# EDGAR Filing Document

**Accession Number:** 0001773195
**File Stem:** 0002000324-25-003134
**Filing Date:** 2025-8
**Character Count:** 46646
**Document Hash:** 8f19b0f527229c069b57f9a993f6d7f0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002000324-25-003134.hdr.sgml**: 20250826

**ACCESSION NUMBER**: 0002000324-25-003134

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250826

**EFFECTIVENESS DATE**: 20250826

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Affinity Asset Advisors, LLC
- **CENTRAL INDEX KEY:** 0001773195

**ORGANIZATION NAME:**
- **EIN:** 821567490
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20754
- **FILM NUMBER:** 251257255

**BUSINESS ADDRESS:**
- **STREET 1:** 450 PARK AVENUE
- **STREET 2:** SUITE 1403
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 917-826-4533

**MAIL ADDRESS:**
- **STREET 1:** 450 PARK AVENUE
- **STREET 2:** SUITE 1403
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

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

## N-PX: Filer Information

**Filer CIK:** 0001773195

**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:** Affinity Asset Advisors, LLC

**Address:** 450 Park Avenue, New York, NY 10022

**Telephone number:** 646-481-4455

**Name of agent for service:** Andrew Weinstein

**Agent Address:** 450 Park Avenue, New York, NY 10022

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

**SEC File Number:** 028-20754

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300307G5AWN6LYD87

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 89BIO, INC.            | 282559103 | 05/28/2025     | Approval of, on an advisory basis, the compensation of the<br>Company's named executive officers.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         101438 |                0 | FOR         |                                   101438 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation items mentioned in Article L. 22-10-9 I of the French Commercial Code, pursuant to Article L. 22-10-34 of the French Commercial Code (12th resolution),                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation items paid during, or allocated for, the financial year 2024 to Mr. Marc de Garidel as Chair of the Board of Directors by interim and Chief Executive Officer (13th resolution),                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation items paid during, or allocated for, the financial year 2024 to Ms. Sylvie Gregoire as Chair of the Board of Directors (14th resolution),                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the information on corporate officers' compensation included in the corporate governance report and referred to in Article L.22-10-9 I. of the French Commercial Code (15th resolution),                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation policy applicable to the Chair of the Board of Directors (16th resolution),                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation policy applicable to the Chief Executive Officer (17th resolution),                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| ABIVAX SA              | 00370M103 | 06/06/2025     | Approval of the compensation policy applicable to the Board members (18th resolution),                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          91120 |                0 | FOR         |                                    91120 | FOR                         |  |
| AKEBIA THERAPEUTICS,   | 00972D105 | 06/10/2025     | Approval, on an advisory basis, of the compensation of the<br>Company's named executive officers, as described in the<br>Company's Proxy Statement.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         666684 |                0 | FOR         |                                   666684 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| ALKERMES PLC           | G01767105 | 05/21/2025     | To approve, in a non-binding, advisory vote, the compensation of<br>the Company's named executive officers.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         335958 |                0 | FOR         |                                   335958 | FOR                         |  |
| APOGEE THERAPEUTICS,   | 03770N101 | 06/17/2025     | Vote on the frequency of future advisory votes to approve our<br>named executive officers' compensation.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         381197 |                0 | 1 Year      |                                   381197 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| ARCA BIOPHARMA, INC.   | 00211Y506 | 08/22/2024     | To approve, on an advisory basis, certain compensation<br>arrangements for ARCA named executive officers that are based<br>on or otherwise relate to the Merger.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           4925 |                0 | FOR         |                                     4925 | FOR                         |  |
| ARCELLX, INC.          | 03940C100 | 05/28/2025     | To approve, on an advisory basis, the compensation of the named<br>executive officers identified in the 2024 Summary Compensation<br>Table in the "Executive Compensation" section of the proxy<br>statement.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         220111 |                0 | FOR         |                                   220111 | FOR                         |  |
