<inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <inf:proxyTable>
    <inf:issuerName>FERGUSON ENTERPRISES INC.</inf:issuerName>
    <inf:cusip>31488V107</inf:cusip>
    <inf:isin>US31488V1070</inf:isin>
    <inf:meetingDate>12/03/2025</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, the fiscal 2025 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>64028</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>64028</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GUIDEWIRE SOFTWARE, INC.</inf:issuerName>
    <inf:cusip>40171V100</inf:cusip>
    <inf:isin>US40171V1008</inf:isin>
    <inf:meetingDate>12/15/2025</inf:meetingDate>
    <inf:voteDescription>To conduct a non-binding, 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>106156</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>106156</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>FERGUSON ENTERPRISES INC.</inf:issuerName>
    <inf:cusip>31488V107</inf:cusip>
    <inf:isin>US31488V1070</inf:isin>
    <inf:meetingDate>04/30/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, the compensation of the Company's Named Executive Officers for the five-month transition period from August 1, 2025 to 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>40872</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>40872</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>FLOOR &amp; DECOR HOLDINGS, INC</inf:issuerName>
    <inf:cusip>339750101</inf:cusip>
    <inf:isin>US3397501012</inf:isin>
    <inf:meetingDate>05/06/2026</inf:meetingDate>
    <inf:voteDescription>Approve, by non-binding vote, the
compensation paid to the Company's named executive officers for the 2025 fiscal year.</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>164768</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>164768</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>LPL FINANCIAL HOLDINGS INC.</inf:issuerName>
    <inf:cusip>50212V100</inf:cusip>
    <inf:isin>US50212V1008</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>Approve, in an advisory vote, the
compensation paid to 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>39229</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>39229</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>OPTION CARE HEALTH, INC.</inf:issuerName>
    <inf:cusip>68404L201</inf:cusip>
    <inf:isin>US68404L2016</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on a non-binding advisory basis, our 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>658646</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>658646</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>THERMO FISHER SCIENTIFIC INC.</inf:issuerName>
    <inf:cusip>883556102</inf:cusip>
    <inf:isin>US8835561023</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>An advisory vote to approve 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>28475</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>28475</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ROSS STORES, INC.</inf:issuerName>
    <inf:cusip>778296103</inf:cusip>
    <inf:isin>US7782961038</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve the resolution on the compensation of the 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>54426</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>54426</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>THE TJX COMPANIES, INC.</inf:issuerName>
    <inf:cusip>872540109</inf:cusip>
    <inf:isin>US8725401090</inf:isin>
    <inf:meetingDate>06/09/2026</inf:meetingDate>
    <inf:voteDescription>Advisory approval of TJX's executive compensation (the 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>24200</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>24200</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </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 (&#34;say on pay&#34;).</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>479889</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>479889</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
</inf:proxyVoteTable>
