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  <inf:voteDescription>A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers.</inf:voteDescription>
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  <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>
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  <inf:proxyTable>
  <inf:issuerName>AAR CORP.</inf:issuerName>
  <inf:cusip>000361105</inf:cusip>
  <inf:meetingDate>09/16/2025</inf:meetingDate>
  <inf:voteDescription>Advisory proposal to approve our Fiscal Year 2025 executive compensation</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:proxyTable>
  <inf:issuerName>Acadian Asset Management Inc.</inf:issuerName>
  <inf:cusip>10948W103</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <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:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>Adaptive Biotechnologies Corporation</inf:issuerName>
  <inf:cusip>00650F109</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the Proxy Statement.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:sharesVoted>602.78</inf:sharesVoted>
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  <inf:proxyTable>
  <inf:issuerName>Advanced Energy Industries, Inc.</inf:issuerName>
  <inf:cusip>007973100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the compensation of Advanced Energy's named executive officers</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>
  <inf:sharesVoted>5190.0</inf:sharesVoted>
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      <inf:howVoted>FOR</inf:howVoted>
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  <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>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>8600725.62</inf:sharesVoted>
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  <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>
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  <inf:sharesVoted>8185.0</inf:sharesVoted>
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  <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>
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  <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>
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  <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>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Albemarle Corporation</inf:issuerName>
  <inf:cusip>012653101</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>
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  <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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <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>
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    </inf:voteRecord>
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  <inf:issuerName>Allient Inc.</inf:issuerName>
  <inf:cusip>019330109</inf:cusip>
  <inf:meetingDate>05/06/2026</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: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>
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  <inf:sharesVoted>10.96</inf:sharesVoted>
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      <inf:howVoted>FOR</inf:howVoted>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <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>17485586.87</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17485586.87</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <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>
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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: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>1410005.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>493085.0</inf:sharesVoted>
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    </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>
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  <inf:voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</inf:voteDescription>
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  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
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  <inf:cusip>03676B102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Antero Midstream Corporation'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:cusip>03676B102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future advisory votes on the compensation of Antero Midstream Corporation'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:cusip>03770N101</inf:cusip>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>03769M106</inf:cusip>
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  <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>
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  <inf:cusip>03769M106</inf:cusip>
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  <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>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>03783C100</inf:cusip>
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  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
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  <inf:cusip>037833100</inf:cusip>
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    <inf:voteCategory>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>03831W108</inf:cusip>
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    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>03969K108</inf:cusip>
  <inf:meetingDate>06/05/2026</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>
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  <inf:proxyTable>
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  <inf:cusip>04010E109</inf:cusip>
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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: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>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>04316A108</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <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:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
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  <inf:proxyTable>
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  <inf:cusip>04342Y104</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory 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>122356.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>122356.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AT&amp;T Inc.</inf:issuerName>
  <inf:cusip>00206R102</inf:cusip>
  <inf:meetingDate>05/14/2026</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>2137993.0</inf:sharesVoted>
  <inf:sharesOnLoan>1573300.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2137993.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Atlassian Corporation</inf:issuerName>
  <inf:cusip>049468101</inf:cusip>
  <inf:meetingDate>12/02/2025</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 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>15.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>342621.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>342621.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AvePoint, Inc.</inf:issuerName>
  <inf:cusip>053604104</inf:cusip>
  <inf:meetingDate>05/05/2026</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>3606700.0</inf:sharesVoted>
  <inf:sharesOnLoan>50226.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3589866.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>16834.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AvidXchange Holdings, Inc.</inf:issuerName>
  <inf:cusip>05368X102</inf:cusip>
  <inf:meetingDate>09/16/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, certain compensation that will or 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>1010353.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9667.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>1000686.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avient Corporation</inf:issuerName>
  <inf:cusip>05368V106</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Named Executive Officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1091915.0</inf:sharesVoted>
  <inf:sharesOnLoan>67917.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1091915.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AXIS Capital Holdings Limited</inf:issuerName>
  <inf:cusip>G0692U109</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1050518.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1040260.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10258.0</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>677428.8</inf:sharesVoted>
  <inf:sharesOnLoan>70148.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>677428.8</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Axsome Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>05464T104</inf:cusip>
  <inf:meetingDate>06/05/2026</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>28.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28.0</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>341219.51</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>341219.51</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>5825301.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5825301.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Beazer Homes USA, Inc.</inf:issuerName>
  <inf:cusip>07556Q881</inf:cusip>
  <inf:meetingDate>02/05/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote regarding 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>33545.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>33545.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BeOne Medicines AG</inf:issuerName>
  <inf:isin>US07725L1026</inf:isin>
  <inf:meetingDate>06/11/2026</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 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>29879.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>29879.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BeOne Medicines AG</inf:issuerName>
  <inf:cusip>07725L102</inf:cusip>
  <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>103637.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>103637.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Blackbaud, Inc.</inf:issuerName>
  <inf:cusip>09227Q100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote 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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>983.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>983.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>1560896.0</inf:sharesVoted>
  <inf:sharesOnLoan>91200.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1560896.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boot Barn Holdings, Inc.</inf:issuerName>
  <inf:cusip>099406100</inf:cusip>
  <inf:meetingDate>08/27/2025</inf:meetingDate>
  <inf:voteDescription>To vote on a non-binding advisory resolution to approve the compensation paid to 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>290962.0</inf:sharesVoted>
  <inf:sharesOnLoan>56083.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>289780.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1182.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boot Barn Holdings, Inc.</inf:issuerName>
  <inf:cusip>099406100</inf:cusip>
  <inf:meetingDate>08/27/2025</inf:meetingDate>
  <inf:voteDescription>To vote on a non-binding advisory proposal on the frequency of future say-on-pay votes ("say-on-frequency").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>290962.0</inf:sharesVoted>
  <inf:sharesOnLoan>56083.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>290962.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>511024.68</inf:sharesVoted>
  <inf:sharesOnLoan>20163.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>511024.68</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BrightSpring Health Services, Inc.</inf:issuerName>
  <inf:cusip>10950A106</inf:cusip>
  <inf:meetingDate>05/21/2026</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>19352.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>19352.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>3582.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3582.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>20484159.43</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20484159.43</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brookdale Senior Living Inc.</inf:issuerName>
  <inf:cusip>112463104</inf:cusip>
  <inf:meetingDate>07/11/2025</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <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>TAKE NO ACTION</inf:howVoted>
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      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
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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:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:vote>
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    <inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
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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>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
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</inf:proxyTable>
  <inf:proxyTable>
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  <inf:voteDescription>Advisory vote on compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:vote>
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</inf:proxyTable>
  <inf:proxyTable>
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  <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>
  <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:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>12468P104</inf:cusip>
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  <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>
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  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>12674W109</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:proxyTable>
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  <inf:cusip>127203107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <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>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>127387108</inf:cusip>
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  <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>5752091.55</inf:sharesVoted>
  <inf:sharesOnLoan>2800.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>133131102</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by an advisory vote, of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1237848.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CareTrust REIT, Inc.</inf:issuerName>
  <inf:cusip>14174T107</inf:cusip>
  <inf:meetingDate>04/29/2026</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>48004.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:sharesVoted>48004.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carvana Co.</inf:issuerName>
