# EDGAR Filing Document

**Accession Number:** 0001569758
**File Stem:** 0001569758-25-000007
**Filing Date:** 2025-8
**Character Count:** 89602
**Document Hash:** 0283f18f8c2a7a5275f10fe07e32e07b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001569758-25-000007.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001569758-25-000007

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Carmignac Gestion
- **CENTRAL INDEX KEY:** 0001569758

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** I0
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15450
- **FILM NUMBER:** 251174034

**BUSINESS ADDRESS:**
- **STREET 1:** 24 PLACE VENDOME
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75001
- **BUSINESS PHONE:** 0033142865335

**MAIL ADDRESS:**
- **STREET 1:** 24 PLACE VENDOME
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75001

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

## N-PX: Filer Information

**Filer CIK:** 0001569758

**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:** Carmignac Gestion

**Address:** 24 PLACE VENDOME, PARIS, I0 75001

**Telephone number:** 0033-142865335

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-15450

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** X0V79C0OOSCP8T3CJZ56

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| HashiCorp, Inc.                       | 418100103 | 07/15/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by HashiCorp to its named executive officers in connection with the merger contemplated by the merger agreement.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 185323           |                0 | FOR         | 185323.000000                            | FOR                         |  |
| 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 |  21637           |                0 | FOR         | 21637.000000                             | FOR                         |  |
| U.S. Silica Holdings, Inc.            | 90346E103 | 07/16/2024     | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger; and                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 264218           |                0 | FOR         | 264218.000000                            | FOR                         |  |
| Equitrans Midstream Corporation       | 294600101 | 07/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger; and                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 298068           |                0 | FOR         | 298068.000000                            | 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 | 102705           |                0 | AGAINST     | 102705.000000                            | AGAINST                     |  |
| Perficient, Inc.                      | 71375U101 | 07/30/2024     | To approve, on an advisory, non-binding basis, the compensation that will or may be paid or may become payable to the named executives officers of Perficient in connection with the consummation of the transactions contemplated by the Merger Agreement.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  83723           |                0 | FOR         | 83723.000000                             | 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 |  26219           |                0 | FOR         | 26219.000000                             | FOR                         |  |
| Doximity, Inc.                        | 26622P107 | 08/29/2024     | To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers for the fiscal year 2024.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 213000           |                0 | FOR         | 213000.000000                            | FOR                         |  |
| Marathon Oil Corporation              | 565849106 | 08/29/2024     | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Marathon Oil's named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  36847           |                0 | AGAINST     | 36847.000000                             | AGAINST                     |  |
| Envestnet, Inc.                       | 29404K106 | 09/24/2024     | To approve, on a non-binding advisory basis, the compensation that will or may become payable by Envestnet to its named executive officers in connection with the Merger; and                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 103415           |                0 | FOR         | 103415.000000                            | FOR                         |  |
| The Aaron's Company, Inc.             | 00258W108 | 09/25/2024     | To approve on a non-binding, advisory basis, the compensation that may be paid or may become payable to the Company's named executive officers in connection with, or following, the consummation of the merger of Polo Merger Sub, Inc., a wholly-owned direct subsidiary of IQVentures Holdings, LLC, with and into the Company.                     | SECTION 14A SAY-ON-PAY VOTES | 639358           |                0 | FOR         | 639358.000000                            | FOR                         |  |
| The Procter  Gamble Company           | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 247959           |                0 | FOR         | 247959.000000                            | FOR                         |  |
| Chuy's Holdings, Inc.                 | 171604101 | 10/10/2024     | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the named executive officers of Chuy's Holdings, Inc., in connection with the merger.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  57005           |                0 | FOR         | 57005.000000                             | FOR                         |  |
| Paychex, Inc.                         | 704326107 | 10/10/2024     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |   3390           |                0 | FOR         | 3390.000000                              | FOR                         |  |
| PetIQ, Inc.                           | 71639T106 | 10/22/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by PetIQ, Inc. to its named executive officers in connection with the merger agreement.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 143876           |                0 | AGAINST     | 143876.000000                            | AGAINST                     |  |
| 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 | 130826           |                0 | FOR         | 130826.000000                            | FOR                         |  |
