<inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <inf:proxyTable>
  <inf:issuerName>ABM Industries Incorporated</inf:issuerName>
  <inf:cusip>000957100</inf:cusip>
  <inf:meetingDate>03/25/2026</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>768052</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>768052.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ACCO Brands Corporation</inf:issuerName>
  <inf:cusip>00081T108</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1456994</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1456994.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ADT Inc.</inf:issuerName>
  <inf:cusip>00090Q103</inf:cusip>
  <inf:meetingDate>05/27/2026</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>15972111</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>698700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ADT Inc.</inf:issuerName>
  <inf:cusip>00090Q103</inf:cusip>
  <inf:meetingDate>05/27/2026</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>15972111</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15273411.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AGCO Corporation</inf:issuerName>
  <inf:cusip>001084102</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1145244</inf:sharesVoted>
  <inf:sharesOnLoan>27888</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1145244.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AH Realty Trust, Inc.</inf:issuerName>
  <inf:cusip>04208T108</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>250975</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>250975.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AMC Global Media Inc.</inf:issuerName>
  <inf:cusip>00164V103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>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>108032</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>108032.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ANI Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>00182C103</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of the Company's named executive officers, on a non-binding, advisory basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ANI Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>00182C103</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve the frequency of future advisory votes to approve the compensation of the Company's named executive officers, on a non-binding, advisory basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>10800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>APA Corporation</inf:issuerName>
  <inf:cusip>03743Q108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of APA's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2830942</inf:sharesVoted>
  <inf:sharesOnLoan>133233</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2830942.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AT&amp;T Inc.</inf:issuerName>
  <inf:cusip>00206R102</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12236683</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12236683.0</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>423900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>423900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Abbott Laboratories</inf:issuerName>
  <inf:cusip>002824100</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>Say on Pay - An Advisory Vote on the Approval of Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Academy Sports and Outdoors, Inc.</inf:issuerName>
  <inf:cusip>00402L107</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the fiscal 2025 compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1536801</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1536801.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Acadia Healthcare Company, Inc.</inf:issuerName>
  <inf:cusip>00404A109</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <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>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>75700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>75700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Accel Entertainment Inc</inf:issuerName>
  <inf:cusip>00436Q106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Accenture plc</inf:issuerName>
  <inf:cusip>G1151C101</inf:cusip>
  <inf:meetingDate>01/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding vote, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adamas Trust, Inc.</inf:issuerName>
  <inf:cusip>649604840</inf:cusip>
  <inf:meetingDate>06/11/2026</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>38600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>38600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AdaptHealth Corp.</inf:issuerName>
  <inf:cusip>00653Q102</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-Pay - Non-binding advisory vote to approve the compensation paid to AdaptHealth's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>48300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>48300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adeia Inc.</inf:issuerName>
  <inf:cusip>00676P107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To hold 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>1418084</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>23000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adeia Inc.</inf:issuerName>
  <inf:cusip>00676P107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To hold 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>1418084</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1395084.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adobe Inc.</inf:issuerName>
  <inf:cusip>00724F101</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>444644</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>417444.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adobe Inc.</inf:issuerName>
  <inf:cusip>00724F101</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>444644</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>27200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Adtalem Global Education Inc.</inf:issuerName>
  <inf:cusip>00737L103</inf:cusip>
  <inf:meetingDate>11/12/2025</inf:meetingDate>
  <inf:voteDescription>Say-on-pay: 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>270100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>270100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AdvanSix Inc.</inf:issuerName>
  <inf:cusip>00773T101</inf:cusip>
  <inf:meetingDate>06/22/2026</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>297673</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>297673.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Affiliated Managers Group, Inc.</inf:issuerName>
  <inf:cusip>008252108</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>310139</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>310139.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Akamai Technologies, Inc.</inf:issuerName>
  <inf:cusip>00971T101</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>192948</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>192948.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alarm.com Holdings, Inc.</inf:issuerName>
  <inf:cusip>011642105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 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>18800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alaska Air Group, Inc.</inf:issuerName>
  <inf:cusip>011659109</inf:cusip>
  <inf:meetingDate>05/12/2026</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>118500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>118500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Albertsons Companies, Inc.</inf:issuerName>
  <inf:cusip>013091103</inf:cusip>
  <inf:meetingDate>08/07/2025</inf:meetingDate>
  <inf:voteDescription>Hold the annual, non-binding, advisory vote on our executive compensation program.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6090656</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6090656.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Align Technology, Inc.</inf:issuerName>
  <inf:cusip>016255101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>264919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>246719.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Align Technology, Inc.</inf:issuerName>
  <inf:cusip>016255101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>264919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Allison Transmission Holdings, Inc.</inf:issuerName>
  <inf:cusip>01973R101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>An advisory non-binding vote to approve the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1285497</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1285497.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ally Financial Inc.</inf:issuerName>
  <inf:cusip>02005N100</inf:cusip>
  <inf:meetingDate>05/06/2026</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>1317619</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1317619.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alphabet Inc.</inf:issuerName>
  <inf:cusip>02079K305</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve compensation awarded to named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1507396</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>64200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alphabet Inc.</inf:issuerName>
  <inf:cusip>02079K305</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve compensation awarded to named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1507396</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1443196.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alpine Income Property Trust, Inc.</inf:issuerName>
  <inf:cusip>02083X103</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 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>35300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>35300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Altria Group, Inc.</inf:issuerName>
  <inf:cusip>02209S103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve the compensation of Altria's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3655605</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3655605.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amalgamated Financial Corp.</inf:issuerName>
  <inf:cusip>022671101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To conduct 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>182173</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>182173.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amazon.com, Inc.</inf:issuerName>
  <inf:cusip>023135106</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote To Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>101998</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>101998.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Airlines Group Inc.</inf:issuerName>
  <inf:cusip>02376R102</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>A proposal to approve, on a non-binding, advisory basis, executive compensation as disclosed in the Proxy Statement for the 2026 Annual Meeting of Stockholders</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1387087</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1387087.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Assets Trust, Inc.</inf:issuerName>
  <inf:cusip>024013104</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>An advisory resolution to approve our executive compensation 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>1263764</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1263764.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Eagle Outfitters, Inc.</inf:issuerName>
  <inf:cusip>02553E106</inf:cusip>
  <inf:meetingDate>06/26/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, the Fiscal 2025 compensation of the Company's named executive officers ("Say-on-Pay" vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1238304</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1238304.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Electric Power Company, Inc.</inf:issuerName>
  <inf:cusip>025537101</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12390</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12390.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American International Group, Inc.</inf:issuerName>
  <inf:cusip>026874784</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2374539</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2374539.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Public Education, Inc.</inf:issuerName>
  <inf:cusip>02913V103</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation paid to APEI's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>22300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>22300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Woodmark Corporation</inf:issuerName>
  <inf:cusip>030506109</inf:cusip>
  <inf:meetingDate>08/21/2025</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory basis the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>155390</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>155390.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Woodmark Corporation</inf:issuerName>
  <inf:cusip>030506109</inf:cusip>
  <inf:meetingDate>10/30/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that will or may be paid to American Woodmark's named executive officers in connection with the transactions contemplated by the merger agreement; 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>15400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ameriprise Financial, Inc.</inf:issuerName>
  <inf:cusip>03076C106</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of the named executive officers by a nonbinding advisory vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>157416</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>157416.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amgen Inc.</inf:issuerName>
  <inf:cusip>031162100</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>180911</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>180911.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amkor Technology, Inc.</inf:issuerName>
  <inf:cusip>031652100</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>466439</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>462539.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amkor Technology, Inc.</inf:issuerName>
  <inf:cusip>031652100</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>466439</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amneal Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>03168L105</inf:cusip>
  <inf:meetingDate>05/06/2026</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>169900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>169900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amphastar Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>03209R103</inf:cusip>
  <inf:meetingDate>06/01/2026</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>284155</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amphastar Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>03209R103</inf:cusip>
  <inf:meetingDate>06/01/2026</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>284155</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>282055.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amphastar Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>03209R103</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future stockholder advisory votes on our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>284155</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>284155.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 ("Say on Pay Vote")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amrize Ltd</inf:issuerName>
  <inf:isin>CH1430134226</inf:isin>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of "Say on Pay Vote"</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>13400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Annaly Capital Management, Inc.</inf:issuerName>
  <inf:cusip>035710839</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2141424</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2141424.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apogee Enterprises, Inc.</inf:issuerName>
  <inf:cusip>037598109</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Apogee'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>307142</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apogee Enterprises, Inc.</inf:issuerName>
  <inf:cusip>037598109</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Apogee'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>307142</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>302242.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apple Hospitality REIT, Inc.</inf:issuerName>
  <inf:cusip>03784Y200</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis of executive compensation paid by the Company.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1218562</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1218562.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apple Inc.</inf:issuerName>
  <inf:cusip>037833100</inf:cusip>
  <inf:meetingDate>02/24/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>103153</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>103153.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Applied Materials, Inc.</inf:issuerName>
  <inf:cusip>038222105</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>571116</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>571116.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aptiv PLC</inf:issuerName>
  <inf:cusip>G3265R107</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-Pay - To approve, by advisory vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>57648</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>57648.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ArcBest Corporation</inf:issuerName>
  <inf:cusip>03937C105</inf:cusip>
  <inf:meetingDate>04/24/2026</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>159901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>159901.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Archer-Daniels-Midland Company</inf:issuerName>
  <inf:cusip>039483102</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>902209</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>840409.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Archer-Daniels-Midland Company</inf:issuerName>
  <inf:cusip>039483102</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>902209</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>61800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ardent Health, Inc.</inf:issuerName>
  <inf:cusip>03980N107</inf:cusip>
  <inf:meetingDate>05/20/2026</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>58800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Arrow Electronics, Inc.</inf:issuerName>
  <inf:cusip>042735100</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1015955</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1015955.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Arrow Financial Corporation</inf:issuerName>
  <inf:cusip>042744102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, a resolution relating to the 2025 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>10600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Asbury Automotive Group, Inc.</inf:issuerName>
  <inf:cusip>043436104</inf:cusip>
  <inf:meetingDate>05/04/2026</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>3300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Associated Banc-Corp</inf:issuerName>
  <inf:cusip>045487105</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of Associated Banc-Corp'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>2680947</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Associated Banc-Corp</inf:issuerName>
  <inf:cusip>045487105</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of Associated Banc-Corp'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>2680947</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2673347.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Astec Industries, Inc.</inf:issuerName>
  <inf:cusip>046224101</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>To vote on a non-binding resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Atkore Inc.</inf:issuerName>
  <inf:cusip>047649108</inf:cusip>
  <inf:meetingDate>01/29/2026</inf:meetingDate>
  <inf:voteDescription>The non-binding advisory vote approving executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>531520</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>531520.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aurinia Pharmaceuticals Inc.</inf:issuerName>
  <inf:cusip>05156V102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Resolution on Executive Compensation: To approve, on a non-binding advisory basis, the Company's executive compensation set forth in the Company's Proxy Statement/Circular.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>831547</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>831547.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AutoNation, Inc.</inf:issuerName>
  <inf:cusip>05329W102</inf:cusip>
  <inf:meetingDate>04/28/2026</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>335371</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>335371.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Autoliv, Inc.</inf:issuerName>
  <inf:cusip>052800109</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Autoliv, Inc.'s 2025 Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>762720</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>762720.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avanos Medical, Inc.</inf:issuerName>
  <inf:cusip>05350V106</inf:cusip>
  <inf:meetingDate>04/21/2026</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>36193</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>36193.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aviat Networks, Inc.</inf:issuerName>
  <inf:cusip>05366Y201</inf:cusip>
  <inf:meetingDate>11/05/2025</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>37758</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>37758.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avista Corporation</inf:issuerName>
  <inf:cusip>05379B107</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) 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>237738</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>237738.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avnet, Inc.</inf:issuerName>
  <inf:cusip>053807</inf:cusip>
  <inf:meetingDate>11/21/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote on named executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Avnet, Inc.</inf:issuerName>
  <inf:cusip>053807103</inf:cusip>
  <inf:meetingDate>11/21/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote on named executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1161944</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1161944.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Axcelis Technologies, Inc.</inf:issuerName>
  <inf:cusip>054540208</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Say on Pay - An advisory vote on the approval of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60702</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60702.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>B&amp;G Foods, Inc.</inf:issuerName>
  <inf:cusip>05508R106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>11100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BCB Bancorp, Inc.</inf:issuerName>
  <inf:cusip>055298103</inf:cusip>
  <inf:meetingDate>04/23/2026</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>37700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>34200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BCB Bancorp, Inc.</inf:issuerName>
  <inf:cusip>055298103</inf:cusip>
  <inf:meetingDate>04/23/2026</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>37700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BXP, Inc.</inf:issuerName>
  <inf:cusip>101121101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding, advisory resolution, the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Banc of California, Inc.</inf:issuerName>
  <inf:cusip>05990K106</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>228200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>228200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Banco Latinoamericano de Comercio Exterior, S.A.</inf:issuerName>
  <inf:cusip>P16994132</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Bank's executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>712449</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>16100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Banco Latinoamericano de Comercio Exterior, S.A.</inf:issuerName>
  <inf:cusip>P16994132</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Bank's executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>712449</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>696349.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bank OZK</inf:issuerName>
  <inf:cusip>06417N103</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>431000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>431000.0</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>4027294</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4027294.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BankUnited, Inc.</inf:issuerName>
  <inf:cusip>06652K103</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>49000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>49000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bankwell Financial Group, Inc.</inf:issuerName>
  <inf:cusip>06654A103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To consider and approve an advisory (non-binding) proposal 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>55700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>55700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bankwell Financial Group, Inc.</inf:issuerName>
  <inf:cusip>06654A103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To consider and approve an advisory (non-binding) proposal on the frequency of submission of the vote regarding 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>55700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>55700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bar Harbor Bankshares</inf:issuerName>
  <inf:cusip>066849100</inf:cusip>
  <inf:meetingDate>05/07/2026</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>104750</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>104750.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bassett Furniture Industries, Inc.</inf:issuerName>
  <inf:cusip>070203104</inf:cusip>
  <inf:meetingDate>03/11/2026</inf:meetingDate>
  <inf:voteDescription>Proposal To Consider And Act On An Advisory Vote Regarding The Approval Of Compensation Paid To Certain Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bath &amp; Body Works, Inc.</inf:issuerName>
  <inf:cusip>070830104</inf:cusip>
  <inf:meetingDate>06/11/2026</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>311517</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>311517.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bausch Health Companies Inc.</inf:issuerName>
  <inf:cusip>071734107</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>The approval, in an advisory vote, of the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1229476</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1229476.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bausch Health Companies Inc.</inf:issuerName>
  <inf:isin>CA0717341071</inf:isin>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>The approval, in an advisory vote, of the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>537000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>537000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bausch Health Companies Inc.</inf:issuerName>
  <inf:isin>CA0717341071</inf:isin>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>The approval, in an advisory vote, of the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>20700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>20700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Baxter International Inc.</inf:issuerName>
  <inf:cusip>071813109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation for 2025</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2110055</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2110055.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BayCom Corp</inf:issuerName>
  <inf:cusip>07272M107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) 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>48611</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>47011.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BayCom Corp</inf:issuerName>
  <inf:cusip>07272M107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) 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>48611</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>155352</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>155352.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Belden Inc.</inf:issuerName>
  <inf:cusip>077454106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on 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>30310</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>30310.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670702</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to approve the compensation of the company's named executive officers, as described in the 2026 proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15810</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15810.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berkshire Hathaway Inc.</inf:issuerName>
  <inf:cusip>084670702</inf:cusip>
  <inf:meetingDate>05/02/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding resolution to determine the frequency (whether annual, biennial or triennial) with which shareholders of the company shall be entitled to have an advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15810</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>15810.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Berry Corporation (bry)</inf:issuerName>
  <inf:cusip>08579X101</inf:cusip>
  <inf:meetingDate>12/15/2025</inf:meetingDate>
  <inf:voteDescription>The Advisory Compensation Proposal: To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the 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>132200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>132200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Best Buy Co., Inc.</inf:issuerName>
