Snowflake Inc. 833445109 07/02/2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 22600 0 AGAINST 22600 AGAINST Autodesk, Inc. 052769106 07/16/2024 Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 564025 0 AGAINST 564025 AGAINST V.F. Corporation 918204108 07/23/2024 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 6002 0 AGAINST 6002 AGAINST Arcadium Lithium plc G0508H110 07/25/2024 Advisory (non-binding) approval of named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1996360 1689581 FOR 1996360 FOR Arcadium Lithium plc G0508H110 07/25/2024 Proposal to recommend by non-binding vote, the frequency of shareholder advisory vote on executive compensation. SECTION 14A SAY-ON-PAY VOTES 1996360 1689581 1 YEAR 1996360 FOR Cavco Industries, Inc. 149568107 07/30/2024 Advisory Vote to Approve Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES 18000 0 FOR 18000 FOR Linde plc G54950103 07/30/2024 To approve, on an advisory and non-binding basis, the compensation of Linde plc s Named Executive Officers, as disclosed in the 2024 Proxy statement. SECTION 14A SAY-ON-PAY VOTES 45964 0 FOR 45964 FOR Stericycle, Inc. 858912108 08/14/2024 To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. SECTION 14A SAY-ON-PAY VOTES 1217000 0 AGAINST 1217000 AGAINST Dynatrace, Inc. 268150109 08/23/2024 Non-binding advisory vote on the compensation of Dynatrace's named executive officers. SECTION 14A SAY-ON-PAY VOTES 62000 0 AGAINST 62000 AGAINST Deckers Outdoor Corporation 243537107 09/09/2024 To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled Compensation Discussion and Analysis . SECTION 14A SAY-ON-PAY VOTES 10073 0 FOR 10073 FOR NIKE, Inc. 654106103 09/10/2024 To approve executive compensation by an advisory vote. SECTION 14A SAY-ON-PAY VOTES 19295 0 AGAINST 19295 AGAINST Medtronic plc G5960L103 10/17/2024 Approving, on an advisory basis, the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 103905 0 AGAINST 103905 AGAINST Applied Industrial Technologies, Inc. 03820C105 10/22/2024 Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers. SECTION 14A SAY-ON-PAY VOTES 156800 0 FOR 156800 FOR Cintas Corporation 172908105 10/29/2024 To approve, on an advisory basis, named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 52600 0 FOR 52600 FOR Oracle Corporation 68389X105 11/14/2024 Advisory Vote to Approve the Compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 60500 0 AGAINST 60500 AGAINST Campbell Soup Company 134429109 11/19/2024 To vote on an advisory resolution to approve the fiscal 2024 compensation of our named executive officers, commonly referred to as a "say on pay" vote. SECTION 14A SAY-ON-PAY VOTES 2779 0 AGAINST 2779 AGAINST Lumentum Holdings Inc. 55024U109 11/20/2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 843000 0 FOR 843000 FOR Donaldson Company, Inc. 257651109 11/22/2024 Non-binding advisory vote on the compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 1320 0 AGAINST 1320 AGAINST Ferguson Enterprises Inc. 31488V107 12/05/2024 To Approve, On An Advisory Basis, The Fiscal 2024 Compensation Of The Company's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 513600 0 FOR 513600 FOR Ferguson Enterprises Inc. 31488V107 12/05/2024 To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve The Compensation Of The Company's Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 513600 0 1 YEAR 513600 FOR Arcadium Lithium plc G0508H201 12/23/2024 Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction. SECTION 14A SAY-ON-PAY VOTES 3709941 0 AGAINST 3709941 AGAINST Lindsay Corporation 535555106 01/08/2025 Non-binding vote on resolution to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 126000 0 FOR 126000 FOR BellRing Brands, Inc. 07831C103 01/28/2025 To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement. SECTION 14A SAY-ON-PAY VOTES 160551 0 FOR 160551 FOR PTC Inc. 69370C100 02/12/2025 Advisory vote to approve the compensation of our named executive officers (say-on-pay). SECTION 14A SAY-ON-PAY VOTES 605650 0 AGAINST 605650 AGAINST Tetra Tech, Inc. 88162G103 02/27/2025 To approve, on an advisory basis, the Company's named executive officers compensation. SECTION 14A SAY-ON-PAY VOTES 2402000 0 FOR 2402000 FOR AECOM 00766T100 02/28/2025 Advisory vote to approve the Company`s executive compensation. SECTION 14A SAY-ON-PAY VOTES 492749 0 FOR 492749 FOR MAXIMUS, Inc. 577933104 03/11/2025 Advisory vote to approve