# EDGAR Filing Document

**Accession Number:** 0001923173
**File Stem:** 0001085146-25-005472
**Filing Date:** 2025-8
**Character Count:** 97078
**Document Hash:** 770b9b5bc1f79dbf4f82b1f70528e511
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005472.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001085146-25-005472

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Leeward Investments, LLC - MA
- **CENTRAL INDEX KEY:** 0001923173

**ORGANIZATION NAME:**
- **EIN:** 372005153
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22464
- **FILM NUMBER:** 251251660

**BUSINESS ADDRESS:**
- **STREET 1:** 10 WINTHROP SQUARE
- **STREET 2:** SUITE 500
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-468-6710

**MAIL ADDRESS:**
- **STREET 1:** 10 WINTHROP SQUARE
- **STREET 2:** SUITE 500
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

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

## N-PX: Filer Information

**Filer CIK:** 0001923173

**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:** Leeward Investments, LLC - MA

**Address:** 10 Winthrop Square, Boston, MA 02110

**Telephone number:** 617-468-5600

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-22464

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.                      | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  45548           |                0 | FOR         |                          45548           | FOR                         |  |
| Arcadium Lithium Plc                            | G0508H110 | 07/25/2024     | Advisory (non-binding) approval of named executive officer compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      2.97019e+06 |            58282 | FOR         |                              2.97019e+06 | FOR                         |  |
| Arcadium Lithium Plc                            | G0508H110 | 07/25/2024     | Proposal to recommend by non-binding vote, the frequency of shareholder advisory vote on executive compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      2.97019e+06 |            58282 | ONE YEAR    |                              2.97019e+06 | FOR                         |  |
| Prestige Consumer Healthcare Inc.               | 74112D101 | 08/06/2024     | Say on Pay - An advisory vote on the resolution to approve the compensation of Prestige Consumer Healthcare Inc.'s named executive officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 343094           |                0 | FOR         |                         343094           | FOR                         |  |
| Qorvo, Inc.                                     | 74736K101 | 08/13/2024     | 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 | 143655           |                0 | FOR         |                         143655           | FOR                         |  |
| Casey's General Stores, Inc.                    | 147528103 | 08/28/2024     | Advisory vote on our named executive officer compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  24220           |                0 | FOR         |                          24220           | FOR                         |  |
| Korn Ferry                                      | 500643200 | 09/25/2024     | Advisory (non-binding) resolution to approve the Company's executive compensation.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 211203           |                0 | FOR         |                         211203           | FOR                         |  |
| Lamb Weston Holdings, Inc.                      | 513272104 | 09/26/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 134573           |                0 | FOR         |                         134573           | FOR                         |  |
| CACI International Inc                          | 127190304 | 10/17/2024     | To approve on a non-binding, advisory basis the compensation of our named executive officers; and                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  42147           |                0 | FOR         |                          42147           | FOR                         |  |
| Newmark Group, Inc.                             | 65158N102 | 10/17/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1.57422e+06 |            51922 | AGAINST     |                              1.57422e+06 | AGAINST                     |  |
| Standex International Corporation               | 854231107 | 10/22/2024     | To conduct an advisory vote on the total compensation paid to the executives of the Company.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 112559           |                0 | FOR         |                         112559           | FOR                         |  |
| 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 |  19018           |                0 | FOR         |                          19018           | FOR                         |  |
| The Hain Celestial Group, Inc.                  | 405217100 | 10/31/2024     | Proposal to approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 354170           |                0 | FOR         |                         354170           | FOR                         |  |
| Lancaster Colony Corporation                    | 513847103 | 11/06/2024     | To approve, by non-binding vote, the compensation of the Corporation's named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  44320           |                0 | FOR         |                          44320           | FOR                         |  |
| Viavi Solutions Inc.                            | 925550105 | 11/06/2024     | Approval, in a Non-Binding Advisory Vote, of the Compensation for Named Executive Officers                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1.45892e+06 |                0 | FOR         |                              1.45892e+06 | FOR                         |  |
| Lumentum Holdings Inc.                          | 55024U109 | 11/20/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 311189           |             8103 | FOR         |                         311189           | FOR                         |  |
| Performance Food Group Company                  | 71377A103 | 11/20/2024     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 210758           |                0 | FOR         |                         210758           | FOR                         |  |
| FactSet Research Systems Inc.                   | 303075105 | 12/19/2024     | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      2           |                0 | FOR         |                              2           | FOR                         |  |
