# EDGAR Filing Document

**Accession Number:** 0001787893
**File Stem:** 0001085146-25-005625
**Filing Date:** 2025-8
**Character Count:** 11789
**Document Hash:** 2d1bddcbbbc3c977c28c78fd640d1c1c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005625.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005625

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BWCP, LP
- **CENTRAL INDEX KEY:** 0001787893

**ORGANIZATION NAME:**
- **EIN:** 833897763
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21881
- **FILM NUMBER:** 251277758

**BUSINESS ADDRESS:**
- **STREET 1:** 2401 CEDAR SPRINGS ROAD
- **STREET 2:** SUITE 330
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201
- **BUSINESS PHONE:** 214-238-5792

**MAIL ADDRESS:**
- **STREET 1:** 2401 CEDAR SPRINGS ROAD
- **STREET 2:** SUITE 330
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201

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

## N-PX: Filer Information

**Filer CIK:** 0001787893

**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:** BWCP, LP

**Address:** 2401 CEDAR SPRINGS ROAD, DALLAS, TX 75201

**Telephone number:** 214-238-5792

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-21881

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

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

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

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

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| D.R. HORTON, INC.                 | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          53272 |                0 | FOR         |                                    53272 | FOR                         |  |
| PLANET FITNESS, INC.              | 72703H101 | 05/06/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          87972 |                0 | FOR         |                                    87972 | FOR                         |  |
| BOYD GAMING CORPORATION           | 103304101 | 05/08/2025     | Advisory vote on executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         353027 |                0 | FOR         |                                   353027 | FOR                         |  |
| AT INC.                           | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         269304 |                0 | FOR         |                                   269304 | FOR                         |  |
| 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 |          12847 |                0 | FOR         |                                    12847 | FOR                         |  |
| DRAFTKINGS INC.                   | 26142V105 | 05/19/2025     | To conduct a non-binding advisory vote on executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         268874 |                0 | FOR         |                                   268874 | FOR                         |  |
| UNITED AIRLINES HOLDINGS, INC.    | 910047109 | 05/21/2025     | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         134152 |                0 | FOR         |                                   134152 | FOR                         |  |
| WINGSTOP INC.                     | 974155103 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          33944 |                0 | FOR         |                                    33944 | 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 |          14696 |                0 | FOR         |                                    14696 | FOR                         |  |
| 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 |          14696 |                0 | AGAINST     |                                    14696 | FOR                         |  |
| AXON ENTERPRISE, INC.             | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                | SECTION 14A SAY-ON-PAY VOTES |          12348 |                0 | FOR         |                                    12348 | FOR                         |  |
| GROCERY OUTLET HOLDING CORP       | 39874R101 | 06/02/2025     | To approve an advisory (non-binding) vote on the Company's named executive officer compensation.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         174834 |                0 | FOR         |                                   174834 | FOR                         |  |
| WORKDAY, INC.                     | 98138H101 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          25016 |                0 | FOR         |                                    25016 | FOR                         |  |
| NETFLIX, INC.                     | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           8680 |                0 | FOR         |                                     8680 | FOR                         |  |
| ACADEMY SPORTS AND OUTDOORS, INC. | 00402L107 | 06/05/2025     | Approval, on a non-binding advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         121971 |                0 | FOR         |                                   121971 | FOR                         |  |
| ZETA GLOBAL HOLDINGS CORP.        | 98956A105 | 06/09/2025     | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         873998 |                0 | FOR         |                                   873998 | FOR                         |  |
| 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 |          27303 |                0 | FOR         |                                    27303 | FOR                         |  |
| COUPANG, INC.                     | 22266T109 | 06/12/2025     | To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         430126 |                0 | FOR         |                                   430126 | 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 |          98156 |                0 | FOR         |                                    98156 | FOR                         |  |
| VERTIV HOLDINGS CO                | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                | SECTION 14A SAY-ON-PAY VOTES |          65328 |                0 | FOR         |                                    65328 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** BWCP, LP

**By (Signature):** Robert L. Giacobbe

**By (Printed Signature):** Robert L. Giacobbe

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

**Date:** 08/29/2025