the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES 109411 0 FOR 109411 FOR Analog Devices, Inc. 032654105 03/12/2025 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 370875 0 AGAINST 370875 AGAINST Johnson Controls International plc G51502105 03/12/2025 To approve, in a non-binding advisory vote, the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES 369446 0 AGAINST 369446 AGAINST TE Connectivity plc G87052109 03/12/2025 An advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 163980 0 FOR 163980 FOR Agilent Technologies, Inc. 00846U101 03/13/2025 To approve, on a non-binding advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 1019483 0 AGAINST 1019483 AGAINST QUALCOMM Incorporated 747525103 03/18/2025 Approval, on an advisory basis, of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 194695 0 FOR 194695 FOR Keysight Technologies, Inc. 49338L103 03/20/2025 Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 20600 0 FOR 20600 FOR A. O. Smith Corporation 831865209 04/08/2025 Proposal To Approve, By Nonbinding Advisory Vote, The Compensation Of Our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 320000 0 AGAINST 320000 AGAINST Owens Corning 690742101 04/15/2025 To Approve, On An Advisory Basis, Our Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES 89382 0 AGAINST 89382 AGAINST Texas Instruments Incorporated 882508104 04/17/2025 Board proposal regarding advisory approval of the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 169504 0 AGAINST 169504 AGAINST Federal Signal Corporation 313855108 04/22/2025 Approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 277000 0 FOR 277000 FOR Avery Dennison Corporation 053611109 04/24/2025 Approval, on an advisory basis, of our executive compensation. SECTION 14A SAY-ON-PAY VOTES 1271 0 FOR 1271 FOR Sensient Technologies Corporation 81725T100 04/24/2025 Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement. SECTION 14A SAY-ON-PAY VOTES 203381 0 FOR 203381 FOR Badger Meter, Inc. 056525108 04/25/2025 Advisory Vote To Approve Compensation Of Our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 34587 0 FOR 34587 FOR TopBuild Corp. 89055F103 04/28/2025 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 17830 0 FOR 17830 FOR Valmont Industries, Inc. 920253101 04/28/2025 Advisory approval of the company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 65632 0 FOR 65632 FOR Regal Rexnord Corporation 758750103 04/29/2025 Advisory Vote On The Compensation Of The Company's Named Executive Officers As Disclosed In The Company S Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 682992 0 FOR 682992 FOR Carlisle Companies Incorporated 142339100 04/30/2025 To approve, on an advisory basis, the Company's named executive officer compensation in 2024. SECTION 14A SAY-ON-PAY VOTES 268494 0 AGAINST 268494 AGAINST Boston Scientific Corporation 101137107 05/01/2025 To approve, on a non-binding, advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 102769 0 FOR 102769 FOR Corning Incorporated 219350105 05/01/2025 Advisory approval of our executive compensation (Say on Pay). SECTION 14A SAY-ON-PAY VOTES 225500 0 AGAINST 225500 AGAINST International Flavors & Fragrances Inc. 459506101 05/01/2025 Approve, on an advisory basis, the compensation of our named executive officers in 2024. SECTION 14A SAY-ON-PAY VOTES 84309 0 AGAINST 84309 AGAINST Kimberly-Clark Corporation 494368103 05/01/2025 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 834 0 FOR 834 FOR Mettler-Toledo International Inc. 592688105 05/01/2025 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 37400 0 AGAINST 37400 AGAINST Shoals Technologies Group, Inc. 82489W107 05/01/2025 Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). SECTION 14A SAY-ON-PAY VOTES 110000 0 AGAINST 110000 AGAINST Dover Corporation 260003108 05/02/2025 To approve, on an advisory basis, named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 131000 0 AGAINST 131000 AGAINST Illinois Tool Works Inc. 452308109 05/02/2025 Advisory vote to approve compensation of ITW's named executive officers. SECTION 14A SAY-ON-PAY VOTES 23900 0 FOR 23900 FOR Lattice Semiconductor Corporation 518415104 05/02/2025 To approve on a non-binding, advisory basis, our Named Executive Officers' compensation. SECTION 14A SAY-ON-PAY VOTES 956000 0 AGAINST 956000 AGAINST Smurfit WestRock Plc G8267P108 05/02/2025 Approve, in a non-binding, advisory