inf:sharesOnLoan>235294.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>76154.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ONE Gas, Inc.</inf:issuerName>
  <inf:cusip>68235P108</inf:cusip>
  <inf:meetingDate>05/21/2026</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>3421.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3421.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ONEOK, Inc.</inf:issuerName>
  <inf:cusip>682680103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>249746.0</inf:sharesVoted>
  <inf:sharesOnLoan>486748.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>249746.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneSpan Inc.</inf:issuerName>
  <inf:cusip>68287N100</inf:cusip>
  <inf:meetingDate>06/05/2026</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>42297.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>42297.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneSpan Inc.</inf:issuerName>
  <inf:cusip>68287N100</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future advisory votes on 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>42297.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>42297.0</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>05/20/2026</inf:meetingDate>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2149.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2149.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oracle Corporation</inf:issuerName>
  <inf:cusip>68389X105</inf:cusip>
  <inf:meetingDate>11/18/2025</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>1322293.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1322293.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oshkosh Corporation</inf:issuerName>
  <inf:cusip>688239201</inf:cusip>
  <inf:meetingDate>05/05/2026</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>836.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>836.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Otis Worldwide Corporation</inf:issuerName>
  <inf:cusip>68902V107</inf:cusip>
  <inf:meetingDate>05/27/2026</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>327520.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>327520.0</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>05/06/2026</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>2837.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2837.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PACCAR Inc</inf:issuerName>
  <inf:cusip>693718108</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution 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>443751.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>443751.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/12/2026</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>18375.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18375.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palantir Technologies Inc.</inf:issuerName>
  <inf:cusip>69608A108</inf:cusip>
  <inf:meetingDate>06/03/2026</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>1962936.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1962936.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>12/09/2025</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>168994.0</inf:sharesVoted>
  <inf:sharesOnLoan>385363.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>168994.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palomar Holdings, Inc.</inf:issuerName>
  <inf:cusip>69753M105</inf:cusip>
  <inf:meetingDate>05/21/2026</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>3672.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3672.0</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>10/22/2025</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>100227.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100227.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Paychex, Inc.</inf:issuerName>
  <inf:cusip>704326107</inf:cusip>
  <inf:meetingDate>10/09/2025</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>246110.0</inf:sharesVoted>
  <inf:sharesOnLoan>2100.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>246110.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Paycom Software, Inc.</inf:issuerName>
  <inf:cusip>70432V102</inf:cusip>
  <inf:meetingDate>05/04/2026</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>3523.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3523.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PayPal Holdings, Inc.</inf:issuerName>
  <inf:cusip>70450Y103</inf:cusip>
  <inf:meetingDate>05/19/2026</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>799131.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>799131.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pegasystems Inc.</inf:issuerName>
  <inf:cusip>705573103</inf:cusip>
  <inf:meetingDate>06/16/2026</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>10381.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10381.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pentair plc</inf:issuerName>
  <inf:cusip>G7S00T104</inf:cusip>
  <inf:meetingDate>05/05/2026</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>290600.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>290600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Penumbra, Inc.</inf:issuerName>
  <inf:cusip>70975L107</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that Penumbra's named executive officers will or may be eligible to receive 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>1327.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1327.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Penumbra, Inc.</inf:issuerName>
  <inf:cusip>70975L107</inf:cusip>
  <inf:meetingDate>06/18/2026</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>1317.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1317.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PepsiCo, Inc.</inf:issuerName>
  <inf:cusip>713448108</inf:cusip>
  <inf:meetingDate>05/06/2026</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>1631067.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1631067.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Perdoceo Education Corporation</inf:issuerName>
  <inf:cusip>71363P106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive 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>13450.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13450.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pfizer Inc.</inf:issuerName>
  <inf:cusip>717081103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>2026 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>4786968.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>4786968.0</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>05/21/2026</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>1883310.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1883310.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Philip Morris International Inc.</inf:issuerName>
  <inf:cusip>718172109</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>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>57154.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>57154.0</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>05/13/2026</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>380388.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>380388.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Photronics, Inc.</inf:issuerName>
  <inf:cusip>719405102</inf:cusip>
  <inf:meetingDate>04/08/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by 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>14327.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14327.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinterest, Inc.</inf:issuerName>
  <inf:cusip>72352L106</inf:cusip>
  <inf:meetingDate>05/21/2026</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>457735.0</inf:sharesVoted>
  <inf:sharesOnLoan>9432.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>457735.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinterest, Inc.</inf:issuerName>
  <inf:cusip>72352L106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the frequency of future advisory votes 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>457735.0</inf:sharesVoted>
