# EDGAR Filing Document

**Accession Number:** 0001636948
**File Stem:** 0001636948-25-000007
**Filing Date:** 2025-8
**Character Count:** 57501
**Document Hash:** 3b88c3fe880228abd5a50b0f423279ed
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001636948-25-000007.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001636948-25-000007

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Covea Finance
- **CENTRAL INDEX KEY:** 0001636948

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

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21673
- **FILM NUMBER:** 251174486

**BUSINESS ADDRESS:**
- **STREET 1:** 8 - 12 RUE BOISSY D'ANGLAS
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008
- **BUSINESS PHONE:** 33 0 1 40 06 26 42

**MAIL ADDRESS:**
- **STREET 1:** 8 - 12 RUE BOISSY D'ANGLAS
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008

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

## N-PX: Filer Information

**Filer CIK:** 0001636948

**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:** Covea Finance

**Address:** 8-12 Rue Boissy d'Anglas, Paris, I0 75008

**Telephone number:** 0140065238

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-21673

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| Eagle Materials Inc.                            | 26969P108 | 08/01/2024     | Advisory resolution to approve the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           8500 |                0 | AGAINST     | 8500.000000                              | AGAINST                     |  |
| Allegro MicroSystems, Inc.                      | 01749D105 | 08/08/2024     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 | FOR         | 45000.000000                             | FOR                         |  |
| Dynatrace, Inc.                                 | 268150109 | 08/23/2024     | Non-binding advisory vote on the compensation of Dynatrace's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          33000 |                0 | AGAINST     | 33000.000000                             | AGAINST                     |  |
| NIKE, Inc.                                      | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         393936 |                0 | AGAINST     | 393936.000000                            | AGAINST                     |  |
| The Procter  Gamble Company                     | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          96970 |                0 | AGAINST     | 96970.000000                             | AGAINST                     |  |
| Parker-Hannifin Corporation                     | 701094104 | 10/23/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          33346 |                0 | AGAINST     | 33346.000000                             | AGAINST                     |  |
| Coty Inc.                                       | 222070203 | 11/07/2024     | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         175000 |                0 | FOR         | 175000.000000                            | FOR                         |  |
| The Estee Lauder Companies Inc.                 | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          44381 |                0 | AGAINST     | 44381.000000                             | AGAINST                     |  |
| Coherent Corp.                                  | 19247G107 | 11/14/2024     | Non-binding advisory vote to approve compensation paid to named executive officers in fiscal year 2024.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          43000 |                0 | AGAINST     | 43000.000000                             | AGAINST                     |  |
| Donaldson Company, Inc.                         | 257651109 | 11/22/2024     | Non-binding advisory vote on the compensation of our Named Executive Officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          32000 |                0 | AGAINST     | 32000.000000                             | 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 |         358562 |                0 | FOR         | 358562.000000                            | FOR                         |  |
| Commercial Metals Company                       | 201723103 | 01/15/2025     | The approval, on an advisory basis, of the compensation of our named executive officers                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          62000 |                0 | FOR         | 62000.000000                             | FOR                         |  |
| Costco Wholesale Corporation                    | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          50180 |                0 | FOR         | 50180.000000                             | FOR                         |  |
| The Simply Good Foods Company                   | 82900L102 | 01/23/2025     | To approve, by an advisory vote, the compensation of our named executive officers                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         166600 |                0 | AGAINST     | 166600.000000                            | AGAINST                     |  |
| Becton, Dickinson and Company                   | 075887109 | 01/28/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          55325 |                0 | AGAINST     | 55325.000000                             | AGAINST                     |  |
| Visa Inc.                                       | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         173121 |                0 | AGAINST     | 173121.000000                            | AGAINST                     |  |
| Woodward, Inc.                                  | 980745103 | 01/29/2025     | Vote on an advisory resolution regarding the compensation of the Company's named executive officers;                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          22500 |                0 | AGAINST     | 22500.000000                             | AGAINST                     |  |
| Emerson Electric Co.                            | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| Rockwell Automation, Inc.                       | 773903109 | 02/04/2025     | To approve, on an advisory basis, the compensation of the Corporation's named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          33923 |                0 | AGAINST     | 33923.000000                             | AGAINST                     |  |
| 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 |          44166 |                0 | FOR         | 44166.000000                             | FOR                         |  |
| PTC Inc.                                        | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          15300 |                0 | AGAINST     | 15300.000000                             | AGAINST                     |  |
| Apple Inc.                                      | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         535442 |                0 | FOR         | 535442.000000                            | FOR                         |  |
| MACOM Technology Solutions Holdings, Inc.       | 55405Y100 | 03/06/2025     | Advisory vote to approve the compensation paid to the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27000 |                0 | FOR         | 27000.000000                             | FOR                         |  |
| MACOM Technology Solutions Holdings, Inc.       | 55405Y100 | 03/06/2025     | Advisory vote on the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          27000 |                0 | ONE YEAR    | 27000.000000                             | FOR                         |  |
