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		<issuerName>CAPRI HOLDINGS LIMITED</issuerName>
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		<meetingDate>08/07/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>CAPRI HOLDINGS LIMITED</issuerName>
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		<meetingDate>08/07/2025</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
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			<howVoted>1-Year</howVoted>
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		<issuerName>ALBERTSONS COMPANIES, INC.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>THE J. M. SMUCKER COMPANY</issuerName>
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		<meetingDate>08/13/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>ELECTRONIC ARTS INC.</issuerName>
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		<meetingDate>08/14/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>MODINE MANUFACTURING COMPANY</issuerName>
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		<meetingDate>08/21/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>DECKERS OUTDOOR CORPORATION</issuerName>
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		<meetingDate>09/08/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>TAKE-TWO INTERACTIVE SOFTWARE, INC.</issuerName>
		<cusip>874054109</cusip>
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		<meetingDate>09/18/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>FEDEX CORPORATION</issuerName>
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		<meetingDate>09/29/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>CARPENTER TECHNOLOGY CORPORATION</issuerName>
		<cusip>144285103</cusip>
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		<meetingDate>10/07/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>THE PROCTER &amp; GAMBLE COMPANY</issuerName>
		<cusip>742718109</cusip>
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		<meetingDate>10/14/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>SYNOVUS FINANCIAL CORP.</issuerName>
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		<meetingDate>11/06/2025</meetingDate>
		<voteDescription>Golden-Parachute Compensation </voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<issuerName>THE ESTEE LAUDER COMPANIES INC.</issuerName>
		<cusip>518439104</cusip>
		<isin>US5184391044</isin>
		<meetingDate>11/13/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<howVoted>AGAINST</howVoted>
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		<issuerName>THE ESTEE LAUDER COMPANIES INC.</issuerName>
		<cusip>518439104</cusip>
		<isin>US5184391044</isin>
		<meetingDate>11/13/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>6538</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>TAPESTRY, INC.</issuerName>
		<cusip>876030107</cusip>
		<isin>US8760301072</isin>
		<meetingDate>11/13/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>12552</sharesVoted>
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			<sharesVoted>12552</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>SYSCO CORPORATION</issuerName>
		<cusip>871829107</cusip>
		<isin>US8718291078</isin>
		<meetingDate>11/14/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>829356</sharesVoted>
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			<sharesVoted>829356</sharesVoted>
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		<issuerName>PERFORMANCE FOOD GROUP COMPANY</issuerName>
		<cusip>71377A103</cusip>
		<isin>US71377A1034</isin>
		<meetingDate>11/19/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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			<sharesVoted>146596</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>BRINKER INTERNATIONAL, INC.</issuerName>
		<cusip>109641100</cusip>
		<isin>US1096411004</isin>
		<meetingDate>11/20/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>14230</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>14230</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>FERGUSON ENTERPRISES INC.</issuerName>
		<cusip>31488V107</cusip>
		<isin>US31488V1070</isin>
		<meetingDate>12/03/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>86510</sharesVoted>
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			<sharesVoted>86510</sharesVoted>
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		<issuerName>MICROSOFT CORPORATION</issuerName>
		<cusip>594918104</cusip>
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		<meetingDate>12/05/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>133399</sharesVoted>
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			<sharesVoted>133399</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>FACTSET RESEARCH SYSTEMS INC.</issuerName>
		<cusip>303075105</cusip>
		<isin>US3030751057</isin>
		<meetingDate>12/18/2025</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>3088</sharesVoted>
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			<sharesVoted>3088</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>CADENCE BANK</issuerName>
		<cusip>12740C103</cusip>
		<isin>US12740C1036</isin>
		<meetingDate>01/06/2026</meetingDate>
		<voteDescription>Golden-Parachute Compensation </voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>161244</sharesVoted>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>161244</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>MSC INDUSTRIAL DIRECT CO., INC.</issuerName>
		<cusip>553530106</cusip>
		<isin>US5535301064</isin>
		<meetingDate>01/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
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		<sharesVoted>12</sharesVoted>
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			<sharesVoted>12</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>INTUIT INC.</issuerName>
		<cusip>461202103</cusip>
		<isin>US4612021034</isin>
		<meetingDate>01/22/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>22</sharesVoted>
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			<sharesVoted>22</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>THE SCOTTS MIRACLE-GRO COMPANY</issuerName>