| ARROWHEAD              | 04280A100 | 03/12/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         110007 |                0 | FOR         |                                   110007 | FOR                         |  |
| PHARMACEUTICALS, INC.  |  |  |  |  |  |  |  |  |  |  |
| ARROWHEAD              | 04280A100 | 03/12/2025     | Advisory Vote on Frequency of Executive Compensation Advisory<br>Votes.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         110007 |                0 | 1 Year      |                                   110007 | FOR                         |  |
| PHARMACEUTICALS, INC.  |  |  |  |  |  |  |  |  |  |  |
| AUTOLUS                | 05280R100 | 06/26/2025     | To approve the Directors' remuneration report (excluding the<br>Directors' remuneration policy set out on pages 39 to 52 of<br>Directors' remuneration report), which is set out on pages 36 to 65<br>of the 2024 Annual Report and Accounts.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        1935624 |                0 | FOR         |                                  1935624 | FOR                         |  |
| THERAPEUTICS PLC       |  |  |  |  |  |  |  |  |  |  |
| AVALO THERAPEUTICS     | 05338F306 | 06/17/2025     | To approve, on a nonbinding advisory basis, a "Say-on-Pay"<br>resolution regarding the compensensation of our named executive<br>officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         794942 |                0 | FOR         |                                   794942 | FOR                         |  |
| INC                    |  |  |  |  |  |  |  |  |  |  |
| AXSOME THERAPEUTICS,   | 05464T104 | 06/06/2025     | To approve, by non-binding advisory vote, the compensation of our<br>named executive officers.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          12818 |                0 | FOR         |                                    12818 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| BRIDGEBIO PHARMA,      | 10806X102 | 06/20/2025     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers, as disclosed in the proxy<br>statement.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          40407 |                0 | FOR         |                                    40407 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| CENTESSA               | 152309100 | 06/20/2025     | To receive and approve, on an advisory basis, the Company's U.K.<br>statutory directors' remuneration report for the financial year ended<br>December 31, 2024 (other than the Director's Remuneration Policy<br>which is set on pages A-3 to A-25 of the director's remuneration<br>report), which is set forth as Annex A to the attached proxy<br>statement. | SECTION 14A SAY-ON-PAY VOTES |        1375163 |                0 | FOR         |                                  1375163 | FOR                         |  |
| PHARMACEUTICALS PLC    |  |  |  |  |  |  |  |  |  |  |
| CRINETICS              | 22663K107 | 06/11/2025     | To consider and vote upon, on an advisory basis, the<br>compensation of the Company's named executive officers as<br>disclosed in the proxy statement pursuant to the compensation<br>disclosure rules of the Securities and Exchange Commission.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26469 |                0 | FOR         |                                    26469 | FOR                         |  |
| PHARMACEUTICALS INC.   |  |  |  |  |  |  |  |  |  |  |
| CULLINAN               | 230031106 | 06/12/2025     | Proposal to vote, on an advisory basis, to approve our named<br>executive officer compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         134505 |                0 | FOR         |                                   134505 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| CULLINAN               | 230031106 | 06/12/2025     | Proposal to vote, on an advisory basis, on the frequency of future<br>advisory votes on our named executive officer compensation.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         134505 |                0 | 1 Year      |                                   134505 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| ESTABLISHMENT LABS     | G31249108 | 05/23/2025     | To approve, on an advisory basis, the compensation of our named<br>executive officers.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         223226 |                0 | FOR         |                                   223226 | FOR                         |  |
| HOLDINGS INC.          |  |  |  |  |  |  |  |  |  |  |
| GERON CORPORATION      | 374163103 | 05/21/2025     | To approve, on an advisory basis, the compensation of our Named<br>Executive Officers, as disclosed in our Proxy Statement.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1041339 |                0 | FOR         |                                  1041339 | FOR                         |  |
| GUBRA A/S              | K4272R119 | 04/03/2025     | Presentation of and advisory vote on the remuneration report                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          98924 |                0 | FOR         |                                    98924 | FOR                         |  |
| IMMUNOVANT INC         | 45258J102 | 08/12/2024     | To approve, on a non-binding, advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         103566 |                0 | FOR         |                                   103566 | FOR                         |  |
| INSMED INCORPORATED    | 457669307 | 05/15/2025     | An advisory vote on the 2024 compensation of our named<br>executive officers.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          42653 |                0 | FOR         |                                    42653 | FOR                         |  |
