<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>GALDERMA GROUP AG</issuerName>
    <cusip>H3301B107</cusip>
    <isin>CH1335392721</isin>
    <meetingDate>04/22/2026</meetingDate>
    <voteDescription>APPROVE REMUNERATION REPORT (NON-BINDING)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>58500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>58500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ADT INC.</issuerName>
    <cusip>00090Q103</cusip>
    <isin>US00090Q1031</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named&#13;executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>91</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>91</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ALIGNMENT&#13;HEALTHCARE INC</issuerName>
    <cusip>01625V104</cusip>
    <isin>US01625V1044</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of&#13;our Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>4689</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>4689</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APOGEE THERAPEUTICS,&#13;INC.</issuerName>
    <cusip>03770N101</cusip>
    <isin>US03770N1019</isin>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of&#13;our named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>32</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CENTURI HOLDINGS, INC.</issuerName>
    <cusip>155923105</cusip>
    <isin>US1559231055</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of executive&#13;compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>347</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>347</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis to approve the&#13;compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1769</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1769</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis on the frequency of future&#13;non-binding advisory votes to approve the compensation of our&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1769</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>1769</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CRINETICS&#13;PHARMACEUTICALS, INC.</issuerName>
    <cusip>22663K107</cusip>
    <isin>US22663K1079</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the&#13;Company's named executive officers as disclosed in the proxy&#13;statement pursuant to the compensation disclosure rules of the&#13;Securities and Exchange Commission;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>20863</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>20863</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DIGITALOCEAN&#13;HOLDINGS, INC.</issuerName>
    <cusip>25402D102</cusip>
    <isin>US25402D1028</isin>
    <meetingDate>06/15/2026</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of&#13;our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>907</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>907</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DISC MEDICINE, INC.</issuerName>
    <cusip>254604101</cusip>
    <isin>US2546041011</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation&#13;paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>10917</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>10917</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HUDSON PACIFIC&#13;PROPERTIES, INC.</issuerName>
    <cusip>444097406</cusip>
    <isin>US4440974065</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>The advisory approval of the Company's executive compensation&#13;for the fiscal year ended December 31, 2025, as more fully&#13;disclosed in the accompanying Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>35219</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>35219</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INGRAM MICRO HOLDING&#13;CORPORATION</issuerName>
    <cusip>457152106</cusip>
    <isin>US4571521065</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Company's&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>205200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>205200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIAMI INTL HLDGS INC</issuerName>
    <cusip>59356Q108</cusip>
    <isin>US59356Q1085</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>The approval, on a non-binding advisory basis, of the&#13;compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>156238</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>156238</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIAMI INTL HLDGS INC</issuerName>
    <cusip>59356Q108</cusip>
    <isin>US59356Q1085</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>To hold future stockholder advisory votes on the compensation of&#13;our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>156238</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>156238</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>REVOLUTION MEDICINES,&#13;INC.</issuerName>
    <cusip>76155X100</cusip>
    <isin>US76155X1000</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of&#13;the Company's named executive officers as disclosed in the Proxy&#13;Statement pursuant to the compensation disclosure rules of the&#13;Securities and Exchange Commission (&quot;&quot;Say-on-Pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>17613</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>17613</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the named executive officer&#13;compensation disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>198897</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>198897</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory&#13;votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>198897</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>198897</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VAXCYTE, INC.</issuerName>
    <cusip>92243G108</cusip>
    <isin>US92243G1085</isin>
    <meetingDate>06/15/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of&#13;the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>180</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>180</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ACADIA REALTY TRUST</issuerName>
    <cusip>004239109</cusip>
    <isin>US0042391096</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>THE APPROVAL, ON A NON-BINDING ADVISORY BASIS, OF&#13;THE COMPENSATION OF NAMED EXECUTIVE OFFICERS AS&#13;DISCLOSED IN THE COMPANY'S 2026 PROXY STATEMENT.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>4019</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>4019</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMKOR TECHNOLOGY,&#13;INC.</issuerName>