  <inf:cusip>086516101</inf:cusip>
  <inf:meetingDate>06/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve in a non-binding advisory vote our named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>718505</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>718505.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BioMarin Pharmaceutical Inc.</inf:issuerName>
  <inf:cusip>09061G101</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 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>638762</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>638762.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Biogen Inc.</inf:issuerName>
  <inf:cusip>09062X103</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Say on Pay - To hold an advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>223519</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>223519.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bloomin' Brands, Inc.</inf:issuerName>
  <inf:cusip>094235108</inf:cusip>
  <inf:meetingDate>04/22/2026</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>1745472</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1745472.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Blue Bird Corporation</inf:issuerName>
  <inf:cusip>095306106</inf:cusip>
  <inf:meetingDate>03/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Blue Bird Corporation</inf:issuerName>
  <inf:cusip>095306106</inf:cusip>
  <inf:meetingDate>03/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on how frequently stockholders will be provided a say-on-pay vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>6700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BlueLinx Holdings Inc.</inf:issuerName>
  <inf:cusip>09624H208</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve the non-binding, advisory resolution regarding the executive compensation 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>24700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>24700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boise Cascade Company</inf:issuerName>
  <inf:cusip>09739D100</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on frequency of advisory vote regarding executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>96300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>96300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boise Cascade Company</inf:issuerName>
  <inf:cusip>09739D100</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote approving the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>96300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>96300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BorgWarner Inc.</inf:issuerName>
  <inf:cusip>099724106</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4030376</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4030376.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boyd Gaming Corporation</inf:issuerName>
  <inf:cusip>103304101</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>144701</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>144701.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Braemar Hotels &amp; Resorts Inc.</inf:issuerName>
  <inf:cusip>10482B101</inf:cusip>
  <inf:meetingDate>12/15/2025</inf:meetingDate>
  <inf:voteDescription>To obtain 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>598428</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>598428.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brandywine Realty Trust</inf:issuerName>
  <inf:cusip>105368203</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Provide a non-binding, advisory vote on our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1007903</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1007903.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bread Financial Holdings, Inc.</inf:issuerName>
  <inf:cusip>018581108</inf:cusip>
  <inf:meetingDate>05/19/2026</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>126722</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>126722.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brighthouse Financial, Inc.</inf:issuerName>
  <inf:cusip>10922N103</inf:cusip>
  <inf:meetingDate>02/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Brighthouse Financial, Inc.'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>25473</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>25473.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brighthouse Financial, Inc.</inf:issuerName>
  <inf:cusip>10922N103</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation paid to Brighthouse Financial's Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>25473</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>25473.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bristol-Myers Squibb Company</inf:issuerName>
  <inf:cusip>110122108</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4987034</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4987034.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bristow Group Inc.</inf:issuerName>
  <inf:cusip>11040G103</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41593</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41593.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brixmor Property Group Inc.</inf:issuerName>
  <inf:cusip>11120U105</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>904159</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>904159.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brixmor Property Group Inc.</inf:issuerName>
  <inf:cusip>11120U105</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>To determine, on a non-binding advisory basis, the frequency of future non-binding advisory votes to approve the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>904159</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>904159.0</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>15674</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15674.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Broadstone Net Lease, Inc.</inf:issuerName>
  <inf:cusip>11135E203</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers as described in the Company's 2026 proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1272100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1272100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Brunswick Corporation</inf:issuerName>
  <inf:cusip>117043109</inf:cusip>
  <inf:meetingDate>05/06/2026</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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>110313</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>110313.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Build-A-Bear Workshop, Inc.</inf:issuerName>
  <inf:cusip>120076104</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>57018</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>57018.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Burke &amp; Herbert Financial Services Corp.</inf:issuerName>
  <inf:cusip>12135Y108</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.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>22200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>22200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Burke &amp; Herbert Financial Services Corp.</inf:issuerName>
  <inf:cusip>12135Y108</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory proposal 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>22200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>22200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>C&amp;F Financial Corporation</inf:issuerName>
  <inf:cusip>12466Q104</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory, non-binding vote, the compensation of the Corporation's 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>25367</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>25367.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CBL &amp; Associates Properties, Inc.</inf:issuerName>
  <inf:cusip>124830878</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>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>70200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>70200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CF Industries Holdings, Inc.</inf:issuerName>
  <inf:cusip>125269100</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>905010</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>905010.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNA Financial Corporation</inf:issuerName>
  <inf:cusip>126117100</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>76901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNA Financial Corporation</inf:issuerName>
  <inf:cusip>126117100</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>76901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>73201.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNB Financial Corporation</inf:issuerName>
  <inf:cusip>126128107</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To vote, on a non-binding advisory basis, on the compensation paid to CNB Financial Corporation's Named Executive Officers, as disclosed in the Compensation Discussion and Analysis, compensation tables, and related narrative executive compensation disclosures contained 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>43400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNB Financial Corporation</inf:issuerName>
  <inf:cusip>126128107</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To vote, on a non-binding advisory basis, on the frequency of the advisory vote to approve the compensation of CNB Financial 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>43400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>43400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNH Industrial N.V.</inf:issuerName>
  <inf:cusip>N20944109</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of executive compensation ("say-on-pay") (advisory vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6541022</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6541022.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNH Industrial N.V.</inf:issuerName>
  <inf:cusip>N20944109</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the frequency of future shareholder votes on the Company's executive compensation (advisory vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6541022</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>6541022.0</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>2082770</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2082770.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CNX Resources Corporation</inf:issuerName>
  <inf:cusip>12653C108</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Approval of CNX'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>106968</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>106968.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CONMED Corporation</inf:issuerName>
  <inf:cusip>207410101</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CPI Card Group Inc.</inf:issuerName>
  <inf:cusip>12634H200</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>55580</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>55580.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CSG Systems International, Inc.</inf:issuerName>
  <inf:cusip>126349109</inf:cusip>
  <inf:meetingDate>01/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to named executive officers of CSG in connection with the consummation of the merger; 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>551329</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>551329.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CTO Realty Growth, Inc.</inf:issuerName>
  <inf:cusip>22948Q101</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of our 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>268472</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>268472.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CVB Financial Corp.</inf:issuerName>
  <inf:cusip>126600105</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of CVB Financial Corp.'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>122900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>122900.0</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>2779977</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2779977.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cable One, Inc.</inf:issuerName>
  <inf:cusip>12685J105</inf:cusip>
  <inf:meetingDate>05/14/2026</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>10740</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10740.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cabot Corporation</inf:issuerName>
  <inf:cusip>127055101</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory vote, Cabot's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>412228</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>412228.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>California Resources Corporation</inf:issuerName>
  <inf:cusip>13057Q305</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>69101</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>69101.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Camden National Corporation</inf:issuerName>
  <inf:cusip>133034108</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the compensation of the Company's named executive officers ("Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>81500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>81500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capital Bancorp, Inc.</inf:issuerName>
  <inf:cusip>139737100</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve on a non-binding, advisory basis, the compensation of the Company's named executive officers, as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capital Bancorp, Inc.</inf:issuerName>
  <inf:cusip>139737100</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve on a non-binding, advisory basis, the compensation of the Company's named executive officers, as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capital One Financial Corporation</inf:issuerName>
  <inf:cusip>14040H105</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on our Named Executive Officer compensation ("Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13818</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13818.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capitol Federal Financial, Inc.</inf:issuerName>
  <inf:cusip>14057J101</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>522800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>522800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capri Holdings Limited</inf:issuerName>
  <inf:cusip>G1890L107</inf:cusip>
  <inf:meetingDate>08/07/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>54405</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>54405.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Capri Holdings Limited</inf:issuerName>
  <inf:cusip>G1890L107</inf:cusip>
  <inf:meetingDate>08/07/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the frequency of future advisory votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>54405</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>54405.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CarGurus, Inc.</inf:issuerName>
  <inf:cusip>141788109</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>48000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>48000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cardinal Health, Inc.</inf:issuerName>
  <inf:cusip>14149Y108</inf:cusip>
  <inf:meetingDate>11/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>430978</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>430978.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName>
  <inf:cusip>143658300</inf:cusip>
  <inf:meetingDate>04/17/2026</inf:meetingDate>
  <inf:voteDescription>To hold a (non-binding) advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>91500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>91500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carnival Corporation &amp; Plc</inf:issuerName>
  <inf:isin>GB0031215220</inf:isin>
  <inf:meetingDate>04/17/2026</inf:meetingDate>
  <inf:voteDescription>To hold a (non-binding) advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carriage Services, Inc.</inf:issuerName>
  <inf:cusip>143905107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory basis our 2025 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>279049</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>279049.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cars.com Inc.</inf:issuerName>
  <inf:cusip>14575E105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Approval of Executive Officer Compensation (Say on Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>133394</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>133394.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carter's, Inc.</inf:issuerName>
  <inf:cusip>146229109</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>298298</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>297198.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Carter's, Inc.</inf:issuerName>
  <inf:cusip>146229109</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>298298</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Caterpillar Inc.</inf:issuerName>
  <inf:cusip>149123101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4516</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4516.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cathay General Bancorp</inf:issuerName>
  <inf:cusip>149150104</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation paid to Cathay General Bancorp'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>315880</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>315880.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cathay General Bancorp</inf:issuerName>
  <inf:cusip>149150104</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a advisory non-binding proposal on the frequency of holding future advisory votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>315880</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>315880.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Centene Corporation</inf:issuerName>
  <inf:cusip>15135B101</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>860800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>860800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Central Pacific Financial Corp.</inf:issuerName>
  <inf:cusip>154760409</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, 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>300830</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>300830.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</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>8400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Charles River Laboratories International, Inc.</inf:issuerName>
  <inf:cusip>159864107</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of 2025 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>231801</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>231801.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chatham Lodging Trust</inf:issuerName>
  <inf:cusip>16208T102</inf:cusip>
  <inf:meetingDate>05/12/2026</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>151500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>151500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chemung Financial Corporation</inf:issuerName>
  <inf:cusip>164024101</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the named executive officers of the corporation ("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>12693</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chemung Financial Corporation</inf:issuerName>
  <inf:cusip>164024101</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the named executive officers of the corporation ("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>12693</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11993.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chimera Investment Corporation</inf:issuerName>
  <inf:cusip>16934Q802</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>The proposal to approve a non-binding advisory resolution on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>643466</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>643466.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chiron Real Estate Inc.</inf:issuerName>
  <inf:cusip>37954A303</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Company's named executive officers as described in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>74664</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>74664.0</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>134581</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>134581.0</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>84058</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>84058.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cirrus Logic, Inc.</inf:issuerName>
  <inf:cusip>172755100</inf:cusip>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1351600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1351600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cisco Systems, Inc.</inf:issuerName>
  <inf:cusip>17275R102</inf:cusip>
  <inf:meetingDate>12/16/2025</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>4779641</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4779641.0</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>3336552</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3258452.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Citigroup Inc.</inf:issuerName>
  <inf:cusip>172967424</inf:cusip>
  <inf:meetingDate>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>3336552</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>78100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Citizens Financial Group, Inc.</inf:issuerName>
  <inf:cusip>174610105</inf:cusip>
  <inf:meetingDate>04/23/2026</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>3788880</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3788880.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>City Office REIT, Inc.</inf:issuerName>
  <inf:cusip>178587101</inf:cusip>
  <inf:meetingDate>10/16/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers that is based on or otherwise relates to the merger (the "Advisory Compensation Proposal")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>729300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>729300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Civista Bancshares, Inc.</inf:issuerName>
  <inf:cusip>178867107</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To consider and vote upon a non-binding advisory resolution to approve the compensation of the Corporation's named executive officers as disclosed in the accompanying proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>69514</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>69514.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Civitas Resources, Inc.</inf:issuerName>
  <inf:cusip>17888H103</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Civitas' named executive officers in connection with the mergers (as defined in the joint proxy statement/prospectus).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>370600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>370600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Clarivate Plc</inf:issuerName>
  <inf:cusip>G21810109</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory, non-binding basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1062100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1062100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cognizant Technology Solutions Corporation</inf:issuerName>
  <inf:cusip>192446102</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>680304</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>680304.0</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>93248</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>93248.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Colony Bankcorp, Inc.</inf:issuerName>
  <inf:cusip>19623P101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory non-binding basis, the compensation of the Company's named executive officers as disclosed in the enclosed 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>18300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Columbia Banking System, Inc.</inf:issuerName>
  <inf:cusip>197236102</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Columbia Banking System, Inc's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>343284</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>343284.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Columbus McKinnon Corporation</inf:issuerName>
  <inf:cusip>199333105</inf:cusip>
  <inf:meetingDate>08/15/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>39000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>39000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Comcast Corporation</inf:issuerName>
  <inf:cusip>20030N101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>7403913</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>220300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Comcast Corporation</inf:issuerName>
  <inf:cusip>20030N101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>7403913</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7183613.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Comerica Incorporated</inf:issuerName>
  <inf:cusip>200340107</inf:cusip>
  <inf:meetingDate>01/06/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Comerica's named executive officers in connection with the first 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>109900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>109900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Commercial Metals Company</inf:issuerName>
  <inf:cusip>201723103</inf:cusip>
  <inf:meetingDate>01/14/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory basis, of the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>139700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>139700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Community Healthcare Trust Incorporated</inf:issuerName>
  <inf:cusip>20369C106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the following resolutions: RESOLVED, that the stockholders of Community Healthcare Trust Incorporated approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed pursuant to Item 402 of Regulation S-K in the Company's proxy statement for the 2026 annual meeting of stockholders.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>145500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Community Healthcare Trust Incorporated</inf:issuerName>
  <inf:cusip>20369C106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the following resolutions: RESOLVED, that the stockholders of Community Healthcare Trust Incorporated approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed pursuant to Item 402 of Regulation S-K in the Company's proxy statement for the 2026 annual meeting of stockholders.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>145500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>133200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Community Healthcare Trust Incorporated</inf:issuerName>
  <inf:cusip>20369C106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the frequency of a non-binding advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>145500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>145500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Community Trust Bancorp, Inc.</inf:issuerName>
  <inf:cusip>204149108</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve the advisory (nonbinding) 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>139933</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>139933.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Conagra Brands, Inc.</inf:issuerName>
  <inf:cusip>205887102</inf:cusip>
  <inf:meetingDate>09/17/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3252452</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3252452.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Concentrix Corporation</inf:issuerName>
  <inf:cusip>20602D101</inf:cusip>
  <inf:meetingDate>03/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of 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>100415</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>100415.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ConnectOne Bancorp, Inc.</inf:issuerName>
  <inf:cusip>20786W107</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To vote, on an advisory basis, to approve the executive compensation of ConnectOne Bancorp, Inc.'s named executive officers, as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>30100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>30100.0</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>765577</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>765577.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Consensus Cloud Solutions, Inc.</inf:issuerName>
  <inf:cusip>20848V105</inf:cusip>
  <inf:meetingDate>06/10/2026</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>358894</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>358894.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>149300.0</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>149300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>149300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core Molding Technologies, Inc.</inf:issuerName>
  <inf:cusip>218683100</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding advisory vote on the compensation of the named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>31472</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>31472.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core Natural Resources, Inc.</inf:issuerName>
  <inf:cusip>218937100</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an Advisory Basis, of the Compensation Paid to Core Natural Resources, Inc. s 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>84485</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>84485.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coterra Energy Inc.</inf:issuerName>
  <inf:cusip>127097103</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the "Advisory Compensation Proposal"); and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>965460</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>965460.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Covenant Logistics Group, Inc.</inf:issuerName>
