# EDGAR Filing Document

**Accession Number:** 0001728681
**File Stem:** 0001728681-25-000007
**Filing Date:** 2025-8
**Character Count:** 44715
**Document Hash:** 432e04608b75a4496076163580c89c0c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728681-25-000007.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001728681-25-000007

**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:** SYCOMORE ASSET MANAGEMENT
- **CENTRAL INDEX KEY:** 0001728681

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19409
- **FILM NUMBER:** 251276374

**BUSINESS ADDRESS:**
- **STREET 1:** 14 AVENUE HOCHE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008
- **BUSINESS PHONE:** 0033144401612

**MAIL ADDRESS:**
- **STREET 1:** 14 AVENUE HOCHE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008

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

## N-PX: Filer Information

**Filer CIK:** 0001728681

**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:** SYCOMORE ASSET MANAGEMENT

**Address:** jean-baptiste.blanc@sycomore-am.com, Paris, I0 75008

**Telephone number:** 33144401635

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19409

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 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 |           6000 |                0 | FOR         |                                     6000 | FOR                         |  |
| Nextracker Inc.                                 | 65290E101 | 08/19/2024     | The approval, on an advisory basis, of the compensation of our named executive officers; and                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         239883 |                0 | AGAINST     |                                   239883 | AGAINST                     |  |
| Microsoft Corporation                           | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         135695 |                0 | AGAINST     |                                   135695 | AGAINST                     |  |
| 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 |          12477 |                0 | ONE YEAR    |                                    12477 | 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 |          12477 |                0 | AGAINST     |                                    12477 | AGAINST                     |  |
| Micron Technology, Inc.                         | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                    | SECTION 14A SAY-ON-PAY VOTES |         155733 |                0 | AGAINST     |                                   155733 | AGAINST                     |  |
| Acuity Brands, Inc.                             | 00508Y102 | 01/22/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           7669 |                0 | AGAINST     |                                     7669 | AGAINST                     |  |
| Intuit Inc.                                     | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          22118 |                0 | FOR         |                                    22118 | 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 |          58415 |                0 | AGAINST     |                                    58415 | AGAINST                     |  |
| Apple Inc.                                      | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          18015 |                0 | AGAINST     |                                    18015 | AGAINST                     |  |
| Deere  Company                                  | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          27040 |                0 | AGAINST     |                                    27040 | AGAINST                     |  |
| AECOM                                           | 00766T100 | 02/28/2025     | Advisory vote to approve the Company's executive compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            194 |                0 | AGAINST     |                                      194 | AGAINST                     |  |
| 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 |          64050 |                0 | AGAINST     |                                    64050 | AGAINST                     |  |
| Analog Devices, Inc.                            | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          37477 |                0 | AGAINST     |                                    37477 | AGAINST                     |  |
| QUALCOMM Incorporated                           | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            206 |                0 | AGAINST     |                                      206 | AGAINST                     |  |
| Hewlett Packard Enterprise Company              | 42824C109 | 04/02/2025     | Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1487 |                0 | AGAINST     |                                     1487 | AGAINST                     |  |
| Carrier Global Corporation                      | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            580 |                0 | AGAINST     |                                      580 | AGAINST                     |  |
| 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 |          36275 |                0 | AGAINST     |                                    36275 | AGAINST                     |  |
| HP Inc.                                         | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            405 |                0 | AGAINST     |                                      405 | AGAINST                     |  |
| Owens Corning                                   | 690742101 | 04/15/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          16591 |                0 | AGAINST     |                                    16591 | AGAINST                     |  |
| Broadcom Inc.                                   | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         153450 |                0 | AGAINST     |                                   153450 | 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 |          23788 |                0 | AGAINST     |                                    23788 | AGAINST                     |  |
| Eaton Corporation plc                           | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          36216 |                0 | AGAINST     |                                    36216 | AGAINST                     |  |
| Levi Strauss  Co.                               | 52736R102 | 04/23/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           5300 |                0 | AGAINST     |                                     5300 | AGAINST                     |  |
| Levi Strauss  Co.                               | 52736R102 | 04/23/2025     | Advisory vote on the frequency of future shareholder advisory votes on executive compensation.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           5300 |                0 | ONE YEAR    |                                     5300 | FOR                         |  |
| MYR Group Inc.                                  | 55405W104 | 04/24/2025     | ADVISORY APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            325 |                0 | AGAINST     |                                      325 | AGAINST                     |  |
| Steel Dynamics, Inc.                            | 858119100 | 04/25/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            209 |                0 | FOR         |                                      209 | FOR                         |  |
| Citigroup Inc.                                  | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            940 |                0 | AGAINST     |                                      940 | AGAINST                     |  |
