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    <issuerName>ALPHABET INC.</issuerName>
    <cusip>02079K305</cusip>
    <isin>US02079K3059</isin>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>Advisory vote to approve compensation awarded to named executive officers</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <isin>US03769M1062</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of AGM&apos;s named executive officers (Say on Pay).</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <isin>US03769M1062</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote on the frequency of future advisory votes to approve the compensation of AGM&apos;s named executive officers (Say on Frequency).</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <howVoted>3 Years</howVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>APPLOVIN CORPORATION</issuerName>
    <cusip>03831W108</cusip>
    <isin>US03831W1080</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>BROADCOM INC</issuerName>
    <cusip>11135F101</cusip>
    <isin>US11135F1012</isin>
    <meetingDate>04/20/2026</meetingDate>
    <voteDescription>Advisory vote to approve the named executive officer compensation.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>549853</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DANAHER CORPORATION</issuerName>
    <cusip>235851102</cusip>
    <isin>US2358511028</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve on an advisory basis the Company&apos;s named executive officer compensation.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>ELI LILLY AND COMPANY</issuerName>
    <cusip>532457108</cusip>
    <isin>US5324571083</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation paid to the company&apos;s named executive officers.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>87129</sharesVoted>
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    <issuerName>FLUTTER ENTERTAINMENT PLC</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>05/29/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>152275</sharesVoted>
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        <sharesVoted>152275</sharesVoted>
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    <issuerName>HONEYWELL INTERNATIONAL INC.</issuerName>
    <cusip>438516106</cusip>
    <isin>US4385161066</isin>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>INTERACTIVE BROKERS GROUP, INC.</issuerName>
    <cusip>45841N107</cusip>
    <isin>US45841N1072</isin>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>To approve, by non-binding vote, executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>696164</sharesVoted>
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        <sharesVoted>696164</sharesVoted>
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    <issuerName>LAM RESEARCH CORPORATION</issuerName>
    <cusip>512807306</cusip>
    <isin>US5128073062</isin>
    <meetingDate>11/04/2025</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the named executive officers of Lam Research, or &quot;Say on Pay.&quot;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1926547</sharesVoted>
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        <howVoted>FOR</howVoted>
        <sharesVoted>1926547</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>MOTOROLA SOLUTIONS, INC.</issuerName>
    <cusip>620076307</cusip>
    <isin>US6200763075</isin>
    <meetingDate>05/18/2026</meetingDate>
    <voteDescription>Advisory Approval of the Company&apos;s Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>299078</sharesVoted>
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        <sharesVoted>299078</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NEWMONT CORPORATION</issuerName>
    <cusip>651639106</cusip>
    <isin>US6516391066</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Approval of the advisory resolution on Newmont&apos;s executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>895540</sharesVoted>
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        <sharesVoted>895540</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NVIDIA CORPORATION</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1614968</sharesVoted>
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        <sharesVoted>1614968</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>ORACLE CORPORATION</issuerName>
    <cusip>68389X105</cusip>
    <isin>US68389X1054</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PHILIP MORRIS INTERNATIONAL INC.</issuerName>
    <cusip>718172109</cusip>
    <isin>US7181721090</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory Vote Approving Executive Compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>18201</sharesVoted>
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        <sharesVoted>18201</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>QXO, INC.</issuerName>
    <cusip>82846H405</cusip>
    <isin>US82846H4056</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1843734</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>REPLIGEN CORPORATION</issuerName>
    <cusip>759916109</cusip>
    <isin>US7599161095</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation paid to Repligen Corporation&apos;s named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>337009</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>THE CHARLES SCHWAB CORPORATION</issuerName>
    <cusip>808513105</cusip>
    <isin>US8085131055</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation</voteDescription>
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    <issuerName>UBER TECHNOLOGIES, INC.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Advisory vote to approve 2025 named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>823282</sharesVoted>
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    <issuerName>UBER TECHNOLOGIES, INC.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Advisory vote on the frequency of future advisory votes on named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>823282</sharesVoted>
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        <howVoted>1 Year</howVoted>
        <sharesVoted>823282</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>VERTIV HOLDINGS CO</issuerName>
    <cusip>92537N108</cusip>
    <isin>US92537N1081</isin>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the 2025 compensation of our named executive officers as disclosed in the Proxy Statement.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>664861</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>WASTE MANAGEMENT, INC.</issuerName>
    <cusip>94106L109</cusip>
    <isin>US94106L1098</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of our executive compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>200683</sharesVoted>
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        <sharesVoted>200683</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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