  <inf:cusip>22284P105</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory and non-binding vote to approve the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>242919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>231319.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Covenant Logistics Group, Inc.</inf:issuerName>
  <inf:cusip>22284P105</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory and non-binding vote to approve the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>242919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>11600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crane NXT, Co.</inf:issuerName>
  <inf:cusip>224441105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Say on Pay - An advisory vote to approve the compensation paid by the Company to its named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>89092</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>89092.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crocs, Inc.</inf:issuerName>
  <inf:cusip>227046109</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>674110</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>674110.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Crafts, Inc.</inf:issuerName>
  <inf:cusip>228309100</inf:cusip>
  <inf:meetingDate>08/12/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>34364</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27564.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Crafts, Inc.</inf:issuerName>
  <inf:cusip>228309100</inf:cusip>
  <inf:meetingDate>08/12/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>34364</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Crown Crafts, Inc.</inf:issuerName>
  <inf:cusip>228309100</inf:cusip>
  <inf:meetingDate>08/12/2025</inf:meetingDate>
  <inf:voteDescription>To vote, on a non-binding advisory basis, on the frequency of future advisory votes to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>34364</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>34364.0</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>710186</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>710186.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cummins Inc.</inf:issuerName>
  <inf:cusip>231021106</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>242182</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>242182.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Customers Bancorp, Inc.</inf:issuerName>
  <inf:cusip>23204G100</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory resolution on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>D.R. Horton, Inc.</inf:issuerName>
  <inf:cusip>23331A109</inf:cusip>
  <inf:meetingDate>01/15/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DICK'S Sporting Goods, Inc.</inf:issuerName>
  <inf:cusip>253393102</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2026 proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DNOW Inc.</inf:issuerName>
  <inf:cusip>67011P100</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To consider and act upon an advisory proposal 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>8160</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8160.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DXC Technology Company</inf:issuerName>
  <inf:cusip>23355L106</inf:cusip>
  <inf:meetingDate>07/22/2025</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of our named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2269063</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>242317.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DXC Technology Company</inf:issuerName>
  <inf:cusip>23355L106</inf:cusip>
  <inf:meetingDate>07/22/2025</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of our named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2269063</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2026746.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DaVita Inc.</inf:issuerName>
  <inf:cusip>23918K108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>488472</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>488472.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Daktronics, Inc.</inf:issuerName>
  <inf:cusip>234264109</inf:cusip>
  <inf:meetingDate>09/03/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, 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>17300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Daktronics, Inc.</inf:issuerName>
  <inf:cusip>234264109</inf:cusip>
  <inf:meetingDate>09/03/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, 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>17300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dauch Corporation</inf:issuerName>
  <inf:cusip>024061103</inf:cusip>
  <inf:meetingDate>04/30/2026</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>104401</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>104401.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dave &amp; Buster's Entertainment, Inc.</inf:issuerName>
  <inf:cusip>238337109</inf:cusip>
  <inf:meetingDate>06/18/2026</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>378</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>378.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Deere &amp; Company</inf:issuerName>
  <inf:cusip>244199105</inf:cusip>
  <inf:meetingDate>02/25/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation ("say-on-pay")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dell Technologies Inc.</inf:issuerName>
  <inf:cusip>24703L202</inf:cusip>
  <inf:meetingDate>06/25/2026</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>1656841</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3732.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dell Technologies Inc.</inf:issuerName>
  <inf:cusip>24703L202</inf:cusip>
  <inf:meetingDate>06/25/2026</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>1656841</inf:sharesVoted>
  <inf:sharesOnLoan>3957</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1653109.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Delta Air Lines, Inc.</inf:issuerName>
  <inf:cusip>247361702</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Delta's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2022000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>64200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Delta Air Lines, Inc.</inf:issuerName>
  <inf:cusip>247361702</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Delta's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2022000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1957800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Deluxe Corporation</inf:issuerName>
  <inf:cusip>248019101</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote (non-binding) 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>1261647</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1261647.0</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>432624</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>432624.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DiamondRock Hospitality Company</inf:issuerName>
  <inf:cusip>252784301</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>498125</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>498125.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diebold Nixdorf, Incorporated</inf:issuerName>
  <inf:cusip>253651202</inf:cusip>
  <inf:meetingDate>05/22/2026</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>104228</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>104228.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dine Brands Global, Inc.</inf:issuerName>
  <inf:cusip>254423106</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of 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>166892</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>166892.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dollar General Corporation</inf:issuerName>
  <inf:cusip>256677105</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>557301</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>557301.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dollar Tree, Inc.</inf:issuerName>
  <inf:cusip>256746108</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Douglas Dynamics, Inc.</inf:issuerName>
  <inf:cusip>25960R105</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote (non-binding) 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>71903</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>71903.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dropbox, Inc.</inf:issuerName>
  <inf:cusip>26210C104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5767232</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>127501.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dropbox, Inc.</inf:issuerName>
  <inf:cusip>26210C104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5767232</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5639731.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EOG Resources, Inc.</inf:issuerName>
  <inf:cusip>26875P101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>475920</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>475920.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EPR Properties</inf:issuerName>
  <inf:cusip>26884U109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in these proxy materials.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>895188</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>895188.0</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>152525</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>152525.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Eastman Chemical Company</inf:issuerName>
  <inf:cusip>277432100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Approval of Executive Compensation as Disclosed in Proxy Statement</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>820700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>820700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ecovyst Inc.</inf:issuerName>
  <inf:cusip>27923Q109</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid by Ecovyst Inc. to its named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>31500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>31500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Edgewell Personal Care Company</inf:issuerName>
  <inf:cusip>28035Q102</inf:cusip>
  <inf:meetingDate>02/05/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the executive 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>929055</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>929055.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Edison International</inf:issuerName>
  <inf:cusip>281020107</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>791500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>791500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>El Pollo Loco Holdings, Inc.</inf:issuerName>
  <inf:cusip>268603107</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an Advisory (Non-Binding) Basis, of the Compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>814404</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>814404.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>El Pollo Loco Holdings, Inc.</inf:issuerName>
  <inf:cusip>268603107</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an Advisory (Non-Binding) Basis, of the Frequency of Shareholders 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>814404</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>814404.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Electronic Arts Inc.</inf:issuerName>
  <inf:cusip>285512109</inf:cusip>
  <inf:meetingDate>08/14/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>11940</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11940.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Electronic Arts Inc.</inf:issuerName>
  <inf:cusip>285512109</inf:cusip>
  <inf:meetingDate>12/22/2025</inf:meetingDate>
  <inf:voteDescription>To consider and vote on a proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the merger agreement, including consummation of the merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>128695</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>128695.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Elevance Health, Inc.</inf:issuerName>
  <inf:cusip>036752103</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>44072</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44072.0</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>340282</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>340282.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Emergent BioSolutions Inc.</inf:issuerName>
  <inf:cusip>29089Q105</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To hold, on an advisory basis, a 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>382400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>382400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enact Holdings, Inc.</inf:issuerName>
  <inf:cusip>29249E109</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>446946</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>446946.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>36900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>36900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Energizer Holdings, Inc.</inf:issuerName>
  <inf:cusip>29272W109</inf:cusip>
  <inf:meetingDate>01/30/2026</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>1843152</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1843152.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enhabit, Inc.</inf:issuerName>
  <inf:cusip>29332G102</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Enhabit'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>22200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>22200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ennis, Inc.</inf:issuerName>
  <inf:cusip>293389102</inf:cusip>
  <inf:meetingDate>07/17/2025</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory approval of the Company's compensation of its named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>247884</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>247884.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Essent Group Ltd.</inf:issuerName>
  <inf:cusip>G3198U102</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Provide a non-binding, advisory vote on our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>288314</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>288314.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>238556</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>238556.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Euronet Worldwide, Inc.</inf:issuerName>
  <inf:cusip>298736109</inf:cusip>
  <inf:meetingDate>05/21/2026</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>14900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Everest Group, Ltd.</inf:issuerName>
  <inf:cusip>G3223R108</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, 2025 compensation paid to the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>247481</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>247481.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Evergy, Inc.</inf:issuerName>
  <inf:cusip>30034W106</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approve the 2025 compensation of our named executive officers on an advisory non-binding basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Eversource Energy</inf:issuerName>
  <inf:cusip>30040W108</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Consider an advisory proposal approving the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1100905</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1100905.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exelixis, Inc.</inf:issuerName>
  <inf:cusip>30161Q104</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Exelixis' named executive officers, as disclosed in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3962075</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>164200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exelixis, Inc.</inf:issuerName>
  <inf:cusip>30161Q104</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Exelixis' named executive officers, as disclosed in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3962075</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3797875.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exelon Corporation</inf:issuerName>
  <inf:cusip>30161N101</inf:cusip>
  <inf:meetingDate>04/28/2026</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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Expedia Group, Inc.</inf:issuerName>
  <inf:cusip>30212P303</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>732282</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>732282.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exxon Mobil Corporation</inf:issuerName>
  <inf:cusip>30231G102</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1356452</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>50560.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Exxon Mobil Corporation</inf:issuerName>
  <inf:cusip>30231G102</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1356452</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1305892.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>F&amp;G Annuities &amp; Life, Inc</inf:issuerName>
  <inf:cusip>30190A104</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution on the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>26000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>26000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>F.N.B. Corporation</inf:issuerName>
  <inf:cusip>302520101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the 2025 named executive officer compensation (an advisory, non-binding "Say on Pay" resolution).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1243100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1243100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>F5, Inc.</inf:issuerName>
  <inf:cusip>315616102</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14787</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14787.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FS Bancorp, Inc.</inf:issuerName>
  <inf:cusip>30263Y104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) approval 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>15600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Farmers National Banc Corp.</inf:issuerName>
  <inf:cusip>309627107</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To consider and vote upon a non-binding advisory resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>194851</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>194851.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FedEx Corporation</inf:issuerName>
  <inf:cusip>31428X106</inf:cusip>
  <inf:meetingDate>09/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>688923</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>661723.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>FedEx Corporation</inf:issuerName>
  <inf:cusip>31428X106</inf:cusip>
  <inf:meetingDate>09/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>688923</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>27200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fifth Third Bancorp</inf:issuerName>
  <inf:cusip>316773100</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on approval of the Company's compensation of its named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>50</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>50.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Financial Institutions, Inc.</inf:issuerName>
  <inf:cusip>317585404</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>71000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>71000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First BanCorp.</inf:issuerName>
  <inf:cusip>318672706</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding basis the 2025 compensation of First BanCorp's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>802519</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>802519.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Busey Corporation</inf:issuerName>
  <inf:cusip>319383204</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding, advisory vote, the compensation of our named executive officers, as described in the accompanying proxy statement, which is referred to as a "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>727861</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>727861.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Business Financial Services, Inc.</inf:issuerName>
  <inf:cusip>319390100</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding shareholder 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>115625</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>115625.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Commonwealth Financial Corporation</inf:issuerName>
  <inf:cusip>319829107</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named 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>114200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>114200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Financial Bancorp.</inf:issuerName>
  <inf:cusip>320209109</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote on the compensation of the Company's executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>128603</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>128603.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Financial Corporation</inf:issuerName>
  <inf:cusip>320218100</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Approve, by non-binding vote, compensation paid to 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>310240</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>310240.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Horizon Corporation</inf:issuerName>
  <inf:cusip>320517105</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval of an advisory resolution to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>7393509</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7393509.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Savings Financial Group, Inc.</inf:issuerName>
  <inf:cusip>33621E109</inf:cusip>
  <inf:meetingDate>12/19/2025</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory (non-binding) basis, of the compensation to be paid to the named executive officers of First Savings Financial Group, Inc. that is based on or otherwise relates to the proposed 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>4400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First United Corporation</inf:issuerName>
  <inf:cusip>33741H107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation paid to the Corporation'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>17316</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17316.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First United Corporation</inf:issuerName>
  <inf:cusip>33741H107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To recommend, by a non-binding advisory vote, the frequency of future Say-on-Pay Votes (every 1 year, every 2 years or every 3 years)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>17316</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>17316.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fiserv, Inc.</inf:issuerName>
  <inf:cusip>337738108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12072</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12072.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Five9, Inc.</inf:issuerName>
  <inf:cusip>338307101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>34700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>34700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flex Ltd.</inf:issuerName>
  <inf:cusip>Y2573F102</inf:cusip>
  <inf:meetingDate>08/06/2025</inf:meetingDate>
  <inf:voteDescription>NON-BINDING, ADVISORY RESOLUTION. To approve the compensation of the Company's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, set forth in "Compensation Discussion and Analysis" and in the compensation tables and the accompanying narrative disclosure under "Executive Compensation" in the Company's proxy statement relating to its 2025 Annual General Meeting.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4173329</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4173329.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flexsteel Industries, Inc.</inf:issuerName>
  <inf:cusip>339382103</inf:cusip>
  <inf:meetingDate>12/10/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>26900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Flexsteel Industries, Inc.</inf:issuerName>
  <inf:cusip>339382103</inf:cusip>
  <inf:meetingDate>12/10/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, 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>26900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>26900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ford Motor Company</inf:issuerName>
  <inf:cusip>345370860</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>An Advisory Vote to Approve the Compensation of the Named Executives.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9856045</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9856045.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fortive Corporation</inf:issuerName>
  <inf:cusip>34959J108</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory basis Fortive's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>82250</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>82250.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fresh Del Monte Produce Inc.</inf:issuerName>
  <inf:cusip>G36738105</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approve, by non-binding advisory vote, 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>871843</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>871843.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Friedman Industries, Incorporated</inf:issuerName>
  <inf:cusip>358435105</inf:cusip>
  <inf:meetingDate>09/18/2025</inf:meetingDate>
  <inf:voteDescription>To approve the following non-binding, advisory resolution: "Resolved, that the shareholders approve the compensation of the Company's Named Executive Officers as disclosed in the Company's Proxy Statement dated July 28, 2025 pursuant to the disclosure rules of the US. Securities &amp; Exchange Commission (which disclosure includes the Summary Compensation Table and related discussion)."</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Friedman Industries, Incorporated</inf:issuerName>
  <inf:cusip>358435105</inf:cusip>
  <inf:meetingDate>09/18/2025</inf:meetingDate>
  <inf:voteDescription>Frequency of advisory vote on compensation of Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>21000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fulton Financial Corporation</inf:issuerName>
  <inf:cusip>360271100</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding advisory proposal to approve the compensation of Fulton Financial Corporation's ("Fulton") named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>404300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>404300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>G-III Apparel Group, Ltd.</inf:issuerName>
  <inf:cusip>36237H101</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>695811</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>695811.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>GE HealthCare Technologies Inc.</inf:issuerName>
  <inf:cusip>36266G107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval of our named executive officers' compensation in an advisory vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>608362</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>608362.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gaming And Leisure Properties, Inc.</inf:issuerName>
  <inf:cusip>36467J108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>746480</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>746480.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Garrett Motion Inc.</inf:issuerName>
  <inf:cusip>366505105</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory non-binding basis, of the compensation of the Company's named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4147525</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4147525.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gates Industrial Corporation plc</inf:issuerName>
  <inf:cusip>G39108108</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>331100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>331100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gen Digital Inc.</inf:issuerName>
  <inf:cusip>668771108</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4403375</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4403375.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>General Dynamics Corporation</inf:issuerName>
  <inf:cusip>369550108</inf:cusip>
  <inf:meetingDate>05/06/2026</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>52670</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>52670.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>General Mills, Inc.</inf:issuerName>
  <inf:cusip>370334104</inf:cusip>
  <inf:meetingDate>09/30/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1544738</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1544738.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>General Motors Company</inf:issuerName>
  <inf:cusip>37045V100</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4205652</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4205652.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>General Motors Company</inf:issuerName>
  <inf:cusip>37045V100</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory basis, the frequency of future advisory votes on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4205652</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>4205652.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Genpact Limited</inf:issuerName>
  <inf:cusip>G3922B107</inf:cusip>
  <inf:meetingDate>04/23/2026</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>1455069</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1455069.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gentherm Incorporated</inf:issuerName>
  <inf:cusip>37253A103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval (on an advisory basis) of the compensation of the Company's name 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>17700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Genworth Financial, Inc.</inf:issuerName>