vote, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 82300 0 AGAINST 82300 AGAINST Smurfit WestRock Plc G8267P108 05/02/2025 Approve, in a non-binding, advisory vote, the frequency of future non-binding, advisory votes to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 82300 0 1 YEAR 82300 FOR Albemarle Corporation 012653101 05/06/2025 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 387710 0 FOR 387710 FOR Danaher Corporation 235851102 05/06/2025 To approve on an advisory basis the Company's named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 329000 0 AGAINST 329000 AGAINST Hubbell Incorporated 443510607 05/06/2025 To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 10700 0 FOR 10700 FOR Montrose Environmental Group, Inc. 615111101 05/06/2025 To approve, on a non-binding and advisory basis, the compensation of our named executive officers ("Say on Pay"). SECTION 14A SAY-ON-PAY VOTES 4266 0 AGAINST 4266 AGAINST Pentair plc G7S00T104 05/06/2025 To approve, by nonbinding, advisory vote, the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES 624000 0 AGAINST 624000 AGAINST Simpson Manufacturing Co., Inc. 829073105 05/06/2025 Approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 27800 0 FOR 27800 FOR Darling Ingredients Inc. 237266101 05/07/2025 Advisory vote to approve, on an advisory basis, executive compensation. SECTION 14A SAY-ON-PAY VOTES 5208 0 FOR 5208 FOR Avantor, Inc. 05352A100 05/08/2025 Approve, on an Advisory Basis, Named Executive Officer Compensation. SECTION 14A SAY-ON-PAY VOTES 8110000 0 FOR 8110000 FOR Cadence Design Systems, Inc. 127387108 05/08/2025 Advisory resolution to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 21100 0 AGAINST 21100 AGAINST Ecolab Inc. 278865100 05/08/2025 Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 217470 0 FOR 217470 FOR IDEX Corporation 45167R104 05/08/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 272000 0 FOR 272000 FOR Itron, Inc. 465741106 05/08/2025 Proposal to approve the advisory (non-binding) resolution relating to executive compensation. SECTION 14A SAY-ON-PAY VOTES 292000 0 FOR 292000 FOR Sterling Infrastructure, Inc. 859241101 05/08/2025 To approve, on an advisory basis, the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 14000 0 AGAINST 14000 AGAINST Zebra Technologies Corporation 989207105 05/08/2025 Advisory vote to approve Named Executive Officers' compensation ("Say-on-Pay"). SECTION 14A SAY-ON-PAY VOTES 803 0 FOR 803 FOR AbbVie Inc. 00287Y109 05/09/2025 Say on Pay - An advisory vote on the approval of executive compensation SECTION 14A SAY-ON-PAY VOTES 39047 0 FOR 39047 FOR Colgate-Palmolive Company 194162103 05/09/2025 Advisory vote on executive compensation. SECTION 14A SAY-ON-PAY VOTES 40003 0 FOR 40003 FOR Masco Corporation 574599106 05/09/2025 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. SECTION 14A SAY-ON-PAY VOTES 208000 0 FOR 208000 FOR Teradyne, Inc. 880770102 05/09/2025 To approve, on a non-binding, advisory basis, the 2024 compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 265269 0 FOR 265269 FOR Waste Management, Inc. 94106L109 05/13/2025 Approval, on an advisory basis, of our executive compensation. SECTION 14A SAY-ON-PAY VOTES 356700 0 FOR 356700 FOR Xylem Inc. 98419M100 05/13/2025 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 976000 0 FOR 976000 FOR American Water Works Company, Inc. 030420103 05/14/2025 Approval, on an advisory basis, of the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 405000 0 FOR 405000 FOR First Solar, Inc. 336433107 05/14/2025 Advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 599991 0 FOR 599991 FOR Fortune Brands Innovations, Inc. 34964C106 05/14/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 637000 0 FOR 637000 FOR Veralto Corporation 92338C103 05/14/2025 To approve on an advisory basis the Company's named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 820000 0 FOR 820000 FOR CVS Health Corporation 126650100 05/15/2025 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 128020 0 AGAINST 128020 AGAINST Invitation Homes Inc. 46187W107 05/15/2025 To approve, in a non-binding advisory vote, the compensation paid to our named executive officers. SECTION 14A SAY-ON-PAY VOTES 241000 0 FOR 241000 FOR Invitation Homes Inc. 46187W107 05/15/2025 To determine, in a non-binding advisory vote, the frequency of stockholder votes to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES 241000 0 1 YEAR 241000 FOR ON Semiconductor Corporation 682189105 05/15/2025 Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). SECTION 14A SAY-ON-PAY VOTES 1241440 0 AGAINST 1241440 AGAINST Power Integrations, Inc. 739276103 05/15/2025 To approve, on an advisory basis, the compensation of Power Integrations named executive officers, as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES 674106 0 AGAINST 674106 AGAINST APi Group Corporation 00187Y100 05/16/2025 To approve, on an advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 1060372 0 AGAINST 1060372 AGAINST Comfort Systems USA, Inc. 199908104 05/16/2025 Advisory vote to approve the compensation of the named executive officers. SECTION 14A SAY-ON-PAY VOTES 119000 0 AGAINST 119000 AGAINST nVent Electric plc G6700G107 05/16/2025 Approve, by Non-Binding Advisory Vote, the Compensation of the Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 1523598 0 FOR 1523598 FOR nVent Electric plc G6700G107 05/16/2025 Recommend, by Non-Binding Advisory Vote, the Frequency of Advisory Votes on the Compensation of Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 1523598 0 1 YEAR 1523598 FOR Republic Services, Inc. 760759100 05/19/2025 Advisory vote to approve our named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 80000 0 FOR 80000 FOR American States Water Company 029899101 05/20/2025 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 239191 0 FOR 239191 FOR CECO Environmental Corp. 125141101 05/20/2025 To approve, on an advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 507000 0 FOR 507000 FOR CECO Environmental Corp. 125141101 05/20/2025 To recommend, on an advisory basis, the frequency of future advisory votes to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 507000 0 1 YEAR 507000 FOR IPG Photonics Corporation 44980X109 05/20/2025 Advisory Approval of our Executive Compensation SECTION 14A SAY-ON-PAY VOTES 71994 0 AGAINST 71994 AGAINST Clean Harbors, Inc. 184496107 05/21/2025 To approve on a non-binding, advisory basis, the compensation of the Company's named executive officers as described in the Company s definitive proxy statement. SECTION 14A SAY-ON-PAY VOTES 281200 0 FOR 281200 FOR Onto Innovation Inc. 683344105 05/21/2025 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement. SECTION 14A SAY-ON-PAY VOTES 131910 0 FOR 131910 FOR Sprouts Farmers Market, Inc. 85208M102 05/21/2025 To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ( say-on-pay ). SECTION 14A SAY-ON-PAY VOTES 75686 0 FOR 75686 FOR Thermo Fisher Scientific Inc. 883556102 05/21/2025 An advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 134318 0 AGAINST 134318 AGAINST Watts Water Technologies, Inc. 942749102 05/21/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 69300 0 AGAINST 69300 AGAINST Bentley Systems, Incorporated 08265T208 05/22/2025 To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers SECTION 14A SAY-ON-PAY VOTES 300000 0 AGAINST 300000 AGAINST Palomar Holdings, Inc. 69753M105 05/22/2025 To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES 32500 0 FOR 32500 FOR Quanta Services, Inc. 74762E102 05/22/2025 Approval, by non-binding advisory vote, of Quanta's executive compensation. SECTION 14A SAY-ON-PAY VOTES 348335 0 FOR 348335 FOR Waters Corporation 941848103 05/22/2025 To approve, on a non-binding, advisory basis, the compensation of the Company's executive officers. SECTION 14A SAY-ON-PAY VOTES 139943 0 FOR 139943 FOR Silgan Holdings Inc. 827048109 05/27/2025 Advisory vote to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 215000 0 FOR 215000 FOR Lowe's Companies, Inc. 548661107 05/30/2025 Advisory vote to approve the Company's named executive officer compensation in fiscal 2024. SECTION 14A SAY-ON-PAY VOTES 592 0 FOR 592 FOR UnitedHealth Group Incorporated 91324P102 06/02/2025 Advisory approval of the Company's executive compensation. SECTION 14A SAY-ON-PAY VOTES 22971 0 FOR 22971 FOR Ambarella, Inc. G037AX101 06/04/2025 To approve on a non-binding, advisory basis, the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 419120 0 AGAINST 419120 AGAINST ICF International, Inc. 44925C103 06/04/2025 Advisory Vote Regarding ICF International's Overall Pay-For-Performance Named Executive Officer Compensation Program. Approve by non-binding, advisory vote, the Company's overall pay-for-performance executive compensation program, as described