<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>C.H. ROBINSON WORLDWIDE, INC.</issuerName>
    <cusip>12541W209</cusip>
    <isin>US12541W2098</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>46349</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>46349</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CELESTICA INC.</issuerName>
    <cusip>15101Q207</cusip>
    <isin>CA15101Q2071</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation - To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>66202</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>66202</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CHENIERE ENERGY, INC.</issuerName>
    <cusip>16411R208</cusip>
    <isin>US16411R2085</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>6634</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>6634</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CONSTELLATION ENERGY CORP</issuerName>
    <cusip>21037T109</cusip>
    <isin>US21037T1097</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>42245</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>42245</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FERGUSON ENTERPRISES INC.</issuerName>
    <cusip>31488V107</cusip>
    <isin>US31488V1070</isin>
    <meetingDate>12/03/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the fiscal 2025 compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115937</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>115937</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FERGUSON ENTERPRISES INC.</issuerName>
    <cusip>31488V107</cusip>
    <isin>US31488V1070</isin>
    <meetingDate>04/30/2026</meetingDate>
    <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.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>62973</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>62973</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FLOOR &amp; DECOR HOLDINGS, INC.</issuerName>
    <cusip>339750101</cusip>
    <isin>US3397501012</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2025 fiscal year.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>121310</sharesVoted>
    <sharesOnLoan>34108</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>121310</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MKS, INC.</issuerName>
    <cusip>55306N104</cusip>
    <isin>US55306N1046</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>The approval, on an advisory basis, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>87110</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>87110</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROSS STORES, INC.</issuerName>
    <cusip>778296103</cusip>
    <isin>US7782961038</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>Advisory vote to approve the resolution on the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>85586</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>85586</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEAGATE TECHNOLOGY HOLDINGS PLC</issuerName>
    <cusip>G7997R103</cusip>
    <isin>IE00BKVD2N49</isin>
    <meetingDate>10/25/2025</meetingDate>
    <voteDescription>Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers (''Say-on-Pay'').</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>64347</sharesVoted>
    <sharesOnLoan>604</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>64347</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SENSIENT TECHNOLOGIES CORPORATION</issuerName>
    <cusip>81725T100</cusip>
    <isin>US81725T1007</isin>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>135430</sharesVoted>
    <sharesOnLoan>66566</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>135430</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TAPESTRY, INC.</issuerName>
    <cusip>876030107</cusip>
    <isin>US8760301072</isin>
    <meetingDate>11/13/2025</meetingDate>
    <voteDescription>Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>145579</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>145579</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE WILLIAMS COMPANIES, INC.</issuerName>
    <cusip>969457100</cusip>
    <isin>US9694571004</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>49902</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>49902</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>194572</sharesVoted>
    <sharesOnLoan>57113</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>194572</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TTM TECHNOLOGIES, INC.</issuerName>
    <cusip>87305R109</cusip>
    <isin>US87305R1095</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To approve, on an advisory, non-binding basis, the frequency of future advisory votes to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>194572</sharesVoted>
    <sharesOnLoan>57113</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 YEAR</howVoted>
        <sharesVoted>194572</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WESTERN DIGITAL CORPORATION</issuerName>
    <cusip>958102105</cusip>
    <isin>US9581021055</isin>
    <meetingDate>11/20/2025</meetingDate>
    <voteDescription>Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>192274</sharesVoted>
    <sharesOnLoan>391</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>192274</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WINGSTOP INC.</issuerName>
    <cusip>974155103</cusip>
    <isin>US9741551033</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>51084</sharesVoted>
    <sharesOnLoan>9445</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>51084</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WOODWARD, INC.</issuerName>
    <cusip>980745103</cusip>
    <isin>US9807451037</isin>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>Vote on an advisory resolution to approve the compensation of the Company's named executive officers;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>61202</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>61202</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
