<inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <inf:proxyTable>
  <inf:issuerName>3M Company</inf:issuerName>
  <inf:cusip>88579Y101</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>408886.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>408886.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AbbVie Inc.</inf:issuerName>
  <inf:cusip>00287Y109</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Say on pay - an advisory vote on the approval of executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>145000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>145000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Accenture plc</inf:issuerName>
  <inf:isin>IE00B4BNMY34</inf:isin>
  <inf:meetingDate>01/28/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding vote, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>175371.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>175371.0</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>46261.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>46261.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Advanced Drainage Systems, Inc.</inf:issuerName>
  <inf:cusip>00790R104</inf:cusip>
  <inf:meetingDate>07/17/2025</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation for named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Advanced Micro Devices, Inc.</inf:issuerName>
  <inf:cusip>007903107</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Approve on a non-binding advisory basis the compensation of the named executive officers, as disclosed in the proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>298793.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>298793.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Agilent Technologies, Inc.</inf:issuerName>
  <inf:cusip>00846U101</inf:cusip>
  <inf:meetingDate>03/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>230320.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>230320.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Air Products and Chemicals, Inc.</inf:issuerName>
  <inf:cusip>009158106</inf:cusip>
  <inf:meetingDate>01/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote approving the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Airbnb, Inc.</inf:issuerName>
  <inf:cusip>009066101</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Allogene Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>019770106</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Allogene Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>019770106</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the preferred frequency of stockholder advisory votes on the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Alnylam Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>02043Q107</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of Alnylam's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>1101221.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1101221.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>768435.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>768435.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ameresco, Inc.</inf:issuerName>
  <inf:cusip>02361E108</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding advisory basis the compensation of our named executive officer as described in the Ameresco, Inc. 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>65000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>65000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Express Company</inf:issuerName>
  <inf:cusip>025816109</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>151910.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>151910.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>American Water Works Company, Inc.</inf:issuerName>
  <inf:cusip>030420103</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of the company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AMETEK, Inc.</inf:issuerName>
  <inf:cusip>031100100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>66486.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>66486.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Amphenol Corporation</inf:issuerName>
  <inf:cusip>032095101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aon plc</inf:issuerName>
  <inf:isin>IE00BLP1HW54</inf:isin>
  <inf:meetingDate>06/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apollo Global Management, Inc.</inf:issuerName>
  <inf:cusip>03769M106</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of AGM's named executive officers (say on pay)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Apollo Global Management, Inc.</inf:issuerName>
  <inf:cusip>03769M106</inf:cusip>
  <inf:meetingDate>06/08/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on the frequency of future advisory votes to approve the compensation of AGM's named executive officers (say on frequency).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>1291532.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>1291532.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Applied Materials, Inc.</inf:issuerName>
  <inf:cusip>038222105</inf:cusip>
  <inf:meetingDate>03/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of Applied Materials named executive officers for fiscal year 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>353379.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>353379.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AppLovin Corporation</inf:issuerName>
  <inf:cusip>03831W108</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Aptiv PLC</inf:issuerName>
  <inf:isin>JE00BTDN8H13</inf:isin>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-Pay - To approve, by advisory vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>101945.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>101945.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ardelyx, Inc.</inf:issuerName>
  <inf:cusip>039697107</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 as disclosed in the proxy statement accompanying this notice pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ardelyx, Inc.</inf:issuerName>
  <inf:cusip>039697107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, whether a Say-on-Pay vote should occur every one (1) year, every two (2) years or every three (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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Arista Networks, Inc.</inf:issuerName>
  <inf:cusip>040413205</inf:cusip>
  <inf:meetingDate>05/29/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>407608.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>407608.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Arthur J. Gallagher &amp; Co.</inf:issuerName>
  <inf:cusip>363576109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AST SpaceMobile, Inc.</inf:issuerName>
  <inf:cusip>00217D100</inf:cusip>
  <inf:meetingDate>06/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve the non-binding advisory resolution on the compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ATI Inc.</inf:issuerName>
  <inf:cusip>01741R102</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Autodesk, Inc.</inf:issuerName>
  <inf:cusip>052769106</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>77807.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>77807.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Autoliv, Inc.</inf:issuerName>
  <inf:isin>SE0021309614</inf:isin>
  <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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Automatic Data Processing, Inc.</inf:issuerName>
  <inf:cusip>053015103</inf:cusip>
  <inf:meetingDate>11/12/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>114101.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>114101.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>AutoZone, Inc.</inf:issuerName>
  <inf:cusip>053332102</inf:cusip>
  <inf:meetingDate>12/17/2025</inf:meetingDate>
  <inf:voteDescription>Approval of an advisory vote on the compensation of named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Axon Enterprise, Inc.</inf:issuerName>
  <inf:cusip>05464C101</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Badger Meter, Inc.</inf:issuerName>
