<inf:proxyVoteTable xmlns:inf="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <inf:proxyTable>
    <inf:issuerName>AERCAP HOLDINGS N.V.</inf:issuerName>
    <inf:cusip>N00985106</inf:cusip>
    <inf:isin>NL0000687663</inf:isin>
    <inf:meetingDate>04/15/2026</inf:meetingDate>
    <inf:voteDescription>Report of the Nomination &amp; Compensation Committee for the 2025
financial year</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>20000</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>20000</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>AMETEK, INC.</inf:issuerName>
    <inf:cusip>031100100</inf:cusip>
    <inf:isin>US0311001004</inf:isin>
    <inf:meetingDate>05/07/2026</inf:meetingDate>
    <inf:voteDescription>Approval, by advisory vote, of the compensation of AMETEK, Inc.'s
named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>159036</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>159036</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ARCELORMITTAL</inf:issuerName>
    <inf:cusip>03938L203</inf:cusip>
    <inf:isin>US03938L2034</inf:isin>
    <inf:meetingDate>05/05/2026</inf:meetingDate>
    <inf:voteDescription>Resolutions concerning the Remuneration Report for the year
2025 (Resolution VI)</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>170196</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>170196</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ARMSTRONG WORLD
INDUSTRIES, INC.</inf:issuerName>
    <inf:cusip>04247X102</inf:cusip>
    <inf:isin>US04247X1028</inf:isin>
    <inf:meetingDate>06/11/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, our executive compensation
program.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>71907</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>71907</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ASML HOLDING NV</inf:issuerName>
    <inf:cusip>N07059210</inf:cusip>
    <inf:isin>USN070592100</inf:isin>
    <inf:meetingDate>04/22/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote on the remuneration report for the Board of
Management and the Supervisory Board for the financial year
2025</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>41800</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>41800</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ASTRONICS
CORPORATION</inf:issuerName>
    <inf:cusip>046433108</inf:cusip>
    <inf:isin>US0464331083</inf:isin>
    <inf:meetingDate>05/28/2026</inf:meetingDate>
    <inf:voteDescription>To approve the advisory resolution indicating the approval of the
Compensation of the Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>7271</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>7271</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>AT&amp;T INC.</inf:issuerName>
    <inf:cusip>00206R102</inf:cusip>
    <inf:isin>US00206R1023</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Approval of Executive Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>28</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>28</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>AUTONATION, INC.</inf:issuerName>
    <inf:cusip>05329W102</inf:cusip>
    <inf:isin>US05329W1027</inf:isin>
    <inf:meetingDate>04/28/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve named executive officer compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>16946</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>16946</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>AVIENT CORPORATION</inf:issuerName>
    <inf:cusip>05368V106</inf:cusip>
    <inf:isin>US05368V1061</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>Approval, on an advisory basis, of Named Executive Officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>190000</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>190000</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>BAKER HUGHES
COMPANY</inf:issuerName>
    <inf:cusip>05722G100</inf:cusip>
    <inf:isin>US05722G1004</inf:isin>
    <inf:meetingDate>05/19/2026</inf:meetingDate>
    <inf:voteDescription>An advisory vote related to the Company's executive
compensation program</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>2046</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>2046</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>BRENNTAG SE</inf:issuerName>
    <inf:cusip>D12459117</inf:cusip>
    <inf:isin>DE000A1DAHH0</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>APPROVE REMUNERATION REPORT</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>25000</inf:sharesVoted>
    <inf:sharesOnLoan>190932</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>25000</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CAMECO CORPORATION</inf:issuerName>
    <inf:cusip>13321L108</inf:cusip>
    <inf:isin>CA13321L1085</inf:isin>
    <inf:meetingDate>05/07/2026</inf:meetingDate>
    <inf:voteDescription>Have a say on our approach to executive compensation Be it
resolved that, on an advisory basis and not to diminish the role and
responsibilities of the board of directors for executive
compensation, the shareholders accept the approach to executive
compensation disclosed in Cameco's management proxy circular
delivered in advance of the 2026 annual meeting of shareholders.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>0</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>N/A</inf:howVoted>
