# EDGAR Filing Document

**Accession Number:** 0001999612
**File Stem:** 0001999612-25-000005
**Filing Date:** 2025-8
**Character Count:** 53790
**Document Hash:** e99bb5b4804a7163fcd124003cf02916
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001999612-25-000005.hdr.sgml**: 20250821

**ACCESSION NUMBER**: 0001999612-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250821

**EFFECTIVENESS DATE**: 20250821

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kodai Capital Management LP
- **CENTRAL INDEX KEY:** 0001999612

**ORGANIZATION NAME:**
- **EIN:** 851292877
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23741
- **FILM NUMBER:** 251239271

**BUSINESS ADDRESS:**
- **STREET 1:** 71 S. WACKER
- **STREET 2:** SUITE 2550
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606
- **BUSINESS PHONE:** 312-858-4963

**MAIL ADDRESS:**
- **STREET 1:** 71 S. WACKER
- **STREET 2:** SUITE 2550
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001999612

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Kodai Capital Management LP

**Address:** 71 S. WACKER, CHICAGO, IL 60606

**Telephone number:** 312-858-4963

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-23741

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                             | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                         | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AZZ Inc.                                   | 002474104 | 07/09/2024     | Approve, on an advisory basis, AZZ's Executive Compensation Program.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          20018 |                0 | FOR         |                                    20018 | FOR                         |  |
| Chewy, Inc.                                | 16679L109 | 07/11/2024     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           1009 |                0 | AGAINST     |                                     1009 | AGAINST                     |  |
| Allegro MicroSystems, Inc.                 | 01749D105 | 08/08/2024     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          34682 |                0 | FOR         |                                    34682 | FOR                         |  |
| Parker-Hannifin Corporation                | 701094104 | 10/23/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          26599 |                0 | FOR         |                                    26599 | FOR                         |  |
| Automatic Data Processing, Inc.            | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          18311 |                0 | FOR         |                                    18311 | FOR                         |  |
| Fox Corporation                            | 35137L204 | 11/19/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          55028 |                0 | FOR         |                                    55028 | FOR                         |  |
| Western Digital Corporation                | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         118999 |                0 | FOR         |                                   118999 | FOR                         |  |
| Affirm Holdings, Inc.                      | 00827B106 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1356 |                0 | FOR         |                                     1356 | FOR                         |  |
| Microsoft Corporation                      | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           5893 |                0 | FOR         |                                     5893 | FOR                         |  |
| Atlassian Corporation                      | 049468101 | 12/11/2024     | An advisory vote to approve the compensation of our named executive officers for the fiscal year ended June 30, 2024.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          11816 |                0 | FOR         |                                    11816 | FOR                         |  |
| Guidewire Software, Inc.                   | 40171V100 | 12/17/2024     | To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1645 |                0 | FOR         |                                     1645 | FOR                         |  |
| Thor Industries, Inc.                      | 885160101 | 12/20/2024     | Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2739 |                0 | FOR         |                                     2739 | FOR                         |  |
| Zscaler, Inc.                              | 98980G102 | 01/10/2025     | To approve on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          18434 |                0 | FOR         |                                    18434 | FOR                         |  |
| Intuit Inc.                                | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           5087 |                0 | FOR         |                                     5087 | FOR                         |  |
| Jabil Inc.                                 | 466313103 | 01/23/2025     | Approve (on an advisory basis) Jabil's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           2494 |                0 | AGAINST     |                                     2494 | AGAINST                     |  |
| Visa Inc.                                  | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          64477 |                0 | FOR         |                                    64477 | FOR                         |  |
| Applied Materials, Inc.                    | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| The Walt Disney Company                    | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           5259 |                0 | FOR         |                                     5259 | FOR                         |  |
| M Bank Corporation                         | 55261F104 | 04/15/2025     | TO APPROVE THE 2024 COMPENSATION OF M BANK CORPORATION'S NAMED EXECUTIVE OFFICERS.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           9045 |                0 | FOR         |                                     9045 | FOR                         |  |
| Bank of America Corporation                | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         203130 |                0 | AGAINST     |                                   203130 | AGAINST                     |  |
| Synovus Financial Corp.                    | 87161C501 | 04/24/2025     | To approve, on an advisory basis, the compensation of Synovus' named executive officers as determined by the Compensation and Human Capital Committee.                                                   | SECTION 14A SAY-ON-PAY VOTES |          11237 |                0 | FOR         |                                    11237 | FOR                         |  |