  <inf:cusip>056525108</inf:cusip>
  <inf:meetingDate>04/24/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote To Approve Compensation Of Our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Baker Hughes Company</inf:issuerName>
  <inf:cusip>05722G100</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote related to the Company's executive compensation program</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>138242.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>138242.0</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>830549.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>830549.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Beam Therapeutics Inc.</inf:issuerName>
  <inf:cusip>07373V105</inf:cusip>
  <inf:meetingDate>06/03/2026</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>45000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>45000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Becton, Dickinson and Company</inf:issuerName>
  <inf:cusip>075887109</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>BeOne Medicines AG</inf:issuerName>
  <inf:isin>CH1391448177</inf:isin>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>THAT, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, for the fiscal year ended December 31, 2025 be and is hereby approved.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>14000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>14000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Block, Inc.</inf:issuerName>
  <inf:cusip>852234103</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>44000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Booking Holdings Inc.</inf:issuerName>
  <inf:cusip>09857L108</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 2025 executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>8827.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>8827.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Boston Scientific Corporation</inf:issuerName>
  <inf:cusip>101137107</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>179735.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>179735.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Bright Horizons Family Solutions Inc.</inf:issuerName>
  <inf:cusip>109194100</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the 2025 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>48500.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>48500.0</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>404067.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>404067.0</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>620338.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>620338.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cabaletta Bio, Inc.</inf:issuerName>
  <inf:cusip>12674W109</inf:cusip>
  <inf:meetingDate>06/09/2026</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>450000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>450000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cadence Design Systems, Inc.</inf:issuerName>
  <inf:cusip>127387108</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cboe Global Markets, Inc.</inf:issuerName>
  <inf:cusip>12503M108</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, in a non-binding resolution, the compensation paid to our executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CBRE Group, Inc.</inf:issuerName>
  <inf:cusip>12504L109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Celestica Inc.</inf:issuerName>
  <inf:cusip>15101Q207</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of Celestica Inc's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Celsius Holdings, Inc.</inf:issuerName>
  <inf:cusip>15118V207</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory resolution regarding the compensation of our Named Executive Officers (Say on Pay)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cencora, Inc.</inf:issuerName>
  <inf:cusip>03073E105</inf:cusip>
  <inf:meetingDate>03/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the fiscal 2025 compensation of Cencora, Inc.'s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chart Industries, Inc.</inf:issuerName>
  <inf:cusip>16115Q308</inf:cusip>
  <inf:meetingDate>10/06/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Chart's named executive officers that is based on or otherwise relates to the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cheniere Energy, Inc.</inf:issuerName>
  <inf:cusip>16411R208</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chevron Corporation</inf:issuerName>
  <inf:cusip>166764100</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>47000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>47000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chipotle Mexican Grill, Inc.</inf:issuerName>
  <inf:cusip>169656105</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Chubb Limited</inf:issuerName>
  <inf:isin>CH0044328745</inf:isin>
  <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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ciena Corporation</inf:issuerName>
  <inf:cusip>171779309</inf:cusip>
  <inf:meetingDate>03/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on our named executive officer compensation, as described in the proxy materials.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>23000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cintas Corporation</inf:issuerName>
  <inf:cusip>172908105</inf:cusip>
  <inf:meetingDate>10/28/2025</inf:meetingDate>
  <inf:voteDescription>Resolved, that the compensation of the NEOs, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, the compensation tables and any related material disclosed in this proxy statement, is hereby approved 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Circle Internet Group, Inc.</inf:issuerName>
  <inf:cusip>172573107</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Circle Internet Group, Inc.</inf:issuerName>
  <inf:cusip>172573107</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Clearway Energy, Inc.</inf:issuerName>
  <inf:cusip>18539C204</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, Clearway 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>100000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>100000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Cloudflare, Inc.</inf:issuerName>
  <inf:cusip>18915M107</inf:cusip>
  <inf:meetingDate>06/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CME Group Inc.</inf:issuerName>
  <inf:cusip>12572Q105</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Coeur Mining, Inc.</inf:issuerName>
  <inf:cusip>192108504</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Colgate-Palmolive Company</inf:issuerName>
  <inf:cusip>194162103</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Comfort Systems USA, Inc.</inf:issuerName>
  <inf:cusip>199908104</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation of the Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Consolidated Edison, Inc.</inf:issuerName>
  <inf:cusip>209115104</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Consolidated Water Co. Ltd.</inf:issuerName>
  <inf:cusip>G23773107</inf:cusip>
  <inf:meetingDate>06/01/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core &amp; Main, Inc.</inf:issuerName>
  <inf:cusip>21874C102</inf:cusip>
  <inf:meetingDate>06/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Core &amp; Main's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Core Laboratories Inc.</inf:issuerName>
  <inf:cusip>21867A105</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation philosophy, policies and procedures described in the section entitled Compensation Discussion and Analysis ("CD&amp;A"), and the compensation of the Company's named executive officers as disclosed pursuant to the U.S. Securities and Exchange Commission's compensation disclosure rules, including the compensation tables.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corning Incorporated</inf:issuerName>