| Arcadium Lithium Plc                            |  | 12/23/2024     | Ordinary Resolution to approve, on a non binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.72036e+06 |             6390 | FOR         |                              1.72036e+06 | FOR                         |  |
| Aramark                                         | 03852U106 | 01/24/2025     | To approve, in a non-binding advisory vote, the compensation paid to the named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 206919           |                0 | FOR         |                         206919           | FOR                         |  |
| The Scotts Miracle-Gro Company                  | 810186106 | 01/27/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  44754.9         |                0 | AGAINST     |                          44754.9         | AGAINST                     |  |
| Valvoline Inc.                                  | 92047W101 | 01/28/2025     | Non-binding Advisory Resolution Approving our Executive Compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 523440           |                0 | FOR         |                         523440           | FOR                         |  |
| Spire Inc.                                      | 84857L101 | 01/30/2025     | Advisory nonbinding approval of resolution to approve compensation of our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  95325           |             3352 | FOR         |                          95325           | FOR                         |  |
| Berry Global Group, Inc.                        | 08579W103 | 02/05/2025     | To approve, on an advisory, non-binding basis, our executive compensation.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 123113           |                0 | FOR         |                         123113           | FOR                         |  |
| Berry Global Group, Inc.                        | 08579W103 | 02/05/2025     | To vote, on an advisory, non-binding basis, on whether the advisory, non-binding vote on executive compensation should occur every one, two or three years.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 123113           |                0 | ONE YEAR    |                         123113           | FOR                         |  |
| Enerpac Tool Group Corp.                        | 292765104 | 02/06/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 239724           |                0 | FOR         |                         239724           | 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 |  62322.8         |                0 | FOR         |                          62322.8         | FOR                         |  |
| Discover Financial Services                     | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  55494.2         |                0 | FOR         |                          55494.2         | FOR                         |  |
| Berry Global Group, Inc.                        | 08579W103 | 02/25/2025     | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." | SECTION 14A SAY-ON-PAY VOTES | 122615           |                0 | AGAINST     |                         122615           | AGAINST                     |  |
| Hologic Inc.                                    | 436440101 | 02/26/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 133267           |                0 | FOR         |                         133267           | FOR                         |  |
| The AZEK Company Inc.                           | 05478C105 | 02/28/2025     | To approve, on an advisory, non-binding basis, the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 126802           |                0 | FOR         |                         126802           | FOR                         |  |
| Cencora, Inc.                                   | 03073E105 | 03/06/2025     | Advisory vote to approve the fiscal 2024 compensation of Cencora, Inc.'s named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  52065.9         |                0 | FOR         |                          52065.9         | FOR                         |  |
| Cabot Corporation                               | 127055101 | 03/13/2025     | To approve in an advisory vote, Cabot's executive Compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 136127           |                0 | FOR         |                         136127           | FOR                         |  |
| F5, Inc.                                        | 315616102 | 03/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  48663.7         |                0 | FOR         |                          48663.7         | 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 |  83878.2         |                0 | FOR         |                          83878.2         | FOR                         |  |
| 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 |     20           |                0 | FOR         |                             20           | FOR                         |  |
| Pinnacle Financial Partners, Inc.               | 72346Q104 | 04/15/2025     | To approve, on a non-binding, advisory basis, the Company's named executive officer's compensation as disclosed in the proxy statement for the Annual Meeting.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 265387           |                0 | FOR         |                         265387           | FOR                         |  |
| CenterPoint Energy, Inc.                        | 15189T107 | 04/16/2025     | Approve the advisory resolution on executive compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 256948           |                0 | FOR         |                         256948           | FOR                         |  |
| Humana Inc.                                     | 444859102 | 04/17/2025     | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  16052.4         |                0 | FOR         |                          16052.4         | FOR                         |  |
| L3Harris Technologies, Inc.                     | 502431109 | 04/18/2025     | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  31396.2         |                0 | AGAINST     |                          31396.2         | AGAINST                     |  |
| Portland General Electric Company               | 736508847 | 04/18/2025     | To approve, by a non- binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 432343           |                0 | FOR         |                         432343           | FOR                         |  |
| Black Hills Corporation                         | 092113109 | 04/23/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 131646           |                0 | FOR         |                         131646           | FOR                         |  |