  <inf:sharesOnLoan>9432.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>457735.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Piper Sandler Companies</inf:issuerName>
  <inf:cusip>724078209</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve the compensation of the officers disclosed in the enclosed proxy statement, 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>712.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>712.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PJT Partners Inc.</inf:issuerName>
  <inf:cusip>69343T107</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers (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>3028.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3028.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Powell Industries, Inc.</inf:issuerName>
  <inf:cusip>739128106</inf:cusip>
  <inf:meetingDate>02/18/2026</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>1580.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1580.0</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>04/16/2026</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>87658.0</inf:sharesVoted>
  <inf:sharesOnLoan>105541.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>87658.0</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>05/13/2026</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>12461.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12461.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Primerica, Inc.</inf:issuerName>
  <inf:cusip>74164M108</inf:cusip>
  <inf:meetingDate>05/21/2026</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>279.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>279.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/19/2026</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>161866.0</inf:sharesVoted>
  <inf:sharesOnLoan>30961.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>161866.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Progyny, Inc.</inf:issuerName>
  <inf:cusip>74340E103</inf:cusip>
  <inf:meetingDate>05/21/2026</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>24165.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>24165.0</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>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation for 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>1019424.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1019424.0</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>04/21/2026</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>7546.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7546.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Prudential Financial, Inc.</inf:issuerName>
  <inf:cusip>744320102</inf:cusip>
  <inf:meetingDate>05/12/2026</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>326300.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>326300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PTC Inc.</inf:issuerName>
  <inf:cusip>69370C100</inf:cusip>
  <inf:meetingDate>02/11/2026</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>278067.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>278067.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PTC Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>69366J200</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approval on a non-binding, advisory basis, of the Company's named executive officer 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>6580.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6580.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/21/2026</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>1043417.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1043417.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Public Storage</inf:issuerName>
  <inf:cusip>74460D109</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of Public Storage 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>131923.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>131923.0</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>04/29/2026</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>176455.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>176455.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Qnity Electronics, Inc.</inf:issuerName>
  <inf:cusip>74743L100</inf:cusip>
  <inf:meetingDate>05/21/2026</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>179717.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>179717.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Qnity Electronics, Inc.</inf:issuerName>
  <inf:cusip>74743L100</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on 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>179717.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>179717.0</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>03/17/2026</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>917968.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>917968.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QUALCOMM Incorporated</inf:issuerName>
  <inf:cusip>747525103</inf:cusip>
  <inf:meetingDate>03/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis, of the frequency of future votes 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>917968.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>917968.0</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>06/10/2026</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>4712.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4712.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Quanta Services, Inc.</inf:issuerName>
  <inf:cusip>74762E102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation of Quanta's named executive officers for fiscal year 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>129296.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>129296.0</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>05/20/2026</inf:meetingDate>
  <inf:voteDescription>An advisory resolution to approve the executive officer compensation disclosed in the Company's 2026 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>97284.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>97284.0</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>07/31/2025</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>1340.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1340.0</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>04/23/2026</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>4106.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4106.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>02/19/2026</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>136358.0</inf:sharesVoted>
  <inf:sharesOnLoan>28203.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>136358.0</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>04/30/2026</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>158359.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>158359.0</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>05/21/2026</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>168243.0</inf:sharesVoted>
  <inf:sharesOnLoan>567580.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>168243.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Red Violet, Inc.</inf:issuerName>
  <inf:cusip>75704L104</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To hold a non-binding advisory vote 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>10600.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10600.0</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>06/08/2026</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>87438.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>87438.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regency Centers Corporation</inf:issuerName>
  <inf:cusip>758849103</inf:cusip>
  <inf:meetingDate>05/06/2026</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>68629.0</inf:sharesVoted>
  <inf:sharesOnLoan>78436.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>68629.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regeneron Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>75886F107</inf:cusip>
  <inf:meetingDate>06/12/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory basis, 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>91775.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>91775.0</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>05/06/2026</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>665077.0</inf:sharesVoted>