| KYMERA THERAPEUTICS,   | 501575104 | 06/25/2025     | To approve, on a non-binding advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          16600 |                0 | FOR         |                                    16600 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| MADRIGAL               | 558868105 | 06/20/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3801 |                0 | FOR         |                                     3801 | FOR                         |  |
| PHARMACEUTICALS INC.   |  |  |  |  |  |  |  |  |  |  |
| MADRIGAL               | 558868105 | 06/20/2025     | Advisory vote to approve the frequency of future advisory votes to<br>approve executive compensation                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           3801 |                0 | 1 Year      |                                     3801 | FOR                         |  |
| PHARMACEUTICALS INC.   |  |  |  |  |  |  |  |  |  |  |
| MERUS N.V.             | N5749R100 | 05/21/2025     | Approval, on an advisory (non-binding) basis, of the compensation<br>of Merus N.V.'s named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         103265 |                0 | FOR         |                                   103265 | FOR                         |  |
| MIRUM                  | 604749101 | 05/29/2025     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers, as disclosed in the proxy<br>statement.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          45143 |                0 | FOR         |                                    45143 | FOR                         |  |
| PHARMACEUTICALS, INC.  |  |  |  |  |  |  |  |  |  |  |
| MONOPAR                | 61023L207 | 06/17/2025     | To approve the compensation of our named executive officers on<br>an advisory, non-binding basis.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          53631 |                0 | FOR         |                                    53631 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| MONOPAR                | 61023L207 | 06/17/2025     | To approve the frequency of future advisory votes on the<br>compensation of our named executive officers on an advisory, non-<br>binding basis.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          53631 |                0 | 1 Year      |                                    53631 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| NEUROCRINE             | 64125C109 | 05/21/2025     | Advisory vote on the compensation paid to the Company's named<br>executive officers.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          19175 |                0 | FOR         |                                    19175 | FOR                         |  |
| BIOSCIENCES, INC.      |  |  |  |  |  |  |  |  |  |  |
| NEWAMSTERDAM           | N62509109 | 06/04/2025     | Non-binding, advisory vote to approve the 2024 compensation of<br>named executive officers.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         137824 |                0 | FOR         |                                   137824 | FOR                         |  |
| PHARMA COMPANY N.V.    |  |  |  |  |  |  |  |  |  |  |
| NEWAMSTERDAM           | N62509109 | 06/04/2025     | Non-binding, advisory vote regarding frequency of future<br>shareholders' advisory votes on the compensation of named<br>executive officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         137824 |                0 | 1 Year      |                                   137824 | FOR                         |  |
| PHARMA COMPANY N.V.    |  |  |  |  |  |  |  |  |  |  |
| NEXTCURE, INC.         | 65343E108 | 06/20/2025     | Approval, on an advisory basis, of the compensation paid by<br>Company to its named executive officers.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        2271855 |                0 | FOR         |                                  2271855 | FOR                         |  |
| NEXTCURE, INC.         | 65343E108 | 06/20/2025     | Approval, on an advisory basis, of whether a vote on the<br>compensation of our named executive officers should take place<br>every one year, every two years or every three years.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2271855 |                0 | 1 Year      |                                  2271855 | FOR                         |  |
| NURIX THERAPEUTICS,    | 67080M103 | 05/19/2025     | To approve, on a non-binding advisory basis, the compensation of<br>the Company's named executive officers as disclosed in the Proxy<br>Statement.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         350055 |                0 | FOR         |                                   350055 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| NUVALENT, INC.         | 670703107 | 06/18/2025     | To approve, on an advisory basis, the compensation paid to our<br>named executive officers.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         254920 |                0 | FOR         |                                   254920 | FOR                         |  |
| OLEMA                  | 68062P106 | 06/10/2025     | Approval, on an advisory basis, of the compensation of the<br>Company's named executive officers.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         185291 |                0 | FOR         |                                   185291 | FOR                         |  |