  <inf:cusip>37247D106</inf:cusip>
  <inf:meetingDate>05/20/2026</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>17228</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17228.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Getty Realty Corp.</inf:issuerName>
  <inf:cusip>374297109</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (Non-Binding) Vote on Named Executive Compensation (Say-on-Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>163104</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>163104.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gilead Sciences, Inc.</inf:issuerName>
  <inf:cusip>375558103</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1787904</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1787904.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Global Net Lease, Inc.</inf:issuerName>
  <inf:cusip>379378201</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory, non-binding basis, of the compensation paid to the Company's named executive officers identified in the accompanying proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>150313</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>150313.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Global Payments Inc.</inf:issuerName>
  <inf:cusip>37940X102</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of 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>316500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>316500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Globe Life Inc.</inf:issuerName>
  <inf:cusip>37959E102</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval of 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>44530</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44530.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>GoDaddy Inc.</inf:issuerName>
  <inf:cusip>380237107</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Company Proposal - Advisory, non-binding vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>105100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>105100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>GoodRx Holdings, Inc.</inf:issuerName>
  <inf:cusip>38246G108</inf:cusip>
  <inf:meetingDate>06/16/2026</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>2088134</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2088134.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Graphic Packaging Holding Company</inf:issuerName>
  <inf:cusip>388689101</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation (Say-On-Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1173928</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1173928.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Great Southern Bancorp, Inc.</inf:issuerName>
  <inf:cusip>390905107</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>The advisory (non-binding) 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>106686</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>106686.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Green Thumb Industries Inc.</inf:issuerName>
  <inf:isin>CA39342L1085</inf:isin>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Executive Compensation. Approve, on an advisory basis, the compensation paid to the Company's named executive officers, as disclosed in the Company's Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>52700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>52700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Griffon Corporation</inf:issuerName>
  <inf:cusip>398433102</inf:cusip>
  <inf:meetingDate>02/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the resolution approving the compensation of our 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>507267</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>507267.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Group 1 Automotive, Inc.</inf:issuerName>
  <inf:cusip>398905109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>48204</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>48204.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Guess?, Inc.</inf:issuerName>
  <inf:cusip>401617105</inf:cusip>
  <inf:meetingDate>11/21/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Guess to its named executive officers in connection with the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>90024</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>90024.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Guess?, Inc.</inf:issuerName>
  <inf:cusip>401617</inf:cusip>
  <inf:meetingDate>11/21/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Guess to its named executive officers in connection with the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Gulfport Energy Corporation</inf:issuerName>
  <inf:cusip>402635502</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers as described in this proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>H&amp;R Block, Inc.</inf:issuerName>
  <inf:cusip>093671105</inf:cusip>
  <inf:meetingDate>11/05/2025</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>852368</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>852368.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HBT Financial, Inc.</inf:issuerName>
  <inf:cusip>404111106</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as described in the accompanying proxy statement, which is referred to as a "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>99777</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>99777.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HCA Healthcare, Inc.</inf:issuerName>
  <inf:cusip>40412C101</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>478666</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>478666.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HF Sinclair Corporation</inf:issuerName>
  <inf:cusip>403949100</inf:cusip>
  <inf:meetingDate>05/13/2026</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>2220036</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2220036.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HP Inc.</inf:issuerName>
  <inf:cusip>40434L105</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, HP Inc.'s named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5906535</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5906535.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Halliburton Company</inf:issuerName>
  <inf:cusip>406216101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>3992229</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3992229.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Halozyme Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>40637H109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>441908</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>441908.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hamilton Beach Brands Holding Company</inf:issuerName>
  <inf:cusip>40701T104</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory basis, the Company's Named Executive Officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>22398</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>22398.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hamilton Insurance Group, Ltd.</inf:issuerName>
  <inf:cusip>G42706104</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hancock Whitney Corporation</inf:issuerName>
  <inf:cusip>410120109</inf:cusip>
  <inf:meetingDate>04/29/2026</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>228504</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>228504.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hanmi Financial Corporation</inf:issuerName>
  <inf:cusip>410495204</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To provide a non-binding advisory vote to approve the compensation of our Named Executive Officers ("Say-on-Pay" vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>890486</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>890486.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harley-Davidson, Inc.</inf:issuerName>
  <inf:cusip>412822108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2734826</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harley-Davidson, Inc.</inf:issuerName>
  <inf:cusip>412822108</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2734826</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2634426.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harmonic Inc.</inf:issuerName>
  <inf:cusip>413160102</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>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>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>174400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>174400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harmonic Inc.</inf:issuerName>
  <inf:cusip>413160102</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To hold an advisory vote on the frequency of future stockholder advisory votes on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>174400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>174400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harmony Biosciences Holdings, Inc.</inf:issuerName>
  <inf:cusip>413197104</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote on the compensation of our named executive officers pursuant to the SEC's compensation disclosure rules.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1173787</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1168787.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harmony Biosciences Holdings, Inc.</inf:issuerName>
  <inf:cusip>413197104</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote on the compensation of our named executive officers pursuant to the SEC's compensation disclosure rules.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1173787</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harte Hanks, Inc.</inf:issuerName>
  <inf:cusip>416196202</inf:cusip>
  <inf:meetingDate>05/21/2026</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>12700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Harte Hanks, Inc.</inf:issuerName>
  <inf:cusip>416196202</inf:cusip>
  <inf:meetingDate>05/21/2026</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>12700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Haverty Furniture Companies, Inc.</inf:issuerName>
  <inf:cusip>419596101</inf:cusip>
  <inf:meetingDate>05/11/2026</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>210959</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>210959.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Healthcare Realty Trust Incorporated</inf:issuerName>
  <inf:cusip>42226K105</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the following resolution: RESOLVED, that the stockholders of Healthcare Realty Trust Incorporated approve, on a non-binding advisory basis, the compensation of the Named Executive Officers as disclosed pursuant to Item 402 of Regulation S-K in the Company's proxy statement for the 2026 Annual Meeting of Stockholders.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>131500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>131500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Healthpeak Properties, Inc.</inf:issuerName>
  <inf:cusip>42250P103</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval of 2025 executive compensation on an advisory basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>207844</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>207844.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Heidrick &amp; Struggles International, Inc.</inf:issuerName>
  <inf:cusip>422819102</inf:cusip>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Heidrick's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated thereby.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>164838</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>164838.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Helen of Troy Limited</inf:issuerName>
  <inf:cusip>G4388N106</inf:cusip>
  <inf:meetingDate>08/20/2025</inf:meetingDate>
  <inf:voteDescription>To provide advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>32197</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>32197.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Helmerich &amp; Payne, Inc.</inf:issuerName>
  <inf:cusip>423452101</inf:cusip>
  <inf:meetingDate>03/04/2026</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>221681</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>221681.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Henry Schein, Inc.</inf:issuerName>
  <inf:cusip>806407102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, by non-binding vote, the 2025 compensation paid to the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>23800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Herbalife Ltd.</inf:issuerName>
  <inf:cusip>G4412G101</inf:cusip>
  <inf:meetingDate>04/30/2026</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>1580644</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1580644.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Heritage Financial Corporation</inf:issuerName>
  <inf:cusip>42722X106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) approval of the compensation paid to named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>74500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>74500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hewlett Packard Enterprise Company</inf:issuerName>
  <inf:cusip>42824C109</inf:cusip>
  <inf:meetingDate>04/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6177894</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6177894.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Highwoods Properties, Inc.</inf:issuerName>
  <inf:cusip>431284108</inf:cusip>
  <inf:meetingDate>05/12/2026</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>903580</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>903580.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hillenbrand, Inc.</inf:issuerName>
  <inf:cusip>431571108</inf:cusip>
  <inf:meetingDate>01/08/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Hillenbrand, Inc.'s named executive officers that is based on or otherwise relates 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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>30060</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hillenbrand, Inc.</inf:issuerName>
  <inf:cusip>431571108</inf:cusip>
  <inf:meetingDate>01/08/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Hillenbrand, Inc.'s named executive officers that is based on or otherwise relates 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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>30060</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23060.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Home Bancorp, Inc.</inf:issuerName>
  <inf:cusip>43689E107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To adopt a 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>28920</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Home Bancorp, Inc.</inf:issuerName>
  <inf:cusip>43689E107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To adopt a 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>28920</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28320.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hope Bancorp, Inc.</inf:issuerName>
  <inf:cusip>43940T109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To provide an advisory vote for approval of the 2025 compensation paid to our Named Executive Officers, as disclosed in this Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>834582</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>834582.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Horace Mann Educators Corporation</inf:issuerName>
  <inf:cusip>440327104</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve the advisory resolution to approve 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>10900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Horizon Bancorp, Inc.</inf:issuerName>
  <inf:cusip>440407104</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>16745</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>16745.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Host Hotels &amp; Resorts, Inc.</inf:issuerName>
  <inf:cusip>44107P104</inf:cusip>
  <inf:meetingDate>05/20/2026</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>7110755</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7110755.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hubspot, Inc.</inf:issuerName>
  <inf:cusip>443573100</inf:cusip>
  <inf:meetingDate>06/15/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hudson Technologies, Inc.</inf:issuerName>
  <inf:cusip>444144109</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Huntington Ingalls Industries, Inc.</inf:issuerName>
  <inf:cusip>446413106</inf:cusip>
  <inf:meetingDate>04/29/2026</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>274948</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>274948.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Illumina, Inc.</inf:issuerName>
  <inf:cusip>452327109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4546</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4546.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Incyte Corporation</inf:issuerName>
  <inf:cusip>45337C102</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2337793</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2337793.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Independent Bank Corporation</inf:issuerName>
  <inf:cusip>453838609</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval of an advisory (non-binding) resolution to approve the compensation paid to our executives.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>301393</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>301393.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Independent Bank Corporation</inf:issuerName>
  <inf:cusip>453838609</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval of an advisory (non-binding) resolution on the frequency of future advisory votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>301393</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>301393.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Indivior Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>45579U109</inf:cusip>
  <inf:meetingDate>05/13/2026</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>84092</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>84092.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Indivior Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>45579U109</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To indicate, on an advisory basis, the preferred frequency of shareholder 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>84092</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>84092.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Industrial Logistics Properties Trust</inf:issuerName>
  <inf:cusip>456237106</inf:cusip>
  <inf:meetingDate>06/09/2026</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>659283</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>659283.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Industrial Logistics Properties Trust</inf:issuerName>
  <inf:cusip>456237106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes to approve our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>659283</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>659283.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Information Services Group, Inc.</inf:issuerName>
  <inf:cusip>45675Y104</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding 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>154454</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>154454.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ingles Markets, Incorporated</inf:issuerName>
  <inf:cusip>457030104</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Company's proposal to approve, by non-binding 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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6200.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ingles Markets, Incorporated</inf:issuerName>
  <inf:cusip>457030104</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, 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:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>6200.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ingredion Incorporated</inf:issuerName>
  <inf:cusip>457187102</inf:cusip>
  <inf:meetingDate>05/20/2026</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>1075371</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1075371.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innovative Industrial Properties, Inc.</inf:issuerName>
  <inf:cusip>45781V101</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Approval on a non-binding advisory basis of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>65100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>65100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innovative Industrial Properties, Inc.</inf:issuerName>
  <inf:cusip>45781V101</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, on the frequency of executive compensation votes.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>65100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>65100.0</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>56323</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Innoviva, Inc.</inf:issuerName>
  <inf:cusip>45781M101</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution regarding executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>56323</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>49623.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Inspired Entertainment, Inc.</inf:issuerName>
  <inf:cusip>45782N108</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, 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>14700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Inspired Entertainment, Inc.</inf:issuerName>
  <inf:cusip>45782N108</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of the advisory vote on Say-on-Pay in future years (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>14700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>14700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Integra LifeSciences Holdings Corporation</inf:issuerName>
  <inf:cusip>457985208</inf:cusip>
  <inf:meetingDate>05/07/2026</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>125900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>125900.0</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>439744</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>439744.0</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>1828</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1828.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>International Money Express, Inc.</inf:issuerName>
  <inf:cusip>46005L101</inf:cusip>
  <inf:meetingDate>12/09/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Intermex's named executive officers that is based on or otherwise relates to the Merger Agreement and/or 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>589519</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>589519.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Invesco Mortgage Capital Inc.</inf:issuerName>
  <inf:cusip>46131B704</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to approve 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>6898</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6898.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ironwood Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>46333X108</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation paid to the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>99971</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>99971.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>JAKKS Pacific, Inc.</inf:issuerName>
  <inf:cusip>47012E403</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To conduct an advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>49300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>49300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>JPMorgan Chase &amp; Co.</inf:issuerName>
  <inf:cusip>46625H100</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>485858</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>485858.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jabil Inc.</inf:issuerName>
  <inf:cusip>466313103</inf:cusip>
  <inf:meetingDate>01/22/2026</inf:meetingDate>
  <inf:voteDescription>Approve (on an advisory basis) Jabil's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>709159</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>709159.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jack in the Box Inc.</inf:issuerName>
  <inf:cusip>466367109</inf:cusip>
  <inf:meetingDate>02/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>264187</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>264187.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jack in the Box Inc.</inf:issuerName>
  <inf:cusip>466367109</inf:cusip>
  <inf:meetingDate>02/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>264187</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>264187.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jackson Financial Inc.</inf:issuerName>
  <inf:cusip>46817M107</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, Advisory Vote to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>631062</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>631062.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Janus International Group, Inc.</inf:issuerName>
  <inf:cusip>47103N106</inf:cusip>
  <inf:meetingDate>06/15/2026</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>301000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>301000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jazz Pharmaceuticals Public Limited Company</inf:issuerName>
  <inf:cusip>G50871105</inf:cusip>
  <inf:meetingDate>07/24/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc's named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1464705</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1464705.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Johnson &amp; Johnson</inf:issuerName>
  <inf:cusip>478160104</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>535079</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>535079.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>KB Home</inf:issuerName>
  <inf:cusip>48666K109</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>444129</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>444129.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Keros Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>492327101</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kewaunee Scientific Corporation</inf:issuerName>
  <inf:cusip>492854104</inf:cusip>
  <inf:meetingDate>08/27/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kewaunee Scientific Corporation</inf:issuerName>
  <inf:cusip>492854104</inf:cusip>
  <inf:meetingDate>08/27/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the frequency of 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>2300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>2300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kilroy Realty Corporation</inf:issuerName>
  <inf:cusip>49427F108</inf:cusip>
  <inf:meetingDate>05/19/2026</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>293300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>293300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kimball Electronics, Inc.</inf:issuerName>
  <inf:cusip>49428J109</inf:cusip>
  <inf:meetingDate>11/14/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding, 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>12500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kite Realty Group Trust</inf:issuerName>
  <inf:cusip>49803T300</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of Kite Realty Group Trust's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>497500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>497500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kohl's Corporation</inf:issuerName>
  <inf:cusip>500255104</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>208526</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>6700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kohl's Corporation</inf:issuerName>
  <inf:cusip>500255104</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>208526</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>201826.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Koppers Holdings Inc.</inf:issuerName>
  <inf:cusip>50060P106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve an advisory resolution on our named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>626267</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>618367.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Koppers Holdings Inc.</inf:issuerName>
  <inf:cusip>50060P106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve an advisory resolution on our named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>626267</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>4561</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4561.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LKQ Corporation</inf:issuerName>
  <inf:cusip>501889208</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the fiscal year 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>65900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>65900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>La-Z-Boy Incorporated</inf:issuerName>
  <inf:cusip>505336107</inf:cusip>
  <inf:meetingDate>08/26/2025</inf:meetingDate>
  <inf:voteDescription>To approve, through a non-binding advisory vote, the compensation of the company's named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>866789</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>866789.0</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>26420</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26420.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lear Corporation</inf:issuerName>
  <inf:cusip>521865204</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding advisory vote, Lear Corporation's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>324104</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>302504.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lear Corporation</inf:issuerName>
  <inf:cusip>521865204</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding advisory vote, Lear Corporation's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>324104</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>21600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Leidos Holdings, Inc.</inf:issuerName>