  <inf:sharesOnLoan>119503.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>665077.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Reliance, Inc.</inf:issuerName>
  <inf:cusip>759509102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>35158.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>35158.0</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>05/05/2026</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>493.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>493.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Republic Services, Inc.</inf:issuerName>
  <inf:cusip>760759100</inf:cusip>
  <inf:meetingDate>05/07/2026</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>185680.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>185680.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ResMed Inc.</inf:issuerName>
  <inf:cusip>761152107</inf:cusip>
  <inf:meetingDate>11/19/2025</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation pald 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>92878.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>92878.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the 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>258462.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>258462.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>REV Group, Inc.</inf:issuerName>
  <inf:cusip>749527107</inf:cusip>
  <inf:meetingDate>01/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to REV's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "REV 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>9064.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9064.0</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>06/18/2026</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>21977.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>21977.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Revolve Group, Inc.</inf:issuerName>
  <inf:cusip>76156B107</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>The 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>18391.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18391.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rigel Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>766559702</inf:cusip>
  <inf:meetingDate>05/14/2026</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>13701.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13701.0</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>06/22/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers in 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>764756.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>764756.0</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>05/14/2026</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>2406.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2406.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Robinhood Markets, Inc.</inf:issuerName>
  <inf:cusip>770700102</inf:cusip>
  <inf:meetingDate>06/02/2026</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>638377.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>638377.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Roblox Corporation</inf:issuerName>
  <inf:cusip>771049103</inf:cusip>
  <inf:meetingDate>05/28/2026</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>494118.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>494118.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rocket Lab Corporation</inf:issuerName>
  <inf:cusip>773121108</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the 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>461840.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>461840.0</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>02/10/2026</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>94854.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>94854.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rollins, Inc.</inf:issuerName>
  <inf:cusip>775711104</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>To hold 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>202685.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>202685.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Roper Technologies, Inc.</inf:issuerName>
  <inf:cusip>776696106</inf:cusip>
  <inf:meetingDate>05/19/2026</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>92772.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>92772.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ross Stores, Inc.</inf:issuerName>
  <inf:cusip>778296103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>253020.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>253020.0</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>05/28/2026</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>208188.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>208188.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Royal Caribbean Group</inf:issuerName>
  <inf:isin>LR0008862868</inf:isin>
  <inf:meetingDate>05/28/2026</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>15741.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15741.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Royalty Pharma Plc</inf:issuerName>
  <inf:cusip>G7709Q104</inf:cusip>
  <inf:meetingDate>06/04/2026</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>323823.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>323823.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RPM International Inc.</inf:issuerName>
  <inf:cusip>749685103</inf:cusip>
  <inf:meetingDate>10/02/2025</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>70003.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>70003.0</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>04/30/2026</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>1144156.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1144156.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/20/2026</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>343921.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>343921.0</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>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the fiscal 2026 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>202450.0</inf:sharesVoted>
  <inf:sharesOnLoan>630522.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>202450.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Samsara Inc.</inf:issuerName>
  <inf:cusip>79589L106</inf:cusip>
  <inf:meetingDate>07/29/2025</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>181425.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>181425.0</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>05/22/2026</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>103874.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>103874.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>10/25/2025</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>164764.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>164764.0</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>05/27/2026</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>5487.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5487.0</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>05/12/2026</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>1106110.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1106110.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sempra</inf:issuerName>
  <inf:isin>US8168511090</inf:isin>
  <inf:meetingDate>05/12/2026</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>676.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>676.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>1055052.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1055052.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on 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>1055052.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1055052.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SharkNinja, Inc.</inf:issuerName>
  <inf:cusip>G8068L108</inf:cusip>
  <inf:meetingDate>06/18/2026</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>4026.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4026.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SharkNinja, Inc.</inf:issuerName>