| PHARMACEUTICALS, INC.  |  |  |  |  |  |  |  |  |  |  |
| ORUKA THERAPEUTICS,    | 687604108 | 06/02/2025     | To approve, on a non-binding, advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         375246 |                0 | FOR         |                                   375246 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| ORUKA THERAPEUTICS,    | 687604108 | 06/02/2025     | To vote, on a non-binding, advisory basis, on the frequency of<br>future advisory votes to approve compensation for our named<br>executive officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         375246 |                0 | 1 Year      |                                   375246 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| PERSPECTIVE            | 46489V302 | 05/28/2025     | To consider and vote on a proposal to approve, on a non-binding<br>advisory basis, the compensation of the Company's named<br>executive officers as disclosed in the Proxy Statement.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1909211 |                0 | FOR         |                                  1909211 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| PROTAGONIST            | 74366E102 | 06/20/2025     | To approve, on a non-binding, advisory basis, the compensation of<br>the Company's named executive officers.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         250422 |                0 | FOR         |                                   250422 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| Q32 BIO INC.           | 746964105 | 06/13/2025     | To approve, on a non-binding, advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           7847 |                0 | FOR         |                                     7847 | FOR                         |  |
| Q32 BIO INC.           | 746964105 | 06/13/2025     | To approve, on a non-binding, advisory basis, the preferred<br>frequency of future advisory votes on compensation of our named<br>executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           7847 |                0 | 1 Year      |                                     7847 | FOR                         |  |
| REPARE THERAPEUTICS    | 760273102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named<br>executive officers, as disclosed in the accompanying proxy<br>statement.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         153748 |                0 | FOR         |                                   153748 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| REZOLUTE, INC.         | 76200L309 | 12/05/2024     | To approve, by a non-binding advisory vote, the compensation of<br>the Company's named executive officers as disclosed in the<br>Executive Compensation section of the Proxy Statement.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         514656 |                0 | FOR         |                                   514656 | FOR                         |  |
| ROIVANT SCIENCES LTD   | G76279101 | 09/10/2024     | To cast a non-binding, advisory vote to approve the compensation<br>of our named executive officers.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          57197 |                0 | FOR         |                                    57197 | FOR                         |  |
| ROIVANT SCIENCES LTD   | G76279101 | 09/10/2024     | To cast a non-binding, advisory vote on the frequency of future<br>non-binding, advisory votes to approve the compensation of our<br>named executive officers every.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          57197 |                0 | 1 Year      |                                    57197 | FOR                         |  |
| SPRINGWORKS            | 85205L107 | 05/14/2025     | Non-binding advisory vote on executive compensation                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          18835 |                0 | FOR         |                                    18835 | FOR                         |  |
| THERAPEUTICS INC       |  |  |  |  |  |  |  |  |  |  |
| SPYRE THERAPEUTICS     | 00773J202 | 05/29/2025     | To approve, on a non-binding, advisory basis, the compensation of<br>the Company's named executive officers.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         239269 |                0 | FOR         |                                   239269 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| SUTRO BIOPHARMA, INC.  | 869367102 | 06/06/2025     | To approve, on a non-binding, advisory basis, the compensation of<br>our named executive officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         304955 |                0 | FOR         |                                   304955 | FOR                         |  |
| TEVA PHARMACEUTICAL    | 881624209 | 06/05/2025     | To approve, on a non-binding advisory basis, the compensation for<br>Teva's named executive officers                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         732589 |                0 | FOR         |                                   732589 | FOR                         |  |
| INDUSTRIES LIMITED     |  |  |  |  |  |  |  |  |  |  |
| TRAVERE                | 89422G107 | 05/15/2025     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         514621 |                0 | FOR         |                                   514621 | FOR                         |  |
| THERAPEUTICS, INC.     |  |  |  |  |  |  |  |  |  |  |