  <inf:cusip>525327102</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>Approve, by an advisory vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>226300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>226300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lifetime Brands, Inc.</inf:issuerName>
  <inf:cusip>53222Q103</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the 2025 compensation of the company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>56600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>56600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lincoln National Corporation</inf:issuerName>
  <inf:cusip>534187109</inf:cusip>
  <inf:meetingDate>05/28/2026</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>1516999</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1516999.0</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>1200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1200.0</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 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>1200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>LivaNova PLC</inf:issuerName>
  <inf:cusip>G5509L101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Ordinary Resolution: To approve, on an advisory basis, the Company's compensation of its named executive officers ("U.S. 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>452610</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>452610.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lockheed Martin Corporation</inf:issuerName>
  <inf:cusip>539830109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>114136</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>114136.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Loews Corporation</inf:issuerName>
  <inf:cusip>540424108</inf:cusip>
  <inf:meetingDate>05/12/2026</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>6360</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6360.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lowe's Companies, Inc.</inf:issuerName>
  <inf:cusip>548661107</inf:cusip>
  <inf:meetingDate>05/29/2026</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>1100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Luxfer Holdings PLC</inf:issuerName>
  <inf:cusip>G5698W116</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, 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>163700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>163700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Luxfer Holdings PLC</inf:issuerName>
  <inf:cusip>G5698W116</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the frequency of Say-on-Pay votes.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>163700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>163700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lyft, Inc.</inf:issuerName>
  <inf:cusip>55087P104</inf:cusip>
  <inf:meetingDate>06/03/2026</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1655590</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>8073.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lyft, Inc.</inf:issuerName>
  <inf:cusip>55087P104</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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1655590</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1647517.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lyft, Inc.</inf:issuerName>
  <inf:cusip>55087P104</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1655590</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1655590.0</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>205873</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>205873.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>M/I Homes, Inc.</inf:issuerName>
  <inf:cusip>55305B101</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MAXIMUS, Inc.</inf:issuerName>
  <inf:cusip>577933104</inf:cusip>
  <inf:meetingDate>03/10/2026</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>60600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MFA Financial, Inc.</inf:issuerName>
  <inf:cusip>55272X607</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory (non-binding) resolution to approve the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>254325</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>254325.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MGIC Investment Corporation</inf:issuerName>
  <inf:cusip>552848103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve our Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5918807</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5918807.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MGM Resorts International</inf:issuerName>
  <inf:cusip>552953101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1264354</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1264354.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MKS Inc.</inf:issuerName>
  <inf:cusip>55306N104</inf:cusip>
  <inf:meetingDate>05/11/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory basis, of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MRC Global Inc.</inf:issuerName>
  <inf:cusip>55345K103</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Approve a non-binding advisory resolution approving 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>135000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MRC Global Inc.</inf:issuerName>
  <inf:cusip>55345K103</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Approve a non-binding advisory resolution approving 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>135000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>130200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Macy's, Inc.</inf:issuerName>
  <inf:cusip>55616P104</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3347449</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4142.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Macy's, Inc.</inf:issuerName>
  <inf:cusip>55616P104</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3347449</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3343307.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Magnera Corporation</inf:issuerName>
  <inf:cusip>55939A107</inf:cusip>
  <inf:meetingDate>03/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's named executive officer compensation for the fiscal year ended September 27, 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>150302</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>150302.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ManpowerGroup Inc.</inf:issuerName>
  <inf:cusip>56418H100</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on approval of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>539813</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>539813.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Maplebear Inc.</inf:issuerName>
  <inf:cusip>565394103</inf:cusip>
  <inf:meetingDate>05/22/2026</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>577337</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>567837.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Maplebear Inc.</inf:issuerName>
  <inf:cusip>565394103</inf:cusip>
  <inf:meetingDate>05/22/2026</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>577337</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marathon Petroleum Corporation</inf:issuerName>
  <inf:cusip>56585A102</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>891119</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>891119.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marriott Vacations Worldwide Corporation</inf:issuerName>
  <inf:cusip>57164Y107</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>95589</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>95589.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Matador Resources Company</inf:issuerName>
  <inf:cusip>576485205</inf:cusip>
  <inf:meetingDate>06/11/2026</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>
  <inf:sharesVoted>2098040</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2098040.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Match Group, Inc.</inf:issuerName>
  <inf:cusip>57667L107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory resolution on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3549257</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3428657.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Match Group, Inc.</inf:issuerName>
  <inf:cusip>57667L107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory resolution on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3549257</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>120600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Matson, Inc.</inf:issuerName>
  <inf:cusip>57686G105</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>154161</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>154161.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mattel, Inc.</inf:issuerName>
  <inf:cusip>577081102</inf:cusip>
  <inf:meetingDate>05/28/2026</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>3541586</inf:sharesVoted>
  <inf:sharesOnLoan>86517</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3541586.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>McDonald's Corporation</inf:issuerName>
  <inf:cusip>580135101</inf:cusip>
  <inf:meetingDate>05/20/2026</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>1500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>McKesson Corporation</inf:issuerName>
  <inf:cusip>58155Q103</inf:cusip>
  <inf:meetingDate>07/30/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>19260</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>19260.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medallion Financial Corp.</inf:issuerName>
  <inf:cusip>583928106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve a non-binding advisory resolution to approve the 2025 compensation of Medallion Financial Corp.'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:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>42400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>42400.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medallion Financial Corp.</inf:issuerName>
  <inf:cusip>583928106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve a non-binding advisory resolution to approve the 2025 compensation of Medallion Financial Corp.'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:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>42400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>42400.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medical Properties Trust, Inc.</inf:issuerName>
  <inf:cusip>58463J304</inf:cusip>
  <inf:meetingDate>05/28/2026</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>18600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Medtronic plc</inf:issuerName>
  <inf:cusip>G5960L103</inf:cusip>
  <inf:meetingDate>10/16/2025</inf:meetingDate>
  <inf:voteDescription>Approving, on an advisory basis, the Company's executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mercantile Bank Corporation</inf:issuerName>
  <inf:cusip>587376104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers disclosed in this 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>208586</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>208586.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Merck &amp; Co., Inc.</inf:issuerName>
  <inf:cusip>58933Y105</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2886958</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2886958.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Meridian Corporation</inf:issuerName>
  <inf:cusip>58958P104</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Executive Compensation Proposal: A non-binding say-on-pay proposal to approve the compensation of the Corporation's named executive officers (the "NEOs")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>45656</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Meridian Corporation</inf:issuerName>
  <inf:cusip>58958P104</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Executive Compensation Proposal: A non-binding say-on-pay proposal to approve the compensation of the Corporation's named executive officers (the "NEOs")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>45656</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44256.0</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>4900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4900.0</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>870325</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>870325.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Methode Electronics, Inc.</inf:issuerName>
  <inf:cusip>591520200</inf:cusip>
  <inf:meetingDate>09/17/2025</inf:meetingDate>
  <inf:voteDescription>The advisory approval of Methode'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>130700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>130700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MiMedx Group, Inc.</inf:issuerName>
  <inf:cusip>602496101</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>43219</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43219.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Micron Technology, Inc.</inf:issuerName>
  <inf:cusip>595112103</inf:cusip>
  <inf:meetingDate>01/15/2026</inf:meetingDate>
  <inf:voteDescription>Proposal By The Company To Approve, On A Non-Binding Advisory Basis, The Compensation Of Our Named Executive Officers As Described In The Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>268847</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>268847.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Microsoft Corporation</inf:issuerName>
  <inf:cusip>594918104</inf:cusip>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>43287</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>43287.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mid Penn Bancorp, Inc.</inf:issuerName>
  <inf:cusip>59540G107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of the Corporation's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60710</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mid Penn Bancorp, Inc.</inf:issuerName>
  <inf:cusip>59540G107</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of the Corporation's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60710</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Midland States Bancorp Inc.</inf:issuerName>
  <inf:cusip>597742105</inf:cusip>
  <inf:meetingDate>08/04/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of certain executive officers, which we refer to as the "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>177411</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>177411.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Midland States Bancorp Inc.</inf:issuerName>
  <inf:cusip>597742105</inf:cusip>
  <inf:meetingDate>08/04/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the frequency with which shareholders will vote on future say-on-pay proposals, which we refer to as the say- on-frequency 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>177411</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>177411.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Midland States Bancorp Inc.</inf:issuerName>
  <inf:cusip>597742105</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of certain executive officers, which we refer to as the "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>160710</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>160710.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MillerKnoll, Inc.</inf:issuerName>
  <inf:cusip>600544100</inf:cusip>
  <inf:meetingDate>10/13/2025</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on an advisory basis, the Company's Named Executive Officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>833626</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>833626.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Minerals Technologies Inc.</inf:issuerName>
  <inf:cusip>603158106</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 2025 named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>70600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>70600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mistras Group, Inc.</inf:issuerName>
  <inf:cusip>60649T107</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of MISTRAS Group, 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>28801</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28801.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mitek Systems, Inc.</inf:issuerName>
  <inf:cusip>606710200</inf:cusip>
  <inf:meetingDate>03/03/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis (non-binding) the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>95791</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>95791.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mohawk Industries, Inc.</inf:issuerName>
  <inf:cusip>608190104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2026 Annual Meeting of Stockholders.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>68160</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>68160.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Molson Coors Beverage Company</inf:issuerName>
  <inf:cusip>60871R209</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of Molson Coors Beverage Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3206945</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>184431.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Molson Coors Beverage Company</inf:issuerName>
  <inf:cusip>60871R209</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of Molson Coors Beverage Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3206945</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3022514.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Morgan Stanley</inf:issuerName>
  <inf:cusip>617446448</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>24272</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>24272.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Movado Group, Inc.</inf:issuerName>
  <inf:cusip>624580106</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, 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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10403</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10403.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mr. Cooper Group Inc.</inf:issuerName>
  <inf:cusip>62482R107</inf:cusip>
  <inf:meetingDate>09/03/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to the mergers (the "merger-related compensation proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>175650</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>175650.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mueller Industries, Inc.</inf:issuerName>
  <inf:cusip>624756102</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis by non-binding vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>852409</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>35700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mueller Industries, Inc.</inf:issuerName>
  <inf:cusip>624756102</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis by non-binding vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>852409</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>816709.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Murphy Oil Corporation</inf:issuerName>
  <inf:cusip>626717102</inf:cusip>
  <inf:meetingDate>05/13/2026</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>346122</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>346122.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Murphy USA Inc.</inf:issuerName>
  <inf:cusip>626755102</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval of Executive Compensation on an Advisory, Non-Binding Basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12620</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12620.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Myers Industries, Inc.</inf:issuerName>
  <inf:cusip>628464109</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>286740</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>268340.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Myers Industries, Inc.</inf:issuerName>
  <inf:cusip>628464109</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>286740</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NCR Atleos Corporation</inf:issuerName>
  <inf:cusip>63001N106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Consider and vote to approve, on a non-binding and advisory basis, the compensation of the named executive officers ("Say on Pay"), as more particularly described in these proxy materials</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>355777</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>355777.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NCR Atleos Corporation</inf:issuerName>
  <inf:cusip>63001N106</inf:cusip>
  <inf:meetingDate>06/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to NCR Atleos Corporation's named executive officers that is based on or otherwise relates to the Mergers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>325899</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>325899.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NOV Inc.</inf:issuerName>
  <inf:cusip>62955J103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>1419174</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>149000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NOV Inc.</inf:issuerName>
  <inf:cusip>62955J103</inf:cusip>
  <inf:meetingDate>05/20/2026</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>1419174</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1270174.0</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>6048</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6048.0</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>192500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>192500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NWPX Infrastructure, Inc.</inf:issuerName>
  <inf:cusip>667746101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>140482</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>135482.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NWPX Infrastructure, Inc.</inf:issuerName>
  <inf:cusip>667746101</inf:cusip>
  <inf:meetingDate>06/10/2026</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>140482</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>National Fuel Gas Company</inf:issuerName>
  <inf:cusip>636180101</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1062686</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1062686.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nature's Sunshine Products, Inc.</inf:issuerName>
  <inf:cusip>639027101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>An advisory, non-binding resolution 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>15183</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15183.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Navient Corporation</inf:issuerName>
  <inf:cusip>63938C108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding advisory vote, the compensation paid to Navient-named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>515170</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>515170.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Navient Corporation</inf:issuerName>
  <inf:cusip>63938C108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To recommend, by non-binding vote, the frequency of executive compensation votes.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>515170</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>515170.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NetApp, Inc.</inf:issuerName>
  <inf:cusip>64110D104</inf:cusip>
  <inf:meetingDate>09/10/2025</inf:meetingDate>
  <inf:voteDescription>To hold an advisory vote to approve Named Executive Officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>301063</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>301063.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NetScout Systems, Inc.</inf:issuerName>
  <inf:cusip>64115T104</inf:cusip>
  <inf:meetingDate>09/10/2025</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>494700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>494700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NewMarket Corporation</inf:issuerName>
  <inf:cusip>651587107</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers of NewMarket Corporation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>132919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>695.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NewMarket Corporation</inf:issuerName>
  <inf:cusip>651587107</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers of NewMarket Corporation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>132919</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>132224.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Newell Brands Inc.</inf:issuerName>
  <inf:cusip>651229106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve an advisory resolution on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Newmont Corporation</inf:issuerName>
  <inf:cusip>651639106</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on Newmont's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2280259</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2280259.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NewtekOne, Inc.</inf:issuerName>
  <inf:cusip>652526203</inf:cusip>
  <inf:meetingDate>06/12/2026</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>65300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>65300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nexstar Media Group, Inc.</inf:issuerName>
  <inf:cusip>65336K103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To conduct an advisory vote on the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>521026</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>28700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nexstar Media Group, Inc.</inf:issuerName>
  <inf:cusip>65336K103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To conduct an advisory vote on the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>521026</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>492326.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northern Trust Corporation</inf:issuerName>
  <inf:cusip>665859104</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by an advisory vote, of the 2025 compensation of the Corporation's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>279690</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>279690.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northrim BanCorp, Inc.</inf:issuerName>
  <inf:cusip>666762109</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Executive Compensation. To approve, by nonbinding 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>112260</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>112260.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Northwest Bancshares, Inc.</inf:issuerName>
  <inf:cusip>667340103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>An advisory, non-binding resolution to approve the executive compensation 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>114400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>114400.0</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>46100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>46100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nu Skin Enterprises, Inc.</inf:issuerName>
  <inf:cusip>67018T105</inf:cusip>
  <inf:meetingDate>05/28/2026</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>20100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>20100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>O-I Glass, Inc.</inf:issuerName>
  <inf:cusip>67098H104</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by 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>994626</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>994626.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OFG Bancorp</inf:issuerName>
  <inf:cusip>67103X102</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth 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>807597</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>807597.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OP Bancorp</inf:issuerName>
  <inf:cusip>67109R109</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation 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>52200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>49400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OP Bancorp</inf:issuerName>
  <inf:cusip>67109R109</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation 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>52200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OUTFRONT Media Inc.</inf:issuerName>
  <inf:cusip>69007J304</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1328760</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1328760.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OceanFirst Financial Corp.</inf:issuerName>
  <inf:cusip>675234108</inf:cusip>
  <inf:meetingDate>05/27/2026</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>412808</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>412808.0</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>193900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>155400.0</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>193900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>38500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Old Republic International Corporation</inf:issuerName>
  <inf:cusip>680223104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To provide an advisory approval on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1338059</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1338059.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Olympic Steel, Inc.</inf:issuerName>
  <inf:cusip>68162K106</inf:cusip>
  <inf:meetingDate>02/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Compensation Proposal - To approve, on an advisory basis, certain compensation that may be paid or become payable to Olympic Steel Inc.'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>51800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>51800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Omega Healthcare Investors, Inc.</inf:issuerName>