  <inf:cusip>146869102</inf:cusip>
  <inf:meetingDate>05/05/2026</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>280122.0</inf:sharesVoted>
  <inf:sharesOnLoan>10744.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>280122.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Casella Waste Systems, Inc.</inf:issuerName>
  <inf:cusip>147448104</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory "say-on-pay" vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Casey's General Stores, Inc.</inf:issuerName>
  <inf:cusip>147528103</inf:cusip>
  <inf:meetingDate>09/03/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote on our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <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>
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  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <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>
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  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <inf:cusip>15102K100</inf:cusip>
  <inf:meetingDate>05/14/2026</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>120738.0</inf:sharesVoted>
  <inf:sharesOnLoan>7014.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
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  <inf:cusip>15118V207</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory resolution regarding 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>642887.24</inf:sharesVoted>
  <inf:sharesOnLoan>651150.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:sharesVoted>642887.24</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <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>173130.86</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>173130.86</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>7560475.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7560475.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Centrus Energy Corp.</inf:issuerName>
  <inf:cusip>15643U104</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To hold an advisory vote to approve the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Century Communities, Inc.</inf:issuerName>
  <inf:cusip>156504300</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>289999.0</inf:sharesVoted>
  <inf:sharesOnLoan>42105.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>289999.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CG Oncology, Inc.</inf:issuerName>
  <inf:cusip>156944100</inf:cusip>
  <inf:meetingDate>06/04/2026</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>341692.0</inf:sharesVoted>
  <inf:sharesOnLoan>129418.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>339469.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2223.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CG Oncology, Inc.</inf:issuerName>
  <inf:cusip>156944100</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To indicate, on an advisory basis, the preferred frequency of stockholder 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>341692.0</inf:sharesVoted>
  <inf:sharesOnLoan>129418.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>341692.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Champion Homes, Inc.</inf:issuerName>
  <inf:cusip>830830105</inf:cusip>
  <inf:meetingDate>07/24/2025</inf:meetingDate>
  <inf:voteDescription>To consider a non-binding advisory vote on fiscal 2025 compensation paid to Champion Homes, 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>10100.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chart Industries, Inc.</inf:issuerName>
  <inf:cusip>16115Q308</inf:cusip>
  <inf:meetingDate>10/06/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Chart'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>18368.5</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18368.5</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cheniere Energy, Inc.</inf:issuerName>
  <inf:cusip>16411R208</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory and non-binding 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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>821465.41</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>821465.41</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chesapeake Utilities Corporation</inf:issuerName>
  <inf:cusip>165303108</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>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>430498.0</inf:sharesVoted>
  <inf:sharesOnLoan>34050.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>430498.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chevron Corporation</inf:issuerName>
  <inf:cusip>166764100</inf:cusip>
  <inf:meetingDate>05/27/2026</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>534213.95</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>534213.95</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chipotle Mexican Grill, Inc.</inf:issuerName>
  <inf:cusip>169656105</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1150.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1150.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chord Energy Corporation</inf:issuerName>
  <inf:cusip>674215207</inf:cusip>
  <inf:meetingDate>04/29/2026</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>336088.24</inf:sharesVoted>
  <inf:sharesOnLoan>57701.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>336088.24</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chubb Limited</inf:issuerName>
  <inf:cusip>H1467J104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation under U.S. securities law requirements</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>520292.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>520292.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Churchill Downs Incorporated</inf:issuerName>
  <inf:cusip>171484108</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1240162.91</inf:sharesVoted>
  <inf:sharesOnLoan>27236.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1240162.91</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cipher Digital Inc.</inf:issuerName>
  <inf:cusip>17253J106</inf:cusip>
  <inf:meetingDate>06/02/2026</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>1807534.0</inf:sharesVoted>
  <inf:sharesOnLoan>697305.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1793130.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14404.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cisco Systems, Inc.</inf:issuerName>
  <inf:cusip>17275R102</inf:cusip>
  <inf:meetingDate>12/16/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4009735.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4009735.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Citigroup Inc.</inf:issuerName>
  <inf:cusip>172967424</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve our 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>235597.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>235597.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cloudflare, Inc.</inf:issuerName>
  <inf:cusip>18915M107</inf:cusip>
  <inf:meetingDate>06/30/2026</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>4920816.62</inf:sharesVoted>
  <inf:sharesOnLoan>60300.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4920816.62</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CMS Energy Corporation</inf:issuerName>
  <inf:cusip>125896100</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1573313.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1573313.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNO Financial Group, Inc.</inf:issuerName>
  <inf:cusip>12621E103</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the executive compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>31844.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>31844.0</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>58050.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58050.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cogent Communications Holdings, Inc.</inf:issuerName>
  <inf:cusip>19239V302</inf:cusip>
  <inf:meetingDate>05/01/2026</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>4045.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4045.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coherent Corp.</inf:issuerName>
  <inf:cusip>19247G107</inf:cusip>
  <inf:meetingDate>11/13/2025</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve compensation paid to named executive officers in 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>325799.0</inf:sharesVoted>
  <inf:sharesOnLoan>26875.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>325799.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Collegium Pharmaceutical, Inc.</inf:issuerName>
  <inf:cusip>19459J104</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval of, 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>20436.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>20436.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>26281.48</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26281.48</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>3633.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3633.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Concentra Group Holdings Parent, Inc.</inf:issuerName>
  <inf:cusip>20603L102</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Hold a non-binding advisory vote on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1171528.0</inf:sharesVoted>
  <inf:sharesOnLoan>112777.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1171528.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Concrete Pumping Holdings, Inc.</inf:issuerName>
  <inf:cusip>206704108</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our 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>1417163.0</inf:sharesVoted>
  <inf:sharesOnLoan>21300.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1417163.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>251132.1</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>251132.1</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellation Energy Corporation</inf:issuerName>
  <inf:cusip>21037T109</inf:cusip>
  <inf:meetingDate>04/28/2026</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>5950640.64</inf:sharesVoted>
  <inf:sharesOnLoan>283815.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5950640.64</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) 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>29264.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>29264.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every 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>29264.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>29264.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every two 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>29264.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29264.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every 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>29264.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>29264.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) 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>35941.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>35941.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every 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>35941.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>35941.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every two 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>35941.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>35941.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Constellium SE</inf:issuerName>
  <inf:cusip>F21107101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote) on the compensation of the Company's named executive officers every 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>35941.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>35941.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>COPT Defense Properties</inf:issuerName>
  <inf:cusip>22002T108</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60234.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60234.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core &amp; Main, Inc.</inf:issuerName>
  <inf:cusip>21874C102</inf:cusip>
  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Core &amp; Main's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>247857.0</inf:sharesVoted>
  <inf:sharesOnLoan>29505.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>245661.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2196.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core Scientific, Inc.</inf:issuerName>
  <inf:cusip>21874A106</inf:cusip>
  <inf:meetingDate>05/12/2026</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>45931.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>45931.0</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>1149249.0</inf:sharesVoted>
  <inf:sharesOnLoan>1058950.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1149249.0</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>1149249.0</inf:sharesVoted>
  <inf:sharesOnLoan>1058950.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1149249.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corning Incorporated</inf:issuerName>
  <inf:cusip>219350105</inf:cusip>
  <inf:meetingDate>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>234798.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>234798.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>175684.99</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>175684.99</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>175684.99</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>175684.99</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>19.48</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>19.48</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>2390561.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2390561.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cousins Properties Incorporated</inf:issuerName>
  <inf:cusip>222795502</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2507520.0</inf:sharesVoted>
  <inf:sharesOnLoan>154182.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2507520.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Credo Technology Group Holding Ltd</inf:issuerName>
  <inf:cusip>G25457105</inf:cusip>
  <inf:meetingDate>10/13/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>134628.0</inf:sharesVoted>
  <inf:sharesOnLoan>15450.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>134628.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crescent Biopharma, Inc.</inf:issuerName>
  <inf:cusip>G2545C104</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of Crescent Biopharma, 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>38228.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>38228.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crescent Biopharma, Inc.</inf:issuerName>