    <cusip>031652100</cusip>
    <isin>US0316521006</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named&#13;executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>520000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>520000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis to approve the&#13;compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>396385</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>396385</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis on the frequency of future&#13;non-binding advisory votes to approve the compensation of our&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>396385</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>396385</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CURBLINE PROPERTIES&#13;CORP.</issuerName>
    <cusip>23128Q101</cusip>
    <isin>US23128Q1013</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval, on an Advisory Basis, of the Compensation of the&#13;Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>178422</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>178422</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CURBLINE PROPERTIES&#13;CORP.</issuerName>
    <cusip>23128Q101</cusip>
    <isin>US23128Q1013</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Approval, on an Advisory Basis, of the Frequency of Future&#13;Stockholder Advisory Votes to Approve the Compensation of the&#13;Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>178422</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>178422</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DIANTHUS&#13;THERAPEUTICS, INC.</issuerName>
    <cusip>252828108</cusip>
    <isin>US2528281080</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to our&#13;named executive officers; and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>32500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>32500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DYNE THERAPEUTICS,&#13;INC.</issuerName>
    <cusip>26818M108</cusip>
    <isin>US26818M1080</isin>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>To vote, on an advisory basis, to approve the compensation of our&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>23450</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>23450</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ESSENTIAL PROPERTIES&#13;REALTY TRUST, INC.</issuerName>
    <cusip>29670E107</cusip>
    <isin>US29670E1073</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the&#13;Company's named executive officers, as more particularly&#13;described in the Proxy Statement;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>8741</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>8741</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ESSENTIAL PROPERTIES&#13;REALTY TRUST, INC.</issuerName>
    <cusip>29670E107</cusip>
    <isin>US29670E1073</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the frequency of future advisory&#13;votes approving the compensation of the Company's named&#13;executive officers; and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>8741</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>8741</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KIRBY CORPORATION</issuerName>
    <cusip>497266106</cusip>
    <isin>US4972661064</isin>
    <meetingDate>04/27/2026</meetingDate>
    <voteDescription>Advisory vote on the approval of the compensation of Kirby's&#13;named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>33500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>33500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of&#13;our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>134000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>134000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the frequency of&#13;future advisory votes on the compensation of our named executive&#13;officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>134000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>134000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LOAR HOLDINGS</issuerName>
    <cusip>53947R105</cusip>
    <isin>US53947R1059</isin>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our named&#13;executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>268000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>268000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LOAR HOLDINGS</issuerName>
    <cusip>53947R105</cusip>
    <isin>US53947R1059</isin>
    <meetingDate>06/02/2026</meetingDate>
    <voteDescription>To determine the frequency of future advisory votes on named&#13;executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>268000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>268000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIRION TECHNOLOGIES,&#13;INC.</issuerName>
    <cusip>60471A101</cusip>
    <isin>US60471A1016</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named&#13;executive officers as disclosed in the accompanying proxy&#13;statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>234500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>234500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PHATHOM&#13;PHARMACEUTICALS, INC.</issuerName>
    <cusip>71722W107</cusip>
    <isin>US71722W1071</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>To approve the compensation of the named executive officers on a&#13;non-binding advisory basis (''say-on-pay'').</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>48750</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>48750</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STRUCTURE&#13;THERAPEUTICS, INC.</issuerName>
    <cusip>86366E106</cusip>
    <isin>US86366E1064</isin>
    <meetingDate>06/17/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the&#13;Company's named executive officers, as disclosed in the proxy&#13;statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>40200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>40200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MDU RESOURCES&#13;GROUP, INC.</issuerName>
    <cusip>552690109</cusip>
    <isin>US5526901096</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>Vote, on an Advisory Basis, to Approve the Company's Named&#13;Executive Officers' compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>201000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>201000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ADT INC.</issuerName>