| Avery Dennison Corporation                      | 053611109 | 04/24/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      5           |                0 | FOR         |                              5           | FOR                         |  |
| Enviri Corporation                              | 415864107 | 04/24/2025     | Vote, on an advisory basis, to approve named executive officer compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 705393           |                0 | FOR         |                         705393           | FOR                         |  |
| Global Payments Inc.                            | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 103694           |                0 | FOR         |                         103694           | FOR                         |  |
| Healthpeak Properties, Inc.                     | 42250P103 | 04/24/2025     | Approval of 2024 executive compensation on an advisory basis.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |     76           |                0 | FOR         |                             76           | FOR                         |  |
| Lincoln Electric Holdings, Inc.                 | 533900106 | 04/24/2025     | To approve, on an advisory basis, the compensation of our named executive officers (NEOs).                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      6           |                0 | FOR         |                              6           | FOR                         |  |
| MGIC Investment Corporation                     | 552848103 | 04/24/2025     | Advisory Vote to Approve our Executive Compensation.                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 513227           |                0 | FOR         |                         513227           | FOR                         |  |
| Silicon Laboratories Inc.                       | 826919102 | 04/24/2025     | To vote on an advisory (non-binding) resolution to approve executive compensation;                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  66760           |             2436 | FOR         |                          66760           | FOR                         |  |
| Snap-on Incorporated                            | 833034101 | 04/24/2025     | Advisory vote to approve the compensation of Snap-on Incorporated's named executive officers, as disclosed in 'Compensation Discussion and Analysis' and 'Executive Compensation Information' in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  20978.1         |                0 | FOR         |                          20978.1         | FOR                         |  |
| TreeHouse Foods, Inc.                           | 89469A104 | 04/24/2025     | Advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 518022           |                0 | FOR         |                         518022           | FOR                         |  |
| Univest Financial Corporation                   | 915271100 | 04/24/2025     | Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented in the Proxy Statement                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 317712           |                0 | FOR         |                         317712           | FOR                         |  |
| Westamerica Bancorporation                      | 957090103 | 04/24/2025     | Approve a non-binding advisory vote on the compensation of our executive officers.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 132010           |                0 | FOR         |                         132010           | FOR                         |  |
| STAG Industrial, Inc.                           | 85254J102 | 04/28/2025     | The approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 418785           |                0 | FOR         |                         418785           | FOR                         |  |
| Valmont Industries, Inc.                        | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  47281           |                0 | FOR         |                          47281           | FOR                         |  |
| First Horizon Corporation                       | 320517105 | 04/29/2025     | Approval of an advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.62873e+06 |                0 | FOR         |                              1.62873e+06 | FOR                         |  |
| Regal Rexnord Corporation                       | 758750103 | 04/29/2025     | Advisory vote on the compensation of the company's named executive officers as disclosed in the company's proxy statement.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 177979           |                0 | FOR         |                         177979           | FOR                         |  |
| Ameriprise Financial, Inc.                      | 03076C106 | 04/30/2025     | To approve the compensation of the named executive officers by a nonbinding advisory vote.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  16912.1         |                0 | FOR         |                          16912.1         | FOR                         |  |
| Ball Corporation                                | 058498106 | 04/30/2025     | Approve, by non-binding vote, the compensation paid to the named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  70922.9         |                0 | FOR         |                          70922.9         | FOR                         |  |
| BorgWarner Inc.                                 | 099724106 | 04/30/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 138933           |                0 | FOR         |                         138933           | FOR                         |  |
| City Holding Company                            | 177835105 | 04/30/2025     | Proposal to approve a non-binding advisory proposal on the compensation of the Named Executive Officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  67301           |              406 | FOR         |                          67301           | FOR                         |  |
| Coterra Energy Inc.                             | 127097103 | 04/30/2025     | A non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 338460           |                0 | FOR         |                         338460           | FOR                         |  |
| Enpro Inc.                                      | 29355X107 | 04/30/2025     | On an advisory basis, to approve the compensation to our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  94325           |             3626 | FOR         |                          94325           | FOR                         |  |