  <inf:cusip>G2545C104</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To vote, on a non-binding advisory basis, on the frequency of future advisory votes to approve compensation for Crescent Biopharma, 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>38228.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>38228.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crinetics Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>22663K107</inf:cusip>
  <inf:meetingDate>06/18/2026</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 pursuant to the compensation disclosure rules of the 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>523484.0</inf:sharesVoted>
  <inf:sharesOnLoan>8850.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>523484.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Castle Inc.</inf:issuerName>
  <inf:cusip>22822V101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>6718.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6718.0</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>474657.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>474657.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>52814.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>52814.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cushman &amp; Wakefield Limited</inf:issuerName>
  <inf:cusip>G2717C106</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote on the compensation of our Named Executive Officers as disclosed in the Proxy Statement ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>512339.0</inf:sharesVoted>
  <inf:sharesOnLoan>17032.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>512339.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CVS Health Corporation</inf:issuerName>
  <inf:cusip>126650100</inf:cusip>
  <inf:meetingDate>05/14/2026</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>988995.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>988995.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>331739.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>331739.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Darden Restaurants, Inc.</inf:issuerName>
  <inf:cusip>237194105</inf:cusip>
  <inf:meetingDate>09/17/2025</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>21977.0</inf:sharesVoted>
  <inf:sharesOnLoan>4400.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21977.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Darling Ingredients Inc.</inf:issuerName>
  <inf:cusip>237266101</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9960.74</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9960.74</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Datadog, Inc.</inf:issuerName>
  <inf:cusip>23804L103</inf:cusip>
  <inf:meetingDate>06/15/2026</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>5565079.63</inf:sharesVoted>
  <inf:sharesOnLoan>100.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5556043.63</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9036.0</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>853156.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>853156.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DENTSPLY SIRONA Inc.</inf:issuerName>
  <inf:cusip>24906P109</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding vote, of 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>453163.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>453163.0</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>248824.33</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>248824.33000000002</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>625100.53</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>625100.53</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 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>88352.35</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>88352.35</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>88352.35</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>88352.35</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dianthus Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>252828108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to 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>339207.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>339207.0</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>6554.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6554.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Disc Medicine, Inc.</inf:issuerName>
  <inf:cusip>254604101</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>318604.0</inf:sharesVoted>
  <inf:sharesOnLoan>11174.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>318604.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>902956.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>902956.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>235636.35</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>235000.35</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>636.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dorman Products, Inc.</inf:issuerName>
  <inf:cusip>258278100</inf:cusip>
  <inf:meetingDate>05/15/2026</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>774237.0</inf:sharesVoted>
  <inf:sharesOnLoan>45372.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>769090.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5147.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DT Midstream, Inc.</inf:issuerName>
  <inf:cusip>23345M107</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers; and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>248096.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>248096.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DTE Energy Company</inf:issuerName>
  <inf:cusip>233331107</inf:cusip>
  <inf:meetingDate>05/07/2026</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>347792.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>347792.0</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>254901.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>254901.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>1182520.0</inf:sharesVoted>
  <inf:sharesOnLoan>139400.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1182520.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dutch Bros Inc.</inf:issuerName>
  <inf:cusip>26701L100</inf:cusip>
  <inf:meetingDate>05/13/2026</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>110739.2</inf:sharesVoted>
  <inf:sharesOnLoan>260700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>110739.2</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dynex Capital, Inc.</inf:issuerName>
  <inf:cusip>26817Q886</inf:cusip>
  <inf:meetingDate>05/21/2026</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>68887.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>68887.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>East West Bancorp, Inc.</inf:issuerName>
  <inf:cusip>27579R104</inf:cusip>
  <inf:meetingDate>05/18/2026</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1223408.48</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1223408.48</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Eastern Bankshares, Inc.</inf:issuerName>
  <inf:cusip>27627N105</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory vote, the compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5809572.0</inf:sharesVoted>
  <inf:sharesOnLoan>412773.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5774579.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34993.0</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>2725.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2725.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>11576980.47</inf:sharesVoted>
  <inf:sharesOnLoan>206312.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11576980.47</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Elanco Animal Health Incorporated</inf:issuerName>
  <inf:cusip>28414H103</inf:cusip>
  <inf:meetingDate>05/21/2026</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>1776455.0</inf:sharesVoted>
  <inf:sharesOnLoan>1055614.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1762152.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14303.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Element Solutions Inc</inf:issuerName>
  <inf:cusip>28618M106</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Company'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>1915885.0</inf:sharesVoted>
  <inf:sharesOnLoan>446546.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1915885.0</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>4758763.7</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4752831.7</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5932.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ellington Financial Inc.</inf:issuerName>
  <inf:cusip>28852N109</inf:cusip>
  <inf:meetingDate>05/28/2026</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>121036.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>121036.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Embecta Corp.</inf:issuerName>
  <inf:cusip>29082K105</inf:cusip>
  <inf:meetingDate>02/11/2026</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>65256.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>65256.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Encompass Health Corporation</inf:issuerName>
  <inf:cusip>29261A100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>568930.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>565776.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3154.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enerpac Tool Group Corp.</inf:issuerName>
  <inf:cusip>292765104</inf:cusip>
  <inf:meetingDate>02/04/2026</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>607121.0</inf:sharesVoted>
  <inf:sharesOnLoan>61223.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>604996.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2125.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EnerSys</inf:issuerName>
  <inf:cusip>29275Y102</inf:cusip>
  <inf:meetingDate>07/31/2025</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of EnerSys' named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10908.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10908.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enliven Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>29337E102</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory (non-binding) vote, the compensation of our named executive officers as disclosed in our proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>221533.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>221533.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enliven Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>29337E102</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory (non-binding) vote, the frequency of future stockholder advisory votes on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>221533.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>221533.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ensign Group, Inc.</inf:issuerName>
  <inf:cusip>29358P101</inf:cusip>
  <inf:meetingDate>05/13/2026</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>4153.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4153.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Entegris, Inc.</inf:issuerName>
  <inf:cusip>29362U104</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>33313.56</inf:sharesVoted>
  <inf:sharesOnLoan>66000.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
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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:voteDescription>An advisory (non-binding) 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:cusip>26884L109</inf:cusip>
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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: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>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>296315104</inf:cusip>
  <inf:meetingDate>01/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Ethan Allen Interiors Inc.</inf:issuerName>
  <inf:cusip>297602104</inf:cusip>
  <inf:meetingDate>11/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, 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>
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  <inf:vote>
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  <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>
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  <inf:sharesVoted>992503.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:sharesVoted>992503.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>EVERTEC, Inc.</inf:issuerName>
  <inf:cusip>30040P103</inf:cusip>
  <inf:meetingDate>05/21/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>57595.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>57595.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exact Sciences Corporation</inf:issuerName>
  <inf:cusip>30063P105</inf:cusip>
  <inf:meetingDate>02/20/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Exact Sciences Corporation's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement (the "Compensation Proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>43.34</inf:sharesVoted>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</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>
    </inf:voteCategory>
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  <inf:sharesVoted>2113945.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2113945.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>3222.13</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3222.13</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Expro Group Holdings N.V.</inf:issuerName>
  <inf:cusip>N3144W105</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding advisory basis the compensation of the Company's named executive officers for the year ended December 31, 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:sharesVoted>4306146.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exxon Mobil Corporation</inf:issuerName>
  <inf:cusip>30231G102</inf:cusip>
  <inf:meetingDate>05/27/2026</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>
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  <inf:sharesVoted>1202300.85</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1202300.85</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fabrinet</inf:issuerName>
  <inf:cusip>G3323L100</inf:cusip>
  <inf:meetingDate>12/11/2025</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>2034.0</inf:sharesVoted>
  <inf:sharesOnLoan>18.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2034.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FIGS, Inc.</inf:issuerName>
  <inf:cusip>30260D103</inf:cusip>
  <inf:meetingDate>06/03/2026</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>1309658.0</inf:sharesVoted>
  <inf:sharesOnLoan>51372.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1309658.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Advantage Corporation</inf:issuerName>