in the Compensation Discussion and Analysis, the compensation tables and the related narratives and other materials in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 165689 0 FOR 165689 FOR Resideo Technologies, Inc. 76118Y104 06/04/2025 Advisory Vote to Approve Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 564000 0 AGAINST 564000 AGAINST Resideo Technologies, Inc. 76118Y104 06/04/2025 Advisory Vote on the Frequency of Future Advisory Votes to Approve Executive Compensation. SECTION 14A SAY-ON-PAY VOTES 564000 0 1 YEAR 564000 FOR Bath & Body Works, Inc. 070830104 06/05/2025 Advisory vote to approve named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 163362 0 FOR 163362 FOR Cloudflare, Inc. 18915M107 06/05/2025 Approval, on an advisory basis, of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 38000 0 AGAINST 38000 AGAINST Columbia Sportswear Company 198516106 06/05/2025 To approve, by non-binding vote, executive compensation. SECTION 14A SAY-ON-PAY VOTES 7256 0 FOR 7256 FOR EMCOR Group, Inc. 29084Q100 06/05/2025 Approval, by non-binding advisory vote, of named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 56000 0 AGAINST 56000 AGAINST Energy Recovery, Inc. 29270J100 06/05/2025 To approve, on an advisory basis, our executive compensation for the fiscal year ended December 31, 2024 as described in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 600000 0 FOR 600000 FOR Exponent, Inc. 30214U102 06/05/2025 To approve, on an advisory basis, the fiscal 2024 compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 30500 0 FOR 30500 FOR Procore Technologies, Inc. 74275K108 06/05/2025 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 1237616 0 AGAINST 1237616 AGAINST Roper Technologies, Inc. 776696106 06/10/2025 Advisory vote to approve the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 43259 0 AGAINST 43259 AGAINST NXP Semiconductors N.V. N6596X109 06/11/2025 Non-binding, advisory vote to approve Named Executive Officer compensation SECTION 14A SAY-ON-PAY VOTES 145400 0 AGAINST 145400 AGAINST Williams-Sonoma, Inc. 969904101 06/11/2025 An advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 1416 0 AGAINST 1416 AGAINST Ingersoll Rand Inc. 45687V106 06/12/2025 Non-binding vote to approve executive compensation. SECTION 14A SAY-ON-PAY VOTES 305000 0 FOR 305000 FOR Monolithic Power Systems, Inc. 609839105 06/12/2025 Approve, on an advisory basis, the 2024 executive compensation. SECTION 14A SAY-ON-PAY VOTES 114581 0 FOR 114581 FOR Marvell Technology, Inc. 573874104 06/13/2025 An advisory (non-binding) vote to approve compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 987898 0 AGAINST 987898 AGAINST Celestica Inc. 15101Q207 06/17/2025 To approve, on an advisory basis, the compensation of Celestica Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 40000 0 FOR 40000 FOR Celestica Inc. 15101Q207 06/17/2025 To approve, on an advisory basis, the frequency of future advisory resolutions on the compensation of Celestica Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 40000 0 1 YEAR 40000 FOR Trimble Inc. 896239100 06/17/2025 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 1890 0 FOR 1890 FOR Autodesk, Inc. 052769106 06/18/2025 Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers. SECTION 14A SAY-ON-PAY VOTES 594873 0 AGAINST 594873 AGAINST Universal Display Corporation 91347P105 06/18/2025 Advisory resolution to approve the compensation of the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES 33000 0 FOR 33000 FOR Vertiv Holdings Co 92537N108 06/18/2025 To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 1037520 0 AGAINST 1037520 AGAINST Core & Main, Inc. 21874C102 06/24/2025 Advisory vote to approve Core & Main's named executive officer compensation. SECTION 14A SAY-ON-PAY VOTES 1430000 0 FOR 1430000 FOR DIRTT Environmental Solutions Ltd. 25490H106 06/24/2025 Advisory Vote on Executive Compensation SECTION 14A SAY-ON-PAY VOTES 3150000 0 FOR 3150000 FOR DIRTT Environmental Solutions Ltd. 25490H106 06/24/2025 Frequency of Advisory Vote on Executive Compensation SECTION 14A SAY-ON-PAY VOTES 3150000 0 1 YEAR 3150000 FOR NVIDIA Corporation 67066G104 06/25/2025 Advisory approval of our executive compensation. SECTION 14A SAY-ON-PAY VOTES 119000 0 AGAINST 119000 AGAINST Dell Technologies Inc. 24703L202 06/26/2025 Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES 91000 0 AGAINST 91000 AGAINST