  <inf:cusip>G8068L108</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To select, on a non-binding advisory basis, 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>4026.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>4026.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shopify Inc.</inf:issuerName>
  <inf:cusip>82509L107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding Advisory Vote on Executive Compensation Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the 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>1066990.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1066990.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SIGA Technologies, Inc.</inf:issuerName>
  <inf:cusip>826917106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of the named executive officers 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>62718.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>62718.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/13/2026</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>269236.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>269236.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>05/06/2026</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>1532.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1532.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SLB N.V.</inf:issuerName>
  <inf:cusip>806857108</inf:cusip>
  <inf:meetingDate>04/08/2026</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>244728.0</inf:sharesVoted>
  <inf:sharesOnLoan>936905.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>244728.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SLB N.V.</inf:issuerName>
  <inf:isin>AN8068571086</inf:isin>
  <inf:meetingDate>04/08/2026</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>89838.0</inf:sharesVoted>
  <inf:sharesOnLoan>576.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>89838.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Smurfit WestRock Plc</inf:issuerName>
  <inf:cusip>G8267P108</inf:cusip>
  <inf:meetingDate>05/01/2026</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>224008.0</inf:sharesVoted>
  <inf:sharesOnLoan>186257.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>224008.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Smurfit WestRock Plc</inf:issuerName>
  <inf:isin>IE00028FXN24</inf:isin>
  <inf:meetingDate>05/01/2026</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>797028.0</inf:sharesVoted>
  <inf:sharesOnLoan>219.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>797028.0</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>04/30/2026</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>44177.0</inf:sharesVoted>
  <inf:sharesOnLoan>100.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>44177.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snowflake Inc.</inf:issuerName>
  <inf:cusip>833445109</inf:cusip>
  <inf:meetingDate>07/02/2025</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>219505.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>219505.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snowflake Inc.</inf:issuerName>
  <inf:cusip>833445109</inf:cusip>
  <inf:meetingDate>06/29/2026</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>277878.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>277878.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SoFi Technologies, Inc.</inf:issuerName>
  <inf:cusip>83406F102</inf:cusip>
  <inf:meetingDate>06/17/2026</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>199290.0</inf:sharesVoted>
  <inf:sharesOnLoan>670345.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>199290.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solstice Advanced Materials, Inc.</inf:issuerName>
  <inf:cusip>83443Q103</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>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>5780.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5780.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solstice Advanced Materials, Inc.</inf:issuerName>
  <inf:cusip>83443Q103</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve 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>5780.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>5780.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solventum Corporation</inf:issuerName>
  <inf:cusip>83444M101</inf:cusip>
  <inf:meetingDate>05/15/2026</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>118930.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>118930.0</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>05/29/2026</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>12103.0</inf:sharesVoted>
  <inf:sharesOnLoan>57836.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12103.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Southwest Airlines Co.</inf:issuerName>
  <inf:cusip>844741108</inf:cusip>
  <inf:meetingDate>05/07/2026</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>2444.0</inf:sharesVoted>
  <inf:sharesOnLoan>2076.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2444.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/07/2026</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>1599.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1599.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sprinklr, Inc.</inf:issuerName>
  <inf:cusip>85208T107</inf:cusip>
  <inf:meetingDate>06/11/2026</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>25202.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>25202.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SPS Commerce, Inc.</inf:issuerName>
  <inf:cusip>78463M107</inf:cusip>
  <inf:meetingDate>05/28/2026</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>7515.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7515.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/20/2026</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>182149.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>182149.0</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>03/25/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, 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>872236.0</inf:sharesVoted>
  <inf:sharesOnLoan>86388.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>872236.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>State Street Corporation</inf:issuerName>
  <inf:cusip>857477103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>255529.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>255529.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Steel Dynamics, Inc.</inf:issuerName>
  <inf:cusip>858119100</inf:cusip>
  <inf:meetingDate>05/06/2026</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>118219.0</inf:sharesVoted>
  <inf:sharesOnLoan>4384.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>118219.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>STERIS plc</inf:issuerName>
  <inf:cusip>G8473T100</inf:cusip>
  <inf:meetingDate>07/31/2025</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 disclosure rules of the U.S. Securities and Exchange Commission, including compensation discussion and analysis and tabular and narrative disclosure contained in the Company's proxy statement dated June 12, 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>73291.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>73291.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sterling Infrastructure, Inc.</inf:issuerName>
  <inf:cusip>859241101</inf:cusip>
  <inf:meetingDate>05/07/2026</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>1154.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1154.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Stifel Financial Corp.</inf:issuerName>
  <inf:cusip>860630102</inf:cusip>
  <inf:meetingDate>06/09/2026</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>5347.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5347.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Stoke Therapeutics, Inc</inf:issuerName>
  <inf:cusip>86150R107</inf:cusip>
  <inf:meetingDate>06/03/2026</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>9272.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9272.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Strategy Inc.</inf:issuerName>
  <inf:cusip>594972408</inf:cusip>
