<?xml version="1.0" encoding="us-ascii"?><inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
<!--VoteTableSchemaVersion:X0300-->
<inf:proxyTable><inf:issuerName>AIXTRON SE</inf:issuerName><inf:cusip>D0257Y135</inf:cusip><inf:isin>DE000A0WMPJ6</inf:isin><inf:meetingDate>05/13/2026</inf:meetingDate><inf:voteDescription>APPROVE REMUNERATION REPORT</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>780813</inf:sharesVoted><inf:sharesOnLoan>989882</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>780813</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ALNYLAM PHARMACEUTICALS, INC.</inf:issuerName><inf:cusip>02043Q107</inf:cusip><inf:isin>US02043Q1076</inf:isin><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>94793</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>94793</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ALPHATEC HOLDINGS, INC.</inf:issuerName><inf:cusip>02081G201</inf:cusip><inf:isin>US02081G2012</inf:isin><inf:meetingDate>06/10/2026</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>2245446</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2245446</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>AXON ENTERPRISE, INC.</inf:issuerName><inf:cusip>05464C101</inf:cusip><inf:isin>US05464C1018</inf:isin><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>83742</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>83742</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BLOOM ENERGY CORPORATION</inf:issuerName><inf:cusip>093712107</inf:cusip><inf:isin>US0937121079</inf:isin><inf:meetingDate>05/21/2026</inf:meetingDate><inf:voteDescription>To approve, on an advisory basis, the fiscal 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>475832</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>475832</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>BWX TECHNOLOGIES, INC.</inf:issuerName><inf:cusip>05605H100</inf:cusip><inf:isin>US05605H1005</inf:isin><inf:meetingDate>04/30/2026</inf:meetingDate><inf:voteDescription>Advisory vote on 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>290009</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>290009</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CARVANA CO.</inf:issuerName><inf:cusip>146869102</inf:cusip><inf:isin>US1468691027</inf:isin><inf:meetingDate>05/05/2026</inf:meetingDate><inf:voteDescription>To approve, by an advisory vote, 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>129353</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>129353</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CENCORA, INC.</inf:issuerName><inf:cusip>03073E105</inf:cusip><inf:isin>US03073E1055</inf:isin><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</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan></inf:proxyTable>
<inf:proxyTable><inf:issuerName>CHIPOTLE MEXICAN GRILL, INC.</inf:issuerName><inf:cusip>169656105</inf:cusip><inf:isin>US1696561059</inf:isin><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>1711738</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1711738</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:isin>US18915M1071</inf:isin><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>386384</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>386384</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>COSTAR GROUP, INC.</inf:issuerName><inf:cusip>22160N109</inf:cusip><inf:isin>US22160N1090</inf:isin><inf:meetingDate>06/23/2026</inf:meetingDate><inf:voteDescription>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>1035803</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1035803</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>COUPANG, INC.</inf:issuerName><inf:cusip>22266T109</inf:cusip><inf:isin>US22266T1097</inf:isin><inf:meetingDate>06/11/2026</inf:meetingDate><inf:voteDescription>To consider a non-binding vote to approve the compensation of Coupang, 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>3095638</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>3095638</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:isin>US25809K1051</inf:isin><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>474984</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>474984</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:isin>US29084Q1004</inf:isin><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>68423</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>68423</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FIRSTCASH HOLDINGS, INC.</inf:issuerName><inf:cusip>33768G107</inf:cusip><inf:isin>US33768G1076</inf:isin><inf:meetingDate>06/09/2026</inf:meetingDate><inf:voteDescription>Approve, by non-binding vote, the compensation of 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>206588</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>206588</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>FTAI AVIATION LTD.</inf:issuerName><inf:cusip>G3730V105</inf:cusip><inf:isin>KYG3730V1059</inf:isin><inf:meetingDate>05/28/2026</inf:meetingDate><inf:voteDescription>Approval, 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>235294</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>235294</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>HOWMET AEROSPACE INC.</inf:issuerName><inf:cusip>443201108</inf:cusip><inf:isin>US4432011082</inf:isin><inf:meetingDate>05/19/2026</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>354818</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>354818</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>IDEXX LABORATORIES, INC.</inf:issuerName><inf:cusip>45168D104</inf:cusip><inf:isin>US45168D1046</inf:isin><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>64702</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>64702</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>INSMED INCORPORATED</inf:issuerName><inf:cusip>457669307</inf:cusip><inf:isin>US4576693075</inf:isin><inf:meetingDate>05/13/2026</inf:meetingDate><inf:voteDescription>An advisory vote on 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>174947</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>174947</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>INSULET CORPORATION</inf:issuerName><inf:cusip>45784P101</inf:cusip><inf:isin>US45784P1012</inf:isin><inf:meetingDate>05/20/2026</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of certain 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>107495</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>107495</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>LIVE NATION ENTERTAINMENT, INC.</inf:issuerName><inf:cusip>538034109</inf:cusip><inf:isin>US5380341090</inf:isin><inf:meetingDate>06/11/2026</inf:meetingDate><inf:voteDescription>To hold an advisory vote on 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>547715</inf:sharesVoted><inf:sharesOnLoan>16800</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>547715</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MKS, INC.