        <inf:sharesVoted>0</inf:sharesVoted>
        <inf:managementRecommendation>NONE</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CARRIER GLOBAL
CORPORATION</inf:issuerName>
    <inf:cusip>14448C104</inf:cusip>
    <inf:isin>US14448C1045</inf:isin>
    <inf:meetingDate>04/15/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>9138</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>9138</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CELSIUS HOLDINGS, INC.</inf:issuerName>
    <inf:cusip>15118V207</inf:cusip>
    <inf:isin>US15118V2079</inf:isin>
    <inf:meetingDate>05/28/2026</inf:meetingDate>
    <inf:voteDescription>Non-binding advisory resolution regarding the compensation of our
Named Executive Officers (Say on Pay);</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>26885</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>26885</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CHEWY, INC.</inf:issuerName>
    <inf:cusip>16679L109</inf:cusip>
    <inf:isin>US16679L1098</inf:isin>
    <inf:meetingDate>07/10/2025</inf:meetingDate>
    <inf:voteDescription>To approve, on a non-binding, advisory basis, the compensation of
the Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1230731</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>1230731</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CONSTELLATION
ENERGY CORP</inf:issuerName>
    <inf:cusip>21037T109</inf:cusip>
    <inf:isin>US21037T1097</inf:isin>
    <inf:meetingDate>04/28/2026</inf:meetingDate>
    <inf:voteDescription>To consider and act on an advisory vote regarding the approval of
compensation paid to named executive officers</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>4059</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>4059</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CONSTELLIUM SE</inf:issuerName>
    <inf:cusip>F21107101</inf:cusip>
    <inf:isin>FR0013467479</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the 2025
compensation of the Company's named executive officers</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1239462</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1239462</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CONSTELLIUM SE</inf:issuerName>
    <inf:cusip>F21107101</inf:cusip>
    <inf:isin>FR0013467479</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote)
on the compensation of the Company's named executive officers
every year</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1239462</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1239462</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CONSTELLIUM SE</inf:issuerName>
    <inf:cusip>F21107101</inf:cusip>
    <inf:isin>FR0013467479</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote)
on the compensation of the Company's named executive officers
every two years</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1239462</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>1239462</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CONSTELLIUM SE</inf:issuerName>
    <inf:cusip>F21107101</inf:cusip>
    <inf:isin>FR0013467479</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Advisory (non-binding) vote to hold an advisory (non-binding vote)
on the compensation of the Company's named executive officers
every three years</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1239462</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>1239462</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CORE &amp; MAIN, INC.</inf:issuerName>
    <inf:cusip>21874C102</inf:cusip>
    <inf:isin>US21874C1027</inf:isin>
    <inf:meetingDate>06/23/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve Core &amp; Main's named executive officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>80000</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>80000</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CORTEVA INC.</inf:issuerName>
    <inf:cusip>22052L104</inf:cusip>
    <inf:isin>US22052L1044</inf:isin>
    <inf:meetingDate>04/28/2026</inf:meetingDate>
    <inf:voteDescription>Advisory resolution to approve executive compensation of the
Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>25859</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>25859</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CORTEVA INC.</inf:issuerName>
    <inf:cusip>22052L104</inf:cusip>
    <inf:isin>US22052L1044</inf:isin>
    <inf:meetingDate>04/28/2026</inf:meetingDate>
    <inf:voteDescription>Advisory resolution to approve the frequency of the stockholder
vote on executive compensation of the Company's named
executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>25859</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>1 YEAR</inf:howVoted>
        <inf:sharesVoted>25859</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CRH PUBLIC LIMITED
COMPANY</inf:issuerName>
    <inf:cusip>G25508105</inf:cusip>
    <inf:isin>IE0001827041</inf:isin>
    <inf:meetingDate>05/07/2026</inf:meetingDate>
    <inf:voteDescription>Consideration of Named Executive Officer Compensation for 2025
("Say-on-Pay")</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>967596</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>967596</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>CSX CORPORATION</inf:issuerName>