| Verona Pharma Plc                          | 925050106 | 04/24/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           2060 |                0 | AGAINST     |                                     2060 | AGAINST                     |  |
| Comerica Incorporated                      | 200340107 | 04/29/2025     | Approval of a Non-Binding, Advisory Proposal Approving Executive Compensation                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          90041 |                0 | FOR         |                                    90041 | FOR                         |  |
| First Horizon Corporation                  | 320517105 | 04/29/2025     | Approval of an advisory resolution to approve executive compensation.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         354779 |                0 | FOR         |                                   354779 | FOR                         |  |
| Wells Fargo  Company                       | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          68766 |                0 | FOR         |                                    68766 | FOR                         |  |
| W.W. Grainger, Inc.                        | 384802104 | 04/30/2025     | To approve on a non-binding advisory basis the compensation of Grainger's Named Executive Officers.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            339 |                0 | FOR         |                                      339 | FOR                         |  |
| Wynn Resorts, Limited                      | 983134107 | 04/30/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the Proxy Statement.                                                                       | SECTION 14A SAY-ON-PAY VOTES |           4330 |                0 | FOR         |                                     4330 | FOR                         |  |
| Concentra Group Holdings Parent, Inc.      | 20603L102 | 05/01/2025     | Hold a non-binding advisory vote on the compensation of our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            244 |                0 | AGAINST     |                                      244 | AGAINST                     |  |
| Concentra Group Holdings Parent, Inc.      | 20603L102 | 05/01/2025     | Hold a non-binding advisory vote on the frequency of the advisory vote on the compensation of our named executive officers.                                                                              | SECTION 14A SAY-ON-PAY VOTES |            244 |                0 | ONE YEAR    |                                      244 | FOR                         |  |
| Papa John's International, Inc.            | 698813102 | 05/01/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              8 |                0 | FOR         |                                        8 | FOR                         |  |
| Leidos Holdings, Inc.                      | 525327102 | 05/02/2025     | Approve, by an advisory vote, executive compensation.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          21567 |                0 | FOR         |                                    21567 | FOR                         |  |
| Zions Bancorporation, N.A.                 | 989701107 | 05/02/2025     | To approve, on a nonbinding advisory basis, the compensation paid to our named executive officers with respect to the fiscal year ended Dec. 31, 2024 (Proposal 3); and                                  | SECTION 14A SAY-ON-PAY VOTES |           3135 |                0 | FOR         |                                     3135 | FOR                         |  |
| Zions Bancorporation, N.A.                 | 989701107 | 05/02/2025     | To establish through a nonbinding advisory vote the preference of our shareholders regarding whether the nonbinding advisory vote on executive compensation should occur every one, two, or three years. | SECTION 14A SAY-ON-PAY VOTES |           3135 |                0 | ONE YEAR    |                                     3135 | FOR                         |  |
| Intel Corporation                          | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          17880 |                0 | AGAINST     |                                    17880 | AGAINST                     |  |
| Oshkosh Corporation                        | 688239201 | 05/06/2025     | Approval, by advisory vote, of the compensation of the Company's named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           5890 |                0 | FOR         |                                     5890 | FOR                         |  |
| Tyler Technologies, Inc.                   | 902252105 | 05/06/2025     | Advisory Approval of Our Executive Compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2638 |                0 | FOR         |                                     2638 | FOR                         |  |
| Banc of California, Inc.                   | 05990K106 | 05/07/2025     | Approval, on an advisory and non-binding basis, of the compensation paid to the Company's named executive officers, as disclosed in the Company's proxy statement for the Annual Meeting (Say-on-Pay).   | SECTION 14A SAY-ON-PAY VOTES |          65841 |                0 | FOR         |                                    65841 | FOR                         |  |
| Banc of California, Inc.                   | 05990K106 | 05/07/2025     | Approval, on an advisory and non-binding basis, of the frequency of future Say-on-Pay votes.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          65841 |                0 | ONE YEAR    |                                    65841 | FOR                         |  |
| Capital One Financial Corporation          | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             58 |                0 | FOR         |                                       58 | FOR                         |  |
| CME Group Inc.                             | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          33759 |                0 | FOR         |                                    33759 | FOR                         |  |
| Equifax Inc.                               | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2871 |                0 | FOR         |                                     2871 | FOR                         |  |
| Hexcel Corporation                         | 428291108 | 05/08/2025     | Advisory non-binding vote to approve 2024 executive compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          10347 |                0 | FOR         |                                    10347 | FOR                         |  |
| Lockheed Martin Corporation                | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          48540 |                0 | FOR         |                                    48540 | FOR                         |  |