| Starbucks Corporation                           | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          82994 |                0 | FOR         | 82994.000000                             | FOR                         |  |
| Keysight Technologies, Inc.                     | 49338L103 | 03/20/2025     | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          37988 |                0 | FOR         | 37988.000000                             | FOR                         |  |
| The Walt Disney Company                         | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         527471 |                0 | AGAINST     | 527471.000000                            | AGAINST                     |  |
| The Cooper Companies, Inc.                      | 216648501 | 04/02/2025     | Approve, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          27000 |                0 | AGAINST     | 27000.000000                             | AGAINST                     |  |
| The Sherwin-Williams Company                    | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          38297 |                0 | AGAINST     | 38297.000000                             | AGAINST                     |  |
| Texas Instruments Incorporated                  | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          62050 |                0 | AGAINST     | 62050.000000                             | AGAINST                     |  |
| Broadcom Inc.                                   | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         265900 |                0 | FOR         | 265900.000000                            | FOR                         |  |
| Adobe Inc.                                      | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          73989 |                0 | FOR         | 73989.000000                             | FOR                         |  |
| Bank of America Corporation                     | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         358000 |                0 | AGAINST     | 358000.000000                            | AGAINST                     |  |
| Teledyne Technologies Incorporated              | 879360105 | 04/23/2025     | Approval of a non-binding advisory resolution on the Company's 2024 executive compensation ("say on pay")                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          16800 |                0 | AGAINST     | 16800.000000                             | AGAINST                     |  |
| Abbott Laboratories                             | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         224254 |                0 | AGAINST     | 224254.000000                            | AGAINST                     |  |
| Valmont Industries, Inc.                        | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14300 |                0 | AGAINST     | 14300.000000                             | AGAINST                     |  |
| Kirby Corporation                               | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          14000 |                0 | AGAINST     | 14000.000000                             | AGAINST                     |  |
| 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 |           6000 |                0 | AGAINST     | 6000.000000                              | AGAINST                     |  |
| Cognex Corporation                              | 192422103 | 04/30/2025     | To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay"). | SECTION 14A SAY-ON-PAY VOTES |          90500 |                0 | AGAINST     | 90500.000000                             | AGAINST                     |  |
| Pool Corporation                                | 73278L105 | 04/30/2025     | Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           6000 |                0 | AGAINST     | 6000.000000                              | AGAINST                     |  |
| International Flavors  Fragrances Inc.          | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         131760 |                0 | FOR         | 131760.000000                            | FOR                         |  |
| 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 |          78148 |                0 | AGAINST     | 78148.000000                             | AGAINST                     |  |
| BWX Technologies, Inc.                          | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          85580 |                0 | FOR         | 85580.000000                             | FOR                         |  |
| CMS Energy Corporation                          | 125896100 | 05/02/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         221900 |                0 | FOR         | 221900.000000                            | FOR                         |  |
| Illinois Tool Works Inc.                        | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers;                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          46045 |                0 | AGAINST     | 46045.000000                             | AGAINST                     |  |
| Eli Lilly and Company                           | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          27800 |                0 | FOR         | 27800.000000                             | FOR                         |  |
| Cboe Global Markets, Inc.                       | 12503M108 | 05/06/2025     | Approve, in a non-binding resolution, the compensation paid to our executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          53200 |                0 | FOR         | 53200.000000                             | FOR                         |  |
| Danaher Corporation                             | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          49256 |                0 | AGAINST     | 49256.000000                             | 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 |          80165 |                0 | AGAINST     | 80165.000000                             | AGAINST                     |  |
| Oshkosh Corporation                             | 688239201 | 05/06/2025     | Approval, by advisory vote, of the compensation of the Company's named executive officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          32500 |                0 | AGAINST     | 32500.000000                             | AGAINST                     |  |
| AMETEK, Inc.                                    | 031100100 | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          64266 |                0 | FOR         | 64266.000000                             | FOR                         |  |
| Essential Utilities, Inc.                       | 29670G102 | 05/07/2025     | To approve an advisory vote on the compensation paid to the Company's named executive officers for 2024.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          34500 |                0 | AGAINST     | 34500.000000                             | AGAINST                     |  |
| Gilead Sciences, Inc.                           | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          30500 |                0 | FOR         | 30500.000000                             | FOR                         |  |
| Cadence Design Systems, Inc.                    | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          51261 |                0 | AGAINST     | 51261.000000                             | AGAINST                     |  |
