Booz Allen Hamilton Holding Corporation 099502106 US0995021062 07/23/2025 Advisory vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 205607.000000 0 FOR 205607.000000 FOR Capri Holdings Limited G1890L107 VGG1890L1076 08/07/2025 To approve, on a non-binding advisory basis, executive compensation. SECTION 14A SAY-ON-PAY VOTES 3402260.000000 0 FOR 3402260.000000 FOR Capri Holdings Limited G1890L107 VGG1890L1076 08/07/2025 To approve, on a non-binding advisory basis, the frequency of future advisory votes on executive compensation. SECTION 14A SAY-ON-PAY VOTES 3402260.000000 0 ONE YEAR 3402260.000000 FOR Lam Research Corporation 512807306 US5128073062 11/04/2025 Advisory vote to approve the compensation of the named executive officers of Lam Research, or ""Say on Pay."" SECTION 14A SAY-ON-PAY VOTES 145139.000000 0 FOR 145139.000000 FOR Broadridge Financial Solutions, Inc. 11133T103 US11133T1034 11/13/2025 Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote); SECTION 14A SAY-ON-PAY VOTES 178452.000000 0 FOR 178452.000000 FOR Performance Food Group Company 71377A103 US71377A1034 11/19/2025 To approve, in a non-binding advisory vote, the compensation paid to our named executive officers. SECTION 14A SAY-ON-PAY VOTES 1104713.000000 0 FOR 1104713.000000 FOR Brinker International, Inc. 109641100 US1096411004 11/20/2025 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 289792.000000 0 FOR 289792.000000 FOR Microsoft Corporation 594918104 US5949181045 12/05/2025 Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote") SECTION 14A SAY-ON-PAY VOTES 152501.000000 0 FOR 152501.000000 FOR Cisco Systems, Inc. 17275R102 US17275R1023 12/16/2025 Approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES 690515.000000 0 FOR 690515.000000 FOR Costco Wholesale Corporation 22160K105 US22160K1051 01/15/2026 Approval, on an advisory basis, of executive compensation. SECTION 14A SAY-ON-PAY VOTES 97025.000000 0 FOR 97025.000000 FOR Visa Inc. 92826C839 US92826C8394 01/27/2026 To approve, on an advisory basis, the compensation paid to our named executive officers. SECTION 14A SAY-ON-PAY VOTES 631875.000000 0 FOR 631875.000000 FOR Accenture Plc G1151C101 IE00B4BNMY34 01/28/2026 To approve, in a non-binding vote, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 491843.000000 0 FOR 491843.000000 FOR Toll Brothers, Inc. 889478103 US8894781033 03/10/2026 The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 258344.000000 0 FOR 258344.000000 FOR Applied Materials, Inc. 038222105 US0382221051 03/12/2026 Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2025. SECTION 14A SAY-ON-PAY VOTES 334508.000000 0 FOR 334508.000000 FOR F5, Inc. 315616102 US3156161024 03/12/2026 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 251500.000000 0 FOR 251500.000000 FOR Synopsys, Inc. 871607107 US8716071076 04/16/2026 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 48433.000000 0 FOR 48433.000000 FOR The Boeing Company 097023105 US0970231058 04/17/2026 Approve, on an Advisory Basis, Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES 191731.000000 0 FOR 191731.000000 FOR Broadcom Inc. 11135F101 US11135F1012 04/20/2026 Advisory vote to approve the named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 69043.000000 0 AGAINST 69043.000000 AGAINST Churchill Downs Incorporated 171484108 US1714841087 04/21/2026 To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES 575499.000000 0 FOR 575499.000000 FOR Fifth Third Bancorp 316773100 US3167731005 04/21/2026 An advisory vote on approval of the Company's compensation of its named executive officers. SECTION 14A SAY-ON-PAY VOTES 827778.000000 0 FOR 827778.000000 FOR The PNC Financial Services Group, Inc. 693475105 US6934751057 04/22/2026 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 402360.000000 0 FOR 402360.000000 FOR The Sherwin-Williams Company 824348106 US8243481061 04/22/2026 Advisory Approval of the Compensation of the Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 131424.000000 0 FOR 131424.000000 FOR Citizens Financial Group, Inc. 174610105 US1746101054 04/23/2026 Advisory Vote on Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 1015814.000000 0 FOR 1015814.000000 FOR PulteGroup, Inc. 745867101 US7458671010 04/29/2026 Say-on-pay: Advisory vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES 247040.000000 0 FOR 247040.000000 FOR Saia, Inc. 78709Y105 US78709Y1055 04/29/2026 Approve on an advisory basis the compensation of Saia's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 96407.000000 0 FOR 96407.000000 FOR W.W. Grainger, Inc. 384802104 US3848021040 