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    <issuerName>MICROSOFT CORPORATION</issuerName>
    <cusip>594918104</cusip>
    <meetingDate>12/05/2025</meetingDate>
    <voteDescription>Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors; Approval of 2026 stock plan and multiple reports (AI, Human Rights, and Securtiy Program)</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Approval of 2026 stock plan and multiple reports (AI, Human Rights, and Securtiy Program)</otherVoteDescription>
    <sharesVoted>77338</sharesVoted>
    <sharesOnLoan>264</sharesOnLoan>
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  <proxyTable>
    <issuerName>VISA INC.</issuerName>
    <cusip>92826C839</cusip>
    <meetingDate>01/27/2026</meetingDate>
    <voteDescription>Election of Directors; 14A Executive compensation; Ratify appointment of independent auditors; Approval of amendments and shareholder proposals</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Shareholder proposal requesting BOD to adopt policy for independent chair; shareholder proposal on written consent, online sexual exploitation, and inclusion ROI audit</otherVoteDescription>
    <sharesVoted>87133</sharesVoted>
    <sharesOnLoan>149008</sharesOnLoan>
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        <sharesVoted>87133</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UBER TECHNOLOGIES, INC.</issuerName>
    <cusip>90353T100</cusip>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>Election of directors; Advisory vote to approve 2025 named executive offer compensation; Ratification of auditors</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>758072</sharesVoted>
    <sharesOnLoan>227664</sharesOnLoan>
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        <sharesVoted>758072</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DANAHER CORPORATION</issuerName>
    <cusip>235851102</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Election of directors; Approve 2025 named executive offer compensation; Ratification of auditors; Approval of incentive plan</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Approval of incentive plan</otherVoteDescription>
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    <sharesOnLoan>59135</sharesOnLoan>
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        <sharesVoted>295704</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PLANET FITNESS, INC.</issuerName>
    <cusip>72703H101</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Nomination of directors; Ratification of auditors; Approval of compensation of executive officers</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>585996</sharesVoted>
    <sharesOnLoan>17270</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>585996</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TALEN ENERGY CORPORATION</issuerName>
    <cusip>87422Q109</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Election of directors; Approve 2025 named executive offer compensation; Ratification of auditors</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>223761</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>223761</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FLOOR &amp; DECOR HOLDINGS, INC.</issuerName>
    <cusip>339750101</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Election of directors; Approve 2025 named executive offer compensation; Ratification of auditors; Approval of incentive plan</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Approval of incentive plan</otherVoteDescription>
    <sharesVoted>1079327</sharesVoted>
    <sharesOnLoan>75352</sharesOnLoan>
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        <sharesVoted>1079327</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>MIRION TECHNOLOGIES, INC.</issuerName>
    <cusip>60471A101</cusip>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Election of directors; Ratification of auditors; Approval of compensation of executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>2323964</sharesVoted>
    <sharesOnLoan>152820</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2323964</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>UNITY SOFTWARE INC.</issuerName>
    <cusip>91332U101</cusip>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Election of directors; Ratification of auditors; Approval of compensation of executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1981540</sharesVoted>
    <sharesOnLoan>11229</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>1981540</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>WINGSTOP INC.</issuerName>
    <cusip>974155103</cusip>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Election of directors; Ratification of auditors; Approval of compensation of executive officers; Ratification of amendments and prior amendments by BOD to Bylaws</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Ratification of amendments and prior amendments by BOD to Bylaws</otherVoteDescription>
    <sharesVoted>137742</sharesVoted>
    <sharesOnLoan>33720</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>137742</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>AIRBNB INC</issuerName>
    <cusip>009066101</cusip>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>Election of Directors; Ratify auditors; Approve compensation of executive officers; Oversight of risks and reports on other matters</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Oversight of risks and reports on other matters</otherVoteDescription>
    <sharesVoted>353812</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>353812</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>FREEPORT-MCMORAN INC.</issuerName>
    <cusip>35671D857</cusip>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Election of Directors; Ratify auditors; Approve compensation of executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>375367</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>375367</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CHIPOTLE MEXICAN GRILL, INC.</issuerName>
    <cusip>169656105</cusip>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Election of Directors; Ratify auditors; Approve compensation of executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1231771</sharesVoted>
    <sharesOnLoan>25</sharesOnLoan>
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        <sharesVoted>1231771</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>MASTERCARD INCORPORATED</issuerName>
    <cusip>57636Q104</cusip>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>Election of Directors; Ratify auditors; Approve compensation of executive officers; Consideration of stockholder proposals</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <otherVoteDescription>Consideration of stockholder proposals</otherVoteDescription>
    <sharesVoted>91676</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>91676</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>CORE &amp; MAIN, INC.</issuerName>
    <cusip>21874C102</cusip>
    <meetingDate>06/23/2026</meetingDate>
    <voteDescription>Election of Directors; Ratify auditors; Approve compensation of executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>612486</sharesVoted>
    <sharesOnLoan>811</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>612486</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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