| Cintas Corporation                    | 172908105 | 10/29/2024     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Kellanova                             | 487836108 | 11/01/2024     | The Advisory Compensation Proposal - To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  20190           |                0 | AGAINST     | 20190.000000                             | AGAINST                     |  |
| Lam Research Corporation              | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Enstar Group Limited                  | G3075P101 | 11/06/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Enstar to its named executive officers in connection with the Mergers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  31854           |                0 | AGAINST     | 31854.000000                             | AGAINST                     |  |
| KLA Corporation                       | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    200           |                0 | AGAINST     | 200.000000                               | AGAINST                     |  |
| The Estee Lauder Companies Inc.       | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  47225           |                0 | AGAINST     | 47225.000000                             | AGAINST                     |  |
| Oracle Corporation                    | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  89306           |                0 | AGAINST     | 89306.000000                             | AGAINST                     |  |
| R1 RCM Inc.                           | 77634L105 | 11/14/2024     | To approve, on an advisory and non-binding basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 465323           |                0 | FOR         | 465323.000000                            | FOR                         |  |
| Copart, Inc.                          | 217204106 | 12/06/2024     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Cisco Systems, Inc.                   | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  71364           |                0 | FOR         | 71364.000000                             | FOR                         |  |
| Smartsheet Inc.                       | 83200N103 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  66812           |                0 | FOR         | 66812.000000                             | 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 | 710251           |                0 | FOR         | 710251.000000                            | FOR                         |  |
| Palo Alto Networks, Inc.              | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   9142           |                0 | ONE YEAR    | 9142.000000                              | FOR                         |  |
| Palo Alto Networks, Inc.              | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |   9142           |                0 | AGAINST     | 9142.000000                              | AGAINST                     |  |
| 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 |      0           |                0 |  |  |  |  |
| Arcadium Lithium Plc                  |  | 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 | 315915           |                0 | FOR         | 315915.000000                            | FOR                         |  |
| Barnes Group Inc.                     | 067806109 | 01/09/2025     | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to named executive officers of Barnes Group Inc. that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement.                                                                           | SECTION 14A SAY-ON-PAY VOTES |  36357           |                0 | FOR         | 36357.000000                             | FOR                         |  |
| Altair Engineering Inc.               | 021369103 | 01/22/2025     | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Altair's named executive officers that is based on or otherwise relates to the merger, and                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  16886           |                0 | FOR         | 16886.000000                             | FOR                         |  |
| Costco Wholesale Corporation          | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   5256           |                0 | FOR         | 5256.000000                              | FOR                         |  |
| Intuit Inc.                           | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  11841           |                0 | AGAINST     | 11841.000000                             | 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 |  10930           |                0 | AGAINST     | 10930.000000                             | AGAINST                     |  |
| Avid Bioservices, Inc.                | 05368M106 | 01/30/2025     | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Avid's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 277741           |                0 | FOR         | 277741.000000                            | FOR                         |  |
| Emerson Electric Co.                  | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |    700           |                0 | FOR         | 700.000000                               | FOR                         |  |
| Berry Global Group, Inc.              | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  24411           |                0 | AGAINST     | 24411.000000                             | AGAINST                     |  |
| Berry Global Group, Inc.              | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  24411           |                0 | ONE YEAR    | 24411.000000                             | FOR                         |  |
| Summit Materials, Inc.                | 86614U100 | 02/05/2025     | Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal").                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  33150           |                0 | FOR         | 33150.000000                             | FOR                         |  |
| Accenture plc                         | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  38671           |                0 | AGAINST     | 38671.000000                             | AGAINST                     |  |
| Surmodics, Inc.                       | 868873100 | 02/06/2025     | Approve, in a non-binding advisory vote, the Company's executive compensation.                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  61074           |                0 | AGAINST     | 61074.000000                             | AGAINST                     |  |