    <inf:cusip>126408103</inf:cusip>
    <inf:isin>US1264081035</inf:isin>
    <inf:meetingDate>05/12/2026</inf:meetingDate>
    <inf:voteDescription>Advisory (non-binding) resolution to approve compensation for the
Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>114610</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>114610</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>DENISON MINES CORP.</inf:issuerName>
    <inf:cusip>248356107</inf:cusip>
    <inf:isin>CA2483561072</inf:isin>
    <inf:meetingDate>05/12/2026</inf:meetingDate>
    <inf:voteDescription>To consider a non-binding advisory resolution on the Company's
approach to executive compensation. See the section entitled
"Advisory Vote on the Company's Approach to Executive
Compensation" in the Circular.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>181725</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>181725</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>DOVER CORPORATION</inf:issuerName>
    <inf:cusip>260003108</inf:cusip>
    <inf:isin>US2600031080</inf:isin>
    <inf:meetingDate>05/08/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, named executive officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>109396</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>109396</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ELEMENT SOLUTIONS
INC</inf:issuerName>
    <inf:cusip>28618M106</inf:cusip>
    <inf:isin>US28618M1062</inf:isin>
    <inf:meetingDate>05/04/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve the Company's 2025 executive
compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>599428</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>599428</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>EMERSON ELECTRIC CO.</inf:issuerName>
    <inf:cusip>291011104</inf:cusip>
    <inf:isin>US2910111044</inf:isin>
    <inf:meetingDate>02/03/2026</inf:meetingDate>
    <inf:voteDescription>Approval, by non-binding advisory vote, of Emerson Electric Co.
executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>36185</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>36185</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ESAB CORPORATION</inf:issuerName>
    <inf:cusip>29605J106</inf:cusip>
    <inf:isin>US29605J1060</inf:isin>
    <inf:meetingDate>05/08/2026</inf:meetingDate>
    <inf:voteDescription>To approve on an advisory basis the compensation of our named
executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>16652</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>16652</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GE AEROSPACE</inf:issuerName>
    <inf:cusip>369604301</inf:cusip>
    <inf:isin>US3696043013</inf:isin>
    <inf:meetingDate>05/05/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Approval of Our Named Executives' Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>119218</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>119218</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GE VERNOVA INC.</inf:issuerName>
    <inf:cusip>36828A101</inf:cusip>
    <inf:isin>US36828A1016</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>Approve the compensation of our named executive officers in an
advisory vote</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>3321</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>3321</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GENERAL MOTORS
COMPANY</inf:issuerName>
    <inf:cusip>37045V100</inf:cusip>
    <inf:isin>US37045V1008</inf:isin>
    <inf:meetingDate>06/02/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Approval of Named Executive Officer Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>35724</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>35724</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GENERAL MOTORS
COMPANY</inf:issuerName>
    <inf:cusip>37045V100</inf:cusip>
    <inf:isin>US37045V1008</inf:isin>
    <inf:meetingDate>06/02/2026</inf:meetingDate>
    <inf:voteDescription>Proposal to Approve, on an Advisory Basis, the Frequency of
Future Advisory Votes on Named Executive Officer Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>35724</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>1 YEAR</inf:howVoted>
        <inf:sharesVoted>35724</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GPGI, INC.</inf:issuerName>
    <inf:cusip>20459V105</inf:cusip>
    <inf:isin>US20459V1052</inf:isin>
    <inf:meetingDate>06/11/2026</inf:meetingDate>
    <inf:voteDescription>A proposal to approve, on an advisory basis, the 2025
compensation of the Company's named executive officers as
disclosed in the Company's 2026 proxy statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>344</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>344</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>GPGI, INC.</inf:issuerName>
    <inf:cusip>20459V105</inf:cusip>
    <inf:isin>US20459V1052</inf:isin>
    <inf:meetingDate>06/11/2026</inf:meetingDate>
    <inf:voteDescription>A proposal to approve, on an advisory basis, the frequency (i.e.,
every one, two or three years) of future advisory votes to approve
the compensation of the Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>344</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>1 YEAR</inf:howVoted>