| CRH Plc                                         | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         131800 |                0 | FOR         | 131800.000000                            | FOR                         |  |
| CRH Plc                                         | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         131800 |                0 | ONE YEAR    | 131800.000000                            | FOR                         |  |
| Curtiss-Wright Corporation                      | 231561101 | 05/08/2025     | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          17200 |                0 | FOR         | 17200.000000                             | FOR                         |  |
| DexCom, Inc.                                    | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         183340 |                0 | AGAINST     | 183340.000000                            | AGAINST                     |  |
| Ecolab Inc.                                     | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          52954 |                0 | FOR         | 52954.000000                             | FOR                         |  |
| IDEX Corporation                                | 45167R104 | 05/08/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          18000 |                0 | AGAINST     | 18000.000000                             | AGAINST                     |  |
| Nucor Corporation                               | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          76640 |                0 | FOR         | 76640.000000                             | FOR                         |  |
| Stryker Corporation                             | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           9100 |                0 | FOR         | 9100.000000                              | FOR                         |  |
| Marriott International, Inc.                    | 571903202 | 05/09/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          66440 |                0 | AGAINST     | 66440.000000                             | AGAINST                     |  |
| Waste Management, Inc.                          | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         233125 |                0 | FOR         | 233125.000000                            | FOR                         |  |
| Xylem Inc.                                      | 98419M100 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         116880 |                0 | AGAINST     | 116880.000000                            | AGAINST                     |  |
| Advanced Micro Devices, Inc.                    | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                 | SECTION 14A SAY-ON-PAY VOTES |          26090 |                0 | FOR         | 26090.000000                             | FOR                         |  |
| 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 |         161467 |                0 | FOR         | 161467.000000                            | FOR                         |  |
| Amphenol Corporation                            | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         185984 |                0 | AGAINST     | 185984.000000                            | AGAINST                     |  |
| Cheniere Energy, Inc.                           | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          83700 |                0 | AGAINST     | 83700.000000                             | AGAINST                     |  |
| Gentex Corporation                              | 371901109 | 05/15/2025     | To approve, on an advisory basis, compensation of the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          80000 |                0 | FOR         | 80000.000000                             | FOR                         |  |
| Martin Marietta Materials, Inc.                 | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          20090 |                0 | AGAINST     | 20090.000000                             | AGAINST                     |  |
| Morgan Stanley                                  | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          28800 |                0 | FOR         | 28800.000000                             | FOR                         |  |
| Motorola Solutions, Inc.                        | 620076307 | 05/15/2025     | Advisory Approval of the Company's Executive Compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          86445 |                0 | FOR         | 86445.000000                             | FOR                         |  |
| O'Reilly Automotive, Inc.                       | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10314 |                0 | AGAINST     | 10314.000000                             | AGAINST                     |  |
| Tractor Supply Company                          | 892356106 | 05/15/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company (Say on Pay); and                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         127000 |                0 | AGAINST     | 127000.000000                            | 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 |         112748 |                0 | FOR         | 112748.000000                            | FOR                         |  |
| ATI Inc.                                        | 01741R102 | 05/16/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          60000 |                0 | FOR         | 60000.000000                             | FOR                         |  |
| Chemed Corporation                              | 16359R103 | 05/19/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           6500 |                0 | AGAINST     | 6500.000000                              | AGAINST                     |  |
| Baker Hughes Company                            | 05722G100 | 05/20/2025     | An advisory vote related to the Company's executive compensation program                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         132000 |                0 | FOR         | 132000.000000                            | FOR                         |  |
| BioMarin Pharmaceutical Inc.                    | 09061G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         106300 |                0 | FOR         | 106300.000000                            | FOR                         |  |
| Honeywell International Inc.                    | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          58130 |                0 | AGAINST     | 58130.000000                             | AGAINST                     |  |
| JPMorgan Chase  Co.                             | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          61700 |                0 | FOR         | 61700.000000                             | FOR                         |  |
| Targa Resources Corp.                           | 87612G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          51740 |                0 | AGAINST     | 51740.000000                             | AGAINST                     |  |
| Amazon.com, Inc.                                | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         472684 |                0 | AGAINST     | 472684.000000                            | AGAINST                     |  |
| 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 |          85100 |                0 | AGAINST     | 85100.000000                             | AGAINST                     |  |