04/29/2026 To approve on a non-binding, advisory basis the compensation of Grainger's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 94474.000000 0 FOR 94474.000000 FOR Omnicom Group Inc. 681919106 US6819191064 05/05/2026 Advisory resolution to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES 378004.000000 0 AGAINST 378004.000000 AGAINST General Dynamics Corporation 369550108 US3695501086 05/06/2026 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 238109.000000 0 FOR 238109.000000 FOR Corpay, Inc. 219948106 US2199481068 05/07/2026 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 47751.000000 0 AGAINST 47751.000000 AGAINST Capital One Financial Corporation 14040H105 US14040H1059 05/08/2026 Advisory vote on our Named Executive Officer compensation ("Say on Pay"). SECTION 14A SAY-ON-PAY VOTES 341158.000000 0 FOR 341158.000000 FOR Marriott International, Inc. 571903202 US5719032022 05/08/2026 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION SECTION 14A SAY-ON-PAY VOTES 360114.000000 0 FOR 360114.000000 FOR CSX Corporation 126408103 US1264081035 05/12/2026 Advisory (non-binding) resolution to approve compensation for the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 2469102.000000 0 FOR 2469102.000000 FOR Knight-Swift Transportation Holdings Inc. 499049104 US4990491049 05/12/2026 Conduct an advisory, non-binding vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1329609.000000 0 FOR 1329609.000000 FOR Advanced Micro Devices, Inc. 007903107 US0079031078 05/13/2026 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. SECTION 14A SAY-ON-PAY VOTES 99477.000000 0 FOR 99477.000000 FOR M/I Homes, Inc. 55305B101 US55305B1017 05/13/2026 A non-binding, advisory resolution to approve the compensation of the named executive officers of M/I Homes, Inc. SECTION 14A SAY-ON-PAY VOTES 285637.000000 0 FOR 285637.000000 FOR Ford Motor Company 345370860 US3453708600 05/14/2026 An Advisory Vote to Approve the Compensation of the Named Executives. SECTION 14A SAY-ON-PAY VOTES 2866444.000000 0 FOR 2866444.000000 FOR LPL Financial Holdings Inc. 50212V100 US50212V1008 05/14/2026 Approve, in an advisory vote, the compensation paid to the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 179705.000000 0 FOR 179705.000000 FOR Morgan Stanley 617446448 US6174464486 05/14/2026 To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote) SECTION 14A SAY-ON-PAY VOTES 396615.000000 0 FOR 396615.000000 FOR ON Semiconductor Corporation 682189105 US6821891057 05/14/2026 To vote on an advisory (non-binding) resolution to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 954194.000000 0 FOR 954194.000000 FOR Tractor Supply Company 892356106 US8923561067 05/14/2026 To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay) SECTION 14A SAY-ON-PAY VOTES 1174808.000000 0 FOR 1174808.000000 FOR Yum! Brands, Inc. 988498101 US9884981013 05/14/2026 Advisory Vote on Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 441317.000000 0 FOR 441317.000000 FOR Waste Connections, Inc. 94106B101 CA94106B1013 05/15/2026 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. SECTION 14A SAY-ON-PAY VOTES 504652.000000 0 FOR 504652.000000 FOR JPMorgan Chase & Co. 46625H100 US46625H1005 05/19/2026 Advisory resolution to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 105414.000000 0 FOR 105414.000000 FOR Tradeweb Markets Inc. 892672106 US8926721064 05/19/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 427544.000000 0 FOR 427544.000000 FOR Amazon.com, Inc. 023135106 US0231351067 05/20/2026 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION SECTION 14A SAY-ON-PAY VOTES 332558.000000 0 FOR 332558.000000 FOR BlackRock, Inc. 09290D101 US09290D1019 05/20/2026 Approval, in a non-binding advisory vote, of the compensation for named executive officers. SECTION 14A SAY-ON-PAY VOTES 168255.000000 0 AGAINST 168255.000000 AGAINST Citigroup Inc. 172967424 US1729674242 05/20/2026 Advisory vote to approve our 2025 Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 505409.000000 0 AGAINST 505409.000000 AGAINST Onto Innovation Inc. 683344105 US6833441057 05/20/2026 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement; and SECTION 14A SAY-ON-PAY VOTES 222317.000000 0 FOR 222317.000000 FOR Ross Stores, Inc. 778296103 US7782961038 05/20/2026 Advisory vote to approve the resolution on the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES 289199.000000 0 FOR 289199.000000 FOR SS&C Technologies Holdings, Inc. 78467J100 US78467J1007 05/20/2026 To approve, on an advisory basis, the compensation of SS&C's named executive officers. SECTION 