        <inf:sharesVoted>344</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>HAYWARD HOLDINGS,
INC.</inf:issuerName>
    <inf:cusip>421298100</inf:cusip>
    <inf:isin>US4212981009</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve 2025 named executive officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>612846</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>612846</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>HEIDELBERG MATERIALS
AG</inf:issuerName>
    <inf:cusip>D31709104</inf:cusip>
    <inf:isin>DE0006047004</inf:isin>
    <inf:meetingDate>05/13/2026</inf:meetingDate>
    <inf:voteDescription>APPROVE REMUNERATION REPORT</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>773</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>773</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>HOWMET AEROSPACE
INC.</inf:issuerName>
    <inf:cusip>443201108</inf:cusip>
    <inf:isin>US4432011082</inf:isin>
    <inf:meetingDate>05/19/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>6468</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>6468</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ITT INC.</inf:issuerName>
    <inf:cusip>45073V108</inf:cusip>
    <inf:isin>US45073V1089</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Approval of a non-binding advisory vote on executive
compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>165442</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>165442</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>JBT MAREL
CORPORATION</inf:issuerName>
    <inf:cusip>477839104</inf:cusip>
    <inf:isin>US4778391049</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>Approve on an advisory basis a non-binding resolution to approve
the compensation of the company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1014</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1014</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>L3HARRIS
TECHNOLOGIES, INC.</inf:issuerName>
    <inf:cusip>502431109</inf:cusip>
    <inf:isin>US5024311095</inf:isin>
    <inf:meetingDate>05/11/2026</inf:meetingDate>
    <inf:voteDescription>Approval, in an Advisory Vote, of the Compensation of Named
Executive Officers as Disclosed in the Proxy Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>2060</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>2060</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>LINDE PLC</inf:issuerName>
    <inf:cusip>G54950103</inf:cusip>
    <inf:isin>IE000S9YS762</inf:isin>
    <inf:meetingDate>07/29/2025</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory and non-binding basis, the
compensation of Linde plc's Named Executive Officers, as
disclosed in the 2025 Proxy statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>58619</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>58619</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>LINDE PLC</inf:issuerName>
    <inf:cusip>G54950103</inf:cusip>
    <inf:isin>IE000S9YS762</inf:isin>
    <inf:meetingDate>07/29/2025</inf:meetingDate>
    <inf:voteDescription>To recommend, on an advisory and non-binding basis, the
frequency of holding future advisory shareholder votes on the
compensation of Linde plc's Named Executive Officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>58619</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>1 YEAR</inf:howVoted>
        <inf:sharesVoted>58619</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>MASCO CORPORATION</inf:issuerName>
    <inf:cusip>574599106</inf:cusip>
    <inf:isin>US5745991068</inf:isin>
    <inf:meetingDate>05/08/2026</inf:meetingDate>
    <inf:voteDescription>To approve, by non-binding advisory vote, the compensation paid
to the Company's named executive officers, as disclosed pursuant
to the compensation disclosure rules of the SEC, including the
Compensation Discussion and Analysis, the compensation tables
and the related materials disclosed in the Proxy Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>9657</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>9657</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>MASTEC, INC.</inf:issuerName>
    <inf:cusip>576323109</inf:cusip>
    <inf:isin>US5763231090</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Approval of a non-binding advisory resolution regarding the
compensation of our named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>8063</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>8063</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>MASTERCARD
INCORPORATED</inf:issuerName>
    <inf:cusip>57636Q104</inf:cusip>
    <inf:isin>US57636Q1040</inf:isin>
    <inf:meetingDate>06/16/2026</inf:meetingDate>
    <inf:voteDescription>Advisory approval of Mastercard's executive compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>63500</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>63500</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>MCDONALD'S
CORPORATION</inf:issuerName>
    <inf:cusip>580135101</inf:cusip>
    <inf:isin>US5801351017</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Vote to Approve Executive Compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1256</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1256</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>META PLATFORMS, INC.</inf:issuerName>
