<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable" xmlns:common="http://www.sec.gov/edgar/common" xmlns:sccommon="http://www.sec.gov/edgar/sccommon" xmlns:iso="http://www.sec.gov/edgar/iso_statecodes" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.sec.gov/edgar/document/npxproxy/informationtable eis_NPX_PROXY_VOTING_RECORD.xsd">
  <proxyTable>
    <issuerName>AIRBNB INC</issuerName>
    <cusip>009066101</cusip>
    <isin>US0090661010</isin>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>215208</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>215208</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APPLOVIN CORPORATION</issuerName>
    <cusip>03831W108</cusip>
    <isin>US03831W1080</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>12384</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>12384</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ASTERA LABS, INC.</issuerName>
    <cusip>04626A103</cusip>
    <isin>US04626A1034</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers (&quot;NEOs&quot;) as disclosed in our proxy materials.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>43775</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>43775</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ASTERA LABS, INC.</issuerName>
    <cusip>04626A103</cusip>
    <isin>US04626A1034</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the frequency of holding future advisory votes to approve the compensation of our NEOs.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>43775</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>43775</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AXON ENTERPRISE, INC.</issuerName>
    <cusip>05464C101</cusip>
    <isin>US05464C1018</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40274</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>40274</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CELESTICA INC.</issuerName>
    <cusip>15101Q207</cusip>
    <isin>CA15101Q2071</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation - To approve, on an advisory basis, the compensation of Celestica Inc.&apos;s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>43666</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>43666</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CLOUDFLARE, INC.</issuerName>
    <cusip>18915M107</cusip>
    <isin>US18915M1071</isin>
    <meetingDate>06/30/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>4015</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>4015</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COHERENT CORP.</issuerName>
    <cusip>19247G107</cusip>
    <isin>US19247G1076</isin>
    <meetingDate>11/13/2025</meetingDate>
    <voteDescription>Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>75723</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>75723</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CREDO TECHNOLOGY GROUP HOLDING LTD</issuerName>
    <cusip>G25457105</cusip>
    <isin>KYG254571055</isin>
    <meetingDate>10/13/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company&apos;s named executive officers, as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>74717</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>74717</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENERGY FUELS INC.</issuerName>
    <cusip>292671708</cusip>
    <isin>CA2926717083</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Say-on-Pay Advisory Vote - Vote on a non-binding, advisory proposal to approve the Company&apos;s named executive officer compensation through an advisory resolution, commonly referred to as a &quot;Say-on-Pay&quot; vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>33963</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>33963</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENERGY FUELS INC.</issuerName>
    <cusip>292671708</cusip>
    <isin>CA2926717083</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Say-When-On-Pay Advisory Vote - Vote on a non-binding, advisory proposal to approve the frequency of future advisory votes on the compensation of the Company&apos;s named executive officers, commonly referred to as a &apos;&apos;Say-When-On-Pay&apos;&apos; vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>33963</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>33963</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FLEX LTD.</issuerName>
    <cusip>Y2573F102</cusip>
    <isin>SG9999000020</isin>
    <meetingDate>08/06/2025</meetingDate>
    <voteDescription>NON-BINDING, ADVISORY RESOLUTION. To approve the compensation of the Company&apos;s named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, set forth in &quot;Compensation Discussion and Analysis&quot; and in the compensation tables and the accompanying narrative disclosure under &quot;Executive Compensation&quot; in the Company&apos;s proxy statement relating to its 2025 Annual General Meeting.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1063452</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1063452</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GUIDEWIRE SOFTWARE, INC.</issuerName>
    <cusip>40171V100</cusip>
    <isin>US40171V1008</isin>
    <meetingDate>12/15/2025</meetingDate>
    <voteDescription>To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>107763</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>107763</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INTERDIGITAL, INC.</issuerName>
    <cusip>45867G101</cusip>
    <isin>US45867G1013</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Advisory resolution to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>51124</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>51124</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>365889</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>365889</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the frequency of future advisory votes on the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>365889</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>365889</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LIVE NATION ENTERTAINMENT, INC.</issuerName>
    <cusip>538034109</cusip>
    <isin>US5380341090</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To hold an advisory vote on the company&apos;s executive compensation;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>249776</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>249776</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MARVELL TECHNOLOGY, INC.</issuerName>
    <cusip>573874104</cusip>
    <isin>US5738741041</isin>
    <meetingDate>06/25/2026</meetingDate>
    <voteDescription>An advisory (non-binding) vote to approve compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>409934</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>409934</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PALANTIR TECHNOLOGIES INC.</issuerName>
    <cusip>69608A108</cusip>
    <isin>US69608A1088</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>25000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32026</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>32026</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPHERE ENTERTAINMENT CO.</issuerName>
    <cusip>55826T102</cusip>
    <isin>US55826T1025</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approval of, on an advisory basis, the frequency of the future advisory votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32026</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>32026</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STRIDE, INC.</issuerName>
    <cusip>86333M108</cusip>
    <isin>US86333M1080</isin>
    <meetingDate>12/04/2025</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>99551</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>99551</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TOAST, INC.</issuerName>
    <cusip>888787108</cusip>
    <isin>US8887871080</isin>
    <meetingDate>06/12/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>42368</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>42368</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TWILIO INC.</issuerName>
    <cusip>90138F102</cusip>
    <isin>US90138F1021</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>143680</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>143680</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