		<cusip>810186106</cusip>
		<isin>US8101861065</isin>
		<meetingDate>01/26/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>119094</sharesVoted>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>119094</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>VISA INC.</issuerName>
		<cusip>92826C839</cusip>
		<isin>US92826C8394</isin>
		<meetingDate>01/27/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>22650</sharesVoted>
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			<sharesVoted>22650</sharesVoted>
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		<issuerName>ACCENTURE PLC</issuerName>
		<cusip>G1151C101</cusip>
		<isin>IE00B4BNMY34</isin>
		<meetingDate>01/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>388</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>388</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>RAYMOND JAMES FINANCIAL, INC.</issuerName>
		<cusip>754730109</cusip>
		<isin>US7547301090</isin>
		<meetingDate>02/19/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>19967</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>19967</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MARINEMAX, INC.</issuerName>
		<cusip>567908108</cusip>
		<isin>US5679081084</isin>
		<meetingDate>03/03/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18341</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>18341</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MARINEMAX, INC.</issuerName>
		<cusip>567908108</cusip>
		<isin>US5679081084</isin>
		<meetingDate>03/03/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>9454</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>9454</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>HELMERICH &amp; PAYNE, INC.</issuerName>
		<cusip>423452101</cusip>
		<isin>US4234521015</isin>
		<meetingDate>03/04/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>2707</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>2707</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FAIR ISAAC CORPORATION</issuerName>
		<cusip>303250104</cusip>
		<isin>US3032501047</isin>
		<meetingDate>03/04/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>3545</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>3545</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>NATIONAL FUEL GAS COMPANY</issuerName>
		<cusip>636180101</cusip>
		<isin>US6361801011</isin>
		<meetingDate>03/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1243</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1243</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>QUALCOMM INCORPORATED</issuerName>
		<cusip>747525103</cusip>
		<isin>US7475251036</isin>
		<meetingDate>03/17/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1124</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1124</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>QUALCOMM INCORPORATED</issuerName>
		<cusip>747525103</cusip>
		<isin>US7475251036</isin>
		<meetingDate>03/17/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1124</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>1124</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>THE BANK OF NEW YORK MELLON CORPORATION</issuerName>
		<cusip>064058100</cusip>
		<isin>US0640581007</isin>
		<meetingDate>04/14/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>75294</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>75294</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>EQT CORPORATION</issuerName>
		<cusip>26884L109</cusip>
		<isin>US26884L1098</isin>
		<meetingDate>04/14/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>7178</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>7178</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>LIBERTY ENERGY INC.</issuerName>
		<cusip>53115L104</cusip>
		<isin>US53115L1044</isin>
		<meetingDate>04/14/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>996</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>996</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>OWENS CORNING</issuerName>
		<cusip>690742101</cusip>
		<isin>US6907421019</isin>
		<meetingDate>04/14/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>11303</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>11303</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>5817</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>5817</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1887</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>1887</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>2666</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>2666</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>19</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>19</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>3</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>3</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>749</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>749</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>845</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>845</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>9</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>9</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FERRARI N.V.</issuerName>
		<cusip>N3167Y103</cusip>
		<isin>NL0011585146</isin>
		<meetingDate>04/15/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>15276</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>15276</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>PPG INDUSTRIES, INC.</issuerName>
		<cusip>693506107</cusip>
		<isin>US6935061076</isin>
		<meetingDate>04/16/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>184383</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>184383</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>LINCOLN ELECTRIC HOLDINGS, INC.</issuerName>
		<cusip>533900106</cusip>
		<isin>US5339001068</isin>
		<meetingDate>04/17/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>20934</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>20934</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MONCLER S.P.A.</issuerName>