  <inf:cusip>681936100</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of the named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>831186</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>831186.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneMain Holdings, Inc.</inf:issuerName>
  <inf:cusip>68268W103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to the named executive officers of OneMain Holdings Inc. (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>64700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>64700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneMain Holdings, Inc.</inf:issuerName>
  <inf:cusip>68268W103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, 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>64700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>64700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneSpan Inc.</inf:issuerName>
  <inf:cusip>68287N100</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the 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>388901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>388901.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>OneSpan Inc.</inf:issuerName>
  <inf:cusip>68287N100</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future advisory votes on the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>388901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>388901.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ooma, Inc.</inf:issuerName>
  <inf:cusip>683416101</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory vote on the compensation of our named executive officers as described in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>38800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ooma, Inc.</inf:issuerName>
  <inf:cusip>683416101</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory vote on the compensation of our named executive officers as described in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oracle Corporation</inf:issuerName>
  <inf:cusip>68389X105</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>29897</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>29897.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Organon &amp; Co.</inf:issuerName>
  <inf:cusip>68622V106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3534909</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3534909.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Orion S.A.</inf:issuerName>
  <inf:cusip>L72967109</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation paid to the Company's named executive officers for 2025 (Say-on- Pay vote) 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>63100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>63100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Orion S.A.</inf:issuerName>
  <inf:cusip>L72967109</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the frequency of the future advisory vote on the Company's 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>63100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>63100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Orrstown Financial Services, Inc.</inf:issuerName>
  <inf:cusip>687380105</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory vote regarding the compensation paid to 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>30700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>30700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oshkosh Corporation</inf:issuerName>
  <inf:cusip>688239201</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by advisory vote, of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1078997</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1078997.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Otter Tail Corporation</inf:issuerName>
  <inf:cusip>689648103</inf:cusip>
  <inf:meetingDate>04/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation provided to the 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>311691</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>311691.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ovintiv Inc.</inf:issuerName>
  <inf:cusip>69047Q102</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>162612</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>162612.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Owens Corning</inf:issuerName>
  <inf:cusip>690742101</inf:cusip>
  <inf:meetingDate>04/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>922322</inf:sharesVoted>
  <inf:sharesOnLoan>16350</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>922322.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Oxford Industries, Inc.</inf:issuerName>
  <inf:cusip>691497309</inf:cusip>
  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>Approve, by a non-binding, advisory vote, the compensation of the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>47800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>47800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PCB Bancorp</inf:issuerName>
  <inf:cusip>69320M109</inf:cusip>
  <inf:meetingDate>05/27/2026</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>259397</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>259397.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PHINIA Inc.</inf:issuerName>
  <inf:cusip>71880K101</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>802973</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>802973.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PROG Holdings, Inc.</inf:issuerName>
  <inf:cusip>74319R101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution to approve the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>714900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>714900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PVH Corp.</inf:issuerName>
  <inf:cusip>693656100</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1219072</inf:sharesVoted>
  <inf:sharesOnLoan>27894</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1181772.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PVH Corp.</inf:issuerName>
  <inf:cusip>693656100</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1219072</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>37300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pacira BioSciences, Inc.</inf:issuerName>
  <inf:cusip>695127100</inf:cusip>
  <inf:meetingDate>06/09/2026</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:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>339400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>339400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pacira BioSciences, Inc.</inf:issuerName>
  <inf:cusip>695127100</inf:cusip>
  <inf:meetingDate>06/09/2026</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:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>339400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>339400.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PagerDuty, Inc</inf:issuerName>
  <inf:cusip>69553P100</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To conduct an advisory, non-binding vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>641104</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>641104.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Par Pacific Holdings, Inc.</inf:issuerName>
  <inf:cusip>69888T207</inf:cusip>
  <inf:meetingDate>04/30/2026</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>276381</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>276381.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Par Pacific Holdings, Inc.</inf:issuerName>
  <inf:cusip>69888T207</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To hold an advisory vote on the frequency of holding future advisory votes on the Company's executive compensation; and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>276381</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>276381.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Park Hotels &amp; Resorts Inc.</inf:issuerName>
  <inf:cusip>700517105</inf:cusip>
  <inf:meetingDate>04/24/2026</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>383609</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>383609.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Park-Ohio Holdings Corp.</inf:issuerName>
  <inf:cusip>700666100</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>45861</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Park-Ohio Holdings Corp.</inf:issuerName>
  <inf:cusip>700666100</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>45861</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44961.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Parke Bancorp, Inc.</inf:issuerName>
  <inf:cusip>700885106</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To Approve A Non-Binding Advisory Proposal Regarding 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>18015</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Parke Bancorp, Inc.</inf:issuerName>
  <inf:cusip>700885106</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To Approve A Non-Binding Advisory Proposal Regarding 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>18015</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>16615.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Parke Bancorp, Inc.</inf:issuerName>
  <inf:cusip>700885106</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To Approve A Non-Binding Advisory Proposal Regarding The Frequency With Which Shareholders Should 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>18015</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>18015.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Patterson-UTI Energy, Inc.</inf:issuerName>
  <inf:cusip>703481101</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Patterson-UTI'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>524343</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>524343.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PayPal Holdings, Inc.</inf:issuerName>
  <inf:cusip>70450Y103</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2235955</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2235955.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Peabody Energy Corporation</inf:issuerName>
  <inf:cusip>704551100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, our named executive officers' compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>371400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>371400.0</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>387300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>387300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pegasystems Inc.</inf:issuerName>
  <inf:cusip>705573103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>64200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>64200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Penguin Solutions, Inc.</inf:issuerName>
  <inf:cusip>706915105</inf:cusip>
  <inf:meetingDate>02/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>418873</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>418873.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PennyMac Mortgage Investment Trust</inf:issuerName>
  <inf:cusip>70931T103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by 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>79500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>79500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Penske Automotive Group, Inc.</inf:issuerName>
  <inf:cusip>70959W103</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding vote, of named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>367389</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>367389.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Peoples Bancorp Inc.</inf:issuerName>
  <inf:cusip>709789101</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval of non-binding advisory resolution to approve the compensation of Peoples' named executive officers 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>110594</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>110594.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Peoples Bancorp of North Carolina, Inc.</inf:issuerName>
  <inf:cusip>710577107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of the Company'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>3500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Peoples Bancorp of North Carolina, Inc.</inf:issuerName>
  <inf:cusip>710577107</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of the Company'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>3500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PepsiCo, Inc.</inf:issuerName>
  <inf:cusip>713448108</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>25707</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>25707.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Perdoceo Education Corporation</inf:issuerName>
  <inf:cusip>71363P106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation paid by the Company to its Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>963411</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>963411.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Perrigo Company plc</inf:issuerName>
  <inf:cusip>G97822103</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To provide advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>56500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>56500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pfizer Inc.</inf:issuerName>
  <inf:cusip>717081103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>2026 advisory approval of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10245782</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>287500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pfizer Inc.</inf:issuerName>
  <inf:cusip>717081103</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>2026 advisory approval of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10245782</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9958282.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Phibro Animal Health Corporation</inf:issuerName>
  <inf:cusip>71742Q106</inf:cusip>
  <inf:meetingDate>11/04/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation paid to the named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>122800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>122800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Phibro Animal Health Corporation</inf:issuerName>
  <inf:cusip>71742Q106</inf:cusip>
  <inf:meetingDate>11/04/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the frequency of future advisory votes 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>122800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>122800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Philip Morris International Inc.</inf:issuerName>
  <inf:cusip>718172109</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote Approving Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Phillips 66</inf:issuerName>
  <inf:cusip>718546104</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>485593</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>485593.0</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>1536525</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>125300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Photronics, Inc.</inf:issuerName>
  <inf:cusip>719405102</inf:cusip>
  <inf:meetingDate>04/08/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1536525</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1411225.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Piedmont Realty Trust, Inc.</inf:issuerName>
  <inf:cusip>720190206</inf:cusip>
  <inf:meetingDate>05/12/2026</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>3056254</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3056254.0</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>72348N109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Pinnacle's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4137</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4137.0</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>72348N109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To recommend, on an advisory basis, that the compensation of Pinnacle's named executive officers be put to shareholders for their consideration every: one, two, or three years.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4137</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>4137.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pinnacle West Capital Corporation</inf:issuerName>
  <inf:cusip>723484101</inf:cusip>
  <inf:meetingDate>05/14/2026</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>10410</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10410.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pitney Bowes Inc.</inf:issuerName>
  <inf:cusip>724479100</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2299584</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2299584.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Playtika Holding Corp.</inf:issuerName>
  <inf:cusip>72815L107</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of Our Named Executive Officers ("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>2268308</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2268308.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Polaris Inc.</inf:issuerName>
  <inf:cusip>731068102</inf:cusip>
  <inf:meetingDate>04/30/2026</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>20800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>20800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Popular, Inc.</inf:issuerName>
  <inf:cusip>733174700</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the Corporation's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>547236</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>547236.0</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>
  <inf:sharesVoted>322100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>322100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Post Holdings, Inc.</inf:issuerName>
  <inf:cusip>737446104</inf:cusip>
  <inf:meetingDate>01/29/2026</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>9550</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9550.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Preferred Bank</inf:issuerName>
  <inf:cusip>740367404</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, 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>9800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Preferred Bank</inf:issuerName>
  <inf:cusip>740367404</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To express preference, in a non-binding advisory vote, on the frequency of 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>9800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>9800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Premier, Inc.</inf:issuerName>
  <inf:cusip>74051N102</inf:cusip>
  <inf:meetingDate>11/21/2025</inf:meetingDate>
  <inf:voteDescription>A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger (the "advisory compensation proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>386500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>386500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Prestige Consumer Healthcare Inc.</inf:issuerName>
  <inf:cusip>74112D101</inf:cusip>
  <inf:meetingDate>08/05/2025</inf:meetingDate>
  <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>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5301</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5301.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Princeton Bancorp, Inc.</inf:issuerName>
  <inf:cusip>74179A107</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>A proposal to ratify the selection of Wolf &amp; Company, P.C. as Princeton Bancorp, Inc. s independent registered public accounting firm for the fiscal year ending December 31, 2026.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28497</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27197.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Princeton Bancorp, Inc.</inf:issuerName>
  <inf:cusip>74179A107</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>A proposal to ratify the selection of Wolf &amp; Company, P.C. as Princeton Bancorp, Inc. s independent registered public accounting firm for the fiscal year ending December 31, 2026.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28497</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Progress Software Corporation</inf:issuerName>
  <inf:cusip>743312100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Progress Software 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>223376</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>223376.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Progyny, Inc.</inf:issuerName>
  <inf:cusip>74340E103</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Provident Financial Services, Inc.</inf:issuerName>
  <inf:cusip>74386T105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>The approval (non-binding) 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>4800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Prudential Financial, Inc.</inf:issuerName>
  <inf:cusip>744320102</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>73501</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>73501.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PulteGroup, Inc.</inf:issuerName>
  <inf:cusip>745867101</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-pay: Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1571892</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1571892.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Puma Biotechnology, Inc.</inf:issuerName>
  <inf:cusip>74587V107</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>641198</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>633398.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Puma Biotechnology, Inc.</inf:issuerName>
  <inf:cusip>74587V107</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>641198</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QUALCOMM Incorporated</inf:issuerName>
  <inf:cusip>747525103</inf:cusip>
  <inf:meetingDate>03/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1905570</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>81300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QUALCOMM Incorporated</inf:issuerName>
  <inf:cusip>747525103</inf:cusip>
  <inf:meetingDate>03/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1905570</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1824270.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QUALCOMM Incorporated</inf:issuerName>
  <inf:cusip>747525103</inf:cusip>
  <inf:meetingDate>03/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis, of the frequency of future votes on our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1905570</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1905570.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Qorvo, Inc.</inf:issuerName>
  <inf:cusip>74736K101</inf:cusip>
  <inf:meetingDate>08/13/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our Named Executive Officers (as disclosed in the proxy statement).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>479930</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>479930.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Qorvo, Inc.</inf:issuerName>
  <inf:cusip>74736K101</inf:cusip>
  <inf:meetingDate>02/11/2026</inf:meetingDate>
  <inf:voteDescription>The Merger-Related Compensation Proposal -- A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of Qorvo 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>605196</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>34800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Qorvo, Inc.</inf:issuerName>
  <inf:cusip>74736K101</inf:cusip>
  <inf:meetingDate>02/11/2026</inf:meetingDate>
  <inf:voteDescription>The Merger-Related Compensation Proposal -- A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of Qorvo 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>605196</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>570396.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Quad/Graphics, Inc.</inf:issuerName>
  <inf:cusip>747301109</inf:cusip>
  <inf:meetingDate>05/20/2026</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>766077</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>766077.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Quanex Building Products Corporation</inf:issuerName>
  <inf:cusip>747619104</inf:cusip>
  <inf:meetingDate>02/26/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory resolution approving the compensation of the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>30400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>30400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QuidelOrtho Corporation</inf:issuerName>
  <inf:cusip>219798105</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3899</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QuidelOrtho Corporation</inf:issuerName>
  <inf:cusip>219798105</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3899</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1599.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RBB Bancorp</inf:issuerName>
  <inf:cusip>74930B105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>134100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>134100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RCM Technologies, Inc.</inf:issuerName>
  <inf:cusip>749360400</inf:cusip>
  <inf:meetingDate>12/18/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers for 2024.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60375</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60375.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RCM Technologies, Inc.</inf:issuerName>
  <inf:cusip>749360400</inf:cusip>
  <inf:meetingDate>12/18/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote regarding the frequency of future advisory votes on compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60375</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>60375.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>REV Group, Inc.</inf:issuerName>
  <inf:cusip>749527107</inf:cusip>
  <inf:meetingDate>01/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to REV's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "REV advisory compensation proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>161600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>161600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RLJ Lodging Trust</inf:issuerName>
  <inf:cusip>74965L101</inf:cusip>
  <inf:meetingDate>04/24/2026</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>711085</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>711085.0</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>3900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Radian Group Inc.</inf:issuerName>
  <inf:cusip>750236101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3568940</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3568940.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Radiant Logistics, Inc.</inf:issuerName>
  <inf:cusip>75025X100</inf:cusip>
  <inf:meetingDate>11/13/2025</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>12400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Radiant Logistics, Inc.</inf:issuerName>
  <inf:cusip>75025X100</inf:cusip>
  <inf:meetingDate>11/13/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of the advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>12400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ranger Energy Services, Inc.</inf:issuerName>
  <inf:cusip>75282U104</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>To provide non-binding approval of our 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>26700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>26700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rapid7, Inc.</inf:issuerName>
  <inf:cusip>753422104</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>274568</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>117700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rapid7, Inc.</inf:issuerName>
  <inf:cusip>753422104</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>274568</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>156868.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Redwood Trust, Inc.</inf:issuerName>
  <inf:cusip>758075402</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To consider and vote upon a non-binding 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>923977</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>923977.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regeneron Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>75886F107</inf:cusip>
  <inf:meetingDate>06/12/2026</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>114734</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>112894.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regeneron Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>75886F107</inf:cusip>
  <inf:meetingDate>06/12/2026</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>114734</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1840.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regional Management Corp.</inf:issuerName>
  <inf:cusip>75902K106</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>258231</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>258231.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Regions Financial Corporation</inf:issuerName>
  <inf:cusip>7591EP100</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Regions Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5270391</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5270391.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Reinsurance Group of America, Incorporated</inf:issuerName>
  <inf:cusip>759351604</inf:cusip>
  <inf:meetingDate>05/20/2026</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>122060</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>122060.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Reliance, Inc.</inf:issuerName>
  <inf:cusip>759509102</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To consider a non-binding, advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RenaissanceRe Holdings Ltd.</inf:issuerName>
  <inf:cusip>G7496G103</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14860</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14860.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ribbon Communications Inc.</inf:issuerName>