    <inf:cusip>30303M102</inf:cusip>
    <inf:isin>US30303M1027</inf:isin>
    <inf:meetingDate>05/27/2026</inf:meetingDate>
    <inf:voteDescription>A shareholder proposal regarding annual vote regarding executive
pay.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>88013</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>88013</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>MONDELEZ
INTERNATIONAL, INC.</inf:issuerName>
    <inf:cusip>609207105</inf:cusip>
    <inf:isin>US6092071058</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, the Company's executive
compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>38719</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>38719</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>NEXTRACKER INC.</inf:issuerName>
    <inf:cusip>65290E101</inf:cusip>
    <inf:isin>US65290E1010</inf:isin>
    <inf:meetingDate>08/18/2025</inf:meetingDate>
    <inf:voteDescription>The approval, on an advisory basis, of the compensation of our
named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>101423</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>101423</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>NOVANTA INC.</inf:issuerName>
    <inf:cusip>67000B104</inf:cusip>
    <inf:isin>CA67000B1040</inf:isin>
    <inf:meetingDate>05/28/2026</inf:meetingDate>
    <inf:voteDescription>Approval, on an advisory (non-binding) basis, of the Company's
executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>499</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>499</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>NRG ENERGY, INC.</inf:issuerName>
    <inf:cusip>629377508</inf:cusip>
    <inf:isin>US6293775085</inf:isin>
    <inf:meetingDate>04/30/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on a non-binding advisory basis, NRG Energy, Inc.'s
executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>66497</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>66497</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>NVENT ELECTRIC PLC</inf:issuerName>
    <inf:cusip>G6700G107</inf:cusip>
    <inf:isin>IE00BDVJJQ56</inf:isin>
    <inf:meetingDate>05/15/2026</inf:meetingDate>
    <inf:voteDescription>Approve, by Non-Binding Advisory Vote, the Compensation of the
Named Executive Officers</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>15119</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>15119</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>NVIDIA CORPORATION</inf:issuerName>
    <inf:cusip>67066G104</inf:cusip>
    <inf:isin>US67066G1040</inf:isin>
    <inf:meetingDate>06/24/2026</inf:meetingDate>
    <inf:voteDescription>Advisory approval of our executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>155523</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>155523</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ON SEMICONDUCTOR
CORPORATION</inf:issuerName>
    <inf:cusip>682189105</inf:cusip>
    <inf:isin>US6821891057</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>To vote on an advisory (non-binding) resolution to approve the
compensation of our named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>6364</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>6364</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ORMAT TECHNOLOGIES,
INC.</inf:issuerName>
    <inf:cusip>686688102</inf:cusip>
    <inf:isin>US6866881021</inf:isin>
    <inf:meetingDate>06/02/2026</inf:meetingDate>
    <inf:voteDescription>To approve, in a non-binding, advisory vote, the compensation of
our named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>20371</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>20371</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>PARKER-HANNIFIN
CORPORATION</inf:issuerName>
    <inf:cusip>701094104</inf:cusip>
    <inf:isin>US7010941042</inf:isin>
    <inf:meetingDate>10/22/2025</inf:meetingDate>
    <inf:voteDescription>Approval of, on a non-binding, advisory basis, the compensation of
our Named Executive Officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>39646</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>39646</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>PENTAIR PLC</inf:issuerName>
    <inf:cusip>G7S00T104</inf:cusip>
    <inf:isin>IE00BLS09M33</inf:isin>
    <inf:meetingDate>05/05/2026</inf:meetingDate>
    <inf:voteDescription>To approve, by nonbinding, advisory vote, the compensation of the
named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>47673</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>47673</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>PEPSICO, INC.</inf:issuerName>
    <inf:cusip>713448108</inf:cusip>
    <inf:isin>US7134481081</inf:isin>
    <inf:meetingDate>05/06/2026</inf:meetingDate>
    <inf:voteDescription>Advisory approval of the Company's executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>115546</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>115546</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>QUANTA SERVICES, INC.</inf:issuerName>
    <inf:cusip>74762E102</inf:cusip>
    <inf:isin>US74762E1029</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Approval, by non-binding advisory vote, of the compensation of