		<cusip>T6730E110</cusip>
		<isin>IT0004965148</isin>
		<meetingDate>04/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>6988</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>6988</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MONCLER S.P.A.</issuerName>
		<cusip>T6730E110</cusip>
		<isin>IT0004965148</isin>
		<meetingDate>04/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>839</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>839</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MONCLER S.P.A.</issuerName>
		<cusip>T6730E110</cusip>
		<isin>IT0004965148</isin>
		<meetingDate>04/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>299</sharesVoted>
		<sharesOnLoan>2504</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>299</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>NORTHERN TRUST CORPORATION</issuerName>
		<cusip>665859104</cusip>
		<isin>US6658591044</isin>
		<meetingDate>04/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>37243</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>37243</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>U.S. BANCORP</issuerName>
		<cusip>902973304</cusip>
		<isin>US9029733048</isin>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>62187</sharesVoted>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>62187</sharesVoted>
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		<issuerName>THE PNC FINANCIAL SERVICES GROUP, INC.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>87536</sharesVoted>
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			<sharesVoted>87536</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>6779</sharesVoted>
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		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>6779</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>HUNTINGTON BANCSHARES INCORPORATED</issuerName>
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		<isin>US4461501045</isin>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>302050</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>302050</sharesVoted>
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		<issuerName>J.B. HUNT TRANSPORT SERVICES, INC.</issuerName>
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		<isin>US4456581077</isin>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>22617</sharesVoted>
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		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>22617</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>KB HOME</issuerName>
		<cusip>48666K109</cusip>
		<isin>US48666K1097</isin>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>15433</sharesVoted>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>15433</sharesVoted>
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		<issuerName>KB HOME</issuerName>
		<cusip>48666K109</cusip>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>58</sharesVoted>
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		<vote>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>58</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>TOPBUILD CORP.</issuerName>
		<cusip>89055F103</cusip>
		<isin>US89055F1030</isin>
		<meetingDate>04/27/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1611</sharesVoted>
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		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>1611</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>ASSOCIATED BANC-CORP</issuerName>
		<cusip>045487105</cusip>
		<isin>US0454871056</isin>
		<meetingDate>04/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>457319</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>457319</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>PBF ENERGY INC.</issuerName>
		<cusip>69318G106</cusip>
		<isin>US69318G1067</isin>
		<meetingDate>04/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>13</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>13</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>REGAL REXNORD CORPORATION</issuerName>
		<cusip>758750103</cusip>
		<isin>US7587501039</isin>
		<meetingDate>04/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>22805</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>22805</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>FIRST HORIZON CORPORATION</issuerName>
		<cusip>320517105</cusip>
		<isin>US3205171057</isin>
		<meetingDate>04/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>389593</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>389593</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>W.W. GRAINGER, INC.</issuerName>
		<cusip>384802104</cusip>
		<isin>US3848021040</isin>
		<meetingDate>04/29/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>11895</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>11895</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>AMERIPRISE FINANCIAL, INC.</issuerName>
		<cusip>03076C106</cusip>
		<isin>US03076C1062</isin>
		<meetingDate>04/29/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>3181</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>3181</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>SAIA, INC.</issuerName>
		<cusip>78709Y105</cusip>
		<isin>US78709Y1055</isin>
		<meetingDate>04/29/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>7024</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>7024</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>ARC RESOURCES LTD.</issuerName>
		<cusip>00208D408</cusip>
		<isin>CA00208D4084</isin>
		<meetingDate>04/29/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1402</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>1402</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>GLOBAL PAYMENTS INC.</issuerName>
		<cusip>37940X102</cusip>
		<isin>US37940X1028</isin>
		<meetingDate>04/30/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>68013</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>68013</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>CALIFORNIA RESOURCES CORPORATION</issuerName>
		<cusip>13057Q305</cusip>
