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    <cusip>008073108</cusip>
    <isin>US0080731088</isin>
    <meetingDate>09/25/2025</meetingDate>
    <voteDescription>Non-binding advisory vote on the compensation of the company's Named Executive Officers:</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>12697.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Amazon.com, Inc.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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        <sharesVoted>40927.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Amrize Ltd.</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 (&quot;Say on Pay Vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>407226.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Amrize Ltd.</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Advisory vote on the frequency of &quot;Say on Pay Vote&quot;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>407226.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Amylyx Pharmaceuticals, Inc.</issuerName>
    <cusip>03237H101</cusip>
    <isin>US03237H1014</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>AGAINST</howVoted>
        <sharesVoted>156570.000000</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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    <issuerName>Caterpillar, Inc.</issuerName>
    <cusip>149123101</cusip>
    <isin>US1491231015</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>15587.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CBL &amp; Associates Properties, Inc.</issuerName>
    <cusip>124830878</cusip>
    <isin>US1248308785</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>An advisory vote on the approval of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>146507.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>146507.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Cummins Inc.</issuerName>
    <cusip>231021106</cusip>
    <isin>US2310211063</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>7217.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>EQT Corporation</issuerName>
    <cusip>26884L109</cusip>
    <isin>US26884L1098</isin>
    <meetingDate>04/14/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>87991.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>87991.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>GE Healthcare Technologies, Inc.</issuerName>
    <cusip>36266G107</cusip>
    <isin>US36266G1076</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval of our named executive officers' compensation in an advisory vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
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    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>81654.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Huntington Ingalls Industries, Inc.</issuerName>
    <cusip>446413106</cusip>
    <isin>US4464131063</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>Proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>17546.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>FOR</howVoted>
        <sharesVoted>17546.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Ingevity Corporation</issuerName>
    <cusip>45688C107</cusip>
    <isin>US45688C1071</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>Advisory vote on compensation of our Named Executive Officers (Say-on-Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>85583.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>85583.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Materion Corporation</issuerName>
    <cusip>576690101</cusip>
    <isin>US5766901012</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, by non-binding vote, named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11070.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>11070.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>McKesson Corporation</issuerName>
    <cusip>58155Q103</cusip>
    <isin>US58155Q1031</isin>
    <meetingDate>07/30/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve the Company's Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>7230.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>7230.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Monster Beverage Corporation</issuerName>
    <cusip>61174X109</cusip>
    <isin>US61174X1090</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>35152.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>35152.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Novanta Inc.</issuerName>
    <cusip>67000B104</cusip>
    <isin>CA67000B1040</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>Approval, on an advisory (non-binding) basis, of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>15958.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>15958.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>NVIDIA Corporation</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/24/2026</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>53369.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>53369.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Porch Group, Inc.</issuerName>
    <cusip>733245104</cusip>
    <isin>US7332451043</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>To approve of, 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>
    <sharesVoted>282745.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>282745.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>QXO, Inc.</issuerName>
    <cusip>82846H405</cusip>
    <isin>US82846H4056</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>24390244.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>24390244.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>RadNet, Inc.</issuerName>
    <cusip>750491102</cusip>
    <isin>US7504911022</isin>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>478304.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>478304.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Redwire Corporation</issuerName>
    <cusip>75776W103</cusip>
    <isin>US75776W1036</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To approve, in an advisory (non-binding) vote, the Company's named executive officer compensation as disclosed in the Proxy Statement (&quot;&quot;say-on-pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>163002.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>163002.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Redwire Corporation</issuerName>
    <cusip>75776W103</cusip>
    <isin>US75776W1036</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To recommend, in an advisory (non-binding) vote, the frequency of future advisory votes to approve the Company's named executive compensation (&quot;&quot;say-on-pay frequency&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>163002.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>163002.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Resideo Technologies, Inc.</issuerName>
    <cusip>76118Y104</cusip>
    <isin>US76118Y1047</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>603395.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>603395.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Teradyne, Inc.</issuerName>
    <cusip>880770102</cusip>
    <isin>US8807701029</isin>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the 2025 compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>30125.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>30125.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
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  <proxyTable>
    <issuerName>The Boeing Company</issuerName>
    <cusip>097023105</cusip>
    <isin>US0970231058</isin>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>165397.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>165397.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>Ventas, Inc.</issuerName>
    <cusip>92276F100</cusip>
    <isin>US92276F1003</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>240840.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>240840.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>Walgreens Boots Alliance, Inc.</issuerName>
    <cusip>931427108</cusip>
    <isin>US9314271084</isin>
    <meetingDate>07/11/2025</meetingDate>
    <voteDescription>To approve, by nonbinding, advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger (the &quot;&quot;Merger-Related Compensation Proposal&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2498417.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2498417.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
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  <proxyTable>
    <issuerName>Woodward, Inc.</issuerName>
    <cusip>980745103</cusip>
    <isin>US9807451037</isin>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>Vote on an advisory resolution to approve the compensation of the Company's named executive officers;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>117883.000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>117883.000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