</inf:issuerName><inf:cusip>55306N104</inf:cusip><inf:isin>US55306N1046</inf:isin><inf:meetingDate>05/11/2026</inf:meetingDate><inf:voteDescription>The 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>275890</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>275890</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>MONGODB, INC.</inf:issuerName><inf:cusip>60937P106</inf:cusip><inf:isin>US60937P1066</inf:isin><inf:meetingDate>06/30/2026</inf:meetingDate><inf:voteDescription>Approval, on a non-binding 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>265799</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>265799</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NORWEGIAN CRUISE LINE HOLDINGS LTD.</inf:issuerName><inf:cusip>G66721104</inf:cusip><inf:isin>BMG667211046</inf:isin><inf:meetingDate>06/11/2026</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("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>2596336</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2596336</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>NORWEGIAN CRUISE LINE HOLDINGS LTD.</inf:issuerName><inf:cusip>G66721104</inf:cusip><inf:isin>BMG667211046</inf:isin><inf:meetingDate>06/11/2026</inf:meetingDate><inf:voteDescription>Approval, on a non-binding, advisory basis, of the frequency of future Say-on-Pay Votes</inf:voteDescription><inf:voteCategories><inf:voteCategory><inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType></inf:voteCategory></inf:voteCategories><inf:voteSource>ISSUER</inf:voteSource><inf:sharesVoted>2596336</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>2596336</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>Q2 HOLDINGS INC</inf:issuerName><inf:cusip>74736L109</inf:cusip><inf:isin>US74736L1098</inf:isin><inf:meetingDate>06/10/2026</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>1236925</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1236925</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>REDDIT, INC.</inf:issuerName><inf:cusip>75734B100</inf:cusip><inf:isin>US75734B1008</inf:isin><inf:meetingDate>06/08/2026</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>446544</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>446544</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ROCKET LAB CORPORATION</inf:issuerName><inf:cusip>773121108</inf:cusip><inf:isin>US7731211089</inf:isin><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>753812</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>753812</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ROKU, INC.</inf:issuerName><inf:cusip>77543R102</inf:cusip><inf:isin>US77543R1023</inf:isin><inf:meetingDate>06/11/2026</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>711402</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>711402</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ROLLINS, INC.</inf:issuerName><inf:cusip>775711104</inf:cusip><inf:isin>US7757111049</inf:isin><inf:meetingDate>04/28/2026</inf:meetingDate><inf:voteDescription>To hold an advisory (non-binding) vote 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>957123</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>957123</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>ROYAL CARIBBEAN CRUISES LTD.</inf:issuerName><inf:cusip>V7780T103</inf:cusip><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>241930</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>241930</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>SOFI TECHNOLOGIES, INC.</inf:issuerName><inf:cusip>83406F102</inf:cusip><inf:isin>US83406F1021</inf:isin><inf:meetingDate>06/17/2026</inf:meetingDate><inf:voteDescription>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>1606355</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>1606355</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>STARBUCKS CORPORATION</inf:issuerName><inf:cusip>855244109</inf:cusip><inf:isin>US8552441094</inf:isin><inf:meetingDate>03/25/2026</inf:meetingDate><inf:voteDescription>Approve, on a non-binding, 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>571676</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>571676</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TALEN ENERGY CORPORATION</inf:issuerName><inf:cusip>87422Q109</inf:cusip><inf:isin>US87422Q1094</inf:isin><inf:meetingDate>05/05/2026</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>0</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan></inf:proxyTable>
<inf:proxyTable><inf:issuerName>TARGA RESOURCES CORP.</inf:issuerName><inf:cusip>87612G101</inf:cusip><inf:isin>US87612G1013</inf:isin><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>199683</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>199683</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:isin>US90353T1007</inf:isin><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>937088</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>937088</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:isin>US90353T1007</inf:isin><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>937088</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>1 YEAR</inf:howVoted><inf:sharesVoted>937088</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VALERO ENERGY CORPORATION</inf:issuerName><inf:cusip>91913Y100</inf:cusip><inf:isin>US91913Y1001</inf:isin><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>142675</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>142675</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>VARONIS SYSTEMS, INC.</inf:issuerName><inf:cusip>922280102</inf:cusip><inf:isin>US9222801022</inf:isin><inf:meetingDate>06/01/2026</inf:meetingDate><inf:voteDescription>To approve, on a non-binding, advisory basis, the executive 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>2778111</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>2778111</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP</inf:issuerName><inf:cusip>929740108</inf:cusip><inf:isin>US9297401088</inf:isin><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>268529</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>268529</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WINGSTOP INC.</inf:issuerName><inf:cusip>974155103</inf:cusip><inf:isin>US9741551033</inf:isin><inf:meetingDate>05/21/2026</inf:meetingDate><inf:voteDescription>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>364792</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>AGAINST</inf:howVoted><inf:sharesVoted>364792</inf:sharesVoted><inf:managementRecommendation>AGAINST</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
<inf:proxyTable><inf:issuerName>WYNDHAM HOTELS &amp; RESORTS, INC.</inf:issuerName><inf:cusip>98311A105</inf:cusip><inf:isin>US98311A1051</inf:isin><inf:meetingDate>05/14/2026</inf:meetingDate><inf:voteDescription>To vote on an advisory resolution 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>833421</inf:sharesVoted><inf:sharesOnLoan>0</inf:sharesOnLoan><inf:vote><inf:voteRecord><inf:howVoted>FOR</inf:howVoted><inf:sharesVoted>833421</inf:sharesVoted><inf:managementRecommendation>FOR</inf:managementRecommendation></inf:voteRecord></inf:vote></inf:proxyTable>
</inf:proxyVoteTable>