		<isin>US13057Q3056</isin>
		<meetingDate>04/30/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>70</sharesVoted>
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		<vote>
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			<howVoted>AGAINST</howVoted>
			<sharesVoted>70</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>SHOALS TECHNOLOGIES GROUP, INC.</issuerName>
		<cusip>82489W107</cusip>
		<isin>US82489W1071</isin>
		<meetingDate>04/30/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>1695</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>1695</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>GLOBE LIFE INC.</issuerName>
		<cusip>37959E102</cusip>
		<isin>US37959E1029</isin>
		<meetingDate>04/30/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>80076</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>80076</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>ZIONS BANCORPORATION</issuerName>
		<cusip>989701107</cusip>
		<isin>US9897011071</isin>
		<meetingDate>05/01/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>135498</sharesVoted>
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		<vote>
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			<sharesVoted>135498</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>BERKSHIRE HATHAWAY INC.</issuerName>
		<cusip>084670702</cusip>
		<isin>US0846707026</isin>
		<meetingDate>05/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>1137</sharesVoted>
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		<vote>
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			<sharesVoted>1137</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>BERKSHIRE HATHAWAY INC.</issuerName>
		<cusip>084670702</cusip>
		<isin>US0846707026</isin>
		<meetingDate>05/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>1137</sharesVoted>
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			<howVoted>1-Year</howVoted>
			<sharesVoted>1137</sharesVoted>
			<managementRecommendation>AGAINST</managementRecommendation>
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		<issuerName>AMERICAN EXPRESS COMPANY</issuerName>
		<cusip>025816109</cusip>
		<isin>US0258161092</isin>
		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>4961</sharesVoted>
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			<sharesVoted>4961</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>SUNCOR ENERGY INC.</issuerName>
		<cusip>867224107</cusip>
		<isin>CA8672241079</isin>
		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>4661</sharesVoted>
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			<sharesVoted>4661</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		<issuerName>TALEN ENERGY CORPORATION</issuerName>
		<cusip>87422Q109</cusip>
		<isin>US87422Q1094</isin>
		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<sharesVoted>69</sharesVoted>
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			<sharesVoted>69</sharesVoted>
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		<issuerName>PLANET FITNESS, INC.</issuerName>
		<cusip>72703H101</cusip>
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		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>14752</sharesVoted>
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			<howVoted>FOR</howVoted>
			<sharesVoted>14752</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
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	<proxyTable>
		<issuerName>ATLANTIC UNION BANKSHARES CORPORATION</issuerName>
		<cusip>04911A107</cusip>
		<isin>US04911A1079</isin>
		<meetingDate>05/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>20871</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>20871</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>OVINTIV INC.</issuerName>
		<cusip>69047Q102</cusip>
		<isin>US69047Q1022</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>21861</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>21861</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>IDEX CORPORATION</issuerName>
		<cusip>45167R104</cusip>
		<isin>US45167R1041</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18861</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>18861</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>FLOOR &amp; DECOR HOLDINGS, INC.</issuerName>
		<cusip>339750101</cusip>
		<isin>US3397501012</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>16525</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>16525</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>ALLY FINANCIAL INC.</issuerName>
		<cusip>02005N100</cusip>
		<isin>US02005N1000</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>93107</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>93107</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>BRUNSWICK CORPORATION</issuerName>
		<cusip>117043109</cusip>
		<isin>US1170431092</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>3056</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>3056</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>PROG HOLDINGS, INC.</issuerName>
		<cusip>74319R101</cusip>
		<isin>US74319R1014</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>38886</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>38886</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>MGM RESORTS INTERNATIONAL</issuerName>
		<cusip>552953101</cusip>
		<isin>US5529531015</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>111996</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>111996</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>ESSENT GROUP LTD</issuerName>
		<cusip>G3198U102</cusip>
		<isin>BMG3198U1027</isin>
		<meetingDate>05/06/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>34611</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>34611</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>UNITED PARCEL SERVICE, INC.</issuerName>
		<cusip>911312106</cusip>
		<isin>US9113121068</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1823</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1823</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>DARLING INGREDIENTS INC.</issuerName>