| Equinix, Inc.                                   | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          11391 |                0 | AGAINST     | 11391.000000                             | AGAINST                     |  |
| Hyatt Hotels Corporation                        | 448579102 | 05/21/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed pursuant to the Securities and Exchange Commission's compensation disclosure rules.                                                     | SECTION 14A SAY-ON-PAY VOTES |          17700 |                0 | FOR         | 17700.000000                             | FOR                         |  |
| Ingredion Incorporated                          | 457187102 | 05/21/2025     | To approve, by advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          52500 |                0 | FOR         | 52500.000000                             | FOR                         |  |
| ITT Inc.                                        | 45073V108 | 05/21/2025     | Approval of a non-binding advisory vote on executive compensation                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | AGAINST     | 20000.000000                             | AGAINST                     |  |
| Mondelez International, Inc.                    | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         157120 |                0 | FOR         | 157120.000000                            | FOR                         |  |
| Thermo Fisher Scientific Inc.                   | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         108214 |                0 | AGAINST     | 108214.000000                            | AGAINST                     |  |
| Zoetis Inc.                                     | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         297862 |                0 | AGAINST     | 297862.000000                            | AGAINST                     |  |
| Bentley Systems, Incorporated                   | 08265T208 | 05/22/2025     | To approve, on an advisory (non-binding) basis, the compensation paid to the Company's named executive officers                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          37000 |                0 | AGAINST     | 37000.000000                             | AGAINST                     |  |
| 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 |         176675 |                0 | FOR         | 176675.000000                            | FOR                         |  |
| ServiceNow, Inc.                                | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          39665 |                0 | FOR         | 39665.000000                             | FOR                         |  |
| Howmet Aerospace Inc.                           | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         285602 |                0 | FOR         | 285602.000000                            | FOR                         |  |
| Zimmer Biomet Holdings, Inc.                    | 98956P102 | 05/29/2025     | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay").                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          29000 |                0 | AGAINST     | 29000.000000                             | AGAINST                     |  |
| Lowe's Companies, Inc.                          | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         167992 |                0 | AGAINST     | 167992.000000                            | AGAINST                     |  |
| Datadog, Inc.                                   | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          33400 |                0 | AGAINST     | 33400.000000                             | AGAINST                     |  |
| Globus Medical, Inc.                            | 379577208 | 06/04/2025     | To approve, in an advisory vote, the compensation of the Company's named executive officers (the Say-on-Pay Vote).                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          93200 |                0 | AGAINST     | 93200.000000                             | AGAINST                     |  |
| Globus Medical, Inc.                            | 379577208 | 06/04/2025     | To approve, in an advisory vote, the frequency of the approval, on an advisory basis, of the compensation of our named executive officers (the Frequency Vote).                                                                               | SECTION 14A SAY-ON-PAY VOTES |          93200 |                0 | ONE YEAR    | 93200.000000                             | FOR                         |  |
| Netflix, Inc.                                   | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          50554 |                0 | AGAINST     | 50554.000000                             | 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 |          21920 |                0 | AGAINST     | 21920.000000                             | AGAINST                     |  |
| Walmart Inc.                                    | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         555090 |                0 | FOR         | 555090.000000                            | FOR                         |  |
| Roper Technologies, Inc.                        | 776696106 | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          20480 |                0 | FOR         | 20480.000000                             | FOR                         |  |
| The TJX Companies, Inc.                         | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         251968 |                0 | FOR         | 251968.000000                            | FOR                         |  |
| Caterpillar, Inc.                               | 149123101 | 06/11/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| 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 |         100826 |                0 | FOR         | 100826.000000                            | FOR                         |  |
| BJ's Wholesale Club Holdings, Inc.              | 05550J101 | 06/19/2025     | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          31500 |                0 | AGAINST     | 31500.000000                             | AGAINST                     |  |
| NVIDIA Corporation                              | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         517510 |                0 | FOR         | 517510.000000                            | FOR                         |  |
| HealthEquity, Inc.                              | 42226A107 | 06/26/2025     | To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officers.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          32000 |                0 | AGAINST     | 32000.000000                             | AGAINST                     |  |
| Aon Plc                                         | G0403H108 | 06/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          50203 |                0 | FOR         | 50203.000000                             | 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 |          36200 |                0 | FOR         | 36200.000000                             | 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 |          36200 |                0 | ONE YEAR    | 36200.000000                             | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Covea Finance

**By (Signature):** Franck Ibalot

**By (Printed Signature):** Franck Ibalot

**By (Title):** Managing Director

**Date:** 07/23/2025