| MKS Instruments, Inc.                      | 55306N104 | 05/12/2025     | The approval, on an advisory basis, of executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          53993 |                0 | FOR         |                                    53993 | FOR                         |  |
| 3M Company                                 | 88579Y101 | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           4448 |                0 | FOR         |                                     4448 | FOR                         |  |
| Bread Financial Holdings, Inc.             | 018581108 | 05/13/2025     | ADVISORY VOTE ON EXECUTIVE COMPENSATION                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2637 |                0 | FOR         |                                     2637 | FOR                         |  |
| Cummins Inc.                               | 231021106 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           1681 |                0 | FOR         |                                     1681 | FOR                         |  |
| Euronet Worldwide, Inc.                    | 298736109 | 05/14/2025     | Advisory vote on executive compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            297 |                0 | FOR         |                                      297 | FOR                         |  |
| Old National Bancorp                       | 680033107 | 05/14/2025     | Approval of a non-binding advisory proposal on the compensation of the Company's named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            330 |                0 | FOR         |                                      330 | FOR                         |  |
| Amphenol Corporation                       | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          98393 |                0 | FOR         |                                    98393 | FOR                         |  |
| AT Inc.                                    | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          21934 |                0 | FOR         |                                    21934 | FOR                         |  |
| Cinemark Holdings, Inc.                    | 17243V102 | 05/15/2025     | Advisory vote to approve compensation of named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           7437 |                0 | FOR         |                                     7437 | FOR                         |  |
| KeyCorp                                    | 493267108 | 05/15/2025     | Advisory approval of executive compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         522386 |                0 | AGAINST     |                                   522386 | AGAINST                     |  |
| Las Vegas Sands Corp.                      | 517834107 | 05/15/2025     | An advisory (non-binding) vote to approve the compensation of the named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10410 |                0 | AGAINST     |                                    10410 | AGAINST                     |  |
| Morgan Stanley                             | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          48452 |                0 | FOR         |                                    48452 | FOR                         |  |
| Texas Roadhouse, Inc.                      | 882681109 | 05/15/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3132 |                0 | FOR         |                                     3132 | FOR                         |  |
| WEX Inc.                                   | 96208T104 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            668 |                0 | FOR         |                                      668 | FOR                         |  |
| Wyndham Hotels  Resorts, Inc.              | 98311A105 | 05/15/2025     | To vote on an advisory resolution to approve our executive compensation program.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          33589 |                0 | FOR         |                                    33589 | FOR                         |  |
| Wyndham Hotels  Resorts, Inc.              | 98311A105 | 05/15/2025     | To vote on an advisory resolution on the frequency of the advisory vote on named executive officer compensation.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          33589 |                0 | ONE YEAR    |                                    33589 | FOR                         |  |
| Yum! Brands, Inc.                          | 988498101 | 05/15/2025     | Advisory Vote on Executive Compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3026 |                0 | FOR         |                                     3026 | FOR                         |  |
| Flowserve Corporation                      | 34354P105 | 05/16/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         110046 |                0 | FOR         |                                   110046 | FOR                         |  |
| Intercontinental Exchange, Inc.            | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          45872 |                0 | FOR         |                                    45872 | FOR                         |  |
| BioMarin Pharmaceutical Inc.               | 09061G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement.                                                                        | SECTION 14A SAY-ON-PAY VOTES |            605 |                0 | FOR         |                                      605 | FOR                         |  |
| Honeywell International Inc.               | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1182 |                0 | FOR         |                                     1182 | FOR                         |  |
| Valley National Bancorp                    | 919794107 | 05/20/2025     | An advisory, non-binding vote to approve the compensation of Valley's named executive officers.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          29337 |                0 | FOR         |                                    29337 | FOR                         |  |
| Alkermes plc                               | G01767105 | 05/21/2025     | To approve, in a non-binding, advisory vote, the compensation of the Company's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            221 |                0 | FOR         |                                      221 | FOR                         |  |
| Amazon.com, Inc.                           | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           8375 |                0 | AGAINST     |                                     8375 | AGAINST                     |  |