		<cusip>237266101</cusip>
		<isin>US2372661015</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1849</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1849</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>C.H. ROBINSON WORLDWIDE, INC.</issuerName>
		<cusip>12541W209</cusip>
		<isin>US12541W2098</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>33694</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>33694</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>VALERO ENERGY CORPORATION</issuerName>
		<cusip>91913Y100</cusip>
		<isin>US91913Y1001</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>10</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>10</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>SELECT WATER SOLUTIONS, INC.</issuerName>
		<cusip>81617J301</cusip>
		<isin>US81617J3014</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>73</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>73</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>PEABODY ENERGY CORPORATION</issuerName>
		<cusip>704551100</cusip>
		<isin>US7045511000</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>133</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>133</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>CRH PUBLIC LIMITED COMPANY</issuerName>
		<cusip>G25508105</cusip>
		<isin>IE0001827041</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>89983</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>89983</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>NATIONAL ENERGY SERVICES REUNITED CORP.</issuerName>
		<cusip>G6375R107</cusip>
		<isin>VGG6375R1073</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>144</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>144</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>NATIONAL ENERGY SERVICES REUNITED CORP.</issuerName>
		<cusip>G6375R107</cusip>
		<isin>VGG6375R1073</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>144</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>144</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>CANADIAN NATURAL RESOURCES LIMITED</issuerName>
		<cusip>136385101</cusip>
		<isin>CA1363851017</isin>
		<meetingDate>05/07/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>645</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>645</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>ESAB CORPORATION</issuerName>
		<cusip>29605J106</cusip>
		<isin>US29605J1060</isin>
		<meetingDate>05/08/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>206780</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>206780</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>CAPITAL ONE FINANCIAL CORPORATION</issuerName>
		<cusip>14040H105</cusip>
		<isin>US14040H1059</isin>
		<meetingDate>05/08/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18285</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>18285</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>DOVER CORPORATION</issuerName>
		<cusip>260003108</cusip>
		<isin>US2600031080</isin>
		<meetingDate>05/08/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>35806</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>35806</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>TRANSUNION</issuerName>
		<cusip>89400J107</cusip>
		<isin>US89400J1079</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>11174</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>11174</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>CONOCOPHILLIPS</issuerName>
		<cusip>20825C104</cusip>
		<isin>US20825C1045</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>236</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>236</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE HANOVER INSURANCE GROUP, INC.</issuerName>
		<cusip>410867105</cusip>
		<isin>US4108671052</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>73406</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>73406</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE GAP, INC.</issuerName>
		<cusip>364760108</cusip>
		<isin>US3647601083</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>42144</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>42144</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>PRUDENTIAL FINANCIAL, INC.</issuerName>
		<cusip>744320102</cusip>
		<isin>US7443201022</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1647</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>1647</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>ALASKA AIR GROUP, INC.</issuerName>
		<cusip>011659109</cusip>
		<isin>US0116591092</isin>
		<meetingDate>05/12/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<sharesVoted>31158</sharesVoted>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<issuerName>PROPETRO HOLDING CORP.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>68510</sharesVoted>
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		<issuerName>REINSURANCE GROUP OF AMERICA, INC.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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			<sharesVoted>2874</sharesVoted>
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		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>3806</sharesVoted>
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		<issuerName>S&amp;P GLOBAL INC.</issuerName>
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		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>2508</sharesVoted>
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			<sharesVoted>2508</sharesVoted>
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		<issuerName>THE TRAVELERS COMPANIES, INC.</issuerName>
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		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>41186</sharesVoted>
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			<sharesVoted>41186</sharesVoted>
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		<issuerName>ROSS STORES, INC.</issuerName>
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		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>199984</sharesVoted>