  <inf:cusip>219350105</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of our executive compensation (Say on Pay)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>65504.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>65504.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corteva, Inc.</inf:issuerName>
  <inf:cusip>22052L104</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Corteva, Inc.</inf:issuerName>
  <inf:cusip>22052L104</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve the frequency of the stockholder vote on executive compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Credo Technology Group Holding Ltd</inf:issuerName>
  <inf:cusip>G25457105</inf:cusip>
  <inf:meetingDate>10/13/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CRH plc</inf:issuerName>
  <inf:isin>IE0001827041</inf:isin>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Consideration of Named Executive Officer Compensation for 2025 ("Say-on-Pay")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>63548.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>63548.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>CSX Corporation</inf:issuerName>
  <inf:cusip>126408103</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>27720.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27720.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Danaher Corporation</inf:issuerName>
  <inf:cusip>235851102</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve on an advisory basis the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>15500.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Darling Ingredients Inc.</inf:issuerName>
  <inf:cusip>237266101</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>380500.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>380500.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</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>14286.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>14286.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dell Technologies Inc.</inf:issuerName>
  <inf:cusip>24703L202</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>37000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>37000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DexCom, Inc.</inf:issuerName>
  <inf:cusip>252131107</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>14000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diamondback Energy, Inc.</inf:issuerName>
  <inf:cusip>25278X109</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>9000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Diamondback Energy, Inc.</inf:issuerName>
  <inf:cusip>25278X109</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the frequency of holding an advisory vote on the compensation paid to the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>9000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>9000.0</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>30000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>30000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>DoorDash, Inc.</inf:issuerName>
  <inf:cusip>25809K105</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>The approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Dynatrace, Inc.</inf:issuerName>
  <inf:isin>US2681501092</inf:isin>
  <inf:meetingDate>08/20/2025</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote on the compensation of Dynatrace's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>379515.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>379515.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ecolab Inc.</inf:issuerName>
  <inf:cusip>278865100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>174096.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>174096.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Edwards Lifesciences Corporation</inf:issuerName>
  <inf:cusip>28176E108</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>289202.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>289202.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Electronic Arts Inc.</inf:issuerName>
  <inf:isin>US2855121099</inf:isin>
  <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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Eli Lilly and Company</inf:issuerName>
  <inf:cusip>532457108</inf:cusip>
  <inf:meetingDate>05/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation paid to the company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>119230.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>119230.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EMCOR Group, Inc.</inf:issuerName>
  <inf:cusip>29084Q100</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>6878.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>6878.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Energy Recovery, Inc.</inf:issuerName>
  <inf:cusip>29270J100</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, our executive compensation for the fiscal year ended December 31, 2025 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>350000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>350000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Enphase Energy, Inc.</inf:issuerName>
  <inf:cusip>29355A107</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>23000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>EQT Corporation</inf:issuerName>
  <inf:cusip>26884L109</inf:cusip>
  <inf:meetingDate>04/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>23000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Everpure, Inc.</inf:issuerName>
  <inf:cusip>74624M102</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote on our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>354757.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>354757.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</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>58246.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>58246.0</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>85000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>85000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Fastenal Company</inf:issuerName>
  <inf:cusip>311900104</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding vote, of executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>First Solar, Inc.</inf:issuerName>
  <inf:cusip>336433107</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>144188.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>144188.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Garmin Ltd.</inf:issuerName>
  <inf:cusip>H2906T109</inf:cusip>
  <inf:meetingDate>06/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of Garmin's Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>GE Vernova Inc.</inf:issuerName>
  <inf:cusip>36828A101</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Approve the compensation of our named executive officers in an advisory vote</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>160661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>160661.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HA Sustainable Infrastructure Capital, Inc.</inf:issuerName>
  <inf:cusip>41068X100</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>The advisory approval of the compensation of the Named Executive Officers as described in the Compensation Discussion and Analysis, the compensation tables and other narrative disclosure 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>42000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>42000.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hecla Mining Company</inf:issuerName>
  <inf:cusip>422704106</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve our named executive officer compensation for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hilton Worldwide Holdings Inc.</inf:issuerName>
  <inf:cusip>43300A203</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hilton Worldwide Holdings Inc.</inf:issuerName>
  <inf:cusip>43300A203</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future stockholder votes on named executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hologic, Inc.</inf:issuerName>
  <inf:cusip>436440101</inf:cusip>
  <inf:meetingDate>02/05/2026</inf:meetingDate>