| Equinix, Inc.                              | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          27773 |                0 | FOR         |                                    27773 | FOR                         |  |
| Geron Corporation                          | 374163103 | 05/21/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers, as disclosed in our Proxy Statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         149812 |                0 | FOR         |                                   149812 | FOR                         |  |
| SS Technologies Holdings, Inc.             | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          16472 |                0 | FOR         |                                    16472 | FOR                         |  |
| TEGNA Inc.                                 | 87901J105 | 05/21/2025     | COMPANY PROPOSAL TO APPROVE, ON AN ADVISORY BASIS, the compensation of the Company's named executive officers.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         267913 |                0 | FOR         |                                   267913 | FOR                         |  |
| BankUnited, Inc.                           | 06652K103 | 05/22/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         178819 |                0 | FOR         |                                   178819 | FOR                         |  |
| CCC Intelligent Solutions Holdings Inc.    | 12510Q100 | 05/22/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.                                   | SECTION 14A SAY-ON-PAY VOTES |           1046 |                0 | AGAINST     |                                     1046 | AGAINST                     |  |
| EPAM Systems, Inc.                         | 29414B104 | 05/22/2025     | To approve, on an advisory and non-binding basis, the compensation for our named executive officers as disclosed in this Proxy Statement.                                                                | SECTION 14A SAY-ON-PAY VOTES |            589 |                0 | FOR         |                                      589 | FOR                         |  |
| VeriSign, Inc.                             | 92343E102 | 05/22/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          16594 |                0 | FOR         |                                    16594 | FOR                         |  |
| SBA Communications Corporation             | 78410G104 | 05/23/2025     | Approval, on an advisory basis, of the compensation of SBA's named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          10645 |                0 | FOR         |                                    10645 | FOR                         |  |
| Yum China Holdings, Inc.                   | 98850P109 | 05/23/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            134 |                0 | FOR         |                                      134 | FOR                         |  |
| Mattel, Inc.                               | 577081102 | 05/28/2025     | Advisory vote to approve named executive officer compensation ("Say-on-Pay"), as described in the Mattel, Inc. Proxy Statement.                                                                          | SECTION 14A SAY-ON-PAY VOTES |           5517 |                0 | FOR         |                                     5517 | FOR                         |  |
| SoFi Technologies, Inc.                    | 83406F102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          15341 |                0 | AGAINST     |                                    15341 | AGAINST                     |  |
| Mirum Pharmaceuticals, Inc.                | 604749101 | 05/29/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.                                                                       | SECTION 14A SAY-ON-PAY VOTES |             64 |                0 | FOR         |                                       64 | FOR                         |  |
| Warner Bros. Discovery, Inc.               | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.                              | SECTION 14A SAY-ON-PAY VOTES |          68367 |                0 | AGAINST     |                                    68367 | AGAINST                     |  |
| Datadog, Inc.                              | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1667 |                0 | FOR         |                                     1667 | FOR                         |  |
| Fortive Corporation                        | 34959J108 | 06/03/2025     | To approve on an advisory basis Fortive's named executive officer compensation.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           3701 |                0 | FOR         |                                     3701 | FOR                         |  |
| Kiniksa Pharmaceuticals International, plc | G52694109 | 06/03/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          56796 |                0 | FOR         |                                    56796 | FOR                         |  |
| Restaurant Brands International Inc.       | 76131D103 | 06/03/2025     | Say-On-Pay Approval, on a non-binding advisory basis, of the compensation paid to named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10977 |                0 | FOR         |                                    10977 | FOR                         |  |
| Smithfield Foods, Inc.                     | 832248207 | 06/03/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers in fiscal year 2024                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          43577 |                0 | FOR         |                                    43577 | FOR                         |  |
| Smithfield Foods, Inc.                     | 832248207 | 06/03/2025     | To approve, on an advisory basis, the frequency of future advisory votes to approve named executive officer compensation                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          43577 |                0 | ONE YEAR    |                                    43577 | 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 |         378890 |                0 | FOR         |                                   378890 | FOR                         |  |
| HubSpot, Inc.                              | 443573100 | 06/04/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers;                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1960 |                0 | FOR         |                                     1960 | FOR                         |  |
| Ingram Micro Holding Corporation           | 457152106 | 06/04/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1001 |                0 | FOR         |                                     1001 | FOR                         |  |