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			<sharesVoted>199984</sharesVoted>
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		<issuerName>STEVEN MADDEN, LTD.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>7649</sharesVoted>
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			<sharesVoted>7649</sharesVoted>
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		<issuerName>CITIGROUP INC.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>25973</sharesVoted>
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			<howVoted>AGAINST</howVoted>
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		<issuerName>DIAMONDBACK ENERGY, INC.</issuerName>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>1498</sharesVoted>
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		<issuerName>DIAMONDBACK ENERGY, INC.</issuerName>
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		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
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		<sharesVoted>1498</sharesVoted>
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			<howVoted>1-Year</howVoted>
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		<meetingDate>05/20/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>222333</sharesVoted>
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		<cusip>576323109</cusip>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation</voteDescription>
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		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
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			<howVoted>1-Year</howVoted>
			<sharesVoted>7569</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
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	<proxyTable>
		<issuerName>NEXTERA ENERGY, INC.</issuerName>
		<cusip>65339F101</cusip>
		<isin>US65339F1012</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>195</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>195</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>MARSH &amp; MCLENNAN COMPANIES, INC.</issuerName>
		<cusip>571748102</cusip>
		<isin>US5717481023</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>371</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>371</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>UNUM GROUP</issuerName>
		<cusip>91529Y106</cusip>
		<isin>US91529Y1064</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>200205</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>200205</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE HOME DEPOT, INC.</issuerName>
		<cusip>437076102</cusip>
		<isin>US4370761029</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>61735</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>61735</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE CHARLES SCHWAB CORPORATION</issuerName>
		<cusip>808513105</cusip>
		<isin>US8085131055</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>75962</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>75962</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>SM ENERGY COMPANY</issuerName>
		<cusip>78454L100</cusip>
		<isin>US78454L1008</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>471</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>471</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>QUANTA SERVICES, INC.</issuerName>
		<cusip>74762E102</cusip>
		<isin>US74762E1029</isin>
		<meetingDate>05/21/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>55</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>55</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE ALLSTATE CORPORATION</issuerName>
		<cusip>020002101</cusip>
		<isin>US0200021014</isin>
		<meetingDate>05/22/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>6321</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>6321</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>TRANSOCEAN, LTD.</issuerName>
		<cusip>H8817H100</cusip>
		<isin>CH0048265513</isin>
		<meetingDate>05/22/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>4578</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>4578</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>TRANSOCEAN, LTD.</issuerName>
		<cusip>H8817H100</cusip>
		<isin>CH0048265513</isin>
		<meetingDate>05/22/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>4578</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>4578</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>SEI INVESTMENTS COMPANY</issuerName>
		<cusip>784117103</cusip>
		<isin>US7841171033</isin>
		<meetingDate>05/27/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>48128</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>48128</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>CHEVRON CORPORATION</issuerName>
		<cusip>166764100</cusip>
		<isin>US1667641005</isin>
		<meetingDate>05/27/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1150</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1150</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>META PLATFORMS, INC.</issuerName>
		<cusip>30303M102</cusip>
		<isin>US30303M1027</isin>
		<meetingDate>05/27/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>SECURITY HOLDER</voteSource>
		<sharesVoted>102</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>102</sharesVoted>
			<managementRecommendation>AGAINST</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>DOLLAR GENERAL CORPORATION</issuerName>
		<cusip>256677105</cusip>
		<isin>US2566771059</isin>
		<meetingDate>05/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>19855</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>19855</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>FULTON FINANCIAL CORPORATION</issuerName>
		<cusip>360271100</cusip>
		<isin>US3602711000</isin>
		<meetingDate>05/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>83971</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>83971</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>LINCOLN NATIONAL CORPORATION</issuerName>
		<cusip>534187109</cusip>
		<isin>US5341871094</isin>
