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    <issuerName>YETI Holdings, Inc.</issuerName>
    <cusip>98585X104</cusip>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation paid to our named executive officers.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>GXO Logistics, Inc.</issuerName>
    <cusip>36262G101</cusip>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation To conduct an advisory vote to approve the executive compensation of the company's named executive officers (&quot;NEOs&quot;) as disclosed in this Proxy Statement.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Evolent Health, Inc.</issuerName>
    <cusip>30050B101</cusip>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>Proposal to approve the compensation of our named executive officers for 2025 on an advisory basis.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>Portillo's Inc.</issuerName>
    <cusip>73642K106</cusip>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>V.F. Corporation</issuerName>
    <cusip>918204108</cusip>
    <meetingDate>07/22/2025</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <issuerName>BlackLine, Inc.</issuerName>
    <cusip>09239B109</cusip>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the 2025 compensation of the Company's named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>1277519</sharesVoted>
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    <issuerName>Cognex Corporation</issuerName>
    <cusip>192422103</cusip>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Cognex?s named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion (&quot;say-on-pay&quot;).</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>483900</sharesVoted>
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