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    <issuerName>Cardlytics, Inc.</issuerName>
    <cusip>14161W303</cusip>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>Advisory vote to approve compensation of named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1999483</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>1999483</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Hilton Grand Vacations, Inc.</issuerName>
    <cusip>43283X105</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approve by non-binding vote compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>2014767</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2014767</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Hilton Grand Vacations, Inc.</issuerName>
    <cusip>43283X105</cusip>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approve by non-binding vote compensation paid to the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>3225124</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>3225124</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Capital One Financial Corporation</issuerName>
    <cusip>14040H105</cusip>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Advisory vote on our Named Executive Officer compensation (&quot;Say on Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>218557</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>218557</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Carvana Co.</issuerName>
    <cusip>146869102</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>2868007</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2868007</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>Carvana Co.</issuerName>
    <cusip>146869102</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, by an advisory vote, of the compensation of our named executive officers, as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>2011</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2011</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Capital One Financial Corporation</issuerName>
    <cusip>14040H105</cusip>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Advisory vote on our Named Executive Officer compensation (&quot;Say on Pay&quot;).</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>356991</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>356991</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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