  <inf:meetingDate>06/08/2026</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>61460.0</inf:sharesVoted>
  <inf:sharesOnLoan>169453.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>61460.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Stride, Inc.</inf:issuerName>
  <inf:cusip>86333M108</inf:cusip>
  <inf:meetingDate>12/04/2025</inf:meetingDate>
  <inf:voteDescription>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>3226.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3226.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Stryker Corporation</inf:issuerName>
  <inf:cusip>863667101</inf:cusip>
  <inf:meetingDate>05/06/2026</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>292775.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>292775.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sun Communities, Inc.</inf:issuerName>
  <inf:cusip>866674104</inf:cusip>
  <inf:meetingDate>05/12/2026</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>104866.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>104866.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/15/2026</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>115216.0</inf:sharesVoted>
  <inf:sharesOnLoan>317952.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>115216.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synchrony Financial</inf:issuerName>
  <inf:cusip>87165B103</inf:cusip>
  <inf:meetingDate>06/24/2026</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>328292.0</inf:sharesVoted>
  <inf:sharesOnLoan>20101.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>328292.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synopsys, Inc.</inf:issuerName>
  <inf:cusip>871607107</inf:cusip>
  <inf:meetingDate>04/16/2026</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>157733.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>157733.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sysco Corporation</inf:issuerName>
  <inf:cusip>871829107</inf:cusip>
  <inf:meetingDate>11/14/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco'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>272119.0</inf:sharesVoted>
  <inf:sharesOnLoan>108276.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>272119.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>T-Mobile US, Inc.</inf:issuerName>
  <inf:cusip>872590104</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 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>689911.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>689911.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/07/2026</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>58568.0</inf:sharesVoted>
  <inf:sharesOnLoan>138263.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58568.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>09/18/2025</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>139433.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>139433.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tapestry, Inc.</inf:issuerName>
  <inf:cusip>876030107</inf:cusip>
  <inf:meetingDate>11/13/2025</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>814489.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>814489.0</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>05/21/2026</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, 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>243012.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>243012.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Target Corporation</inf:issuerName>
  <inf:cusip>87612E106</inf:cusip>
  <inf:meetingDate>06/10/2026</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>501993.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>501993.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/21/2026</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>5664.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5664.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/21/2026</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>5664.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>5664.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TE Connectivity plc</inf:issuerName>
  <inf:cusip>G87052109</inf:cusip>
  <inf:meetingDate>03/11/2026</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>232344.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>232344.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TE Connectivity plc</inf:issuerName>
  <inf:isin>IE000IVNQZ81</inf:isin>
  <inf:meetingDate>03/11/2026</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>17449.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17449.0</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>05/01/2026</inf:meetingDate>
  <inf:voteDescription>2025 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, 2025, 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>7450.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7450.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tecnoglass Inc.</inf:issuerName>
  <inf:cusip>G87264100</inf:cusip>
  <inf:meetingDate>12/19/2025</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the compensation for our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>G87264100</inf:cusip>
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  <inf:voteDescription>Advisory selection of the frequency with which the Company holds Say on Pay votes.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9187.0</inf:sharesVoted>
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      <inf:howVoted>1 YEAR</inf:howVoted>
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  <inf:proxyTable>
  <inf:issuerName>Teledyne Technologies Incorporated</inf:issuerName>
  <inf:cusip>879360105</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution on the Company's executive compensation ( say on pay )</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29534.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Tenet Healthcare Corporation</inf:issuerName>
  <inf:cusip>88033G407</inf:cusip>
  <inf:meetingDate>05/27/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>758.0</inf:sharesVoted>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>758.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Teradyne, Inc.</inf:issuerName>
  <inf:cusip>880770102</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the 2025 compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>104477.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Tesla, Inc.</inf:issuerName>
  <inf:cusip>88160R101</inf:cusip>
  <inf:meetingDate>11/06/2025</inf:meetingDate>
  <inf:voteDescription>A Tesla proposal for a non-binding advisory vote approving 2024 executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2261301.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2261301.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Tetra Tech, Inc.</inf:issuerName>
  <inf:cusip>88162G103</inf:cusip>
  <inf:meetingDate>02/19/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1660097.0</inf:sharesVoted>
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      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1660097.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:isin>IL0006290147</inf:isin>
  <inf:meetingDate>05/28/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13384.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13384.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:isin>US8816242098</inf:isin>
  <inf:meetingDate>05/28/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>655940.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>655940.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:cusip>881624209</inf:cusip>
  <inf:meetingDate>05/28/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>283974.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>283974.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Texas Instruments Incorporated</inf:issuerName>
  <inf:cusip>882508104</inf:cusip>
  <inf:meetingDate>04/16/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>786060.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>786060.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Texas Pacific Land Corporation</inf:issuerName>
  <inf:cusip>88262P102</inf:cusip>
  <inf:meetingDate>11/06/2025</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>11747.0</inf:sharesVoted>