| Retail Opportunity Investments Corp.  | 76131N101 | 02/07/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement, | SECTION 14A SAY-ON-PAY VOTES |  98051           |                0 | AGAINST     | 98051.000000                             | AGAINST                     |  |
| Air Transport Services Group, Inc.    | 00922R105 | 02/10/2025     | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger (the "Advisory Compensation Proposal"); and                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   6729           |                0 | AGAINST     | 6729.000000                              | AGAINST                     |  |
| Discover Financial Services           | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  28457           |                0 | FOR         | 28457.000000                             | FOR                         |  |
| Apple Inc.                            | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  15777           |                0 | FOR         | 15777.000000                             | FOR                         |  |
| Berry Global Group, Inc.              | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal."                            | SECTION 14A SAY-ON-PAY VOTES |  27800           |                0 | AGAINST     | 27800.000000                             | AGAINST                     |  |
| Deere  Company                        | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| 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 |  21745           |                0 | AGAINST     | 21745.000000                             | AGAINST                     |  |
| Cencora, Inc.                         | 03073E105 | 03/06/2025     | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.0015e+06  |                0 | FOR         | 1001501.000000                           | 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 |  21807           |                0 | AGAINST     | 21807.000000                             | AGAINST                     |  |
| Starbucks Corporation                 | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| 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 |      0           |                0 |  |  |  |  |
| 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 |  90600           |                0 | AGAINST     | 90600.000000                             | AGAINST                     |  |
| The Walt Disney Company               | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Accolade, Inc.                        | 00437E102 | 03/27/2025     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Accolade to its named executive officers in connection with the Merger.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 238864           |                0 | FOR         | 238864.000000                            | FOR                         |  |
| Intra-Cellular Therapies, Inc.        | 46116X101 | 03/27/2025     | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  38819           |                0 | AGAINST     | 38819.000000                             | AGAINST                     |  |
| Patterson Companies, Inc.             | 703395103 | 04/01/2025     | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable to our named executive officers in connection with the Merger.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 106772           |                0 | FOR         | 106772.000000                            | FOR                         |  |
| Schlumberger N.V.                     | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      5.53136e+06 |                0 | AGAINST     | 5531365.000000                           | AGAINST                     |  |
| Logility Supply Chain Solutions, Inc. | 029683109 | 04/03/2025     | To approve on a non-binding, advisory basis, the compensation that may be paid or may become payable to the Company's named executive officers in connection with, or following, the consummation of the merger of Update Merger Sub, Inc., a wholly owned subsidiary of Aptean, Inc., with and into the Company.                                      | SECTION 14A SAY-ON-PAY VOTES |  99809           |                0 | FOR         | 99809.000000                             | FOR                         |  |
| Synopsys, Inc.                        | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 492743           |                0 | FOR         | 492743.000000                            | FOR                         |  |
| U.S. Bancorp                          | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| The Sherwin-Williams Company          | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   6530           |                0 | AGAINST     | 6530.000000                              | AGAINST                     |  |
| Triumph Group, Inc.                   | 896818101 | 04/16/2025     | Proposal to approve, on a non-binding, advisory basis, compensation that will or may become payable by the Company to its named executive officers in connection with the merger of Merger Sub with and into the Company pursuant to the Merger Agreement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |    982           |                0 | FOR         | 982.000000                               | FOR                         |  |
| Playa Hotels  Resorts N.V.            | N70544106 | 04/17/2025     | Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 526536           |                0 | AGAINST     | 526536.000000                            | AGAINST                     |  |
| Broadcom Inc.                         | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 827754           |                0 | AGAINST     | 827754.000000                            | AGAINST                     |  |
| Adobe Inc.                            | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  11068           |                0 | FOR         | 11068.000000                             | 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 |      0           |                0 |  |  |  |  |
| Eaton Corporation plc                 | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 370344           |                0 | AGAINST     | 370344.000000                            | AGAINST                     |  |
