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  <inf:cusip>013872106</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the Company's 2025 named executive officer compensation</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <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>
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  <inf:issuerName>Analog Devices, Inc.</inf:issuerName>
  <inf:cusip>032654105</inf:cusip>
  <inf:meetingDate>03/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Applied Industrial Technologies, Inc.</inf:issuerName>
  <inf:cusip>03820C105</inf:cusip>
  <inf:meetingDate>10/21/2025</inf:meetingDate>
  <inf:voteDescription>Say on Pay -- To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers.</inf:voteDescription>
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      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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  <inf:issuerName>Applied Materials, Inc.</inf:issuerName>
  <inf:cusip>038222105</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:issuerName>ATI Inc.</inf:issuerName>
  <inf:cusip>01741R102</inf:cusip>
  <inf:meetingDate>05/14/2026</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>Autodesk, Inc.</inf:issuerName>
  <inf:cusip>052769106</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.</inf:voteDescription>
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    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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</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>
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  <inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName>
  <inf:cusip>143658300</inf:cusip>
  <inf:meetingDate>04/17/2026</inf:meetingDate>
  <inf:voteDescription>To hold a (non-binding) advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carpenter Technology Corporation</inf:issuerName>
  <inf:cusip>144285103</inf:cusip>
  <inf:meetingDate>10/07/2025</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of the corporation's named executive officers, in an advisory vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Caterpillar Inc.</inf:issuerName>
  <inf:cusip>149123101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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    </inf:voteRecord>
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</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Century Aluminum Company</inf:issuerName>
  <inf:cusip>156431108</inf:cusip>
  <inf:meetingDate>06/15/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to 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>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ciena Corporation</inf:issuerName>
  <inf:cusip>171779309</inf:cusip>
  <inf:meetingDate>03/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on our named executive officer compensation, as described in the proxy materials.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CME Group Inc.</inf:issuerName>
  <inf:cusip>12572Q105</inf:cusip>
  <inf:meetingDate>06/09/2026</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>
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  <inf:voteSource>ISSUER</inf:voteSource>
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    </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>
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  </inf:vote>
</inf:proxyTable>
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  <inf:issuerName>Curtiss-Wright Corporation</inf:issuerName>
  <inf:cusip>231561101</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve the compensation of the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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  </inf:vote>
</inf:proxyTable>
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  <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>
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</inf:proxyTable>
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  <inf:issuerName>Expeditors International of Washington, Inc.</inf:issuerName>
  <inf:cusip>302130109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
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  </inf:vote>
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  <inf:issuerName>Ferguson Enterprises Inc.</inf:issuerName>
  <inf:cusip>31488V107</inf:cusip>
  <inf:meetingDate>12/03/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the fiscal 2025 compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
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</inf:proxyTable>
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  <inf:cusip>369604301</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
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  <inf:cusip>36828A101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of our named executive officers in an advisory vote</inf:voteDescription>
  <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:managementRecommendation>FOR</inf:managementRecommendation>
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  </inf:vote>
</inf:proxyTable>
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  <inf:issuerName>Hasbro, Inc.</inf:issuerName>
  <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>
  <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:proxyTable>
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  <inf:issuerName>Howmet Aerospace Inc.</inf:issuerName>
  <inf:cusip>443201108</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2572.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
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  <inf:issuerName>Kodiak Gas Services, Inc.</inf:issuerName>
  <inf:cusip>50012A108</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve the compensation of Kodiak Gas Services, Inc.'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>152788.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
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      <inf:sharesVoted>152788.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kodiak Gas Services, Inc.</inf:issuerName>
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