  <inf:cusip>31846B108</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>445148.0</inf:sharesVoted>
  <inf:sharesOnLoan>162262.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>445148.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Bancorp</inf:issuerName>
  <inf:cusip>318910106</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers, as disclosed 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>664873.0</inf:sharesVoted>
  <inf:sharesOnLoan>99338.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>664873.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Interstate Bancsystem, Inc.</inf:issuerName>
  <inf:cusip>32055Y201</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Adoption of non-binding, advisory resolution on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>396001.0</inf:sharesVoted>
  <inf:sharesOnLoan>176177.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>396001.0</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>2425.12</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2425.12</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Five Below, Inc.</inf:issuerName>
  <inf:cusip>33829M101</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the Company's Named Executive Officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>561035.01</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>559458.01</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1577.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fluor Corporation</inf:issuerName>
  <inf:cusip>343412102</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>35595.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>35595.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flutter Entertainment plc</inf:issuerName>
  <inf:cusip>G3643J108</inf:cusip>
  <inf:meetingDate>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>8.69</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8.69</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flywire Corporation</inf:issuerName>
  <inf:cusip>302492103</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, the compensation of Flywire 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>5253905.0</inf:sharesVoted>
  <inf:sharesOnLoan>13217.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5253905.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Four Corners Property Trust, Inc.</inf:issuerName>
  <inf:cusip>35086T109</inf:cusip>
  <inf:meetingDate>06/04/2026</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>
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  <inf:voteDescription>Approve the compensation of our named executive officers in an advisory vote</inf:voteDescription>
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  <inf:voteDescription>Approval of the resolution approving the compensation of our executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
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    <inf:voteRecord>
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  <inf:cusip>40131M109</inf:cusip>
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  <inf:voteCategories>
    <inf:voteCategory>
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  <inf:cusip>40131M109</inf:cusip>
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  <inf:cusip>40145W101</inf:cusip>
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    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:cusip>40145W101</inf:cusip>
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  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>402635502</inf:cusip>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesOnLoan>33222.0</inf:sharesOnLoan>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:cusip>784305104</inf:cusip>
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  <inf:voteDescription>To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the 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:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>418056107</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve 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:managementRecommendation>FOR</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>421298100</inf:cusip>
  <inf:meetingDate>05/21/2026</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>
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  <inf:issuerName>Independence Realty Trust, Inc.</inf:issuerName>
  <inf:cusip>45378A106</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>The Board of Directors recommends: a vote for EVERY YEAR as the frequency of future advisory votes on the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2883828.0</inf:sharesVoted>
  <inf:sharesOnLoan>210566.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>2883828.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>69762.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>69762.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Insmed Incorporated</inf:issuerName>
  <inf:cusip>457669307</inf:cusip>
  <inf:meetingDate>05/13/2026</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>448299.02</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>448299.02</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Installed Building Products, Inc.</inf:issuerName>
  <inf:cusip>45780R101</inf:cusip>
  <inf:meetingDate>05/19/2026</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>3036.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3036.0</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>69783.04</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>69783.04</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intapp, Inc.</inf:issuerName>
  <inf:cusip>45827U109</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>To conduct an 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>1724174.0</inf:sharesVoted>
  <inf:sharesOnLoan>11988.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1724174.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Interface, Inc.</inf:issuerName>
  <inf:cusip>458665304</inf:cusip>
  <inf:meetingDate>05/19/2026</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>54977.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>54977.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>International Business Machines Corporation</inf:issuerName>
  <inf:cusip>459200101</inf:cusip>
  <inf:meetingDate>04/28/2026</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>635621.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>635621.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>221.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>221.0</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>9459.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9459.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intuitive Surgical, Inc.</inf:issuerName>
  <inf:cusip>46120E602</inf:cusip>
  <inf:meetingDate>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>2735706.59</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2732207.59</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3499.0</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>1805.0</inf:sharesVoted>
  <inf:sharesOnLoan>20600.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1805.0</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>21.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>21.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>iRhythm Holdings, Inc.</inf:issuerName>
  <inf:cusip>450056106</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>115359.0</inf:sharesVoted>
  <inf:sharesOnLoan>18056.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>115359.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Itron, Inc.</inf:issuerName>
  <inf:cusip>465741106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve the advisory (non-binding) resolution relating to executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5885.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5885.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ivanhoe Electric Inc.</inf:issuerName>
  <inf:cusip>46578C108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To seek a non-binding, advisory vote on the 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>802902.84</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>802902.84</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>76.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>76.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>JFrog Ltd.</inf:issuerName>
  <inf:cusip>M6191J100</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a nonbinding, advisory basis the compensation paid to us to our named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>609434.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>609434.0</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>719912.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>719912.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>1216407.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1216407.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kaiser Aluminum Corporation</inf:issuerName>
  <inf:cusip>483007704</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve compensation of the Company's named executive officer 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>6271.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6271.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kennametal Inc.</inf:issuerName>
  <inf:cusip>489170100</inf:cusip>
  <inf:meetingDate>10/28/2025</inf:meetingDate>
  <inf:voteDescription>Non-Binding (Advisory) Vote to Approve the Compensation Paid to the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>52456.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>52456.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>436892.92</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>436892.92</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kinder Morgan, Inc.</inf:issuerName>
  <inf:cusip>49456B101</inf:cusip>
  <inf:meetingDate>05/13/2026</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>1028801.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1028801.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kinetik Holdings Inc.</inf:issuerName>
  <inf:cusip>02215L209</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding resolution regarding the compensation of named executive officers 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>34507.0</inf:sharesVoted>
  <inf:sharesOnLoan>232100.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>34507.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kirby Corporation</inf:issuerName>
  <inf:cusip>497266106</inf:cusip>
  <inf:meetingDate>04/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the approval of the compensation of Kirby's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>705285.0</inf:sharesVoted>
  <inf:sharesOnLoan>35719.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>705285.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>KLA Corporation</inf:issuerName>
  <inf:cusip>482480100</inf:cusip>
  <inf:meetingDate>11/05/2025</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>15.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Knowles Corporation</inf:issuerName>
  <inf:cusip>49926D109</inf:cusip>
  <inf:meetingDate>04/28/2026</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>43104.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43104.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Knowles Corporation</inf:issuerName>
  <inf:cusip>49926D109</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote on the frequency of future advisory votes 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>43104.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>43104.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kontoor Brands, Inc.</inf:issuerName>
  <inf:cusip>50050N103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of Kontoor's named executive officers as disclosed in our proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1140664.0</inf:sharesVoted>
  <inf:sharesOnLoan>67700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1133438.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7226.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kontoor Brands, Inc.</inf:issuerName>
  <inf:cusip>50050N103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>To vote on the frequency of future advisory votes on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1140664.0</inf:sharesVoted>
  <inf:sharesOnLoan>67700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1140664.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Korn Ferry</inf:issuerName>
  <inf:cusip>500643200</inf:cusip>
  <inf:meetingDate>09/18/2025</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) resolution to approve the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1014236.0</inf:sharesVoted>
  <inf:sharesOnLoan>64942.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1008822.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5414.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kratos Defense &amp; Security Solutions, Inc.</inf:issuerName>
  <inf:cusip>50077B207</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To cast an advisory vote to approve the compensation of the Company's named executive officers, as presented in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8209.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8209.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kymera Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>501575104</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding 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>309479.0</inf:sharesVoted>
  <inf:sharesOnLoan>10706.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>309479.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>760858.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>760858.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lattice Semiconductor Corporation</inf:issuerName>
  <inf:cusip>518415104</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding, advisory basis, our Named Executive Officer's compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1449938.64</inf:sharesVoted>
  <inf:sharesOnLoan>37360.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1449938.64</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LendingClub Corporation</inf:issuerName>
  <inf:cusip>52603A208</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>46643.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>46643.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LendingTree, Inc.</inf:issuerName>
  <inf:cusip>52603B107</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve LendingTree, Inc.'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>967958.0</inf:sharesVoted>
  <inf:sharesOnLoan>45634.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>962106.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5852.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LGI Homes, Inc.</inf:issuerName>
  <inf:cusip>50187T106</inf:cusip>