  <inf:sharesOnLoan>3947.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11747.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Textron Inc.</inf:issuerName>
  <inf:cusip>883203101</inf:cusip>
  <inf:meetingDate>04/29/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>151815.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>151815.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>The Allstate Corporation</inf:issuerName>
  <inf:cusip>020002101</inf:cusip>
  <inf:meetingDate>05/22/2026</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>229430.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>229430.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the 2025 compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>699849.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>699849.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Boeing Company</inf:issuerName>
  <inf:cusip>097023105</inf:cusip>
  <inf:meetingDate>04/17/2026</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>643024.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>643024.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Buckle, Inc.</inf:issuerName>
  <inf:cusip>118440106</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on overall 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>8751.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8751.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Buckle, Inc.</inf:issuerName>
  <inf:cusip>118440106</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on compensation of Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8751.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>The Carlyle Group Inc.</inf:issuerName>
  <inf:cusip>14316J108</inf:cusip>
  <inf:meetingDate>06/03/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27112.0</inf:sharesVoted>
  <inf:sharesOnLoan>64585.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>27112.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
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  <inf:issuerName>The Charles Schwab Corporation</inf:issuerName>
  <inf:cusip>808513105</inf:cusip>
  <inf:meetingDate>05/21/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1477816.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1477816.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Cigna Group</inf:issuerName>
  <inf:cusip>125523100</inf:cusip>
  <inf:meetingDate>04/22/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>237402.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>The Clorox Company</inf:issuerName>
  <inf:cusip>189054109</inf:cusip>
  <inf:meetingDate>11/19/2025</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>
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  <inf:sharesVoted>95946.0</inf:sharesVoted>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>95946.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>The Coca-Cola Company</inf:issuerName>
  <inf:cusip>191216100</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Conduct 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4116377.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4116377.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Cooper Companies, Inc.</inf:issuerName>
  <inf:cusip>216648501</inf:cusip>
  <inf:meetingDate>04/07/2026</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>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>171479.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>The Estee Lauder Companies Inc.</inf:issuerName>
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  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Approval, on an advisory basis, of Kroger's executive compensation.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>To approve, by non-binding vote, the compensation of the Corporation's named executive officers.</inf:voteDescription>
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  <inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)</inf:voteDescription>
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  <inf:cusip>743315103</inf:cusip>
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  <inf:voteDescription>Advisory Approval of the Compensation of the Named Executive Officers</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>891092108</inf:cusip>
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  <inf:voteDescription>Approval of, on an advisory basis, our executive compensation.</inf:voteDescription>
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  <inf:cusip>88339J105</inf:cusip>
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  <inf:cusip>969457100</inf:cusip>
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  <inf:voteDescription>Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.</inf:voteDescription>
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  <inf:cusip>G8807B106</inf:cusip>
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  <inf:voteDescription>Approve the non-binding advisory resolution regarding the compensation of our named executive officers.</inf:voteDescription>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:cusip>883556102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>375263.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>375263.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Toast, Inc.</inf:issuerName>
  <inf:cusip>888787108</inf:cusip>
  <inf:meetingDate>06/12/2026</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>385910.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>385910.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Toll Brothers, Inc.</inf:issuerName>
  <inf:cusip>889478103</inf:cusip>
  <inf:meetingDate>03/10/2026</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>4377.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4377.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tootsie Roll Industries, Inc.</inf:issuerName>
  <inf:cusip>890516107</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the overall compensation of the Company's named executive officers 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>7709.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7709.0</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>05/14/2026</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>307485.0</inf:sharesVoted>
  <inf:sharesOnLoan>176914.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>307485.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tradeweb Markets Inc.</inf:issuerName>
  <inf:cusip>892672106</inf:cusip>
  <inf:meetingDate>05/19/2026</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>65069.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>65069.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trane Technologies Plc</inf:issuerName>
  <inf:cusip>G8994E103</inf:cusip>
  <inf:meetingDate>06/04/2026</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>241323.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>241323.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trane Technologies Plc</inf:issuerName>
  <inf:isin>IE00BK9ZQ967</inf:isin>
  <inf:meetingDate>06/04/2026</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>14196.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14196.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TransDigm Group Incorporated</inf:issuerName>
  <inf:cusip>893641100</inf:cusip>
  <inf:meetingDate>03/05/2026</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>45750.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>45750.0</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>05/12/2026</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>45446.0</inf:sharesVoted>
  <inf:sharesOnLoan>122668.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>45446.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trex Company, Inc.</inf:issuerName>
  <inf:cusip>89531P105</inf:cusip>
  <inf:meetingDate>04/28/2026</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>3723.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3723.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trimble Inc.</inf:issuerName>
  <inf:cusip>896239100</inf:cusip>
  <inf:meetingDate>05/26/2026</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>205231.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>205231.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Truist Financial Corporation</inf:issuerName>