  <inf:cusip>762544104</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of Ribbon Communication Inc.'s named executive officers as disclosed in the "Compensation Discussion and Analysis" section and the accompanying compensation tables and related narratives contained 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>106500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>106500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rigel Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>766559702</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>324707</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>324707.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Riley Exploration Permian, Inc.</inf:issuerName>
  <inf:cusip>76665T102</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13676</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13676.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RingCentral, Inc.</inf:issuerName>
  <inf:cusip>76680R206</inf:cusip>
  <inf:meetingDate>12/31/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>666480</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>565680.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>RingCentral, Inc.</inf:issuerName>
  <inf:cusip>76680R206</inf:cusip>
  <inf:meetingDate>12/31/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>666480</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>100800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rithm Capital Corp.</inf:issuerName>
  <inf:cusip>64828T201</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2789068</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2789068.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rocky Brands, Inc.</inf:issuerName>
  <inf:cusip>774515100</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>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>83844</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>73944.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rocky Brands, Inc.</inf:issuerName>
  <inf:cusip>774515100</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>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>83844</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ryder System, Inc.</inf:issuerName>
  <inf:cusip>783549108</inf:cusip>
  <inf:meetingDate>05/01/2026</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>803523</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>26200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ryder System, Inc.</inf:issuerName>
  <inf:cusip>783549108</inf:cusip>
  <inf:meetingDate>05/01/2026</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>803523</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>777323.0</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>500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SB Financial Group, Inc.</inf:issuerName>
  <inf:cusip>78408D105</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve a non-binding advisory resolution to approve the compensation of SB Financial's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SIGA Technologies, Inc.</inf:issuerName>
  <inf:cusip>826917106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve the compensation of the named executive officers on a non-binding advisory basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>349642</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>349642.0</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>4300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SLM Corporation</inf:issuerName>
  <inf:cusip>78442P106</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of SLM Corporation's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>353500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>353500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SM Energy Company</inf:issuerName>
  <inf:cusip>78454L100</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation philosophy, policies and procedures, and the compensation of our Company's named executive officers, as disclosed in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>88900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>88900.0</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>131600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>45300.0</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>131600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>86300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sabra Health Care REIT, Inc.</inf:issuerName>
  <inf:cusip>78573L106</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Sabra's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>806401</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>806401.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Salesforce, Inc.</inf:issuerName>
  <inf:cusip>79466L302</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the fiscal 2026 compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>594083</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>564283.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>594083</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>29800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sally Beauty Holdings, Inc.</inf:issuerName>
  <inf:cusip>79546E104</inf:cusip>
  <inf:meetingDate>01/22/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory (non-binding) resolution regarding the compensation of our named executive officers, including our compensation practices, and principles and their implementation, 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>1350934</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1350934.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SandRidge Energy, Inc.</inf:issuerName>
  <inf:cusip>80007P869</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding vote, the compensation paid to the Company's named executive officers during 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>270275</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>251875.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SandRidge Energy, Inc.</inf:issuerName>
  <inf:cusip>80007P869</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding vote, the compensation paid to the Company's named executive officers during 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>270275</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>18400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sandisk Corporation</inf:issuerName>
  <inf:cusip>80004C200</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>219991</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>219991.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sandisk Corporation</inf:issuerName>
  <inf:cusip>80004C200</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis of the frequency of future advisory votes on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>219991</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>219991.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>58665</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58665.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ScanSource, Inc.</inf:issuerName>
  <inf:cusip>806037107</inf:cusip>
  <inf:meetingDate>12/09/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>316360</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>316360.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Science Applications International Corporation</inf:issuerName>
  <inf:cusip>808625107</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>The approval of a non-binding, advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>800820</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>800820.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Science Applications International Corporation</inf:issuerName>
  <inf:cusip>808625107</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>The approval of a non-binding, advisory vote on the frequency of future advisory votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>800820</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>800820.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sealed Air Corporation</inf:issuerName>
  <inf:cusip>81211K100</inf:cusip>
  <inf:meetingDate>02/25/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>117400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>117400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Service Properties Trust</inf:issuerName>
  <inf:cusip>81761L102</inf:cusip>
  <inf:meetingDate>06/11/2026</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>1384629</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1384629.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shoe Carnival, Inc.</inf:issuerName>
  <inf:cusip>824889109</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory (non-binding) vote, the compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>60801</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>60801.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shore Bancshares, Inc.</inf:issuerName>
  <inf:cusip>825107105</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Adopt a non-binding advisory resolution approving 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>179733</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>179733.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shutterstock, Inc.</inf:issuerName>
  <inf:cusip>825690100</inf:cusip>
  <inf:meetingDate>12/22/2025</inf:meetingDate>
  <inf:voteDescription>To cast a non-binding advisory vote to approve named executive officer compensation (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>665645</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>56600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shutterstock, Inc.</inf:issuerName>
  <inf:cusip>825690100</inf:cusip>
  <inf:meetingDate>12/22/2025</inf:meetingDate>
  <inf:voteDescription>To cast a non-binding advisory vote to approve named executive officer compensation (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>665645</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>609045.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shutterstock, Inc.</inf:issuerName>
  <inf:cusip>825CSH034</inf:cusip>
  <inf:meetingDate>12/22/2025</inf:meetingDate>
  <inf:voteDescription>To cast a non-binding advisory vote to approve named executive officer compensation (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>92768</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>92768.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sierra Bancorp</inf:issuerName>
  <inf:cusip>82620P102</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory and non binding basis, the compensation paid to the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>76700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>76700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Signet Jewelers Limited</inf:issuerName>
  <inf:cusip>G81276100</inf:cusip>
  <inf:meetingDate>07/01/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement (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>17200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Signet Jewelers Limited</inf:issuerName>
  <inf:cusip>G81276100</inf:cusip>
  <inf:meetingDate>06/26/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement (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>682580</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>682580.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Simon Property Group, Inc.</inf:issuerName>
  <inf:cusip>828806109</inf:cusip>
  <inf:meetingDate>05/13/2026</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>13865</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>13865.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sirius XM Holdings Inc.</inf:issuerName>
  <inf:cusip>829933100</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2054007</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2054007.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SiriusPoint Ltd.</inf:issuerName>
  <inf:cusip>G8192H106</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by a non-binding advisory vote, of the executive compensation payable 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>34679</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>34679.0</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>100045</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>100045.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Skyworks Solutions, Inc.</inf:issuerName>
  <inf:cusip>83088M102</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>922811</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Skyworks Solutions, Inc.</inf:issuerName>
  <inf:cusip>83088M102</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>922811</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>922810.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Smithfield Foods, Inc.</inf:issuerName>
  <inf:cusip>832248207</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to our 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>1449580</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1245293.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Smithfield Foods, Inc.</inf:issuerName>
  <inf:cusip>832248207</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to our 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>1449580</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>204287.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snap-on Incorporated</inf:issuerName>
  <inf:cusip>833034101</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of Snap-on Incorporated's named executive officers, as disclosed in "Compensation Discussion and Analysis" and "Executive Compensation Information" in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>152186</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>152186.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solstice Advanced Materials, Inc.</inf:issuerName>
  <inf:cusip>83443Q103</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>475</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>475.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solstice Advanced Materials, Inc.</inf:issuerName>
  <inf:cusip>83443Q103</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote to approve the frequency of future advisory votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>475</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>475.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Solventum Corporation</inf:issuerName>
  <inf:cusip>83444M101</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2475</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2475.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sonoco Products Company</inf:issuerName>
  <inf:cusip>835495102</inf:cusip>
  <inf:meetingDate>04/15/2026</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>785593</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>785593.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SpartanNash Company</inf:issuerName>
  <inf:cusip>847215100</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, certain compensation that will or may be paid by SpartanNash to SpartanNash'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>405341</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>401241.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SpartanNash Company</inf:issuerName>
  <inf:cusip>847215100</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding, advisory basis, certain compensation that will or may be paid by SpartanNash to SpartanNash'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>405341</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Spectrum Brands Holdings, Inc.</inf:issuerName>
  <inf:cusip>84790A105</inf:cusip>
  <inf:meetingDate>08/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>354169</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>354169.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Standard Motor Products, Inc.</inf:issuerName>
  <inf:cusip>853666105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval of non-binding, 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>6800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>State Street Corporation</inf:issuerName>
  <inf:cusip>857477103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory proposal on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2440300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2440300.0</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>503393</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>503393.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Strategic Education, Inc.</inf:issuerName>
  <inf:cusip>86272C103</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>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>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>31244</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>31244.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Summit Hotel Properties, Inc.</inf:issuerName>
  <inf:cusip>866082100</inf:cusip>
  <inf:meetingDate>05/20/2026</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>324100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>324100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sun Country Airlines Holdings, Inc.</inf:issuerName>
  <inf:cusip>866683105</inf:cusip>
  <inf:meetingDate>05/08/2026</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 Sun Country 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>668178</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>668178.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>1939999</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1939999.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sylvamo Corporation</inf:issuerName>
  <inf:cusip>871332102</inf:cusip>
  <inf:meetingDate>05/15/2026</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>780894</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>739494.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sylvamo Corporation</inf:issuerName>
  <inf:cusip>871332102</inf:cusip>
  <inf:meetingDate>05/15/2026</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>780894</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>41400.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synaptics Incorporated</inf:issuerName>
  <inf:cusip>87157D109</inf:cusip>
  <inf:meetingDate>10/28/2025</inf:meetingDate>
  <inf:voteDescription>Proposal to approve, on a non-binding advisory basis, the compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>39715</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>39715.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synchronoss Technologies, Inc.</inf:issuerName>
  <inf:cusip>87157B400</inf:cusip>
  <inf:meetingDate>02/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by Synchronoss to its named executive officers in connection with the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>13500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>13500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synchrony Financial</inf:issuerName>
  <inf:cusip>87165B103</inf:cusip>
  <inf:meetingDate>06/24/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1486094</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1486094.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synovus Financial Corp.</inf:issuerName>
  <inf:cusip>87161C501</inf:cusip>
  <inf:meetingDate>11/06/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Synovus' named executive officers in connection with the merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>58404</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58404.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TD SYNNEX Corporation</inf:issuerName>
  <inf:cusip>87162W100</inf:cusip>
  <inf:meetingDate>03/25/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve our Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1230800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1230800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TEGNA Inc.</inf:issuerName>
  <inf:cusip>87901J</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TEGNA Inc.</inf:issuerName>
  <inf:cusip>87901J105</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>4131220</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>4131220.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TPG Mortgage Investment Trust, Inc.</inf:issuerName>
  <inf:cusip>001228501</inf:cusip>
  <inf:meetingDate>04/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>212480</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>212480.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Taboola.com Ltd.</inf:issuerName>
  <inf:cusip>M8744T106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory proposal on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2141500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>5000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Taboola.com Ltd.</inf:issuerName>
  <inf:cusip>M8744T106</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve an advisory proposal on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2141500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2136500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tactile Systems Technology, Inc.</inf:issuerName>
  <inf:cusip>87357P100</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, 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>143169</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>143169.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tapestry, Inc.</inf:issuerName>
  <inf:cusip>876030107</inf:cusip>
  <inf:meetingDate>11/13/2025</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>130244</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>130244.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Target Corporation</inf:issuerName>
  <inf:cusip>87612E106</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>430920</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>430920.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Taylor Morrison Home Corporation</inf:issuerName>
  <inf:cusip>87724P106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21200</inf:sharesVoted>
  <inf:sharesOnLoan>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>Taylor Morrison Home Corporation</inf:issuerName>
  <inf:cusip>87724P106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>21200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TechnipFMC plc</inf:issuerName>
  <inf:cusip>G87110105</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>2025 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2025, as reported in the Company's Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>131400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>131400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teleflex Incorporated</inf:issuerName>
  <inf:cusip>879369106</inf:cusip>
  <inf:meetingDate>05/15/2026</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>18330</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18330.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tenet Healthcare Corporation</inf:issuerName>
  <inf:cusip>88033G407</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>86961</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>86961.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tennant Company</inf:issuerName>
  <inf:cusip>880345103</inf:cusip>
  <inf:meetingDate>04/29/2026</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>36200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>36200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teradata Corporation</inf:issuerName>
  <inf:cusip>88076W103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1307587</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1209487.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teradata Corporation</inf:issuerName>
  <inf:cusip>88076W103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1307587</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>98100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:isin>IL0006290147</inf:isin>
  <inf:meetingDate>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>1641205</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>153600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teva Pharmaceutical Industries Ltd.</inf:issuerName>
  <inf:isin>IL0006290147</inf:isin>
  <inf:meetingDate>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>1641205</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1487605.0</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>IL0006290147</inf:isin>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation for Teva's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1875836</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1875836.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Textron Inc.</inf:issuerName>
  <inf:cusip>883203101</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory (non-binding) resolution to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2556571</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2556571.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Allstate Corporation</inf:issuerName>
  <inf:cusip>020002101</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the named executives.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>733069</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>733069.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Andersons, Inc.</inf:issuerName>
  <inf:cusip>034164103</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on executive compensation, approving the resolution provided 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>21100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Bank of New York Mellon Corporation</inf:issuerName>
  <inf:cusip>064058100</inf:cusip>
  <inf:meetingDate>04/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the 2025 compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2735384</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>93570.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Bank of New York Mellon Corporation</inf:issuerName>
  <inf:cusip>064058100</inf:cusip>
  <inf:meetingDate>04/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the 2025 compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2735384</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>2641814.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Brink's Company</inf:issuerName>
  <inf:cusip>109696104</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>748634</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>748634.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Buckle, Inc.</inf:issuerName>
  <inf:cusip>118440106</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on overall compensation for the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Buckle, Inc.</inf:issuerName>
  <inf:cusip>118440106</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on compensation of Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>5500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Campbell's Company</inf:issuerName>
  <inf:cusip>134429</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory resolution to approve the fiscal 2025 compensation of our named executive officers, commonly referred to as a "say on pay" vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>2000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Campbell's Company</inf:issuerName>
  <inf:cusip>134429109</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory resolution to approve the fiscal 2025 compensation of our named executive officers, commonly referred to as a "say on pay" vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1914753</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1914753.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Cigna Group</inf:issuerName>
  <inf:cusip>125523100</inf:cusip>
  <inf:meetingDate>04/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>283210</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>283210.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Eastern Company</inf:issuerName>
  <inf:cusip>276317104</inf:cusip>
  <inf:meetingDate>05/06/2026</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>20912</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>20912.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The First Bancorp, Inc.</inf:issuerName>
  <inf:cusip>31866P102</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve (on a non-binding basis), the compensation of the Company's executives, as disclosed in the company's annual report and proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The First Bancorp, Inc.</inf:issuerName>
  <inf:cusip>31866P102</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve (on a non-binding basis), the frequency of non- binding shareholder votes on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Gap, Inc.</inf:issuerName>
  <inf:cusip>364760108</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the overall compensation of the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1816594</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>9200.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Gap, Inc.</inf:issuerName>
  <inf:cusip>364760108</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the overall compensation of the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1816594</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1807394.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Goldman Sachs Group, Inc.</inf:issuerName>
  <inf:cusip>38141G104</inf:cusip>
  <inf:meetingDate>04/29/2026</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>166437</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>156837.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Goldman Sachs Group, Inc.</inf:issuerName>
  <inf:cusip>38141G104</inf:cusip>
  <inf:meetingDate>04/29/2026</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>166437</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Goodyear Tire &amp; Rubber Company</inf:issuerName>
  <inf:cusip>382550101</inf:cusip>
  <inf:meetingDate>04/13/2026</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>2465280</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2465280.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Greenbrier Companies, Inc.</inf:issuerName>
  <inf:cusip>393657101</inf:cusip>
  <inf:meetingDate>01/07/2026</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>420021</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>420021.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Hackett Group, Inc.</inf:issuerName>
  <inf:cusip>404609109</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory vote, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Hanover Insurance Group, Inc.</inf:issuerName>
  <inf:cusip>410867105</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>The advisory approval of the Company's executive compensation; and</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Hartford Insurance Group, Inc.</inf:issuerName>