  <inf:voteDescription>A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>150203.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>150203.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>HP Inc.</inf:issuerName>
  <inf:cusip>40434L105</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, HP Inc.'s named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>145414.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>145414.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Hubbell Incorporated</inf:issuerName>
  <inf:cusip>443510607</inf:cusip>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2026 Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Humana Inc.</inf:issuerName>
  <inf:cusip>444859102</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2026 proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IDEX Corporation</inf:issuerName>
  <inf:cusip>45167R104</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IDEXX Laboratories, Inc.</inf:issuerName>
  <inf:cusip>45168D104</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (Proposal Three).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41884.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41884.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Illinois Tool Works Inc.</inf:issuerName>
  <inf:cusip>452308109</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation of ITW's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ingersoll Rand Inc.</inf:issuerName>
  <inf:cusip>45687V106</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intel Corporation</inf:issuerName>
  <inf:cusip>458140100</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on executive compensation (Say-On-Pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>450338.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>450338.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Interactive Brokers Group, Inc.</inf:issuerName>
  <inf:cusip>45841N107</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>362698.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>362698.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intercontinental Exchange, Inc.</inf:issuerName>
  <inf:cusip>45866F104</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>218489.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>218489.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>International Flavors &amp; Fragrances Inc.</inf:issuerName>
  <inf:cusip>459506101</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation of our named executive officers in 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>45845.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>45845.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intuit Inc.</inf:issuerName>
  <inf:cusip>461202103</inf:cusip>
  <inf:meetingDate>01/22/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve Intuit's executive compensation (say-on-pay)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Intuitive Surgical, Inc.</inf:issuerName>
  <inf:cusip>46120E602</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation of the Company's Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>94634.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>94634.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ionis Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>462222100</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>To make 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>36000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>36000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Iovance Biotherapeutics, Inc.</inf:issuerName>
  <inf:cusip>462260100</inf:cusip>
  <inf:meetingDate>06/10/2026</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>380000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>380000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Iovance Biotherapeutics, Inc.</inf:issuerName>
  <inf:cusip>462260100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by non-binding advisory vote, the frequency of future 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>380000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>380000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IPG Photonics Corporation</inf:issuerName>
  <inf:cusip>44980X109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of our executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>IQVIA Holdings Inc.</inf:issuerName>
  <inf:cusip>46266C105</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Itron, Inc.</inf:issuerName>
  <inf:cusip>465741106</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Proposal to approve the advisory (non-binding) resolution relating to executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>236000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>236000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Janux Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>47103J105</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Jazz Pharmaceuticals Public Limited Company</inf:issuerName>
  <inf:isin>IE00B4Q5ZN47</inf:isin>
  <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>8000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</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>Johnson Controls International plc</inf:issuerName>
  <inf:isin>IE00BY7QL619</inf:isin>
  <inf:meetingDate>03/04/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in a non-binding advisory vote, the compensation of the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>342659.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>342659.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>JPMorgan Chase &amp; Co.</inf:issuerName>
  <inf:cusip>46625H100</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>Advisory resolution to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>262890.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>262890.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Keysight Technologies, Inc.</inf:issuerName>
  <inf:cusip>49338L103</inf:cusip>
  <inf:meetingDate>03/19/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>199779.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>199779.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kinder Morgan, Inc.</inf:issuerName>
  <inf:cusip>49456B101</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>KLA Corporation</inf:issuerName>
  <inf:cusip>482480100</inf:cusip>
  <inf:meetingDate>11/05/2025</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding, advisory basis our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>44907.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>44907.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Kosmos Energy Ltd.</inf:issuerName>
  <inf:cusip>500688106</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>To provide a non-binding, advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>700000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>700000.0</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>92108.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>92108.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote To Ratify Named Executive Officers Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>156127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>156127.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote For On This Resolution To Approve 1 Year</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>156127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>156127.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote For On This Resolution To Approve 2 Years</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>156127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>156127.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote For On This Resolution To Approve 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>156127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>156127.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Linde plc</inf:issuerName>
  <inf:isin>IE000S9YS762</inf:isin>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote On Say On Pay Frequency: Please Vote For On This Resolution To Approve Abstain</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>156127.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>156127.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lindsay Corporation</inf:issuerName>