| Ingevity Corporation                            | 45688C107 | 04/30/2025     | Advisory vote on compensation of our Named Executive Officers (Say-on-Pay).                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 158114           |                0 | FOR         |                         158114           | FOR                         |  |
| National Bank Holdings Corporation              | 633707104 | 04/30/2025     | To adopt a resolution approving, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers, as disclosed, pursuant to Item 402 of Regulation S-K, in the Proxy Statement.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 286026           |                0 | FOR         |                         286026           | FOR                         |  |
| Encompass Health Corporation                    | 29261A100 | 05/01/2025     | An advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 380912           |                0 | FOR         |                         380912           | FOR                         |  |
| 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 |  92484.1         |                0 | FOR         |                          92484.1         | FOR                         |  |
| Murphy USA Inc.                                 | 626755102 | 05/01/2025     | Approval of Executive Compensation on an Advisory, Non-Binding Basis.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  41388           |              349 | FOR         |                          41388           | FOR                         |  |
| Papa John's International, Inc.                 | 698813102 | 05/01/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     21           |                0 | FOR         |                             21           | FOR                         |  |
| Starwood Property Trust, Inc.                   | 85571B105 | 05/01/2025     | The approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1.19936e+06 |             9210 | FOR         |                              1.19936e+06 | FOR                         |  |
| YETI Holdings, Inc.                             | 98585X104 | 05/01/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  93137           |             3386 | FOR         |                          93137           | FOR                         |  |
| BWX Technologies, Inc.                          | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  19024           |                0 | FOR         |                          19024           | FOR                         |  |
| Dover Corporation                               | 260003108 | 05/02/2025     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  54436.3         |                0 | FOR         |                          54436.3         | FOR                         |  |
| Entergy Corporation                             | 29364G103 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 186273           |                0 | FOR         |                         186273           | FOR                         |  |
| Leidos Holdings, Inc.                           | 525327102 | 05/02/2025     | Approve, by an advisory vote, executive compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  94632           |                0 | FOR         |                          94632           | FOR                         |  |
| Rogers Corporation                              | 775133101 | 05/05/2025     | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  89150           |                0 | FOR         |                          89150           | FOR                         |  |
| Ally Financial Inc.                             | 02005N100 | 05/06/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 246669           |                0 | AGAINST     |                         246669           | AGAINST                     |  |
| Evergy, Inc.                                    | 30034W106 | 05/06/2025     | Approve the 2024 compensation of our named executive officers on an advisory non-binding basis.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 144930           |                0 | FOR         |                         144930           | FOR                         |  |
| Evergy, Inc.                                    | 30034W106 | 05/06/2025     | To recommend, on a non-binding advisory basis, the frequency of the advisory vote on executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 144930           |                0 | ONE YEAR    |                         144930           | FOR                         |  |
| Marten Transport, Ltd.                          | 573075108 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |     42           |                0 | FOR         |                             42           | FOR                         |  |
| Simpson Manufacturing Co., Inc.                 | 829073105 | 05/06/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      5           |                0 | FOR         |                              5           | FOR                         |  |
| Darling Ingredients Inc.                        | 237266101 | 05/07/2025     | Advisory vote to approve, on an advisory basis, executive compensation.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 218281           |                0 | FOR         |                         218281           | FOR                         |  |
| LKQ Corporation                                 | 501889208 | 05/07/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 272723           |                0 | FOR         |                         272723           | FOR                         |  |
| DTE Energy Company                              | 233331107 | 05/08/2025     | Provide a nonbinding vote to approve the Company's executive compensation                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 107539           |                0 | FOR         |                         107539           | FOR                         |  |
| Hexcel Corporation                              | 428291108 | 05/08/2025     | Advisory non-binding vote to approve 2024 executive compensation.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 259866           |                0 | FOR         |                         259866           | FOR                         |  |
| NMI Holdings, Inc.                              | 629209305 | 05/08/2025     | Advisory approval of NMI Holdings, Inc.'s executive compensation.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 233676           |                0 | FOR         |                         233676           | FOR                         |  |