  <inf:cusip>416515104</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Management proposal to approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy statement</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1809277</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1809277.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The J. M. Smucker Company</inf:issuerName>
  <inf:cusip>832696405</inf:cusip>
  <inf:meetingDate>08/13/2025</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>815400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>815400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Kraft Heinz Company</inf:issuerName>
  <inf:cusip>500754106</inf:cusip>
  <inf:meetingDate>05/14/2026</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>4100941</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4100941.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Kroger Co.</inf:issuerName>
  <inf:cusip>501044101</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Kroger's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3804585</inf:sharesVoted>
  <inf:sharesOnLoan>28736</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3672285.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Kroger Co.</inf:issuerName>
  <inf:cusip>501044101</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Kroger's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3804585</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>132300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Manitowoc Company, Inc.</inf:issuerName>
  <inf:cusip>563571405</inf:cusip>
  <inf:meetingDate>05/05/2026</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>40137</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>40137.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Middleby Corporation</inf:issuerName>
  <inf:cusip>596278101</inf:cusip>
  <inf:meetingDate>05/19/2026</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>11600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Mosaic Company</inf:issuerName>
  <inf:cusip>61945C103</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>813151</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>813151.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The ODP Corporation</inf:issuerName>
  <inf:cusip>88337F105</inf:cusip>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by ODP to its 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>392020</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>392020.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The PNC Financial Services Group, Inc.</inf:issuerName>
  <inf:cusip>693475105</inf:cusip>
  <inf:meetingDate>04/22/2026</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>21400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>21400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Procter &amp; Gamble Company</inf:issuerName>
  <inf:cusip>742718109</inf:cusip>
  <inf:meetingDate>10/14/2025</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>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Timken Company</inf:issuerName>
  <inf:cusip>887389104</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>21186</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>21186.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Toro Company</inf:issuerName>
  <inf:cusip>891092108</inf:cusip>
  <inf:meetingDate>03/17/2026</inf:meetingDate>
  <inf:voteDescription>Approval of, on an advisory basis, our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>18500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Travelers Companies, Inc.</inf:issuerName>
  <inf:cusip>89417E109</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Walt Disney Company</inf:issuerName>
  <inf:cusip>254687106</inf:cusip>
  <inf:meetingDate>03/18/2026</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>95000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>95000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Wendy's Company</inf:issuerName>
  <inf:cusip>95058W100</inf:cusip>
  <inf:meetingDate>05/20/2026</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>9800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Western Union Company</inf:issuerName>
  <inf:cusip>959802109</inf:cusip>
  <inf:meetingDate>05/14/2026</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>4445169</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4445169.0</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>900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Timberland Bancorp, Inc.</inf:issuerName>
  <inf:cusip>887098101</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) approval 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>7500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Timberland Bancorp, Inc.</inf:issuerName>
  <inf:cusip>887098101</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) approval 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>7500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5900.0</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>460357</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>460357.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tompkins Financial Corporation</inf:issuerName>
  <inf:cusip>890110109</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval 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>36400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>36400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Travel + Leisure Co.</inf:issuerName>
  <inf:cusip>894164102</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding, advisory resolution to approve our executive compensation program.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>847096</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>847096.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Travelzoo</inf:issuerName>
  <inf:cusip>89421Q205</inf:cusip>
  <inf:meetingDate>04/20/2026</inf:meetingDate>
  <inf:voteDescription>Vote, on an advisory basis, 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>33500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>33500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tri Pointe Homes, Inc.</inf:issuerName>
  <inf:cusip>87265H109</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe 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>843737</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>127300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tri Pointe Homes, Inc.</inf:issuerName>
  <inf:cusip>87265H109</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe 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>843737</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>716437.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tri Pointe Homes, Inc.</inf:issuerName>
  <inf:cusip>87265H109</inf:cusip>
  <inf:meetingDate>04/15/2026</inf:meetingDate>
  <inf:voteDescription>Advisory, non-binding vote on the frequency of future advisory votes to approve the compensation of Tri Pointe 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>843737</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>843737.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Tri Pointe Homes, Inc.</inf:issuerName>
  <inf:cusip>87265H109</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated therein.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>703301</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>703301.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TriMas Corporation</inf:issuerName>
  <inf:cusip>896215209</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding 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>7900</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>7900.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Truist Financial Corporation</inf:issuerName>
  <inf:cusip>89832Q109</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Truist's executive-compensation program.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>844800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>844800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Turtle Beach Corporation</inf:issuerName>
  <inf:cusip>900450206</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on the compensation of our named executive officers ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>87901</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>87901.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Twilio Inc.</inf:issuerName>
  <inf:cusip>90138F102</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>19440</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>19440.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>U.S. Bancorp</inf:issuerName>
  <inf:cusip>902973304</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our executives disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>417300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>417300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>UGI Corporation</inf:issuerName>
  <inf:cusip>902681105</inf:cusip>
  <inf:meetingDate>01/30/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the Fiscal 2025 compensation of the Company's named executive officers ("say-on-pay" vote).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3542653</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3542653.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>USANA Health Sciences, Inc.</inf:issuerName>
  <inf:cusip>90328M107</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve on an advisory basis the Company's executive compensation, commonly referred to as a "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>7600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Uber Technologies, Inc.</inf:issuerName>
  <inf:cusip>90353T100</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 2025 named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28570</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>28570.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Uber Technologies, Inc.</inf:issuerName>
  <inf:cusip>90353T100</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>28570</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>28570.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Airlines Holdings, Inc.</inf:issuerName>
  <inf:cusip>910047109</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1444201</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1444201.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Fire Group, Inc.</inf:issuerName>
  <inf:cusip>910340108</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of United Fire Group, 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>85600</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>85600.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Parcel Service, Inc.</inf:issuerName>
  <inf:cusip>911312106</inf:cusip>
  <inf:meetingDate>05/07/2026</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>7000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Parks &amp; Resorts Inc.</inf:issuerName>
  <inf:cusip>81282V100</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>46100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>46100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Parks &amp; Resorts Inc.</inf:issuerName>
  <inf:cusip>81282V100</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of the frequency of the future votes on the compensation paid to the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>46100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>46100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Therapeutics Corporation</inf:issuerName>
  <inf:cusip>91307C102</inf:cusip>
  <inf:meetingDate>06/26/2026</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>227602</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>227602.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>UnitedHealth Group Incorporated</inf:issuerName>
  <inf:cusip>91324P102</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15565</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15565.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Uniti Group Inc.</inf:issuerName>
  <inf:cusip>912932100</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>929083</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>929083.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Uniti Group Inc.</inf:issuerName>
  <inf:cusip>912932100</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of future 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>929083</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>929083.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Universal Health Services, Inc.</inf:issuerName>
  <inf:cusip>913903100</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to conduct an advisory (nonbinding) vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>511393</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>511393.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Universal Insurance Holdings, Inc.</inf:issuerName>
  <inf:cusip>91359V107</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of the Company's named executive officers as disclosed in the 2026 Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>148200</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>148200.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Univest Financial Corporation</inf:issuerName>
  <inf:cusip>915271100</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval Of, On An Advisory (Non-Binding) Basis, The Compensation Of Our Named Executive Officers As Presented In The Proxy Statement</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Unum Group</inf:issuerName>
  <inf:cusip>91529Y106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1594221</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1594221.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Upbound Group, Inc.</inf:issuerName>
  <inf:cusip>76009N100</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, compensation of the 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>1033233</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1033233.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Upbound Group, Inc.</inf:issuerName>
  <inf:cusip>76009N100</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the frequency of future advisory votes on executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1033233</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>1033233.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Upwork Inc.</inf:issuerName>
  <inf:cusip>91688F104</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3488591</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>151700.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Upwork Inc.</inf:issuerName>
  <inf:cusip>91688F104</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3488591</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3336891.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Upwork Inc.</inf:issuerName>
  <inf:cusip>91688F104</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3488591</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>3488591.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Urban Outfitters, Inc.</inf:issuerName>
  <inf:cusip>917047102</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3100.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Utah Medical Products, Inc.</inf:issuerName>
  <inf:cusip>917488108</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, 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>8929</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1229.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Utah Medical Products, Inc.</inf:issuerName>
  <inf:cusip>917488108</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, 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>8929</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valero Energy Corporation</inf:issuerName>
  <inf:cusip>91913Y100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the 2025 compensation of named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>768013</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>768013.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valley National Bancorp</inf:issuerName>
  <inf:cusip>919794107</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>An advisory, non-binding vote to approve the compensation of Valley's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>856871</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>856871.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Varex Imaging Corporation</inf:issuerName>
  <inf:cusip>92214X106</inf:cusip>
  <inf:meetingDate>02/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our executive compensation as described in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>619453</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>619453.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verint Systems Inc.</inf:issuerName>
  <inf:cusip>92343X100</inf:cusip>
  <inf:meetingDate>11/18/2025</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of certain compensation that may be paid or become payable to Verint's named executive officers in connection with the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>137100</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>137100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Veritex Holdings, Inc.</inf:issuerName>
  <inf:cusip>923451108</inf:cusip>
  <inf:meetingDate>09/22/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the merger-related named executive officer compensation that will or may be paid to Veritex's named executive officers in connection with the merger (the "Veritex compensation proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>268631</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>268631.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verizon Communications Inc.</inf:issuerName>
  <inf:cusip>92343V104</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6391616</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6188516.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verizon Communications Inc.</inf:issuerName>
  <inf:cusip>92343V104</inf:cusip>
  <inf:meetingDate>05/21/2026</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>6391616</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>203100.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Versant Media Group, Inc.</inf:issuerName>
  <inf:cusip>925283103</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the frequency of future non-binding advisory votes to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>262206</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>262206.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Viatris Inc.</inf:issuerName>
  <inf:cusip>92556V106</inf:cusip>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>Approval of, on a non-binding advisory basis, the 2024 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>5319966</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5319966.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Viatris Inc.</inf:issuerName>
  <inf:cusip>92556V106</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Approval of, on a non-binding advisory basis, the 2025 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>5829827</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5829827.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Victoria's Secret &amp; Co.</inf:issuerName>
  <inf:cusip>926400102</inf:cusip>
  <inf:meetingDate>06/11/2026</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:otherVoteDescription>Contested Meeting - Management Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>95300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>95300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Victoria's Secret &amp; Co.</inf:issuerName>
  <inf:cusip>926400102</inf:cusip>
  <inf:meetingDate>06/11/2026</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:otherVoteDescription>Contested Meeting - Dissident Agenda</inf:otherVoteDescription>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>95300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>95300.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Victory Capital Holdings, Inc.</inf:issuerName>
  <inf:cusip>92645B103</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>344725</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>37300.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Victory Capital Holdings, Inc.</inf:issuerName>
  <inf:cusip>92645B103</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>344725</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>307425.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Village Farms International, Inc.</inf:issuerName>
  <inf:cusip>92707Y108</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the compensation of the Company's named executive officers on an advisory, non-binding basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12935</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>12935.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Virco Mfg. Corporation</inf:issuerName>
  <inf:cusip>927651109</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Named Executive Officer Compensation ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>147256</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>147256.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Visa Inc.</inf:issuerName>
  <inf:cusip>92826C839</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>7364</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>7364.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vistance Networks, Inc.</inf:issuerName>
  <inf:cusip>20337X109</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>132000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>132000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vistance Networks, Inc.</inf:issuerName>
  <inf:cusip>20337X109</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote to approve the frequency of future advisory votes on compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>132000</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>132000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Visteon Corporation</inf:issuerName>
  <inf:cusip>92839U206</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Provide advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>91500</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>91500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vontier Corporation</inf:issuerName>
  <inf:cusip>928881101</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, Vontier's named executive officer compensation as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>737690</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>737690.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Voya Financial, Inc.</inf:issuerName>
  <inf:cusip>929089100</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>590449</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>590449.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>WESCO International, Inc.</inf:issuerName>
  <inf:cusip>95082P105</inf:cusip>
  <inf:meetingDate>05/28/2026</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>10300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>WK Kellogg Co</inf:issuerName>
  <inf:cusip>92942W107</inf:cusip>
  <inf:meetingDate>09/19/2025</inf:meetingDate>
  <inf:voteDescription>The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to WK Kellogg'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>748102</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>748102.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>WaFd, Inc.</inf:issuerName>
  <inf:cusip>938824109</inf:cusip>
  <inf:meetingDate>02/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the compensation of WAFD, 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>125927</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>125927.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Walgreens Boots Alliance, Inc.</inf:issuerName>
  <inf:cusip>931427108</inf:cusip>
  <inf:meetingDate>07/11/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by nonbinding, advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger (the "Merger-Related Compensation Proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1181212</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>41600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Walgreens Boots Alliance, Inc.</inf:issuerName>
  <inf:cusip>931427108</inf:cusip>
  <inf:meetingDate>07/11/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by nonbinding, advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger (the "Merger-Related Compensation Proposal").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1181212</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1139612.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Walmart Inc.</inf:issuerName>
  <inf:cusip>931142103</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12300</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12300.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Wells Fargo &amp; Company</inf:issuerName>
  <inf:cusip>949746101</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation (Say on Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3928563</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>3828663.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Wells Fargo &amp; Company</inf:issuerName>
  <inf:cusip>949746101</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation (Say on Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3928563</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>99900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Western Digital Corporation</inf:issuerName>
  <inf:cusip>958102105</inf:cusip>
  <inf:meetingDate>11/20/2025</inf:meetingDate>
  <inf:voteDescription>Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>657412</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>657412.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Whirlpool Corporation</inf:issuerName>
  <inf:cusip>963320106</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Whirlpool Corporation's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>261686</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>261686.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Willis Lease Finance Corporation</inf:issuerName>
  <inf:cusip>970646105</inf:cusip>
  <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>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15380</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>15380.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>World Kinect Corporation</inf:issuerName>
  <inf:cusip>981475106</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1238915</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>10800.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>World Kinect Corporation</inf:issuerName>
  <inf:cusip>981475106</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1238915</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1228115.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Xenia Hotels &amp; Resorts, Inc.</inf:issuerName>
  <inf:cusip>984017103</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory and non-binding basis, the compensation of the named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>883800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>883800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Xerox Holdings Corporation</inf:issuerName>
  <inf:cusip>98421M106</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, 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>201700</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>201700.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>YETI Holdings, Inc.</inf:issuerName>
  <inf:cusip>98585X104</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>YETI Holdings, Inc.</inf:issuerName>
  <inf:cusip>98585X104</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the frequency of future say-on-pay votes.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10800</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>10800.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Yelp Inc.</inf:issuerName>
  <inf:cusip>985817105</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Yelp's named executive officers, as disclosed in the accompanying Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>1029268</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>1029268.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ziff Davis, Inc.</inf:issuerName>
  <inf:cusip>48123V102</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To provide an advisory vote on the compensation of Ziff Davis' named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>343287</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>343287.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zimmer Biomet Holdings, Inc.</inf:issuerName>
  <inf:cusip>98956P102</inf:cusip>
  <inf:meetingDate>05/22/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, named executive officer compensation " Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5701</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5701.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zions Bancorporation, National Association</inf:issuerName>
  <inf:cusip>989701107</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a nonbinding advisory basis, of the compensation paid to the Bank's named executive officers with respect to fiscal year ended 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>2478655</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2478655.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoom Communications, Inc.</inf:issuerName>
  <inf:cusip>98980L101</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>535755</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>535755.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ZoomInfo Technologies Inc.</inf:issuerName>
  <inf:cusip>98980F104</inf:cusip>
  <inf:meetingDate>05/14/2026</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>5060384</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>4758784.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ZoomInfo Technologies Inc.</inf:issuerName>
  <inf:cusip>98980F104</inf:cusip>
  <inf:meetingDate>05/14/2026</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>5060384</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>301600.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>eBay Inc.</inf:issuerName>
  <inf:cusip>278642103</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>3327044</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>3327044.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ePlus inc.</inf:issuerName>
  <inf:cusip>294268107</inf:cusip>
  <inf:meetingDate>09/16/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9400</inf:sharesVoted>
  <inf:sharesOnLoan>0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9400.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
</inf:proxyVoteTable>