  <inf:meetingDate>04/23/2026</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>21925.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21925.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Liberty Energy Inc.</inf:issuerName>
  <inf:cusip>53115L104</inf:cusip>
  <inf:meetingDate>04/14/2026</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>70891.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>70891.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LifeStance Health Group, Inc.</inf:issuerName>
  <inf:cusip>53228F101</inf:cusip>
  <inf:meetingDate>06/02/2026</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>9816695.0</inf:sharesVoted>
  <inf:sharesOnLoan>341374.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9763367.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>53328.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lincoln National Corporation</inf:issuerName>
  <inf:cusip>534187109</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>The approval of an advisory resolution on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3506471.0</inf:sharesVoted>
  <inf:sharesOnLoan>288557.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3506471.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>199380.9</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>199380.9</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>199380.9</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>199380.9</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lindsay Corporation</inf:issuerName>
  <inf:cusip>535555106</inf:cusip>
  <inf:meetingDate>01/06/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding vote on 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>253554.0</inf:sharesVoted>
  <inf:sharesOnLoan>39201.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>251888.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1666.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Littelfuse, Inc.</inf:issuerName>
  <inf:cusip>537008104</inf:cusip>
  <inf:meetingDate>04/22/2026</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>24.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>24.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>10681.35</inf:sharesVoted>
  <inf:sharesOnLoan>87800.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10681.35</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>169705.0</inf:sharesVoted>
  <inf:sharesOnLoan>14600.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>169705.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LPL Financial Holdings Inc.</inf:issuerName>
  <inf:cusip>50212V100</inf:cusip>
  <inf:meetingDate>05/14/2026</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>133290.08</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>133290.08</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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 - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>313.07</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>313.07</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>313.07</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>313.07</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LXP Industrial Trust</inf:issuerName>
  <inf:cusip>529043408</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To consider and vote upon an advisory, non-binding resolution to approve the compensation of the named executive officers, as disclosed in the accompanying proxy statement</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>40831.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>40831.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>703391.0</inf:sharesVoted>
  <inf:sharesOnLoan>181102.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>703391.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MACOM Technology Solutions Holdings, Inc.</inf:issuerName>
  <inf:cusip>55405Y100</inf:cusip>
  <inf:meetingDate>03/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation paid to the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>352529.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>348359.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4170.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Magnite, Inc.</inf:issuerName>
  <inf:cusip>55955D100</inf:cusip>
  <inf:meetingDate>06/08/2026</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>57849.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>57849.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Magnite, Inc.</inf:issuerName>
  <inf:cusip>55955D100</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>57849.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>57849.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Markel Group Inc.</inf:issuerName>
  <inf:cusip>570535104</inf:cusip>
  <inf:meetingDate>05/20/2026</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>73315.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>72827.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>488.0</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>8124.59</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8124.59</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marsh &amp; McLennan Companies, Inc.</inf:issuerName>
  <inf:cusip>571748102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>222573.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>222573.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Martin Marietta Materials, Inc.</inf:issuerName>
  <inf:cusip>573284106</inf:cusip>
  <inf:meetingDate>05/14/2026</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>18365.92</inf:sharesVoted>
  <inf:sharesOnLoan>13800.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18365.92</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>545.73</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>545.73</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MasTec, Inc.</inf:issuerName>
  <inf:cusip>576323109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>98831.21</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>98831.20999999999</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>4759881.31</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4752415.31</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7466.0</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>207236.4</inf:sharesVoted>
  <inf:sharesOnLoan>9600.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>207236.4</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>McGrath RentCorp</inf:issuerName>
  <inf:cusip>580589109</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>17624.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17624.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MercadoLibre, Inc.</inf:issuerName>
  <inf:cusip>58733R102</inf:cusip>
  <inf:meetingDate>06/09/2026</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>291184.48</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>291184.48</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>5565984.54</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5565984.54</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mercury Systems, Inc.</inf:issuerName>
  <inf:cusip>589378108</inf:cusip>
  <inf:meetingDate>10/22/2025</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>420952.0</inf:sharesVoted>
  <inf:sharesOnLoan>89829.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>420952.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Meritage Homes Corporation</inf:issuerName>
  <inf:cusip>59001A102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve compensation of the Company's named executive officers ("Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21200.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>2596782.0</inf:sharesVoted>
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  <inf:cusip>55272X607</inf:cusip>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>12.34</inf:sharesVoted>
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  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay 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 (non-binding) vote to approve the compensation of our named executive officers as disclosed in the 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:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:cusip>60471A101</inf:cusip>
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  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Moelis &amp; Company</inf:issuerName>
  <inf:cusip>60786M105</inf:cusip>
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  <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:sharesVoted>593360.0</inf:sharesVoted>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:issuerName>MongoDB, Inc.</inf:issuerName>
  <inf:cusip>60937P106</inf:cusip>
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  <inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>Monolithic Power Systems, Inc.</inf:issuerName>
  <inf:cusip>609839105</inf:cusip>
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  <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>
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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>
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  <inf:sharesVoted>12460.69</inf:sharesVoted>
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  <inf:proxyTable>
  <inf:issuerName>Murphy Oil Corporation</inf:issuerName>
  <inf:cusip>626717102</inf:cusip>
  <inf:meetingDate>05/13/2026</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>
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    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nabors Industries Ltd.</inf:issuerName>
  <inf:cusip>G6359F137</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation paid by the Company to 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: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>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>
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  <inf:sharesVoted>210554.89</inf:sharesVoted>
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  <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>
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  <inf:sharesVoted>210554.89</inf:sharesVoted>
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  <inf:vote>
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      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>210554.89</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <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>
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  <inf:sharesVoted>23539002.19</inf:sharesVoted>
  <inf:sharesOnLoan>984145.0</inf:sharesOnLoan>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>31966.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>Neurogene Inc.</inf:issuerName>
  <inf:cusip>64135M105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To ratify on an advisory (non-binding) basis the appointment of Deloitte &amp; Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>64038.0</inf:sharesVoted>
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  <inf:proxyTable>
  <inf:issuerName>Neurogene Inc.</inf:issuerName>
  <inf:cusip>64135M105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To hold a non-binding advisory vote on whether future non-binding advisory votes on the compensation paid by the company to its named executive officers should be held every one, two or three years.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>64038.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>64038.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>New Jersey Resources Corporation</inf:issuerName>
  <inf:cusip>646025106</inf:cusip>
  <inf:meetingDate>01/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory resolution approving the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>54003.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>54003.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NewAmsterdam Pharma Company N.V.</inf:issuerName>
  <inf:isin>NL00150012L7</inf:isin>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, 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>
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  <inf:sharesVoted>183018.0</inf:sharesVoted>
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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>NewAmsterdam Pharma Company N.V.</inf:issuerName>
  <inf:cusip>N62509109</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, 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>
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  <inf:sharesVoted>1387524.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1387524.0</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5631363.0</inf:sharesVoted>
  <inf:sharesOnLoan>196052.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <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>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>
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  <inf:sharesVoted>9277.88</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9277.88</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nicolet Bankshares, Inc.</inf:issuerName>
  <inf:cusip>65406E102</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>169228.0</inf:sharesVoted>
  <inf:sharesOnLoan>14742.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>168649.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>579.0</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>7441896.11</inf:sharesVoted>
  <inf:sharesOnLoan>75700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7441896.11</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>9194629.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9194629.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>252230.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>250045.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2185.0</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>2364.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2364.0</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>2132.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2132.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northrop Grumman Corporation</inf:issuerName>
  <inf:cusip>666807102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>337373.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>337373.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northwest Natural Holding Company</inf:issuerName>
  <inf:cusip>66765N105</inf:cusip>
  <inf:meetingDate>05/28/2026</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>23207.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23207.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Novagold Resources Inc.</inf:issuerName>
  <inf:cusip>66987E206</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Frequency of 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>49767.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>49767.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NRG Energy, Inc.</inf:issuerName>