| Ingram Micro Holding Corporation           | 457152106 | 06/04/2025     | Advisory vote on the frequency of holding future advisory votes to approve the compensation of the Company's named executive officers.                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1001 |                0 | ONE YEAR    |                                     1001 | FOR                         |  |
| MarketAxess Holdings Inc.                  | 57060D108 | 06/04/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the 2025 Proxy Statement.                                                                   | SECTION 14A SAY-ON-PAY VOTES |          23969 |                0 | FOR         |                                    23969 | FOR                         |  |
| Workday, Inc.                              | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2155 |                0 | AGAINST     |                                     2155 | AGAINST                     |  |
| Casella Waste Systems, Inc.                | 147448104 | 06/05/2025     | To approve, in an advisory "say-on-pay" vote, the compensation of the Company's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | FOR         |                                       18 | 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 |           1980 |                0 | FOR         |                                     1980 | FOR                         |  |
| Gates Industrial Corporation Plc           | G39108108 | 06/05/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| Gates Industrial Corporation Plc           | G39108108 | 06/05/2025     | Approve, on an advisory basis, the frequency of future advisory votes to approve the Company's named executive officer compensation.                                                                     | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | ONE YEAR    |                                       11 | FOR                         |  |
| Salesforce, Inc.                           | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             43 |                0 | FOR         |                                       43 | FOR                         |  |
| Semtech Corporation                        | 816850101 | 06/05/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         114347 |                0 | FOR         |                                   114347 | FOR                         |  |
| Twilio Inc.                                | 90138F102 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          25631 |                0 | FOR         |                                    25631 | FOR                         |  |
| Chipotle Mexican Grill, Inc.               | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                               | SECTION 14A SAY-ON-PAY VOTES |            883 |                0 | AGAINST     |                                      883 | AGAINST                     |  |
| Corpay, Inc.                               | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            259 |                0 | AGAINST     |                                      259 | AGAINST                     |  |
| Amplitude, Inc.                            | 03213A104 | 06/12/2025     | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1702 |                0 | FOR         |                                     1702 | FOR                         |  |
| BioCryst Pharmaceuticals, Inc.             | 09058V103 | 06/12/2025     | To hold a non-binding, advisory vote regarding executive compensation.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          41834 |                0 | FOR         |                                    41834 | FOR                         |  |
| Ingersoll Rand Inc.                        | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           5294 |                0 | FOR         |                                     5294 | FOR                         |  |
| StandardAero, Inc.                         | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                   | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | ONE YEAR    |                                        3 | FOR                         |  |
| StandardAero, Inc.                         | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the compensation of the Company's named executive officers.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              3 |                0 | FOR         |                                        3 | FOR                         |  |
| Sweetgreen, Inc.                           | 87043Q108 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.                                                          | SECTION 14A SAY-ON-PAY VOTES |           1735 |                0 | FOR         |                                     1735 | FOR                         |  |
| Shift4 Payments, Inc.                      | 82452J109 | 06/13/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| Block, Inc.                                | 852234103 | 06/17/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          49016 |                0 | FOR         |                                    49016 | FOR                         |  |
| Agios Pharmaceuticals, Inc.                | 00847X104 | 06/18/2025     | To vote, on an advisory basis, to approve the compensation paid to our named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          30690 |                0 | FOR         |                                    30690 | 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 |           1333 |                0 | FOR         |                                     1333 | FOR                         |  |
| Schrodinger, Inc.                          | 80810D103 | 06/18/2025     | Approval of an advisory vote on executive compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            210 |                0 | FOR         |                                      210 | 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 |           4809 |                0 | FOR         |                                     4809 | FOR                         |  |
| Cava Group, Inc.                           | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3831 |                0 | FOR         |                                     3831 | FOR                         |  |
| Cava Group, Inc.                           | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3831 |                0 | ONE YEAR    |                                     3831 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Kodai Capital Management LP

**By (Signature):** Megan Claucherty

**By (Printed Signature):** Megan Claucherty

**By (Title):** General Counsel and Chief Compliance Officer

**Date:** 08/21/2025