Quanta's named executive officers for fiscal year 2025;</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>26112</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>26112</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>QXO, INC.</inf:issuerName>
    <inf:cusip>82846H405</inf:cusip>
    <inf:isin>US82846H4056</inf:isin>
    <inf:meetingDate>05/05/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve executive compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1137</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1137</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>RELIANCE, INC.</inf:issuerName>
    <inf:cusip>759509102</inf:cusip>
    <inf:isin>US7595091023</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>To consider a non-binding, advisory vote to approve the
compensation of our named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>2322</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>2322</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>ROCKWELL AUTOMATION,
INC.</inf:issuerName>
    <inf:cusip>773903109</inf:cusip>
    <inf:isin>US7739031091</inf:isin>
    <inf:meetingDate>02/10/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, the compensation of the
Corporation's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>669</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>669</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>RTX CORPORATION</inf:issuerName>
    <inf:cusip>75513E101</inf:cusip>
    <inf:isin>US75513E1010</inf:isin>
    <inf:meetingDate>04/30/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Vote to Approve Executive Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>7971</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>7971</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>SIEMENS ENERGY AG</inf:issuerName>
    <inf:cusip>D6T47E106</inf:cusip>
    <inf:isin>DE000ENER6Y0</inf:isin>
    <inf:meetingDate>02/26/2026</inf:meetingDate>
    <inf:voteDescription>APPROVE REMUNERATION REPORT</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>50000</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>50000</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>SMURFIT WESTROCK
PLC</inf:issuerName>
    <inf:cusip>G8267P108</inf:cusip>
    <inf:isin>IE00028FXN24</inf:isin>
    <inf:meetingDate>05/01/2026</inf:meetingDate>
    <inf:voteDescription>Approve, in a non-binding, advisory vote, the compensation of the
Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>22106</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>22106</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>STEVEN MADDEN, LTD.</inf:issuerName>
    <inf:cusip>556269108</inf:cusip>
    <inf:isin>US5562691080</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>To approve, by non-binding advisory vote, the executive
compensation described in the Steven Madden, LTD. Proxy
Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>25443</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>25443</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>TAKE-TWO INTERACTIVE
SOFTWARE, INC.</inf:issuerName>
    <inf:cusip>874054109</inf:cusip>
    <inf:isin>US8740541094</inf:isin>
    <inf:meetingDate>09/18/2025</inf:meetingDate>
    <inf:voteDescription>Approval, on a non-binding advisory basis, of the compensation of
the Company's "named executive officers" as disclosed in the
Proxy Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>6758</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>6758</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>TE CONNECTIVITY PLC</inf:issuerName>
    <inf:cusip>G87052109</inf:cusip>
    <inf:isin>IE000IVNQZ81</inf:isin>
    <inf:meetingDate>03/11/2026</inf:meetingDate>
    <inf:voteDescription>An advisory vote to approve named executive officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>2984</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>2984</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>THE BOEING COMPANY</inf:issuerName>
    <inf:cusip>097023105</inf:cusip>
    <inf:isin>US0970231058</inf:isin>
    <inf:meetingDate>04/17/2026</inf:meetingDate>
    <inf:voteDescription>Approve, on an Advisory Basis, Named Executive Officer
Compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>23710</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>23710</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>THE CHEMOURS
COMPANY</inf:issuerName>
    <inf:cusip>163851108</inf:cusip>
    <inf:isin>US1638511089</inf:isin>
    <inf:meetingDate>04/24/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>15582</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>15582</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>THE PROCTER &amp; GAMBLE
COMPANY</inf:issuerName>
    <inf:cusip>742718109</inf:cusip>
    <inf:isin>US7427181091</inf:isin>
    <inf:meetingDate>10/14/2025</inf:meetingDate>
    <inf:voteDescription>Advisory Vote to Approve the Company's Executive Compensation
(the "Say on Pay" vote)</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>400000</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>400000</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>TRANE TECHNOLOGIES
PLC</inf:issuerName>
    <inf:cusip>G8994E103</inf:cusip>
    <inf:isin>IE00BK9ZQ967</inf:isin>
    <inf:meetingDate>06/04/2026</inf:meetingDate>
    <inf:voteDescription>Advisory approval of the compensation of the Company's named
executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>10432</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>10432</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>UBER TECHNOLOGIES,
INC.</inf:issuerName>
    <inf:cusip>90353T100</inf:cusip>
    <inf:isin>US90353T1007</inf:isin>
    <inf:meetingDate>05/04/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve 2025 named executive officer
compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>33130</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>33130</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>UBER TECHNOLOGIES,
INC.</inf:issuerName>
    <inf:cusip>90353T100</inf:cusip>
    <inf:isin>US90353T1007</inf:isin>
    <inf:meetingDate>05/04/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote on the frequency of future advisory votes on named
executive officer compensation.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>33130</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>1 YEAR</inf:howVoted>
        <inf:sharesVoted>33130</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>UL SOLUTIONS INC.</inf:issuerName>
    <inf:cusip>903731107</inf:cusip>
    <inf:isin>US9037311076</inf:isin>
    <inf:meetingDate>05/20/2026</inf:meetingDate>
    <inf:voteDescription>The approval, on an advisory basis, of the compensation of the
Company's named executive officers as disclosed in the Proxy
Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>8104</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>8104</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>UNION PACIFIC
CORPORATION</inf:issuerName>
    <inf:cusip>907818108</inf:cusip>
    <inf:isin>US9078181081</inf:isin>
    <inf:meetingDate>05/14/2026</inf:meetingDate>
    <inf:voteDescription>Approve, by non-binding vote, the compensation of the Company's
Named Executive Officers ("Say on Pay").</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>1114</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>1114</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>UNITED RENTALS, INC.</inf:issuerName>
    <inf:cusip>911363109</inf:cusip>
    <inf:isin>US9113631090</inf:isin>
    <inf:meetingDate>05/08/2026</inf:meetingDate>
    <inf:voteDescription>Advisory Approval of Executive Compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>415</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>415</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>VERIZON
COMMUNICATIONS INC.</inf:issuerName>
    <inf:cusip>92343V104</inf:cusip>
    <inf:isin>US92343V1044</inf:isin>
    <inf:meetingDate>05/21/2026</inf:meetingDate>
    <inf:voteDescription>Advisory vote to approve executive compensation</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>10</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>10</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>VERTIV HOLDINGS CO</inf:issuerName>
    <inf:cusip>92537N108</inf:cusip>
    <inf:isin>US92537N1081</inf:isin>
    <inf:meetingDate>06/17/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory basis, the 2025 compensation of our
named executive officers as disclosed in the Proxy Statement.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>23163</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>23163</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>WARNER BROS.
DISCOVERY, INC.</inf:issuerName>
    <inf:cusip>934423104</inf:cusip>
    <inf:isin>US9344231041</inf:isin>
    <inf:meetingDate>04/23/2026</inf:meetingDate>
    <inf:voteDescription>To approve, on an advisory (non-binding) basis, the compensation
that may be paid or become payable to WBD's named executive
officers that is based on or otherwise relates to the Merger.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>6</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>6</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>WARNER BROS.
DISCOVERY, INC.</inf:issuerName>
    <inf:cusip>934423104</inf:cusip>
    <inf:isin>US9344231041</inf:isin>
    <inf:meetingDate>06/09/2026</inf:meetingDate>
    <inf:voteDescription>To vote on an advisory resolution to approve the 2025
compensation of Warner Bros. Discovery, Inc.'s named executive
officers, commonly referred to as a "Say-on-Pay" vote.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>6</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>AGAINST</inf:howVoted>
        <inf:sharesVoted>6</inf:sharesVoted>
        <inf:managementRecommendation>AGAINST</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
  <inf:proxyTable>
    <inf:issuerName>WESCO INTERNATIONAL,
INC.</inf:issuerName>
    <inf:cusip>95082P105</inf:cusip>
    <inf:isin>US95082P1057</inf:isin>
    <inf:meetingDate>05/28/2026</inf:meetingDate>
    <inf:voteDescription>Approve, on an advisory basis, the compensation of the
Company's named executive officers.</inf:voteDescription>
    <inf:voteCategories>
      <inf:voteCategory>
        <inf:categoryType>SECTION 14A SAY-ON-PAY VOTES</inf:categoryType>
      </inf:voteCategory>
    </inf:voteCategories>
    <inf:sharesVoted>774</inf:sharesVoted>
    <inf:sharesOnLoan>0</inf:sharesOnLoan>
    <inf:vote>
      <inf:voteRecord>
        <inf:howVoted>FOR</inf:howVoted>
        <inf:sharesVoted>774</inf:sharesVoted>
        <inf:managementRecommendation>FOR</inf:managementRecommendation>
      </inf:voteRecord>
    </inf:vote>
  </inf:proxyTable>
</inf:proxyVoteTable>