  <inf:cusip>535555106</inf:cusip>
  <inf:meetingDate>01/06/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding vote on resolution to approve the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Logitech International SA</inf:issuerName>
  <inf:isin>CH0025751329</inf:isin>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>14961.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>14961.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Lululemon Athletica Inc.</inf:issuerName>
  <inf:cusip>550021109</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MACOM Technology Solutions Holdings, Inc.</inf:issuerName>
  <inf:cusip>55405Y100</inf:cusip>
  <inf:meetingDate>03/05/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation paid to the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marriott International, Inc.</inf:issuerName>
  <inf:cusip>571903202</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marsh &amp; McLennan Companies, Inc.</inf:issuerName>
  <inf:cusip>571748102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory (Nonbinding) vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Martin Marietta Materials, Inc.</inf:issuerName>
  <inf:cusip>573284106</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc. s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Marvell Technology, Inc.</inf:issuerName>
  <inf:cusip>573874104</inf:cusip>
  <inf:meetingDate>06/25/2026</inf:meetingDate>
  <inf:voteDescription>An advisory (non-binding) vote to approve compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MasTec, Inc.</inf:issuerName>
  <inf:cusip>576323109</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mastercard Incorporated</inf:issuerName>
  <inf:cusip>57636Q104</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of Mastercard's executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>15050.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>15050.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MercadoLibre, Inc.</inf:issuerName>
  <inf:cusip>58733R102</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>370994.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>370994.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mettler-Toledo International Inc.</inf:issuerName>
  <inf:cusip>592688105</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>17306.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>17306.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Microsoft Corporation</inf:issuerName>
  <inf:isin>US5949181045</inf:isin>
  <inf:meetingDate>12/05/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Mondelez International, Inc.</inf:issuerName>
  <inf:cusip>609207105</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Monolithic Power Systems, Inc.</inf:issuerName>
  <inf:cusip>609839105</inf:cusip>
  <inf:meetingDate>06/11/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the 2025 executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Monster Beverage Corporation</inf:issuerName>
  <inf:cusip>61174X109</inf:cusip>
  <inf:meetingDate>05/14/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Montrose Environmental Group, Inc.</inf:issuerName>
  <inf:cusip>615111101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding and advisory basis, the compensation of our named executive officers ("Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>186574.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>186574.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Motorola Solutions, Inc.</inf:issuerName>
  <inf:cusip>620076307</inf:cusip>
  <inf:meetingDate>05/18/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>149393.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>149393.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MSA Safety Incorporated</inf:issuerName>
  <inf:cusip>553498106</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>To provide an advisory vote to approve 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>MSCI Inc.</inf:issuerName>
  <inf:cusip>55354G100</inf:cusip>
  <inf:meetingDate>04/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>52058.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>52058.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nasdaq, Inc.</inf:issuerName>
  <inf:cusip>631103108</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>80142.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>80142.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Netflix, Inc.</inf:issuerName>
  <inf:cusip>64110L106</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>432267.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>432267.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Neurocrine Biosciences, Inc.</inf:issuerName>
  <inf:cusip>64125C109</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the compensation paid to the Company's named executive officers</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>12500.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</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>Neurogene Inc.</inf:issuerName>
  <inf:cusip>64135M105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To ratify on an advisory (non-binding) basis the appointment of Deloitte &amp; Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>43000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>43000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Neurogene Inc.</inf:issuerName>
  <inf:cusip>64135M105</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>To hold a non-binding advisory vote on whether future non-binding advisory votes on the compensation paid by the company to its named executive officers should be held every one, two or three years.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>43000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>43000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Newmont Corporation</inf:issuerName>
  <inf:cusip>651639106</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval of the advisory resolution on Newmont's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>549493.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>549493.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NIKE, Inc.</inf:issuerName>
  <inf:cusip>654106103</inf:cusip>
  <inf:meetingDate>09/09/2025</inf:meetingDate>
  <inf:voteDescription>To approve executive compensation by an advisory vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>328143.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>328143.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Nucor Corporation</inf:issuerName>
  <inf:cusip>670346105</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of Nucor's named executive officer compensation in 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>2478485.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>2478485.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NXP Semiconductors N.V.</inf:issuerName>
  <inf:isin>NL0009538784</inf:isin>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding, advisory vote to approve Named Executive Officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27661.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NXP Semiconductors N.V.</inf:issuerName>
  <inf:isin>NL0009538784</inf:isin>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on say on pay frequency: Please vote for on this resolution to approve 1 year</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>27661.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NXP Semiconductors N.V.</inf:issuerName>
  <inf:isin>NL0009538784</inf:isin>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on say on pay frequency: Please vote for on this resolution to approve 2 years</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27661.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NXP Semiconductors N.V.</inf:issuerName>
  <inf:isin>NL0009538784</inf:isin>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on say on pay frequency: Please vote for on this resolution to approve 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>27661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27661.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>NXP Semiconductors N.V.</inf:issuerName>