  <inf:cusip>629377508</inf:cusip>
  <inf:meetingDate>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>427630.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>427630.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NVIDIA Corporation</inf:issuerName>
  <inf:cusip>67066G104</inf:cusip>
  <inf:meetingDate>06/24/2026</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>65514266.98</inf:sharesVoted>
  <inf:sharesOnLoan>13500.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>65514266.98</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>8492099.55</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8477527.55</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14572.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oceaneering International, Inc.</inf:issuerName>
  <inf:cusip>675232102</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on a 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>62683.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>62683.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ocular Therapeutix, Inc.</inf:issuerName>
  <inf:cusip>67576A100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory vote on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>72511.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>72511.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ocular Therapeutix, Inc.</inf:issuerName>
  <inf:cusip>67576A100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the frequency of future advisory votes to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>72511.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>72511.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oil States International, Inc.</inf:issuerName>
  <inf:cusip>678026105</inf:cusip>
  <inf:meetingDate>05/12/2026</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>68490.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>68490.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Olema Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>68062P106</inf:cusip>
  <inf:meetingDate>06/17/2026</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>1058739.0</inf:sharesVoted>
  <inf:sharesOnLoan>700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1058739.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ON Semiconductor Corporation</inf:issuerName>
  <inf:cusip>682189105</inf:cusip>
  <inf:meetingDate>05/14/2026</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>182.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>182.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ONEOK, Inc.</inf:issuerName>
  <inf:cusip>682680103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>259680.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>259680.0</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>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement; 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>554390.0</inf:sharesVoted>
  <inf:sharesOnLoan>4100.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>554390.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Option Care Health, Inc.</inf:issuerName>
  <inf:cusip>68404L201</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1134619.0</inf:sharesVoted>
  <inf:sharesOnLoan>64583.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1134619.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oracle Corporation</inf:issuerName>
  <inf:cusip>68389X105</inf:cusip>
  <inf:meetingDate>11/18/2025</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>4731977.86</inf:sharesVoted>
  <inf:sharesOnLoan>96912.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4731977.86</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Orchid Island Capital, Inc.</inf:issuerName>
  <inf:cusip>68571X301</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding 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>168789.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>168789.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Orchid Island Capital, Inc.</inf:issuerName>
  <inf:cusip>68571X301</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding vote, the frequency of future stockholder advisory votes about 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>168789.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>168789.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ormat Technologies, Inc.</inf:issuerName>
  <inf:cusip>686688102</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
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  <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:proxyTable>
  <inf:issuerName>Oruka Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>687604108</inf:cusip>
  <inf:meetingDate>06/02/2026</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>44270.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OUTFRONT Media Inc.</inf:issuerName>
  <inf:cusip>69007J304</inf:cusip>
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  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of OUTFRONT Media 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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:vote>
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      <inf:sharesVoted>43006.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pacific Biosciences of California, Inc.</inf:issuerName>
  <inf:cusip>69404D108</inf:cusip>
  <inf:meetingDate>06/03/2026</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:vote>
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      <inf:sharesVoted>229794.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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</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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9275871.03</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palo Alto Networks, Inc.</inf:issuerName>
  <inf:cusip>697435105</inf:cusip>
  <inf:meetingDate>12/09/2025</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>52653.34</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>52653.34</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palvella Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>697947109</inf:cusip>
  <inf:meetingDate>06/10/2026</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>276177.0</inf:sharesVoted>
  <inf:sharesOnLoan>205017.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>275465.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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    <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>Palvella Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>697947109</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the preferred frequency of future advisory votes 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>276177.0</inf:sharesVoted>
  <inf:sharesOnLoan>205017.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>276177.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>317693.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>317693.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pediatrix Medical Group, Inc.</inf:issuerName>
  <inf:cusip>58502B106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Conduct an advisory vote regarding the compensation of our named executive officers for the 2025 fiscal year</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60844.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60844.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PENN Entertainment, Inc.</inf:issuerName>
  <inf:cusip>707569109</inf:cusip>
  <inf:meetingDate>06/16/2026</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>561257.0</inf:sharesVoted>
  <inf:sharesOnLoan>113530.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>561257.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PepsiCo, Inc.</inf:issuerName>
  <inf:cusip>713448108</inf:cusip>
  <inf:meetingDate>05/06/2026</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>201358.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>201358.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Performance Food Group Company</inf:issuerName>
  <inf:cusip>71377A103</inf:cusip>
  <inf:meetingDate>11/19/2025</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1376789.65</inf:sharesVoted>
  <inf:sharesOnLoan>172483.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1376789.65</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Permian Resources Corporation</inf:issuerName>
  <inf:cusip>71424F105</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6214046.9</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6214046.9</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>8852581.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8852581.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>35168.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>35168.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinnacle Financial Partners, Inc.</inf:issuerName>
  <inf:cusip>72346Q104</inf:cusip>
  <inf:meetingDate>11/06/2025</inf:meetingDate>
  <inf:voteDescription>A proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Pinnacle's named executive officers in connection with the transactions contemplated by the merger agreement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>182341.0</inf:sharesVoted>
  <inf:sharesOnLoan>2200.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>182341.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinnacle West Capital Corporation</inf:issuerName>
  <inf:cusip>723484101</inf:cusip>
  <inf:meetingDate>05/14/2026</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>226053.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>226053.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinterest, Inc.</inf:issuerName>
  <inf:cusip>72352L106</inf:cusip>
  <inf:meetingDate>05/21/2026</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>63.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>63.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinterest, Inc.</inf:issuerName>
  <inf:cusip>72352L106</inf:cusip>
  <inf:meetingDate>05/21/2026</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>63.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>63.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Plains GP Holdings, L.P.</inf:issuerName>
  <inf:cusip>72651A207</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on a non-binding advisory basis, of our 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>1126827.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1126827.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Planet Labs PBC</inf:issuerName>
  <inf:cusip>72703X106</inf:cusip>
  <inf:meetingDate>07/10/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>140429.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>140429.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Plymouth Industrial Reit, Inc.</inf:issuerName>
  <inf:cusip>729640102</inf:cusip>
  <inf:meetingDate>01/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers 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>1409414.0</inf:sharesVoted>
  <inf:sharesOnLoan>111256.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1409414.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Portland General Electric Company</inf:issuerName>
  <inf:cusip>736508847</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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    </inf:voteRecord>
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</inf:proxyTable>
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  <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>
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  <inf:vote>
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  <inf:voteDescription>Say on Pay - An advisory vote on the resolution to approve the compensation of Prestige Consumer Healthcare Inc.'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:voteRecord>
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  <inf:cusip>74164F103</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory, non-binding vote, the Company'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:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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      <inf:sharesVoted>55291.79</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:cusip>74340W103</inf:cusip>
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  <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>
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  <inf:vote>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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  <inf:cusip>74736L109</inf:cusip>
  <inf:meetingDate>06/10/2026</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>
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  <inf:vote>
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    <inf:voteRecord>
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  <inf:cusip>74762E102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
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  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>125966.95</inf:sharesVoted>
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  <inf:vote>
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      <inf:sharesVoted>125966.95</inf:sharesVoted>
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  <inf:issuerName>Radnet, Inc.</inf:issuerName>
  <inf:cusip>750491102</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>238002.0</inf:sharesVoted>
  <inf:sharesOnLoan>106772.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>238002.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <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>
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  <inf:vote>
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    </inf:voteRecord>
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  <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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>10141.0</inf:sharesVoted>
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    </inf:voteRecord>
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  <inf:issuerName>RBC Bearings Incorporated</inf:issuerName>
  <inf:cusip>75524B104</inf:cusip>
  <inf:meetingDate>09/04/2025</inf:meetingDate>
  <inf:voteDescription>To consider a resolution regarding the stockholder advisory vote on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:sharesOnLoan>10700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:issuerName>Regal Rexnord Corporation</inf:issuerName>
  <inf:cusip>758750103</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the compensation of the company's named executive officers as disclosed in the company's proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:sharesOnLoan>1500.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regeneron Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>75886F107</inf:cusip>
  <inf:meetingDate>06/12/2026</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>86542.0</inf:sharesVoted>
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  <inf:vote>