| Constellation Energy Corporation                | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            254 |                0 | FOR         |                                      254 | FOR                         |  |
| PACCAR Inc                                      | 693718108 | 04/29/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            502 |                0 | FOR         |                                      502 | FOR                         |  |
| Carlisle Companies Incorporated                 | 142339100 | 04/30/2025     | To approve, on an advisory basis, the Company's named executive officer compensation in 2024.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1627 |                0 | AGAINST     |                                     1627 | AGAINST                     |  |
| Corning Incorporated                            | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            455 |                0 | AGAINST     |                                      455 | AGAINST                     |  |
| 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 |          36895 |                0 | FOR         |                                    36895 | FOR                         |  |
| Smurfit WestRock Plc                            | G8267P108 | 05/02/2025     | Approve, in a non-binding, advisory vote, the compensation of the Company's named executive officers.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         321006 |                0 | AGAINST     |                                   321006 | AGAINST                     |  |
| Smurfit WestRock Plc                            | G8267P108 | 05/02/2025     | Approve, in a non-binding, advisory vote, the frequency of future non-binding, advisory votes to approve named executive officer compensation.                                                                                | SECTION 14A SAY-ON-PAY VOTES |         321006 |                0 | ONE YEAR    |                                   321006 | FOR                         |  |
| 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 |          21895 |                0 | AGAINST     |                                    21895 | AGAINST                     |  |
| Hubbell Incorporated                            | 443510607 | 05/06/2025     | To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            141 |                0 | FOR         |                                      141 | FOR                         |  |
| Trex Company, Inc.                              | 89531P105 | 05/06/2025     | Non-binding advisory vote on executive compensation ("say-on-pay")                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            798 |                0 | FOR         |                                      798 | FOR                         |  |
| Darling Ingredients Inc.                        | 237266101 | 05/07/2025     | Advisory vote to approve, on an advisory basis, executive compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         142644 |                0 | AGAINST     |                                   142644 | AGAINST                     |  |
| Ormat Technologies, Inc.                        | 686688102 | 05/07/2025     | To approve, in a non-binding, advisory vote, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           7852 |                0 | FOR         |                                     7852 | FOR                         |  |
| CRH Plc                                         | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            319 |                0 | AGAINST     |                                      319 | AGAINST                     |  |
| CRH Plc                                         | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            319 |                0 | ONE YEAR    |                                      319 | FOR                         |  |
| Stryker Corporation                             | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          38470 |                0 | FOR         |                                    38470 | FOR                         |  |
| United Rentals, Inc.                            | 911363109 | 05/08/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1328 |                0 | FOR         |                                     1328 | FOR                         |  |
| Colgate-Palmolive Company                       | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1476 |                0 | AGAINST     |                                     1476 | AGAINST                     |  |
| Marriott International, Inc.                    | 571903202 | 05/09/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             39 |                0 | AGAINST     |                                       39 | AGAINST                     |  |
| The Progressive Corporation                     | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          58688 |                0 | AGAINST     |                                    58688 | AGAINST                     |  |
| Xylem Inc.                                      | 98419M100 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          25090 |                0 | FOR         |                                    25090 | FOR                         |  |
| 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 |          39019 |                0 | AGAINST     |                                    39019 | AGAINST                     |  |
| American Water Works Company, Inc.              | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          20183 |                0 | AGAINST     |                                    20183 | AGAINST                     |  |
| First Solar, Inc.                               | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           4275 |                0 | FOR         |                                     4275 | FOR                         |  |
| GE Vernova, Inc.                                | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1764 |                0 | FOR         |                                     1764 | FOR                         |  |
| GE Vernova, Inc.                                | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1764 |                0 | ONE YEAR    |                                     1764 | 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 |            133 |                0 | AGAINST     |                                      133 | AGAINST                     |  |
| Westinghouse Air Brake Technologies Corporation | 929740108 | 05/15/2025     | Approve an advisory (non-binding) resolution to approve the 2024 named executive officer compensation.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          29648 |                0 | AGAINST     |                                    29648 | AGAINST                     |  |
| Waste Connections, Inc.                         | 94106B101 | 05/16/2025     | Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                                                             | SECTION 14A SAY-ON-PAY VOTES |         100298 |                0 | FOR         |                                   100298 | FOR                         |  |
| Republic Services, Inc.                         | 760759100 | 05/19/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          60155 |                0 | FOR         |                                    60155 | FOR                         |  |
| JPMorgan Chase  Co.                             | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          95413 |                0 | AGAINST     |                                    95413 | AGAINST                     |  |