| The Cigna Group                       | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| The Goldman Sachs Group, Inc.         | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Globe Life Inc.                       | 37959E102 | 04/24/2025     | Approval of 2024 Executive Compensation:                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  90000           |                0 | FOR         | 90000.000000                             | FOR                         |  |
| Johnson  Johnson                      | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Pfizer Inc.                           | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Citigroup Inc.                        | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Newmont Corporation                   | 651639106 | 04/30/2025     | Approval of the advisory resolution on Newmont's executive compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 755703           |                0 | AGAINST     | 755703.000000                            | AGAINST                     |  |
| The Coca-Cola Company                 | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Intuitive Surgical, Inc.              | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  30215           |                0 | FOR         | 30215.000000                             | FOR                         |  |
| Lantheus Holdings, Inc.               | 516544103 | 05/01/2025     | The approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 254000           |                0 | AGAINST     | 254000.000000                            | AGAINST                     |  |
| Eli Lilly and Company                 | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 105612           |                0 | AGAINST     | 105612.000000                            | AGAINST                     |  |
| Albemarle Corporation                 | 012653101 | 05/06/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| 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 | 273304           |                0 | AGAINST     | 273304.000000                            | AGAINST                     |  |
| GE Aerospace                          | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 376125           |                0 | FOR         | 376125.000000                            | FOR                         |  |
| Darling Ingredients Inc.              | 237266101 | 05/07/2025     | Advisory vote to approve, on an advisory basis, executive compensation.                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  30917           |                0 | AGAINST     | 30917.000000                             | AGAINST                     |  |
| PepsiCo, Inc.                         | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| S Global Inc.                         | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 462467           |                0 | FOR         | 462467.000000                            | FOR                         |  |
| Cadence Design Systems, Inc.          | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 429773           |                0 | FOR         | 429773.000000                            | FOR                         |  |
| CRH Plc                               | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   3596           |                0 | FOR         | 3596.000000                              | FOR                         |  |
| CRH Plc                               | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   3596           |                0 | ONE YEAR    | 3596.000000                              | FOR                         |  |
| 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 |  10656           |                0 | FOR         | 10656.000000                             | FOR                         |  |
| Equifax Inc.                          | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 565388           |                0 | AGAINST     | 565388.000000                            | AGAINST                     |  |
| Hexcel Corporation                    | 428291108 | 05/08/2025     | Advisory non-binding vote to approve 2024 executive compensation.                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |   7804           |                0 | AGAINST     | 7804.000000                              | AGAINST                     |  |
| Lazard, Inc.                          | 52110M109 | 05/08/2025     | Non-binding advisory vote regarding executive compensation.                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |   3477           |                0 | AGAINST     | 3477.000000                              | AGAINST                     |  |
| Stryker Corporation                   | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  29692           |                0 | FOR         | 29692.000000                             | FOR                         |  |
| Colgate-Palmolive Company             | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 334053           |                0 | AGAINST     | 334053.000000                            | AGAINST                     |  |
| Marriott International, Inc.          | 571903202 | 05/09/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  12200           |                0 | FOR         | 12200.000000                             | FOR                         |  |
| Centene Corporation                   | 15135B101 | 05/13/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      4.83663e+06 |                0 | AGAINST     | 4836628.000000                           | AGAINST                     |  |
| Waste Management, Inc.                | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  39379           |                0 | AGAINST     | 39379.000000                             | AGAINST                     |  |
| Advanced Micro Devices, Inc.          | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  11975           |                0 | FOR         | 11975.000000                             | FOR                         |  |
| Elevance Health, Inc.                 | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Hess Corporation                      | 42809H107 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |   8379           |                0 | FOR         | 8379.000000                              | FOR                         |  |