		<meetingDate>05/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>75934</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>75934</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>MATTEL, INC.</issuerName>
		<cusip>577081102</cusip>
		<isin>US5770811025</isin>
		<meetingDate>05/28/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>404874</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>404874</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>FLYWIRE CORPORATION</issuerName>
		<cusip>302492103</cusip>
		<isin>US3024921039</isin>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>253115</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>253115</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>DAVE INC.</issuerName>
		<cusip>23834J201</cusip>
		<isin>US23834J2015</isin>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>887</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>887</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>DAVE INC.</issuerName>
		<cusip>23834J201</cusip>
		<isin>US23834J2015</isin>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>887</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>887</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
			</voteRecord>
		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>ROBINHOOD MARKETS, INC.</issuerName>
		<cusip>770700102</cusip>
		<isin>US7707001027</isin>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>4427</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>4427</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>LENDINGCLUB CORPORATION</issuerName>
		<cusip>52603A208</cusip>
		<isin>US52603A2087</isin>
		<meetingDate>06/02/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>144417</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>144417</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>URBAN OUTFITTERS, INC.</issuerName>
		<cusip>917047102</cusip>
		<isin>US9170471026</isin>
		<meetingDate>06/03/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>60931</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>60931</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>UWM HOLDINGS CORPORATION</issuerName>
		<cusip>91823B109</cusip>
		<isin>US91823B1098</isin>
		<meetingDate>06/03/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>48128</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>48128</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>EOS ENERGY ENTERPRISES INC</issuerName>
		<cusip>29415C101</cusip>
		<isin>US29415C1018</isin>
		<meetingDate>06/03/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>4400</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>4400</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>WALMART INC.</issuerName>
		<cusip>931142103</cusip>
		<isin>US9311421039</isin>
		<meetingDate>06/04/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>207</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>207</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>EXPAND ENERGY CORPORATION</issuerName>
		<cusip>165167735</cusip>
		<isin>US1651677353</isin>
		<meetingDate>06/04/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>4446</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>4446</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>REVOLVE GROUP, INC.</issuerName>
		<cusip>76156B107</cusip>
		<isin>US76156B1070</isin>
		<meetingDate>06/05/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>19009</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>19009</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
		<cusip>03769M106</cusip>
		<isin>US03769M1062</isin>
		<meetingDate>06/08/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>8040</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>8040</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
		<cusip>03769M106</cusip>
		<isin>US03769M1062</isin>
		<meetingDate>06/08/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>8040</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>8040</sharesVoted>
			<managementRecommendation>AGAINST</managementRecommendation>
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	<proxyTable>
		<issuerName>CME GROUP INC.</issuerName>
		<cusip>12572Q105</cusip>
		<isin>US12572Q1058</isin>
		<meetingDate>06/09/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>6474</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>6474</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>CAESARS ENTERTAINMENT, INC.</issuerName>
		<cusip>12769G100</cusip>
		<isin>US12769G1004</isin>
		<meetingDate>06/09/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>298012</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>298012</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>STIFEL FINANCIAL CORP.</issuerName>
		<cusip>860630102</cusip>
		<isin>US8606301021</isin>
		<meetingDate>06/09/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18411</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>18411</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>FLAGSTAR BANK, N.A.</issuerName>
		<cusip>649445400</cusip>
		<isin>US6494454001</isin>
		<meetingDate>06/09/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>152578</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>152578</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>MARKETAXESS HOLDINGS INC.</issuerName>
		<cusip>57060D108</cusip>
		<isin>US57060D1081</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>15610</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>15610</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>TARGET CORPORATION</issuerName>
		<cusip>87612E106</cusip>
		<isin>US87612E1064</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>138296</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>138296</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>THE REALREAL, INC.</issuerName>
		<cusip>88339P101</cusip>
		<isin>US88339P1012</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>869091</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>869091</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>VIRTU FINANCIAL INC</issuerName>