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    </inf:voteRecord>
  </inf:vote>
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  <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>
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  <inf:vote>
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  <inf:cusip>75970E107</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Adoption, in a non-binding advisory vote, of a resolution approving the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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  <inf:sharesOnLoan>74223.0</inf:sharesOnLoan>
  <inf:vote>
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    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:cusip>759916109</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation paid to Repligen Corporation's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
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  <inf:sharesOnLoan>58900.0</inf:sharesOnLoan>
  <inf:vote>
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  <inf:cusip>760759100</inf:cusip>
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  <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>
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  <inf:vote>
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  <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>
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  <inf:vote>
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  <inf:cusip>76156B107</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Riot Platforms, Inc.</inf:issuerName>
  <inf:cusip>767292105</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding 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>
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  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <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>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <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>435842.33</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>435842.33</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>213054.46</inf:sharesVoted>
  <inf:sharesOnLoan>17300.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>213054.46</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ross Stores, Inc.</inf:issuerName>
  <inf:cusip>778296103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>14363.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14363.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>1213477.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>1213477.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rush Enterprises, Inc.</inf:issuerName>
  <inf:cusip>781846209</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>1067066.0</inf:sharesVoted>
  <inf:sharesOnLoan>30725.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1067066.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ryan Specialty Holdings, Inc.</inf:issuerName>
  <inf:cusip>78351F107</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of our named executive officers (i.e., "say-on-pay 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>87670.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>87670.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>S&amp;P Global Inc.</inf:issuerName>
  <inf:cusip>78409V104</inf:cusip>
  <inf:meetingDate>05/20/2026</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>230.64</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>230.64</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>41564.09</inf:sharesVoted>
  <inf:sharesOnLoan>1800.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>41564.09</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>3957256.11</inf:sharesVoted>
  <inf:sharesOnLoan>375843.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3957256.11</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sanmina Corporation</inf:issuerName>
  <inf:cusip>801056102</inf:cusip>
  <inf:meetingDate>03/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Sanmina 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>10687.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10687.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Scholar Rock Holding Corporation</inf:issuerName>
  <inf:cusip>80706P103</inf:cusip>
  <inf:meetingDate>06/04/2026</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>2154238.0</inf:sharesVoted>
  <inf:sharesOnLoan>540330.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2143246.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10992.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Select Medical Holdings Corporation</inf:issuerName>
  <inf:cusip>81619Q105</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Non-Binding Advisory Vote on the Compensation of Our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>79056.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>79056.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Selective Insurance Group, Inc.</inf:issuerName>
  <inf:cusip>816300107</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approval, On An Advisory Basis, Of 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>12091.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12091.0</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>2075904.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2075904.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Semtech Corporation</inf:issuerName>
  <inf:cusip>816850101</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>635085.0</inf:sharesVoted>
  <inf:sharesOnLoan>95407.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>635085.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>70516.81</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>70516.81</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>70516.81</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>70516.81</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceTitan, Inc.</inf:issuerName>
  <inf:cusip>81764X103</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an 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>183517.32</inf:sharesVoted>
  <inf:sharesOnLoan>189053.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>183517.32</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shake Shack Inc.</inf:issuerName>
  <inf:cusip>819047101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>295195.0</inf:sharesVoted>
  <inf:sharesOnLoan>80644.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>295195.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shift4 Payments, Inc.</inf:issuerName>
  <inf:cusip>82452J109</inf:cusip>
  <inf:meetingDate>06/12/2026</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>751.99</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>751.99</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>13738321.58</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13738321.58</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SITE Centers Corp.</inf:issuerName>
  <inf:cusip>82981J851</inf:cusip>
  <inf:meetingDate>05/13/2026</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>286948.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>286948.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SiTime Corporation</inf:issuerName>
  <inf:cusip>82982T106</inf:cusip>
  <inf:meetingDate>05/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime'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>41630.0</inf:sharesVoted>
  <inf:sharesOnLoan>9450.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41630.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Skyward Specialty Insurance Group, Inc.</inf:issuerName>
  <inf:cusip>830940102</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>437054.0</inf:sharesVoted>
  <inf:sharesOnLoan>15098.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>437054.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SkyWest, Inc.</inf:issuerName>
  <inf:cusip>830879102</inf:cusip>
  <inf:meetingDate>05/05/2026</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>19487.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>19487.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>374339.99</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>374339.99</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snowflake Inc.</inf:issuerName>
  <inf:cusip>833445109</inf:cusip>
  <inf:meetingDate>07/02/2025</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>5654975.76</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5654975.76</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>5629170.24</inf:sharesVoted>
  <inf:sharesOnLoan>3600.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5629170.24</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solaris Energy Infrastructure, Inc.</inf:issuerName>
  <inf:cusip>83418M103</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the 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>710440.82</inf:sharesVoted>
  <inf:sharesOnLoan>108982.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>710440.82</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sotera Health Company</inf:issuerName>
  <inf:cusip>83601L102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>1689731.0</inf:sharesVoted>
  <inf:sharesOnLoan>123736.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1680521.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9210.0</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>251630.61</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>251630.61</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Southwest Gas Holdings, Inc.</inf:issuerName>
  <inf:cusip>844895102</inf:cusip>
  <inf:meetingDate>05/07/2026</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>15976.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15976.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SPX Technologies, Inc.</inf:issuerName>
  <inf:cusip>78473E103</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval of Named Executive Officers Compensation, on a Non-binding Advisory Basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4905.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4905.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SS&amp;C Technologies Holdings, Inc.</inf:issuerName>
  <inf:cusip>78467J100</inf:cusip>
  <inf:meetingDate>05/20/2026</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>116.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>116.0</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>17433.27</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>17433.27</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Starwood Property Trust, Inc.</inf:issuerName>
  <inf:cusip>85571B105</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory basis, of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>11370.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11370.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Steel Dynamics, Inc.</inf:issuerName>
  <inf:cusip>858119100</inf:cusip>
  <inf:meetingDate>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>115173.63</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>115173.63</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Steelcase Inc.</inf:issuerName>
  <inf:cusip>858155203</inf:cusip>
  <inf:meetingDate>07/09/2025</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>67047.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>67047.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>STERIS plc</inf:issuerName>
  <inf:cusip>G8473T100</inf:cusip>
  <inf:meetingDate>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>11.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11.0</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>1981.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1981.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Steven Madden, Ltd.</inf:issuerName>
  <inf:cusip>556269108</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the executive compensation described in the Steven Madden, LTD. 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>20449.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>20449.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>StoneX Group Inc.</inf:issuerName>
  <inf:cusip>861896108</inf:cusip>
  <inf:meetingDate>03/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve the advisory (non-binding) resolution relating to executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6972.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6972.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Summit Hotel Properties, Inc.</inf:issuerName>
  <inf:cusip>866082100</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) resolution to approve our named executive officers' compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6668529.0</inf:sharesVoted>
  <inf:sharesOnLoan>255898.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6596273.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>72256.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SunCoke Energy, Inc.</inf:issuerName>
  <inf:cusip>86722A103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To hold a non-binding advisory vote to approve 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>154202.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>154202.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sunrun Inc.</inf:issuerName>
  <inf:cusip>86771W105</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory proposal of 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>50950.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>50950.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sysco Corporation</inf:issuerName>
  <inf:cusip>871829107</inf:cusip>
  <inf:meetingDate>11/14/2025</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>22.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>22.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>T1 Energy Inc.</inf:issuerName>
  <inf:cusip>35834F104</inf:cusip>
  <inf:meetingDate>06/17/2026</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>407737.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
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    <inf:voteCategory>
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  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <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:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:proxyTable>
  <inf:issuerName>Targa Resources Corp.</inf:issuerName>
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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:proxyTable>
  <inf:issuerName>Tarsus Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>87650L103</inf:cusip>