14A SAY-ON-PAY VOTES 904591.000000 0 FOR 904591.000000 FOR Wingstop Inc. 974155103 US9741551033 05/21/2026 Approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 133624.000000 0 AGAINST 133624.000000 AGAINST Celsius Holdings, Inc. 15118V207 US15118V2079 05/28/2026 Non-binding advisory resolution to approve the compensation of our Named Executive Officers (Say on Pay); SECTION 14A SAY-ON-PAY VOTES 1473314.000000 0 FOR 1473314.000000 FOR Wintrust Financial Corporation 97650W108 US97650W1080 05/28/2026 Proposal to approve, on an advisory (non-binding) basis, the Company's executive compensation as described in the 2026 Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 356597.000000 0 FOR 356597.000000 FOR Watsco, Inc. 942622200 US9426222009 06/01/2026 To approve the advisory resolution regarding the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 145151.000000 0 FOR 145151.000000 FOR Cognizant Technology Solutions Corporation 192446102 US1924461023 06/02/2026 Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay). SECTION 14A SAY-ON-PAY VOTES 1105299.000000 0 FOR 1105299.000000 FOR General Motors Company 37045V100 US37045V1008 06/02/2026 Advisory Approval of Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 729496.000000 0 FOR 729496.000000 FOR General Motors Company 37045V100 US37045V1008 06/02/2026 Proposal to Approve, on an Advisory Basis, the Frequency of Future Advisory Votes on Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 729496.000000 0 ONE YEAR 729496.000000 FOR Rubrik, Inc. 781154109 US7811541090 06/03/2026 Advisory vote on the frequency of future advisory votes on the compensation of Rubrik, Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 548227.000000 0 ONE YEAR 548227.000000 FOR Walmart Inc. 931142103 US9311421039 06/04/2026 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 786061.000000 0 FOR 786061.000000 FOR CME Group Inc. 12572Q105 US12572Q1058 06/09/2026 Advisory vote on the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 142874.000000 0 FOR 142874.000000 FOR The TJX Companies, Inc. 872540109 US8725401090 06/09/2026 Advisory approval of TJX's executive compensation (the say-on-pay vote) SECTION 14A SAY-ON-PAY VOTES 932083.000000 0 FOR 932083.000000 FOR Evercore Inc. 29977A105 US29977A1051 06/10/2026 To approve, on an advisory basis, the executive compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 74760.000000 0 FOR 74760.000000 FOR Shake Shack Inc. 819047101 US8190471016 06/10/2026 Approval, on an advisory basis, of the compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 628680.000000 0 FOR 628680.000000 FOR Armstrong World Industries, Inc. 04247X102 US04247X1028 06/11/2026 To approve, on an advisory basis, our executive compensation program. SECTION 14A SAY-ON-PAY VOTES 250438.000000 0 FOR 250438.000000 FOR Live Nation Entertainment, Inc. 538034109 US5380341090 06/11/2026 To hold an advisory vote on the company's executive compensation; SECTION 14A SAY-ON-PAY VOTES 322821.000000 0 FOR 322821.000000 FOR Roku, Inc. 77543R102 US77543R1023 06/11/2026 Advisory vote to approve our named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 364250.000000 0 AGAINST 364250.000000 AGAINST Zoom Communications, Inc. 98980L101 US98980L1017 06/11/2026 Approve, on an advisory non-binding basis, the compensation of our named executive officers as disclosed in our proxy statement. SECTION 14A SAY-ON-PAY VOTES 497862.000000 0 FOR 497862.000000 FOR Fortinet, Inc. 34959E109 US34959E1091 06/12/2026 Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 761236.000000 0 FOR 761236.000000 FOR Mastercard Incorporated 57636Q104 US57636Q1040 06/16/2026 Advisory approval of Mastercard's executive compensation SECTION 14A SAY-ON-PAY VOTES 172514.000000 0 FOR 172514.000000 FOR T-Mobile US, Inc. 872590104 US8725901040 06/16/2026 Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025. SECTION 14A SAY-ON-PAY VOTES 190966.000000 0 AGAINST 190966.000000 AGAINST Workday, Inc. 98138H101 US98138H1014 06/16/2026 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 204860.000000 0 AGAINST 204860.000000 AGAINST Autodesk, Inc. 052769106 US0527691069 06/17/2026 Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 89607.000000 0 FOR 89607.000000 FOR WisdomTree, Inc. 97717P104 US97717P1049 06/17/2026 To vote on an advisory resolution to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 662203.000000 0 FOR 662203.000000 FOR NVIDIA Corporation 67066G104 US67066G1040 06/24/2026 Advisory approval of our executive compensation. SECTION 14A SAY-ON-PAY VOTES 148254.000000 0 FOR 148254.000000 FOR