		<cusip>928254101</cusip>
		<isin>US9282541013</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>116937</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>AGAINST</howVoted>
			<sharesVoted>116937</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>EVERCORE INC.</issuerName>
		<cusip>29977A105</cusip>
		<isin>US29977A1051</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>21336</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>21336</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>EXPRO GROUP HOLDINGS N.V.</issuerName>
		<cusip>N3144W105</cusip>
		<isin>NL0010556684</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>708</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>708</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>HERITAGE INSURANCE HOLDINGS, INC.</issuerName>
		<cusip>42727J102</cusip>
		<isin>US42727J1025</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18193</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>18193</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>HERITAGE INSURANCE HOLDINGS, INC.</issuerName>
		<cusip>42727J102</cusip>
		<isin>US42727J1025</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>18193</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>18193</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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		</vote>
	</proxyTable>
	<proxyTable>
		<issuerName>EXPRO GROUP HOLDINGS N.V.</issuerName>
		<cusip>N3144W105</cusip>
		<isin>NL0010556684</isin>
		<meetingDate>06/10/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>1043</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>1043</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>BATH &amp; BODY WORKS, INC.</issuerName>
		<cusip>070830104</cusip>
		<isin>US0708301041</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>16057</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>16057</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>CHIPOTLE MEXICAN GRILL, INC.</issuerName>
		<cusip>169656105</cusip>
		<isin>US1696561059</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>161761</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>161761</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	</proxyTable>
	<proxyTable>
		<issuerName>GENERAC HOLDINGS INC.</issuerName>
		<cusip>368736104</cusip>
		<isin>US3687361044</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>80</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>80</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>OLLIE'S BARGAIN OUTLET HOLDINGS, INC.</issuerName>
		<cusip>681116109</cusip>
		<isin>US6811161099</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>39732</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>39732</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>NORWEGIAN CRUISE LINE HOLDINGS LTD.</issuerName>
		<cusip>G66721104</cusip>
		<isin>BMG667211046</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>6</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>6</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>NORWEGIAN CRUISE LINE HOLDINGS LTD.</issuerName>
		<cusip>G66721104</cusip>
		<isin>BMG667211046</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
			</voteCategory>
	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>6</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>6</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>WEATHERFORD INTERNATIONAL PLC</issuerName>
		<cusip>G48833118</cusip>
		<isin>IE00BLNN3691</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>699</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>699</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>AMERICAN INTEGRITY INSURANCE GROUP, INC.</issuerName>
		<cusip>026948109</cusip>
		<isin>US0269481091</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>111322</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>111322</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>AMERICAN INTEGRITY INSURANCE GROUP, INC.</issuerName>
		<cusip>026948109</cusip>
		<isin>US0269481091</isin>
		<meetingDate>06/11/2026</meetingDate>
		<voteDescription>14A Executive Compensation Vote Frequency</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>111322</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>1-Year</howVoted>
			<sharesVoted>111322</sharesVoted>
			<managementRecommendation>AGAINST</managementRecommendation>
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	<proxyTable>
		<issuerName>SLM CORPORATION</issuerName>
		<cusip>78442P106</cusip>
		<isin>US78442P1066</isin>
		<meetingDate>06/16/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>30623</sharesVoted>
		<sharesOnLoan>0</sharesOnLoan>
		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>30623</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>BLOCK, INC.</issuerName>
		<cusip>852234103</cusip>
		<isin>US8522341036</isin>
		<meetingDate>06/16/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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	 	</voteCategories>
		<voteSource>ISSUER</voteSource>
		<sharesVoted>17450</sharesVoted>
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		<vote>
			<voteRecord>
			<howVoted>FOR</howVoted>
			<sharesVoted>17450</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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	<proxyTable>
		<issuerName>FIVE BELOW, INC.</issuerName>
		<cusip>33829M101</cusip>
		<isin>US33829M1018</isin>
		<meetingDate>06/16/2026</meetingDate>
		<voteDescription>14A Executive Compensation</voteDescription>
		<voteCategories>
			<voteCategory>
				<categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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		<voteSource>ISSUER</voteSource>
		<sharesVoted>35626</sharesVoted>
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		<vote>
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			<howVoted>FOR</howVoted>
			<sharesVoted>35626</sharesVoted>
			<managementRecommendation>FOR</managementRecommendation>
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