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    <issuerName>APPLIED MATERIALS, INC.</issuerName>
    <cusip>038222AF3</cusip>
    <meetingDate>03/12/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>892000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>892000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TD SYNNEX CORPORATION</issuerName>
    <cusip>87162W100</cusip>
    <meetingDate>03/24/2026</meetingDate>
    <voteDescription>An advisory vote to approve our Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>2477000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2477000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>URBAN OUTFITTERS</issuerName>
    <cusip>917047102</cusip>
    <meetingDate>06/05/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2230873</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2230873</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>ACADIA HEALTHCARE COMPANY, INC.</issuerName>
    <cusip>US00404A1</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory vote on the compensation of the Company's named executive officers as presented in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>4380000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>AGAINST</howVoted>
        <sharesVoted>4380000</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
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  <proxyTable>
    <issuerName>CAPITAL ONE FINANCIAL CORPORATION</issuerName>
    <cusip>14040H105</cusip>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Advisory vote on our Named Executive Officer compensation (&#8220;Say on Pay&#8221;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>425000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>425000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>TELEFLEX INCORPORATED</issuerName>
    <cusip>879369106</cusip>
    <meetingDate>05/15/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1000000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1000000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>SHARKNINJA, INC.</issuerName>
    <cusip>G8068L108</cusip>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1436000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>1436000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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