| Hilton Worldwide Holdings Inc.        | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  12363           |                0 | FOR         | 12363.000000                             | FOR                         |  |
| Molson Coors Beverage Company         | 60871R209 | 05/14/2025     | To approve, in a non-binding advisory vote, the compensation of Molson Coors Beverage Company's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 377462           |                0 | FOR         | 377462.000000                            | FOR                         |  |
| Veralto Corp.                         | 92338C103 | 05/14/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  15644           |                0 | AGAINST     | 15644.000000                             | AGAINST                     |  |
| Vertex Pharmaceuticals Incorporated   | 92532F100 | 05/14/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 127451           |                0 | FOR         | 127451.000000                            | FOR                         |  |
| Amphenol Corporation                  | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      2.071e+06   |                0 | AGAINST     | 2071000.000000                           | AGAINST                     |  |
| O'Reilly Automotive, Inc.             | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  59286           |                0 | AGAINST     | 59286.000000                             | 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 |  99139           |                0 | AGAINST     | 99139.000000                             | AGAINST                     |  |
| 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 |      1.24824e+06 |                0 | AGAINST     | 1248240.000000                           | AGAINST                     |  |
| Nordstrom, Inc.                       | 655664100 | 05/16/2025     | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by Nordstrom to its named executive officers in connection with the merger of Navy Acquisition Co. Inc., a wholly owned subsidiary of Norse Holdings, Inc. with and into Nordstrom.                                                                 | SECTION 14A SAY-ON-PAY VOTES |  70190           |                0 | FOR         | 70190.000000                             | FOR                         |  |
| 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 |  37002           |                0 | AGAINST     | 37002.000000                             | AGAINST                     |  |
| 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 |  37002           |                0 | ONE YEAR    | 37002.000000                             | FOR                         |  |
| Republic Services, Inc.               | 760759100 | 05/19/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |   7761           |                0 | FOR         | 7761.000000                              | FOR                         |  |
| JPMorgan Chase  Co.                   | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 125177           |                0 | FOR         | 125177.000000                            | FOR                         |  |
| NOV Inc.                              | 62955J103 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  25000           |                0 | AGAINST     | 25000.000000                             | AGAINST                     |  |
| Tradeweb Markets Inc.                 | 892672106 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 331000           |                0 | FOR         | 331000.000000                            | FOR                         |  |
| Align Technology, Inc.                | 016255101 | 05/21/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  53374           |                0 | AGAINST     | 53374.000000                             | AGAINST                     |  |
| Amazon.com, Inc.                      | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      2.80402e+06 |                0 | AGAINST     | 2804015.000000                           | AGAINST                     |  |
| Frontier Communications Parent, Inc.  | 35909D109 | 05/21/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  15634           |                0 | FOR         | 15634.000000                             | FOR                         |  |
| Merus N.V.                            | N5749R100 | 05/21/2025     | Approval, on an advisory (non-binding) basis, of the compensation of Merus N.V.'s named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 196889           |                0 | FOR         | 196889.000000                            | FOR                         |  |
| ProAssurance Corporation              | 74267C106 | 05/21/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  22562           |                0 | AGAINST     | 22562.000000                             | AGAINST                     |  |
| Thermo Fisher Scientific Inc.         | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 186120           |                0 | FOR         | 186120.000000                            | FOR                         |  |
| Laureate Education, Inc.              | 518613203 | 05/22/2025     | To approve, by advisory vote, the compensation of the named executive officers.                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  40000           |                0 | FOR         | 40000.000000                             | FOR                         |  |
| MasTec, Inc.                          | 576323109 | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   8960           |                0 | FOR         | 8960.000000                              | FOR                         |  |
| NextEra Energy, Inc.                  | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  77299           |                0 | FOR         | 77299.000000                             | FOR                         |  |
| ServiceNow, Inc.                      | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 115301           |                0 | FOR         | 115301.000000                            | FOR                         |  |
| The Home Depot, Inc.                  | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  39104           |                0 | FOR         | 39104.000000                             | FOR                         |  |