  <inf:isin>NL0009538784</inf:isin>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on say on pay frequency: Please vote for on this resolution to approve Abstain</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>27661.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>TAKE NO ACTION</inf:howVoted>
      <inf:sharesVoted>27661.0</inf:sharesVoted>
      <inf:managementRecommendation>NONE</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>O'Reilly Automotive, Inc.</inf:issuerName>
  <inf:cusip>67103H107</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>291434.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>291434.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Occidental Petroleum Corporation</inf:issuerName>
  <inf:cusip>674599105</inf:cusip>
  <inf:meetingDate>05/01/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>30000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>30000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ocular Therapeutix, Inc.</inf:issuerName>
  <inf:cusip>67576A100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve 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>95000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</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>Ocular Therapeutix, Inc.</inf:issuerName>
  <inf:cusip>67576A100</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the frequency of future advisory votes to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>95000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>95000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ON Semiconductor Corporation</inf:issuerName>
  <inf:cusip>682189105</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory (non-binding) resolution to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ONEOK, Inc.</inf:issuerName>
  <inf:cusip>682680103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>An advisory vote to approve ONEOK, Inc.'s executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>24080.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>24080.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Option Care Health, Inc.</inf:issuerName>
  <inf:cusip>68404L201</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>269034.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>269034.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ormat Technologies, Inc.</inf:issuerName>
  <inf:cusip>686688102</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Otis Worldwide Corporation</inf:issuerName>
  <inf:cusip>68902V107</inf:cusip>
  <inf:meetingDate>05/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Ouster, Inc.</inf:issuerName>
  <inf:cusip>68989M202</inf:cusip>
  <inf:meetingDate>06/17/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>271077.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>271077.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palantir Technologies Inc.</inf:issuerName>
  <inf:cusip>69608A108</inf:cusip>
  <inf:meetingDate>06/03/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Palo Alto Networks, Inc.</inf:issuerName>
  <inf:cusip>697435105</inf:cusip>
  <inf:meetingDate>12/09/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Pentair plc</inf:issuerName>
  <inf:isin>IE00BLS09M33</inf:isin>
  <inf:meetingDate>05/05/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by nonbinding, advisory vote, the compensation of the named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Permian Resources Corporation</inf:issuerName>
  <inf:cusip>71424F105</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve, by a non-binding advisory vote, the Company's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>82000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>82000.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Planet Fitness, Inc.</inf:issuerName>
  <inf:cusip>72703H101</inf:cusip>
  <inf:meetingDate>05/05/2026</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>8000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</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>Primoris Services Corporation</inf:issuerName>
  <inf:cusip>74164F103</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>To approve, in an advisory, non-binding vote, the Company's named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>PROCEPT BioRobotics Corporation</inf:issuerName>
  <inf:cusip>74276L105</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>23000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23000.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>12088.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>12088.0</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>12088.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>12088.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Quanta Services, Inc.</inf:issuerName>
  <inf:cusip>74762E102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation of Quanta's named executive officers for fiscal year 2025</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>133913.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>133913.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>QXO, Inc.</inf:issuerName>
  <inf:cusip>82846H405</inf:cusip>
  <inf:meetingDate>05/05/2026</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>80000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>80000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rambus Inc.</inf:issuerName>
  <inf:cusip>750917106</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>41000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>41000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Recursion Pharmaceuticals, Inc.</inf:issuerName>
  <inf:cusip>75629V104</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Relay Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>75943R102</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To consider and act upon 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>190000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>190000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Republic Services, Inc.</inf:issuerName>
  <inf:cusip>760759100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve our named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ResMed Inc.</inf:issuerName>
  <inf:cusip>761152107</inf:cusip>
  <inf:meetingDate>11/19/2025</inf:meetingDate>
  <inf:voteDescription>Approve, on an advisory basis, the compensation pald to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>10160.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>10160.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Revolution Medicines, Inc.</inf:issuerName>
  <inf:cusip>76155X100</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Robinhood Markets, Inc.</inf:issuerName>
  <inf:cusip>770700102</inf:cusip>
  <inf:meetingDate>06/02/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Roblox Corporation</inf:issuerName>
  <inf:cusip>771049103</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on the Compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rocket Lab Corporation</inf:issuerName>
  <inf:cusip>773121108</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers disclosed in the accompanying proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Rockwell Automation, Inc.</inf:issuerName>
  <inf:cusip>773903109</inf:cusip>
  <inf:meetingDate>02/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Corporation's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Royal Caribbean Group</inf:issuerName>
  <inf:isin>LR0008862868</inf:isin>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's compensation of its named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Royalty Pharma Plc</inf:issuerName>
  <inf:cusip>G7709Q104</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>A non-binding advisory vote to approve executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>18000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>18000.0</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>54411.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>54411.0</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>157151.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>157151.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Samsara Inc.</inf:issuerName>