| NMI Holdings, Inc.                              | 629209305 | 05/08/2025     | Advisory vote on whether the frequency of the stockholder vote on our executive compensation should be every 1, 2 or 3 years.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 233676           |                0 | ONE YEAR    |                         233676           | FOR                         |  |
| WEC Energy Group, Inc.                          | 92939U106 | 05/08/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 135824           |                0 | FOR         |                         135824           | FOR                         |  |
| Huron Consulting Group Inc.                     | 447462102 | 05/09/2025     | An advisory vote to approve the Company's Executive Compensation.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 169410           |                0 | FOR         |                         169410           | FOR                         |  |
| Innospec Inc.                                   | 45768S105 | 05/09/2025     | Advisory approval of the Company's executive compensation;                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  65637           |                0 | FOR         |                          65637           | FOR                         |  |
| Integra LifeSciences Holdings Corporation       | 457985208 | 05/09/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 333827           |                0 | FOR         |                         333827           | FOR                         |  |
| National Storage Affiliates Trust               | 637870106 | 05/12/2025     | Shareholder advisory vote (non-binding) on the executive compensation of the Company's Named Executive Officers as more fully described in the Proxy Statement.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 356693           |            13195 | FOR         |                         356693           | FOR                         |  |
| NiSource Inc.                                   | 65473P105 | 05/12/2025     | To approve named executive officer compensation on an advisory basis.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 259886           |                0 | FOR         |                         259886           | FOR                         |  |
| Alexandria Real Estate Equities, Inc.           | 015271109 | 05/13/2025     | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  73962.4         |                0 | FOR         |                          73962.4         | FOR                         |  |
| Cactus, Inc.                                    | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as reported in the Proxy Statement.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 208997           |                0 | FOR         |                         208997           | FOR                         |  |
| Cactus, Inc.                                    | 127203107 | 05/13/2025     | To approve, on a non-binding, advisory basis, the frequency of holding advisory votes on the compensation of our named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 208997           |                0 | ONE YEAR    |                         208997           | AGAINST                     |  |
| Essex Property Trust, Inc.                      | 297178105 | 05/13/2025     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  28868.2         |                0 | FOR         |                          28868.2         | FOR                         |  |
| First American Financial Corporation            | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 176295           |                0 | FOR         |                         176295           | FOR                         |  |
| The Hanover Insurance Group, Inc.               | 410867105 | 05/13/2025     | The advisory approval of the Company's executive compensation; and                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 116607           |                0 | FOR         |                         116607           | FOR                         |  |
| Akamai Technologies, Inc.                       | 00971T101 | 05/14/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 114377           |                0 | FOR         |                         114377           | FOR                         |  |
| American International Group, Inc.              | 026874784 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 161597           |                0 | AGAINST     |                         161597           | AGAINST                     |  |
| American International Group, Inc.              | 026874784 | 05/14/2025     | Advisory Vote on the Frequency of Future Executive Compensation Votes.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 161597           |                0 | ONE YEAR    |                         161597           | FOR                         |  |
| Host Hotels  Resorts, Inc.                      | 44107P104 | 05/14/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 229373           |                0 | FOR         |                         229373           | FOR                         |  |
| Kratos Defense  Security Solutions, Inc.        | 50077B207 | 05/14/2025     | An advisory vote to approve the compensation of the Company's named executive officers, as presented in the proxy statement.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     46           |                0 | FOR         |                             46           | FOR                         |  |
| O-I Glass, Inc.                                 | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 500055           |                0 | AGAINST     |                         500055           | AGAINST                     |  |
| Old National Bancorp                            | 680033107 | 05/14/2025     | Approval of a non-binding advisory proposal on the compensation of the Company's named executive officers.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 818694           |            30416 | FOR         |                         818694           | FOR                         |  |
| Option Care Health, Inc.                        | 68404L201 | 05/14/2025     | To approve, on a non-binding advisory basis, our executive compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 330427           |                0 | FOR         |                         330427           | FOR                         |  |
| Agree Realty Corporation                        | 008492100 | 05/15/2025     | To approve, by non-binding vote, executive compensation.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 403224           |             8991 | FOR         |                         403224           | FOR                         |  |