| Juniper Networks, Inc.                | 48203R104 | 05/28/2025     | Approval of a non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  88000           |                0 | FOR         | 88000.000000                             | FOR                         |  |
| Meta Platforms, Inc.                  | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 152865           |                0 | AGAINST     | 152865.000000                            | AGAINST                     |  |
| Meta Platforms, Inc.                  | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 152865           |                0 | ONE YEAR    | 152865.000000                            | AGAINST                     |  |
| Arista Networks, Inc.                 | 040413205 | 05/30/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 212700           |                0 | AGAINST     | 212700.000000                            | AGAINST                     |  |
| SolarEdge Technologies, Inc.          | 83417M104 | 06/03/2025     | Approval of, on an advisory and non-binding basis, the compensation of our named executive officers (the "Say-on-Pay" vote).                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |   5975           |                0 | AGAINST     | 5975.000000                              | AGAINST                     |  |
| Redfin Corporation                    | 75737F108 | 06/04/2025     | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Redfin's named executive officers in connection with the proposed Merger.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  28393           |                0 | FOR         | 28393.000000                             | FOR                         |  |
| Innodata Inc.                         | 457642205 | 06/05/2025     | Approval on a non-binding, advisory basis the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   2500           |                0 | AGAINST     | 2500.000000                              | AGAINST                     |  |
| Radius Recycling, Inc.                | 806882106 | 06/05/2025     | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid to Radius' named executive officers in connection with the merger.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  69718           |                0 | FOR         | 69718.000000                             | 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 |   8792           |                0 | FOR         | 8792.000000                              | FOR                         |  |
| ChampionX Corporation                 | 15872M104 | 06/10/2025     | Advisory Vote to Approve the Compensation of ChampionX's Named Executive Officers for 2024                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 394433           |                0 | AGAINST     | 394433.000000                            | AGAINST                     |  |
| lululemon athletica inc.              | 550021109 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  52800           |                0 | FOR         | 52800.000000                             | FOR                         |  |
| Sunrun Inc.                           | 86771W105 | 06/11/2025     | Advisory proposal of the compensation of our named executive officers ("Say-on-Pay").                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Sunrun Inc.                           | 86771W105 | 06/11/2025     | Advisory proposal of the frequency of future advisory votes on the compensation of our named executive officers, or "Say-on-Pay"                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      0           |                0 |  |  |  |  |
| Dun  Bradstreet Holdings, Inc.        | 26484T106 | 06/12/2025     | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Merger.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 467190           |                0 | FOR         | 467190.000000                            | 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 |      2.21853e+06 |                0 | FOR         | 2218526.000000                           | FOR                         |  |
| 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 | 406000           |                0 | AGAINST     | 406000.000000                            | AGAINST                     |  |
| 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 | 406000           |                0 | ONE YEAR    | 406000.000000                            | FOR                         |  |
| MercadoLibre, Inc.                    | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 125338           |                0 | FOR         | 125338.000000                            | 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 |  22191           |                0 | FOR         | 22191.000000                             | FOR                         |  |
| Mastercard Incorporated               | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 105981           |                0 | FOR         | 105981.000000                            | FOR                         |  |
| ProAssurance Corporation              | 74267C106 | 06/24/2025     | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by ProAssurance to its named executive officers that is based on or otherwise relates to the merger; and                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  79000           |                0 | FOR         | 79000.000000                             | FOR                         |  |
| NVIDIA Corporation                    | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      4.74531e+06 |                0 | FOR         | 4745309.000000                           | FOR                         |  |
| Springworks Therapeutics, Inc.        | 85205L107 | 06/26/2025     | A proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 105747           |                0 | FOR         | 105747.000000                            | FOR                         |  |
| ANSYS, Inc.                           | 03662Q105 | 06/27/2025     | Advisory Approval of the Compensation of Our Named Executive Officers                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  75454           |                0 | FOR         | 75454.000000                             | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Carmignac Gestion

**By (Signature):** Christophe Peronin

**By (Printed Signature):** Christophe Peronin

**By (Title):** Managing Director

**Date:** 07/23/2025