    <cusip>00090Q103</cusip>
    <isin>US00090Q1031</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our named&#13;executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>495000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>495000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ALIGNMENT&#13;HEALTHCARE INC</issuerName>
    <cusip>01625V104</cusip>
    <isin>US01625V1044</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of the compensation of&#13;our Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>115500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APOGEE THERAPEUTICS,&#13;INC.</issuerName>
    <cusip>03770N101</cusip>
    <isin>US03770N1019</isin>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of&#13;our named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>10500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>10500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CENTURI HOLDINGS, INC.</issuerName>
    <cusip>155923105</cusip>
    <isin>US1559231055</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Approval, on a non-binding, advisory basis, of executive&#13;compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>132000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>132000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis to approve the&#13;compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>37073</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>37073</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis on the frequency of future&#13;non-binding advisory votes to approve the compensation of our&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>37073</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>37073</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CRINETICS&#13;PHARMACEUTICALS, INC.</issuerName>
    <cusip>22663K107</cusip>
    <isin>US22663K1079</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the&#13;Company's named executive officers as disclosed in the proxy&#13;statement pursuant to the compensation disclosure rules of the&#13;Securities and Exchange Commission;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>35000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>35000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DIGITALOCEAN&#13;HOLDINGS, INC.</issuerName>
    <cusip>25402D102</cusip>
    <isin>US25402D1028</isin>
    <meetingDate>06/15/2026</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of&#13;our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>80500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>80500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DISC MEDICINE, INC.</issuerName>
    <cusip>254604101</cusip>
    <isin>US2546041011</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation&#13;paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>16500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>16500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HONEYWELL&#13;INTERNATIONAL INC.</issuerName>
    <cusip>438516106</cusip>
    <isin>US4385161066</isin>
    <meetingDate>05/22/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>195000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>195000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HUDSON PACIFIC&#13;PROPERTIES, INC.</issuerName>
    <cusip>444097406</cusip>
    <isin>US4440974065</isin>
    <meetingDate>05/28/2026</meetingDate>
    <voteDescription>The advisory approval of the Company's executive compensation&#13;for the fiscal year ended December 31, 2025, as more fully&#13;disclosed in the accompanying Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>188571</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>188571</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INGRAM MICRO HOLDING&#13;CORPORATION</issuerName>
    <cusip>457152106</cusip>
    <isin>US4571521065</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Company's&#13;named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>79800</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>79800</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIAMI INTL HLDGS INC</issuerName>
    <cusip>59356Q108</cusip>
    <isin>US59356Q1085</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>The approval, on a non-binding advisory basis, of the&#13;compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>95700</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>95700</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MIAMI INTL HLDGS INC</issuerName>
    <cusip>59356Q108</cusip>
    <isin>US59356Q1085</isin>
    <meetingDate>06/16/2026</meetingDate>
    <voteDescription>To hold future stockholder advisory votes on the compensation of&#13;our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>95700</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>95700</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PRAXIS PRECISION&#13;MEDICINES, INC.</issuerName>
    <cusip>74006W207</cusip>
    <isin>US74006W2070</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation&#13;of the named executive officers as disclosed in the Company's&#13;proxy statement for the 2026 Annual Meeting of Stockholders&#13;pursuant to the applicable compensation disclosure rules of the&#13;SEC, including the Compensation Discussion and Analysis, the&#13;compensation tables and narrative discussion.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>7365</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>7365</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>REVOLUTION MEDICINES,&#13;INC.</issuerName>
    <cusip>76155X100</cusip>
    <isin>US76155X1000</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of&#13;the Company's named executive officers as disclosed in the Proxy&#13;Statement pursuant to the compensation disclosure rules of the&#13;Securities and Exchange Commission (&quot;&quot;Say-on-Pay&quot;&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>17500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>17500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the named executive officer&#13;compensation disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>264000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>264000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SANDISK CORPORATION</issuerName>
    <cusip>80004C200</cusip>
    <isin>US80004C2008</isin>
    <meetingDate>11/18/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the frequency of future advisory&#13;votes on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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