  <inf:cusip>79589L106</inf:cusip>
  <inf:meetingDate>07/29/2025</inf:meetingDate>
  <inf:voteDescription>The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sarepta Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>803607100</inf:cusip>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve, on a non-binding 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>52000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>52000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sempra</inf:issuerName>
  <inf:cusip>816851109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve ServiceNow's named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>204912.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>204912.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>ServiceNow, Inc.</inf:issuerName>
  <inf:cusip>81762P102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote on the frequency of future advisory votes on executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>204912.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>204912.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SharkNinja, Inc.</inf:issuerName>
  <inf:cusip>G8068L108</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SharkNinja, Inc.</inf:issuerName>
  <inf:cusip>G8068L108</inf:cusip>
  <inf:meetingDate>06/18/2026</inf:meetingDate>
  <inf:voteDescription>To select, on a non-binding advisory basis, the frequency of future advisory votes on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shoals Technologies Group, Inc.</inf:issuerName>
  <inf:cusip>82489W107</inf:cusip>
  <inf:meetingDate>04/30/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., say-on-pay proposal).</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Shopify Inc.</inf:issuerName>
  <inf:cusip>82509L107</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Non-binding Advisory Vote on Executive Compensation Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>100375.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>100375.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>SLB N.V.</inf:issuerName>
  <inf:isin>AN8068571086</inf:isin>
  <inf:meetingDate>04/08/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>135131.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>135131.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snowflake Inc.</inf:issuerName>
  <inf:cusip>833445109</inf:cusip>
  <inf:meetingDate>07/02/2025</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Snowflake Inc.</inf:issuerName>
  <inf:cusip>833445109</inf:cusip>
  <inf:meetingDate>06/29/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>STERIS plc</inf:issuerName>
  <inf:isin>IE00BFY8C754</inf:isin>
  <inf:meetingDate>07/31/2025</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Ratify Named Executive Officers Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>5000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>5000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Stryker Corporation</inf:issuerName>
  <inf:cusip>863667101</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sunrun Inc.</inf:issuerName>
  <inf:cusip>86771W105</inf:cusip>
  <inf:meetingDate>05/28/2026</inf:meetingDate>
  <inf:voteDescription>Advisory proposal of the compensation of our named executive officers ("Say-on-Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Synopsys, Inc.</inf:issuerName>
  <inf:cusip>871607107</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>70788.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>70788.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Sysco Corporation</inf:issuerName>
  <inf:cusip>871829107</inf:cusip>
  <inf:meetingDate>11/14/2025</inf:meetingDate>
  <inf:voteDescription>To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2025 proxy statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>188376.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>188376.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>T-Mobile US, Inc.</inf:issuerName>
  <inf:cusip>872590104</inf:cusip>
  <inf:meetingDate>06/16/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Targa Resources Corp.</inf:issuerName>
  <inf:cusip>87612G101</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Teradyne, Inc.</inf:issuerName>
  <inf:cusip>880770102</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the 2025 compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Texas Instruments Incorporated</inf:issuerName>
  <inf:cusip>882508104</inf:cusip>
  <inf:meetingDate>04/16/2026</inf:meetingDate>
  <inf:voteDescription>Board proposal regarding advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>42731.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>42731.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The AES Corporation</inf:issuerName>
  <inf:cusip>00130H105</inf:cusip>
  <inf:meetingDate>04/29/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The AES Corporation</inf:issuerName>
  <inf:cusip>00130H105</inf:cusip>
  <inf:meetingDate>06/26/2026</inf:meetingDate>
  <inf:voteDescription>The Merger-Related Compensation Proposal: To consider and vote on a non-binding, advisory proposal to approve compensation that will or may become payable by us to our 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>37681.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>37681.0</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>67585.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>67585.0</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>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>388526.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>388526.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Charles Schwab Corporation</inf:issuerName>
  <inf:cusip>808513105</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of named executive officer compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Hain Celestial Group, Inc.</inf:issuerName>
  <inf:cusip>405217100</inf:cusip>
  <inf:meetingDate>10/30/2025</inf:meetingDate>
  <inf:voteDescription>Proposal 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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Home Depot, Inc.</inf:issuerName>
  <inf:cusip>437076102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation ("Say-on-Pay")</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>166982.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>166982.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>487616.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>487616.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Progressive Corporation</inf:issuerName>
  <inf:cusip>743315103</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Cast an advisory vote to approve our executive compensation program.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The TJX Companies, Inc.</inf:issuerName>
  <inf:cusip>872540109</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of TJX's executive compensation (the say-on-pay vote)</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>66900.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>66900.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>306188.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>306188.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>The Williams Companies, Inc.</inf:issuerName>
  <inf:cusip>969457100</inf:cusip>
  <inf:meetingDate>04/28/2026</inf:meetingDate>
  <inf:voteDescription>Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>105099.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>AGAINST</inf:howVoted>
      <inf:sharesVoted>105099.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>TopBuild Corp.</inf:issuerName>
  <inf:cusip>89055F103</inf:cusip>
  <inf:meetingDate>04/27/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trane Technologies Plc</inf:issuerName>
  <inf:isin>IE00BK9ZQ967</inf:isin>
  <inf:meetingDate>06/04/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the compensation of the Company's named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>23900.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>23900.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Trimble Inc.</inf:issuerName>