| TREVI THERAPEUTICS     | 89532M101 | 06/11/2025     | Approval, on an advisory basis, of the compensation paid to our<br>named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         985864 |                0 | FOR         |                                   985864 | FOR                         |  |
| INC                    |  |  |  |  |  |  |  |  |  |  |
| TREVI THERAPEUTICS     | 89532M101 | 06/11/2025     | Approval, on an advisory basis, of the frequency of future advisory<br>votes to approve the compensation paid to our named executive<br>officers.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         985864 |                0 | 1 Year      |                                   985864 | FOR                         |  |
| INC                    |  |  |  |  |  |  |  |  |  |  |
| UNIQURE N.V.           | N90064101 | 06/11/2025     | Approval, on an advisory basis, of the compensation of the named<br>executive officers of the Company.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         196309 |                0 | FOR         |                                   196309 | FOR                         |  |
| VAXCYTE, INC.          | 92243G108 | 06/12/2025     | Approval, on a non-binding, advisory basis, of the compensation of<br>the Company's named executive officers.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          52821 |                0 | FOR         |                                    52821 | FOR                         |  |
| VENTYX BIOSCIENCES,    | 92332V107 | 06/04/2025     | To approve, on an advisory basis, the compensation of the named<br>executive officers identified in the 2024 Summary Compensation<br>Table in the "Executive Compensation" section of the proxy<br>statement (the "Say-on-Pay Vote").                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         485649 |                0 | FOR         |                                   485649 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| VERA THERAPEUTICS,     | 92337R101 | 05/14/2025     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers, as disclosed in the Proxy<br>Statement.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         118182 |                0 | FOR         |                                   118182 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| VERA THERAPEUTICS,     | 92337R101 | 05/14/2025     | To indicate, on an advisory basis, the preferred frequency of<br>stockholder advisory votes on the compensation of the Company's<br>named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         118182 |                0 | 1 Year      |                                   118182 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| VERONA PHARMA PLC      | 925050106 | 04/24/2025     | To receive and approve, as a non-binding advisory resolution, the<br>U.K. statutory Directors' Remuneration Report for the year ended<br>31 December 2024.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         512780 |                0 | FOR         |                                   512780 | FOR                         |  |
| VERONA PHARMA PLC      | 925050106 | 04/24/2025     | To approve, on an advisory (non-binding) basis, the compensation<br>of the Company's named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         512780 |                0 | FOR         |                                   512780 | FOR                         |  |
| VIKING THERAPEUTICS    | 92686J106 | 05/20/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION<br>OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           6270 |                0 | FOR         |                                     6270 | FOR                         |  |
| INC                    |  |  |  |  |  |  |  |  |  |  |
| VIRIDIAN THERAPEUTICS, | 92790C104 | 06/20/2025     | To approve, on an advisory basis, the compensation of the<br>Company's named executive officers.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         234438 |                0 | FOR         |                                   234438 | FOR                         |  |
| INC.                   |  |  |  |  |  |  |  |  |  |  |
| WAVE LIFE SCIENCES     | Y95308105 | 08/06/2024     | To approve, by a non-binding advisory vote, the compensation of<br>our named executive officers as disclosed in the proxy statement                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         805689 |                0 | FOR         |                                   805689 | FOR                         |  |
| LTD.                   |  |  |  |  |  |  |  |  |  |  |
| XENON                  | 98420N105 | 06/04/2025     | To approve, on an advisory basis, the compensation of the<br>Corporation's named executive officers.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1333503 |                0 | FOR         |                                  1333503 | FOR                         |  |
| PHARMACEUTICALS INC    |  |  |  |  |  |  |  |  |  |  |
| ZEALAND PHARMA A/S     | K9898X127 | 03/27/2025     | PROPOSAL FROM THE BOARD OF DIRECTORS TO APPROVE<br>THE COMPANY'S REMUNERATION REPORT BY ADVISORY<br>VOTE                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         225000 |                0 | FOR         |                                   225000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Affinity Asset Advisors, LLC

**By (Signature):** Andrew Weinstein

**By (Printed Signature):** Andrew Weinstein

**By (Title):** Chief Financial Officer and Chief Compliance Officer

**Date:** 08/25/2025