  <inf:cusip>89832Q109</inf:cusip>
  <inf:meetingDate>04/28/2026</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>1069547.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1069547.0</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>06/16/2026</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>34914.0</inf:sharesVoted>
  <inf:sharesOnLoan>97870.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34914.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tyler Technologies, Inc.</inf:issuerName>
  <inf:cusip>902252105</inf:cusip>
  <inf:meetingDate>05/05/2026</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>38079.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>38079.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tyson Foods, Inc.</inf:issuerName>
  <inf:cusip>902494103</inf:cusip>
  <inf:meetingDate>02/05/2026</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>225764.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>225764.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>U.S. Bancorp</inf:issuerName>
  <inf:cusip>902973304</inf:cusip>
  <inf:meetingDate>04/21/2026</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>1337490.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1337490.0</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>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 2025 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>1717814.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1717814.0</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>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the 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>1717814.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1717814.0</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>05/21/2026</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>49806.0</inf:sharesVoted>
  <inf:sharesOnLoan>170357.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>49806.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>UGI Corporation</inf:issuerName>
  <inf:cusip>902681105</inf:cusip>
  <inf:meetingDate>01/30/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the Fiscal 2025 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>7885.0</inf:sharesVoted>
  <inf:sharesOnLoan>8700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7885.0</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>06/25/2026</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>39806.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>39806.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ulta Beauty, Inc.</inf:issuerName>
  <inf:cusip>90384S303</inf:cusip>
  <inf:meetingDate>06/09/2026</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>62174.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>62174.0</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>05/14/2026</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>301492.0</inf:sharesVoted>
  <inf:sharesOnLoan>218175.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>301492.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>909907107</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of United's named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>To approve, on an advisory basis, named executive officer compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Advisory approval of executive compensation</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>United States Lime &amp; Minerals, Inc.</inf:issuerName>
  <inf:cusip>911922102</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>United Therapeutics Corporation</inf:issuerName>
  <inf:cusip>91307C102</inf:cusip>
  <inf:meetingDate>06/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>UnitedHealth Group Incorporated</inf:issuerName>
  <inf:cusip>91324P102</inf:cusip>
  <inf:meetingDate>06/01/2026</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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Universal Display Corporation</inf:issuerName>
  <inf:cusip>91347P105</inf:cusip>
  <inf:meetingDate>06/18/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Universal Health Services, Inc.</inf:issuerName>
  <inf:cusip>913903100</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to conduct an 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>29137.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29137.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Urban Outfitters, Inc.</inf:issuerName>
  <inf:cusip>917047102</inf:cusip>
  <inf:meetingDate>06/03/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9192.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valero Energy Corporation</inf:issuerName>
  <inf:cusip>91913Y100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the 2025 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>105538.0</inf:sharesVoted>
  <inf:sharesOnLoan>206573.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>105538.0</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>05/18/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>42320.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>42320.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valmont Industries, Inc.</inf:issuerName>
  <inf:cusip>920253101</inf:cusip>
  <inf:meetingDate>04/27/2026</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>1239.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1239.0</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>05/13/2026</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>387081.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>387081.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Veralto Corporation</inf:issuerName>
  <inf:cusip>92338C103</inf:cusip>
  <inf:meetingDate>05/13/2026</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>547303.0</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>05/21/2026</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>77100.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>77100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verisk Analytics, Inc.</inf:issuerName>
  <inf:cusip>92345Y106</inf:cusip>
  <inf:meetingDate>05/19/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verizon Communications Inc.</inf:issuerName>
  <inf:cusip>92343V104</inf:cusip>
  <inf:meetingDate>05/21/2026</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3679606.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Versant Media Group, Inc.</inf:issuerName>
  <inf:cusip>925283103</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of 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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>5374.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vertex Pharmaceuticals Incorporated</inf:issuerName>
  <inf:cusip>92532F100</inf:cusip>
  <inf:meetingDate>05/13/2026</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>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vertiv Holdings Co</inf:issuerName>
  <inf:cusip>92537N108</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the 2025 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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>321037.0</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>04/28/2026</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>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>901510.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vicor Corporation</inf:issuerName>
  <inf:cusip>925815102</inf:cusip>
  <inf:meetingDate>06/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2364.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Visa Inc.</inf:issuerName>
  <inf:cusip>92826C839</inf:cusip>
  <inf:meetingDate>01/27/2026</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>
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  <inf:sharesOnLoan>192252.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1757926.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vistra Corp.</inf:issuerName>
  <inf:cusip>92840M102</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the 2025 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>5746.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5746.0</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>05/21/2026</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>8531.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8531.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vulcan Materials Company</inf:issuerName>