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  <inf:voteDescription>To hold an advisory vote to approve, on a non-binding basis, our 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>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>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:sharesVoted>1702511.2</inf:sharesVoted>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  <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:sharesVoted>11519.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11519.0</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 selection of the frequency with which the Company holds 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:sharesVoted>11519.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>11519.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
  <inf:issuerName>Teladoc Health, Inc.</inf:issuerName>
  <inf:cusip>87918A105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of Teladoc Health'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>158787.0</inf:sharesVoted>
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  <inf:vote>
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      <inf:sharesVoted>158787.0</inf:sharesVoted>
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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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>29200.05</inf:sharesVoted>
  <inf:sharesOnLoan>3300.0</inf:sharesOnLoan>
  <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>TeraWulf Inc.</inf:issuerName>
  <inf:cusip>88080T104</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on a non-binding, advisory basis, of 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>1691780.0</inf:sharesVoted>
  <inf:sharesOnLoan>2411142.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1691780.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Terex Corporation</inf:issuerName>
  <inf:cusip>880779103</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>694275.0</inf:sharesVoted>
  <inf:sharesOnLoan>3911.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>694275.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Terreno Realty Corporation</inf:issuerName>
  <inf:cusip>88146M101</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Adoption of a resolution to approve, on a non-binding advisory basis, the compensation of certain executives, as more fully described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>18312.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>18312.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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</inf:proxyTable>
  <inf:proxyTable>
  <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>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>7887314.73</inf:sharesVoted>
  <inf:sharesOnLoan>11000.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7874988.73</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12326.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TETRA Technologies, Inc.</inf:issuerName>
  <inf:cusip>88162F105</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>76145.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>76145.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:isin>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>270018.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>270018.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:cusip>881624209</inf:cusip>
  <inf:meetingDate>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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>927928.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>927928.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1607786.27</inf:sharesVoted>
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  <inf:vote>
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      <inf:sharesVoted>1607786.27</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Texas Roadhouse, Inc.</inf:issuerName>
  <inf:cusip>882681109</inf:cusip>
  <inf:meetingDate>05/21/2026</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>78.0</inf:sharesVoted>
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  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>78.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
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  <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>10152796.19</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>10152796.19</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Chefs' Warehouse, Inc.</inf:issuerName>
  <inf:cusip>163086101</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our 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>
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  <inf:sharesVoted>510938.0</inf:sharesVoted>
  <inf:sharesOnLoan>85739.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
  <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:sharesVoted>89352.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
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  <inf:proxyTable>
  <inf:issuerName>The Goldman Sachs Group, Inc.</inf:issuerName>
  <inf:cusip>38141G104</inf:cusip>
  <inf:meetingDate>04/29/2026</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>1267559.67</inf:sharesVoted>
  <inf:sharesOnLoan>14950.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:sharesVoted>1266212.67</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1347.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Hershey Company</inf:issuerName>
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  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approve named executive officer compensation on a non-binding advisory basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2047.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Home Depot, Inc.</inf:issuerName>
  <inf:cusip>437076102</inf:cusip>
  <inf:meetingDate>05/21/2026</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>11990.72</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11990.72</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The PNC Financial Services Group, Inc.</inf:issuerName>
  <inf:cusip>693475105</inf:cusip>
  <inf:meetingDate>04/22/2026</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>1278156.0</inf:sharesVoted>
  <inf:sharesOnLoan>78700.0</inf:sharesOnLoan>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
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  <inf:proxyTable>
  <inf:issuerName>The Procter &amp; Gamble Company</inf:issuerName>
  <inf:cusip>742718109</inf:cusip>
  <inf:meetingDate>10/14/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>385886.0</inf:sharesVoted>
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      <inf:sharesVoted>385886.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Progressive Corporation</inf:issuerName>
  <inf:cusip>743315103</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Cast an advisory vote to approve our executive compensation program.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>168.56</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>168.56</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Southern Company</inf:issuerName>
  <inf:cusip>842587107</inf:cusip>
  <inf:meetingDate>05/13/2026</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>1888662.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
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      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1888662.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The TJX Companies, Inc.</inf:issuerName>
  <inf:cusip>872540109</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of TJX's executive compensation (the say-on-pay vote)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3128475.11</inf:sharesVoted>
  <inf:sharesOnLoan>51628.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3123633.11</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4842.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Trade Desk, Inc.</inf:issuerName>
  <inf:cusip>88339J105</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on a non-binding, advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>78.65</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>78.65</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Walt Disney Company</inf:issuerName>
  <inf:cusip>254687106</inf:cusip>
  <inf:meetingDate>03/18/2026</inf:meetingDate>
  <inf:voteDescription>Consideration of an advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15375205.48</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15375205.48</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Williams Companies, Inc.</inf:issuerName>
  <inf:cusip>969457100</inf:cusip>
  <inf:meetingDate>04/28/2026</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>2086832.07</inf:sharesVoted>
  <inf:sharesOnLoan>58200.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2086832.07</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Thermo Fisher Scientific Inc.</inf:issuerName>
  <inf:cusip>883556102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>198856.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>198856.0</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>2225867.79</inf:sharesVoted>
  <inf:sharesOnLoan>2700.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2225867.79</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Toll Brothers, Inc.</inf:issuerName>
  <inf:cusip>889478103</inf:cusip>
  <inf:meetingDate>03/10/2026</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>1090240.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1087325.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2915.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TPG Inc.</inf:issuerName>
  <inf:cusip>872657101</inf:cusip>
  <inf:meetingDate>06/03/2026</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>280785.15</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>280785.15</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TPG RE Finance Trust, Inc.</inf:issuerName>
  <inf:cusip>87266M107</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation: 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>170299.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>170299.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trane Technologies Plc</inf:issuerName>
  <inf:cusip>G8994E103</inf:cusip>
  <inf:meetingDate>06/04/2026</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>3015.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3015.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TransDigm Group Incorporated</inf:issuerName>
  <inf:cusip>893641100</inf:cusip>
  <inf:meetingDate>03/05/2026</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>4876.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4876.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TriNet Group, Inc.</inf:issuerName>
  <inf:cusip>896288107</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of TriNet Group, 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>26292.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26292.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trinity Industries, Inc.</inf:issuerName>
  <inf:cusip>896522109</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>2236015.0</inf:sharesVoted>
  <inf:sharesOnLoan>21851.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2236015.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tronox Holdings Plc</inf:issuerName>
  <inf:cusip>G9087Q102</inf:cusip>
  <inf:meetingDate>04/28/2026</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>112489.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>112489.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Truist Financial Corporation</inf:issuerName>
  <inf:cusip>89832Q109</inf:cusip>
  <inf:meetingDate>04/28/2026</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>3295918.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3295918.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TTM Technologies, Inc.</inf:issuerName>
  <inf:cusip>87305R109</inf:cusip>
  <inf:meetingDate>05/07/2026</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>519776.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>519776.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TTM Technologies, Inc.</inf:issuerName>
  <inf:cusip>87305R109</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory, non-binding basis, the frequency of future advisory votes to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>519776.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>519776.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Twist Bioscience Corporation</inf:issuerName>
  <inf:cusip>90184D100</inf:cusip>
  <inf:meetingDate>02/05/2026</inf:meetingDate>
  <inf:voteDescription>To adopt, on an advisory basis, a resolution approving the compensation of the Company's Named Executive Officers, as described in the Proxy Statement under 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:issuerName>Waystar Holding Corp.</inf:issuerName>
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  <inf:voteDescription>Indicate, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of our Named Executive Officers.</inf:voteDescription>
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  <inf:issuerName>WESCO International, Inc.</inf:issuerName>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:proxyTable>
  <inf:issuerName>Willis Lease Finance Corporation</inf:issuerName>
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  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>Cast an advisory vote to approve the compensation of the Company's named executive officers as disclosed in the 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:proxyTable>
  <inf:issuerName>Wintrust Financial Corporation</inf:issuerName>
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  <inf:issuerName>Wolverine World Wide, Inc.</inf:issuerName>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:voteDescription>Vote on an advisory resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
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  <inf:issuerName>Workday, Inc.</inf:issuerName>
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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:cusip>98389B100</inf:cusip>
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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:cusip>98420N105</inf:cusip>
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  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Corporation's named executive officers.</inf:voteDescription>
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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:cusip>989207105</inf:cusip>
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    <inf:voteCategory>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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  <inf:proxyTable>
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  <inf:cusip>98983L108</inf:cusip>
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  <inf:voteDescription>Advisory vote to approve the compensation of Zurn Elkay's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation" in the Proxy Statement.</inf:voteDescription>
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      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
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</inf:proxyVoteTable>