  <inf:cusip>896239100</inf:cusip>
  <inf:meetingDate>05/26/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>688383.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>688383.0</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>688383.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>688383.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Union Pacific Corporation</inf:issuerName>
  <inf:cusip>907818108</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>139568.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>139568.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>United Rentals, Inc.</inf:issuerName>
  <inf:cusip>911363109</inf:cusip>
  <inf:meetingDate>05/08/2026</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>11118.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>11118.0</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>65500.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>65500.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valero Energy Corporation</inf:issuerName>
  <inf:cusip>91913Y100</inf:cusip>
  <inf:meetingDate>05/07/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the 2025 compensation of named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Valmont Industries, Inc.</inf:issuerName>
  <inf:cusip>920253101</inf:cusip>
  <inf:meetingDate>04/27/2026</inf:meetingDate>
  <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>VeriSign, Inc.</inf:issuerName>
  <inf:cusip>92343E102</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Verisk Analytics, Inc.</inf:issuerName>
  <inf:cusip>92345Y106</inf:cusip>
  <inf:meetingDate>05/19/2026</inf:meetingDate>
  <inf:voteDescription>To approve executive compensation on an advisory, non-binding basis.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>108540.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>108540.0</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vertex Pharmaceuticals Incorporated</inf:issuerName>
  <inf:cusip>92532F100</inf:cusip>
  <inf:meetingDate>05/13/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vertiv Holdings Co</inf:issuerName>
  <inf:cusip>92537N108</inf:cusip>
  <inf:meetingDate>06/17/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the 2025 compensation of our named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>169709.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>169709.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Viking Therapeutics, Inc.</inf:issuerName>
  <inf:cusip>92686J106</inf:cusip>
  <inf:meetingDate>05/19/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vir Biotechnology, Inc.</inf:issuerName>
  <inf:cusip>92764N102</inf:cusip>
  <inf:meetingDate>05/26/2026</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>125000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>ABSTAIN</inf:howVoted>
      <inf:sharesVoted>125000.0</inf:sharesVoted>
      <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Visa Inc.</inf:issuerName>
  <inf:cusip>92826C839</inf:cusip>
  <inf:meetingDate>01/27/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation paid to our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vital Farms, Inc.</inf:issuerName>
  <inf:cusip>92847W103</inf:cusip>
  <inf:meetingDate>06/10/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 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>25000.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>25000.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Vulcan Materials Company</inf:issuerName>
  <inf:cusip>929160109</inf:cusip>
  <inf:meetingDate>05/08/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Warner Bros. Discovery, Inc.</inf:issuerName>
  <inf:cusip>934423104</inf:cusip>
  <inf:meetingDate>04/23/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to WBD's named executive officers that is based on or otherwise relates to the Merger.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Warner Bros. Discovery, Inc.</inf:issuerName>
  <inf:cusip>934423104</inf:cusip>
  <inf:meetingDate>06/09/2026</inf:meetingDate>
  <inf:voteDescription>To vote on an advisory resolution to approve the 2025 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Waste Connections, Inc.</inf:issuerName>
  <inf:cusip>94106B101</inf:cusip>
  <inf:meetingDate>05/15/2026</inf:meetingDate>
  <inf:voteDescription>Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Waste Management, Inc.</inf:issuerName>
  <inf:cusip>94106L109</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approval, on an advisory basis, of our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>183815.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>183815.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Waters Corporation</inf:issuerName>
  <inf:cusip>941848103</inf:cusip>
  <inf:meetingDate>05/21/2026</inf:meetingDate>
  <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Westinghouse Air Brake Technologies Corporation</inf:issuerName>
  <inf:cusip>929740108</inf:cusip>
  <inf:meetingDate>05/12/2026</inf:meetingDate>
  <inf:voteDescription>Approve an advisory (non-binding) resolution to approve the 2025 named executive officer compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Williams-Sonoma, Inc.</inf:issuerName>
  <inf:cusip>969904101</inf:cusip>
  <inf:meetingDate>06/18/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Workday, Inc.</inf:issuerName>
  <inf:cusip>98138H101</inf:cusip>
  <inf:meetingDate>06/16/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>XPLR Infrastructure, LP</inf:issuerName>
  <inf:cusip>65341B106</inf:cusip>
  <inf:meetingDate>05/06/2026</inf:meetingDate>
  <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation of XPLR Infrastructure'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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Xylem Inc.</inf:issuerName>
  <inf:cusip>98419M100</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>319821.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>319821.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Yum China Holdings, Inc.</inf:issuerName>
  <inf:cusip>98850P109</inf:cusip>
  <inf:meetingDate>05/28/2026</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>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Yum! Brands, Inc.</inf:issuerName>
  <inf:cusip>988498101</inf:cusip>
  <inf:meetingDate>05/14/2026</inf:meetingDate>
  <inf:voteDescription>Advisory Vote on Executive Compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoetis Inc.</inf:issuerName>
  <inf:cusip>98978V103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>240382.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>FOR</inf:howVoted>
      <inf:sharesVoted>240382.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zoetis Inc.</inf:issuerName>
  <inf:cusip>98978V103</inf:cusip>
  <inf:meetingDate>05/20/2026</inf:meetingDate>
  <inf:voteDescription>Advisory vote to approve the frequency of future advisory votes on our executive compensation.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>240382.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
  <inf:vote>
    <inf:voteRecord>
      <inf:howVoted>1 YEAR</inf:howVoted>
      <inf:sharesVoted>240382.0</inf:sharesVoted>
      <inf:managementRecommendation>FOR</inf:managementRecommendation>
    </inf:voteRecord>
  </inf:vote>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zscaler, Inc.</inf:issuerName>
  <inf:cusip>98980G102</inf:cusip>
  <inf:meetingDate>01/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding, advisory basis, the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
  <inf:proxyTable>
  <inf:issuerName>Zscaler, Inc.</inf:issuerName>
  <inf:cusip>98980G102</inf:cusip>
  <inf:meetingDate>01/12/2026</inf:meetingDate>
  <inf:voteDescription>To approve on a non-binding, advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers.</inf:voteDescription>
  <inf:voteCategories>
    <inf:voteCategory>
      <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
    </inf:voteCategory>
  </inf:voteCategories>
  <inf:voteSource>ISSUER</inf:voteSource>
  <inf:sharesVoted>0.0</inf:sharesVoted>
  <inf:sharesOnLoan>0.0</inf:sharesOnLoan>
</inf:proxyTable>
</inf:proxyVoteTable>