  <inf:cusip>929160109</inf:cusip>
  <inf:meetingDate>05/08/2026</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>112297.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>112297.0</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>06/03/2026</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>59276.0</inf:sharesVoted>
  <inf:sharesOnLoan>191933.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>59276.0</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>06/11/2026</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>183028.0</inf:sharesVoted>
  <inf:sharesOnLoan>5730.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>183028.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To Approve the Advisory Resolution on the Frequency of Executive Compensation 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>183028.0</inf:sharesVoted>
  <inf:sharesOnLoan>5730.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>183028.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>04/29/2026</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>53630.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>53630.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Walmart Inc.</inf:issuerName>
  <inf:cusip>931142103</inf:cusip>
  <inf:meetingDate>06/04/2026</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>4269308.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4269308.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to WBD'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>2036207.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2036207.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory resolution to approve the 2025 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>2049532.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2049532.0</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>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-Pay - 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>212748.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>212748.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Waste Management, Inc.</inf:issuerName>
  <inf:cusip>94106L109</inf:cusip>
  <inf:meetingDate>05/12/2026</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>497162.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>497162.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Waters Corporation</inf:issuerName>
  <inf:cusip>941848103</inf:cusip>
  <inf:meetingDate>05/21/2026</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>84425.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>84425.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Watsco, Inc.</inf:issuerName>
  <inf:cusip>942622200</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve 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>6899.0</inf:sharesVoted>
  <inf:sharesOnLoan>21614.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6899.0</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>05/19/2026</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>5119.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5119.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>WD-40 Company</inf:issuerName>
  <inf:cusip>929236107</inf:cusip>
  <inf:meetingDate>12/12/2025</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>2386.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2386.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/07/2026</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>5246.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5246.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution 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>2711859.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2711859.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Welltower Inc.</inf:issuerName>
  <inf:cusip>95040Q104</inf:cusip>
  <inf:meetingDate>05/21/2026</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>566969.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>566969.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/04/2026</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>62605.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>62605.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Western Alliance Bancorporation</inf:issuerName>
  <inf:cusip>957638109</inf:cusip>
  <inf:meetingDate>06/10/2026</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>7057.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7057.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Western Digital Corporation</inf:issuerName>
  <inf:cusip>958102105</inf:cusip>
  <inf:meetingDate>11/20/2025</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>100201.0</inf:sharesVoted>
  <inf:sharesOnLoan>194915.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100201.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approve an advisory (non-binding) resolution to approve the 2025 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>801441.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>801441.0</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>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, 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>624240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
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  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Xylem Inc.</inf:issuerName>
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  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Yelp Inc.</inf:issuerName>
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  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>YETI Holdings, Inc.</inf:issuerName>
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  <inf:voteDescription>Approval, on an advisory basis, of the frequency of future say-on-pay votes.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Yum China Holdings, Inc.</inf:issuerName>
  <inf:isin>US98850P1093</inf:isin>
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  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Yum China Holdings, Inc.</inf:issuerName>
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  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:proxyTable>
  <inf:issuerName>Yum China Holdings, Inc.</inf:issuerName>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:proxyTable>
  <inf:issuerName>Yum! Brands, Inc.</inf:issuerName>
  <inf:cusip>988498101</inf:cusip>
  <inf:meetingDate>05/14/2026</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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
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  <inf:cusip>989207105</inf:cusip>
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  <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>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zimmer Biomet Holdings, Inc.</inf:issuerName>
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  <inf:voteDescription>Approve, on a non-binding advisory basis, named executive officer compensation " Say on Pay").</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoetis Inc.</inf:issuerName>
  <inf:cusip>98978V103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoetis Inc.</inf:issuerName>
  <inf:cusip>98978V103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the frequency of future advisory votes on our executive compensation.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteSource>ISSUER</inf:voteSource>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoom Communications, Inc.</inf:issuerName>
  <inf:cusip>98980L101</inf:cusip>
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  <inf:voteDescription>Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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      <inf:sharesVoted>218083.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>98980G102</inf:cusip>
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  <inf:voteDescription>To approve on a non-binding, advisory basis, the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:sharesVoted>82409.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Zscaler, Inc.</inf:issuerName>
  <inf:cusip>98980G102</inf:cusip>
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  <inf:voteDescription>To approve on a non-binding, advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
</inf:proxyVoteTable>