| Columbia Banking System, Inc.                   | 197236102 | 05/15/2025     | To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 827427           |                0 | FOR         |                         827427           | FOR                         |  |
| 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 | 591677           |                0 | FOR         |                         591677           | FOR                         |  |
| IDACORP, Inc.                                   | 451107106 | 05/15/2025     | Advisory resolution to approve our executive compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 103826           |                0 | FOR         |                         103826           | FOR                         |  |
| Independent Bank Corp.                          | 453836108 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 249976           |                0 | FOR         |                         249976           | FOR                         |  |
| Labcorp Holdings Inc.                           | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of Company's Named Executive Officers.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  52835.9         |                0 | FOR         |                          52835.9         | FOR                         |  |
| 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 |  53089.5         |                0 | FOR         |                          53089.5         | FOR                         |  |
| Willis Towers Watson Public Limited Company     | G96629103 | 05/15/2025     | Approve, on an advisory basis, the named executive officer compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  39363.3         |                0 | FOR         |                          39363.3         | FOR                         |  |
| Cohu, Inc.                                      | 192576106 | 05/16/2025     | Advisory vote to approve Named Executive Officer compensation, or "Say-on-Pay."                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 363018           |                0 | FOR         |                         363018           | FOR                         |  |
| Dorman Products, Inc.                           | 258278100 | 05/16/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 106137           |                0 | FOR         |                         106137           | FOR                         |  |
| Americold Realty Trust                          | 03064D108 | 05/20/2025     | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay).                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     41           |                0 | FOR         |                             41           | FOR                         |  |
| COPT Defense Properties                         | 22002T108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our named executive officers as disclosed in the proxy statement for this meeting.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 447925           |                0 | FOR         |                         447925           | FOR                         |  |
| First Interstate BancSystem, Inc.               | 32055Y201 | 05/20/2025     | Adoption of non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 499863           |                0 | FOR         |                         499863           | FOR                         |  |
| Installed Building Products, Inc.               | 45780R101 | 05/20/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  75557           |             2803 | FOR         |                          75557           | FOR                         |  |
| MGP Ingredients, Inc.                           | 55303J106 | 05/20/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  63358           |              834 | FOR         |                          63358           | FOR                         |  |
| Mid-America Apartment Communities, Inc.         | 59522J103 | 05/20/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  67363.6         |                0 | FOR         |                          67363.6         | FOR                         |  |
| QuidelOrtho Corporation                         | 219798105 | 05/20/2025     | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 175250           |                0 | FOR         |                         175250           | FOR                         |  |
| Valley National Bancorp                         | 919794107 | 05/20/2025     | An advisory, non-binding vote to approve the compensation of Valley's named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.44368e+06 |                0 | FOR         |                              1.44368e+06 | 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 | 143149           |                0 | FOR         |                         143149           | FOR                         |  |
| Diamondback Energy, Inc.                        | 25278X109 | 05/21/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  52692.3         |                0 | FOR         |                          52692.3         | FOR                         |  |
| Five9, Inc.                                     | 338307101 | 05/21/2025     | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |     47           |                0 | FOR         |                             47           | FOR                         |  |
| Hasbro, Inc.                                    | 418056107 | 05/21/2025     | Advisory Vote to Approve the Compensation of Hasbro's Named Executive Officers                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 138575           |                0 | FOR         |                         138575           | 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 | 139516           |                0 | FOR         |                         139516           | FOR                         |  |
| ITT Inc.                                        | 45073V108 | 05/21/2025     | Approval of a non-binding advisory vote on executive compensation                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  99764           |                0 | FOR         |                          99764           | FOR                         |  |
| Permian Resources Corporation                   | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's named executive officer compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1.7572e+06  |                0 | FOR         |                              1.7572e+06  | FOR                         |  |
| Reinsurance Group of America, Incorporated      | 759351604 | 05/21/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  73429.4         |                0 | FOR         |                          73429.4         | FOR                         |  |