| Verisk Analytics, Inc.                          | 92345Y106 | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          32364 |                0 | FOR         |                                    32364 | FOR                         |  |
| Clean Harbors, Inc.                             | 184496107 | 05/21/2025     | To approve on a non-binding advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.                                                              | SECTION 14A SAY-ON-PAY VOTES |          14055 |                0 | FOR         |                                    14055 | FOR                         |  |
| Sprouts Farmers Market, Inc.                    | 85208M102 | 05/21/2025     | To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ("say-on-pay").                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          58976 |                0 | AGAINST     |                                    58976 | AGAINST                     |  |
| Thermo Fisher Scientific Inc.                   | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          27412 |                0 | AGAINST     |                                    27412 | AGAINST                     |  |
| 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 |          21442 |                0 | FOR         |                                    21442 | 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 |          35319 |                0 | AGAINST     |                                    35319 | AGAINST                     |  |
| Quanta Services, Inc.                           | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation;                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          27730 |                0 | AGAINST     |                                    27730 | AGAINST                     |  |
| ServiceNow, Inc.                                | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          24842 |                0 | AGAINST     |                                    24842 | AGAINST                     |  |
| Amgen Inc.                                      | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            146 |                0 | FOR         |                                      146 | FOR                         |  |
| Southern Copper Corporation                     | 84265V105 | 05/23/2025     | Approve by, non-binding vote, executive compensation.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            172 |                0 | FOR         |                                      172 | FOR                         |  |
| Merck  Co., Inc.                                | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            878 |                0 | AGAINST     |                                      878 | 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 |          71069 |                0 | AGAINST     |                                    71069 | AGAINST                     |  |
| Datadog, Inc.                                   | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           6700 |                0 | FOR         |                                     6700 | 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 |          78306 |                0 | AGAINST     |                                    78306 | AGAINST                     |  |
| Procore Technologies, Inc.                      | 74275K108 | 06/05/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          33552 |                0 | FOR         |                                    33552 | 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 |             69 |                0 | AGAINST     |                                       69 | AGAINST                     |  |
| Trane Technologies Plc                          | G8994E103 | 06/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            371 |                0 | AGAINST     |                                      371 | AGAINST                     |  |
| Confluent, Inc.                                 | 20717M103 | 06/11/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          66005 |                0 | FOR         |                                    66005 | FOR                         |  |
| Duolingo, Inc.                                  | 26603R106 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          25266 |                0 | FOR         |                                    25266 | FOR                         |  |
| Pure Storage, Inc.                              | 74624M102 | 06/11/2025     | An advisory vote on our named executive officer compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          43728 |                0 | AGAINST     |                                    43728 | AGAINST                     |  |
| Ingersoll Rand Inc.                             | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            708 |                0 | AGAINST     |                                      708 | AGAINST                     |  |
| Best Buy Co., Inc.                              | 086516101 | 06/13/2025     | To approve in a non-binding advisory vote our named executive officer compensation                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            255 |                0 | AGAINST     |                                      255 | AGAINST                     |  |
| Marvell Technology, Inc.                        | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            177 |                0 | FOR         |                                      177 | 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 |            356 |                0 | FOR         |                                      356 | 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 |         230775 |                0 | AGAINST     |                                   230775 | AGAINST                     |  |
| GitLab Inc.                                     | 37637K108 | 06/20/2025     | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         202623 |                0 | AGAINST     |                                   202623 | AGAINST                     |  |
| Mastercard Incorporated                         | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          52365 |                0 | AGAINST     |                                    52365 | AGAINST                     |  |
| NVIDIA Corporation                              | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         660208 |                0 | AGAINST     |                                   660208 | AGAINST                     |  |
| SentinelOne, Inc.                               | 81730H109 | 06/25/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         330776 |                0 | AGAINST     |                                   330776 | AGAINST                     |  |
| Dell Technologies Inc.                          | 24703L202 | 06/26/2025     | Approval, on an advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            233 |                0 | FOR         |                                      233 | FOR                         |  |
| MongoDB, Inc.                                   | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          42370 |                0 | FOR         |                                    42370 | FOR                         |  |
| MongoDB, Inc.                                   | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          42370 |                0 | ONE YEAR    |                                    42370 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** SYCOMORE ASSET MANAGEMENT

**By (Signature):** Alain Robert-Dautun

**By (Printed Signature):** Alain Robert-Dautun

**By (Title):** COO

**Date:** 08/28/2025