Kyndryl Holdings, Inc. 50155Q100 07/31/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2878563 0 FOR 2878563 FOR 1 Capri Holdings Limited G1890L107 08/07/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 588074 0 AGAINST 588074 AGAINST 1 Capri Holdings Limited G1890L107 08/07/2025 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 588074 0 1 YEAR 588074 FOR 1 Roivant Sciences Ltd. G76279101 09/10/2025 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2208920 0 FOR 2208920 FOR 1 Manager 2 also exercised voting power over the security Brighthouse Financial, Inc. 10922N103 02/12/2026 Extraordinary Transaction Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2792100 0 AGAINST 2792100 AGAINST 1 Manager 2 also exercised voting power over the security TD Synnex Corporation 87162W100 03/25/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 179317 0 FOR 179317 FOR 1 The Cigna Group 125523100 04/22/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 48064 0 FOR 48064 FOR 1 Core Natural Resources, Inc. 218937100 04/30/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1911851 0 FOR 1911851 FOR 1 Fluor Corporation 343412102 05/06/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 4414894 0 FOR 4414894 FOR 1 Manager 2 also exercised voting power over the security Acadia Healthcare Company, Inc. 00404A109 05/06/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2944610 0 FOR 2944610 FOR 1 CNH Industrial N.V. N20944109 05/08/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 700297 0 FOR 700297 FOR 1 CNH Industrial N.V. N20944109 05/08/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 700297 0 1 YEAR 700297 FOR 1 Centene Corporation 15135B101 05/12/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2314283 0 AGAINST 2314283 AGAINST 1 Viatris Inc. 92556V106 05/15/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1704775 0 FOR 1704775 FOR 1 Henry Schein, Inc. 806407102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 599300 0 FOR 599300 FOR 1 Sotera Health Company 83601L102 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2020328 0 FOR 2020328 FOR 1 PG&E Corporation 69331C108 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 6591415 0 FOR 6591415 FOR 1 Teva Pharmaceutical Industries Limited 881624209 05/28/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 303379 0 FOR 303379 FOR 1 Brighthouse Financial, Inc. 10922N103 06/02/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 2654988 0 FOR 2654988 FOR 1 Manager 2 also exercised voting power over the security Antero Resources Corporation 03674X106 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 777135 0 FOR 777135 FOR 1 Crocs, Inc. 227046109 06/09/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 669140 0 FOR 669140 FOR 1 Versant Media Group, Inc. 925283103 06/25/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 1630173 0 1 YEAR 2312740 FOR 1 Penn Entertainment, Inc. 707569109 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 4514218 0 AGAINST 4514218 AGAINST 1 Manager 2 also exercised voting power over the security Graphic Packaging Holding Company 388689101 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 7041428 0 AGAINST 7041428 AGAINST 1 Manager 2 also exercised voting power over the security Victoria's Secret & Co. G61188101 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 335892 0 FOR 1038025 FOR 1 Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 0 0 ABSTAIN 0 NONE 1 ELIGIBLE TO VOTE 4,800,406 SHARES Liberty Global Ltd. G61188101 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 4800406 0 1 YEAR 4800406 AGAINST 1 Weatherford International PLC G48833118 06/11/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 0 0 ABSTAIN 0 NONE ELIGIBLE TO VOTE 57,971 SHARES Resideo Technologies, Inc. 76118Y104 06/03/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1498880 0 FOR 1498880 FOR 1 Nuvation Bio Inc. 67080N101 05/21/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 34995 0 FOR 34995 FOR 2 GoPro, Inc. 38268T103 06/02/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 846003 0 AGAINST 846003 AGAINST 1 SLM Corporation 78442P106 06/16/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 672216 0 FOR 672216 FOR 1 Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation SECTION 14A SAY-ON-PAY VOTES 205260 0 FOR 205260 FOR 1 Stubhub Holdings, Inc. 86384P109 06/23/2026 Executive Compensation Vote Frequency SECTION 14A SAY-ON-PAY VOTES 205260 0 3 YEARS 205260 FOR 1