CAVCO INDUSTRIES, INC. US1495681074 07/29/2025 Advisory Vote to Approve Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE MICROSOFT CORPORATION US5949181045 12/05/2025 Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote") SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE AUTOZONE, INC. US0533321024 12/17/2025 Approval of an advisory vote on the compensation of named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE SLB N.V. AN8068571086 04/08/2026 Advisory approval of our executive compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 55000 0 FOR 55000 FOR AMRIZE LTD CH1430134226 04/21/2026 Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 ("Say on Pay Vote") SECTION 14A SAY-ON-PAY VOTES ISSUER 188000 0 FOR 188000 FOR AMRIZE LTD CH1430134226 04/21/2026 Advisory vote on the frequency of "Say on Pay Vote" SECTION 14A SAY-ON-PAY VOTES ISSUER 188000 0 FOR 188000 FOR AMRIZE LTD CH1430134226 04/21/2026 Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 ("Say on Pay Vote") SECTION 14A SAY-ON-PAY VOTES ISSUER 200000 0 FOR 200000 FOR AMRIZE LTD CH1430134226 04/21/2026 Advisory vote on the frequency of "Say on Pay Vote" SECTION 14A SAY-ON-PAY VOTES ISSUER 200000 0 FOR 200000 FOR TRIUMPH FINANCIAL, INC. US89679E3009 04/23/2026 Management Proposal Regarding Advisory Approval of the Company's Executive Compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 89692 0 FOR 89692 FOR TOPBUILD CORP. US89055F1030 04/27/2026 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 8000 0 FOR 8000 FOR TURNING POINT BRANDS, INC. US90041L1052 05/04/2026 To approve, on an advisory basis, named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 400000 0 FOR 400000 FOR ENTEGRIS, INC. US29362U1043 05/06/2026 Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote). SECTION 14A SAY-ON-PAY VOTES ISSUER 53950 0 FOR 53950 FOR PEABODY ENERGY CORPORATION US7045511000 05/07/2026 Approve, on an advisory basis, our named executive officers' compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 250000 0 FOR 250000 FOR STERLING INFRASTRUCTURE, INC. US8592411016 05/07/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 22500 0 FOR 22500 FOR ICHOR HOLDINGS, LTD. KYG4740B1059 05/14/2026 Advisory approval of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 185456 0 FOR 185456 FOR SPROUTS FARMERS MARKET, INC. US85208M1027 05/20/2026 To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2025 ("say-on-pay"). SECTION 14A SAY-ON-PAY VOTES ISSUER 73384 0 FOR 73384 FOR SPROUTS FARMERS MARKET, INC. US85208M1027 05/20/2026 To vote on a non-binding advisory proposal on the frequency of future say-on-pay votes ("say-on-frequency"). SECTION 14A SAY-ON-PAY VOTES ISSUER 73384 0 FOR 73384 FOR NPK INTERNATIONAL INC. US6517185046 05/20/2026 Non-binding advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 550000 0 FOR 550000 FOR TARGET HOSPITALITY CORP. US87615L1070 05/21/2026 Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay). SECTION 14A SAY-ON-PAY VOTES ISSUER 560493 0 FOR 560493 FOR LAUREATE EDUCATION, INC. US5186132032 05/21/2026 To approve, by advisory vote, the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 250000 0 FOR 250000 FOR ULTRA CLEAN HOLDINGS, INC. US90385V1070 05/22/2026 Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2025 as disclosed in our proxy statement for the 2026 Annual Meeting of Stockholders. SECTION 14A SAY-ON-PAY VOTES ISSUER 125000 0 FOR 125000 FOR KOSMOS ENERGY LTD. US5006881065 05/28/2026 To provide a non-binding, advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES ISSUER 26913 0 FOR 26913 FOR VAALCO ENERGY, INC. US91851C2017 06/04/2026 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 1301295 0 FOR 1301295 FOR FIRSTCASH HOLDINGS, INC. US33768G1076 06/09/2026 Approve, by non-binding vote, the compensation of named executive officers as described in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 177147 0 FOR 177147 FOR GRAND CANYON EDUCATION, INC. US38526M1062 06/10/2026 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE MATADOR RESOURCES COMPANY US5764852050 06/11/2026 Advisory vote to approve the compensation of the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE VERSANT MEDIA GROUP, INC. US9252831030 06/25/2026 Approval, on a non-binding, advisory basis, of the frequency of future non-binding advisory votes to approve named executive officer compensation SECTION 14A SAY-ON-PAY VOTES ISSUER 0 0 NONE 0 NONE