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    <figi>BBG000D9DC22</figi>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>To approve, in a non-binding vote, the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Air Products and Chemicals, Inc.</issuerName>
    <cusip>009158106</cusip>
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    <figi>BBG000BC4LR0</figi>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>Advisory vote approving the compensation of the Company's named executive officers.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Analog Devices, Inc.</issuerName>
    <cusip>032654105</cusip>
    <isin>US0326541051</isin>
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    <meetingDate>03/11/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Automatic Data Processing, Inc.</issuerName>
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    <meetingDate>11/12/2025</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Comcast Corporation</issuerName>
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    <isin>US20030N1019</isin>
    <figi>BBG000BFTG15</figi>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Advisory vote on executive compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Cummins Inc.</issuerName>
    <cusip>231021106</cusip>
    <isin>US2310211063</isin>
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    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Dover Corporation</issuerName>
    <cusip>260003108</cusip>
    <isin>US2600031080</isin>
    <figi>BBG000BHB4Z0</figi>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, named executive officer compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Duke Energy Corporation</issuerName>
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    <isin>US26441C2044</isin>
    <figi>BBG000BHGGD2</figi>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory vote to approve Duke Energy's named executive officer compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Enbridge Inc.</issuerName>
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    <isin>CA29250N1050</isin>
    <figi>BBG000K5M411</figi>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Accept Enbridge's approach to executive compensation, as disclosed in the Management Information Circular</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Hasbro, Inc.</issuerName>
    <cusip>418056107</cusip>
    <isin>US4180561072</isin>
    <figi>BBG000BKVWG0</figi>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation of the Company's Named Executive Officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>21500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>21500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Honeywell International Inc.</issuerName>
    <cusip>438516106</cusip>
    <isin>US4385161066</isin>
    <figi>BBG000H556T9</figi>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>50000</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Johnson &amp; Johnson</issuerName>
    <cusip>478160104</cusip>
    <isin>US4781601046</isin>
    <figi>BBG000BMHZY5</figi>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>25000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>25000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>JPMorgan Chase &amp; Co.</issuerName>
    <cusip>46625H100</cusip>
    <isin>US46625H1005</isin>
    <figi>BBG000DMBZW1</figi>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Advisory resolution to approve executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>46500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>46500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LyondellBasell Industries N.V.</issuerName>
    <cusip>N53745100</cusip>
    <isin>NL0009434992</isin>
    <figi>BBG000WCFWH2</figi>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory Vote Approving Executive Compensation (Say-on-Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>17683</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>17683</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Microsoft Corporation</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <figi>BBG000BPHFS9</figi>
    <meetingDate>12/05/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation (&quot;say-on-pay vote&quot;)</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>80000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>80000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Pinnacle West Capital Corporation</issuerName>
    <cusip>723484101</cusip>
    <isin>US7234841010</isin>
    <figi>BBG000BRDVJ4</figi>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To hold an advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>14958</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>14958</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Regions Financial Corporation</issuerName>
    <cusip>7591EP100</cusip>
    <isin>US7591EP1005</isin>
    <figi>BBG000Q3JQJ6</figi>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Regions' Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>37440</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>37440</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>RTX Corporation</issuerName>
    <cusip>75513E101</cusip>
    <isin>US75513E1010</isin>
    <figi>BBG000BW8TX8</figi>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
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    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>40000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>The Home Depot, Inc.</issuerName>
    <cusip>437076102</cusip>
    <isin>US4370761029</isin>
    <figi>BBG000BKZDM1</figi>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation (&quot;Say-on-Pay&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>7000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>7000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>The TJX Companies, Inc.</issuerName>
    <cusip>872540109</cusip>
    <isin>US8725401090</isin>
    <figi>BBG000BV8G95</figi>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>Advisory approval of TJX's executive compensation (the say-on-pay vote)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>27500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Thermo Fisher Scientific Inc.</issuerName>
    <cusip>883556102</cusip>
    <isin>US8835561023</isin>
    <figi>BBG000BVDPD4</figi>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>An advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>9682</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>9682</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>U.S. Bancorp</issuerName>
    <cusip>902973304</cusip>
    <isin>US9029733048</isin>
    <figi>BBG000FFFQT4</figi>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of our executives disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>80000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>80000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>WEC Energy Group, Inc.</issuerName>
    <cusip>92939U106</cusip>
    <isin>US92939U1060</isin>
    <figi>BBG000BWP918</figi>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation of the named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>31000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>31000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Western Alliance Bancorporation</issuerName>
    <cusip>957638109</cusip>
    <isin>US9576381092</isin>
    <figi>BBG000Q1KHQ0</figi>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of executives.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>7405</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>FOR</howVoted>
        <sharesVoted>7405</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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