| Steven Madden, Ltd.                             | 556269108 | 05/21/2025     | TO APPROVE, BY NON-BINDING ADVISORY VOTE, THE EXECUTIVE COMPENSATION DESCRIBED IN THE STEVEN MADDEN, LTD. PROXY STATEMENT.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 237661           |                0 | FOR         |                         237661           | FOR                         |  |
| Webster Financial Corporation                   | 947890109 | 05/21/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers of Webster.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 133729           |                0 | FOR         |                         133729           | FOR                         |  |
| Xcel Energy Inc.                                | 98389B100 | 05/21/2025     | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote)                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 141171           |                0 | FOR         |                         141171           | FOR                         |  |
| Belden Inc.                                     | 077454106 | 05/22/2025     | Advisory vote on executive compensation for 2024.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  67601           |                0 | FOR         |                          67601           | FOR                         |  |
| EPAM Systems, Inc.                              | 29414B104 | 05/22/2025     | To approve, on an advisory and non-binding basis, the compensation for our named executive officers as disclosed in this Proxy Statement.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  44204.1         |                0 | FOR         |                          44204.1         | FOR                         |  |
| Genpact Limited                                 | G3922B107 | 05/22/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers;                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 266285           |                0 | FOR         |                         266285           | FOR                         |  |
| The Cheesecake Factory Incorporated             | 163072101 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's Named Executive Officers as disclosed pursuant to the compensation disclosure rules of the Securities and Exchange Commission.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 112075           |            40575 | FOR         |                         112075           | FOR                         |  |
| Voya Financial, Inc.                            | 929089100 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 185367           |                0 | FOR         |                         185367           | FOR                         |  |
| WESCO International, Inc.                       | 95082P105 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  77296.3         |                0 | FOR         |                          77296.3         | FOR                         |  |
| Wingstop Inc.                                   | 974155103 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      2           |                0 | FOR         |                              2           | FOR                         |  |
| Wintrust Financial Corporation                  | 97650W108 | 05/22/2025     | Proposal to approve, on an advisory (non-binding) basis, the Company's executive compensation as described in the 2025 Proxy Statement.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 209740           |                0 | FOR         |                         209740           | FOR                         |  |
| Silgan Holdings, Inc.                           | 827048109 | 05/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 188137           |             2599 | FOR         |                         188137           | FOR                         |  |
| Celsius Holdings, Inc.                          | 15118V207 | 05/28/2025     | Non-binding advisory resolution to approve the compensation of our Named Executive Officers (Say on Pay);                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     41           |                0 | FOR         |                             41           | FOR                         |  |
| Celsius Holdings, Inc.                          | 15118V207 | 05/28/2025     | Non-binding advisory vote on the frequency of non-binding advisory votes regarding the compensation of our Named Executive Officers (Say on Frequency);                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     41           |                0 | ONE YEAR    |                             41           | FOR                         |  |
| The Allstate Corporation                        | 020002101 | 05/29/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  77180.1         |                0 | FOR         |                          77180.1         | FOR                         |  |
| Topgolf Callaway Brands Corp.                   | 131193104 | 05/29/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     99           |                0 | FOR         |                             99           | 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 |  90719.5         |                0 | FOR         |                          90719.5         | FOR                         |  |
| Axalta Coating Systems Ltd.                     | G0750C108 | 06/04/2025     | Non-binding advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 422881           |                0 | FOR         |                         422881           | FOR                         |  |
| Civitas Resources, Inc.                         | 17888H103 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 276886           |                0 | FOR         |                         276886           | FOR                         |  |
| 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 | 138367           |                0 | FOR         |                         138367           | FOR                         |  |
| 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 | 138367           |                0 | ONE YEAR    |                         138367           | FOR                         |  |
| Urban Outfitters, Inc.                          | 917047102 | 06/04/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  99880           |                0 | FOR         |                          99880           | FOR                         |  |
| Columbia Sportswear Company                     | 198516106 | 06/05/2025     | To approve, by non-binding vote, executive compensation.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  96948.4         |                0 | FOR         |                          96948.4         | FOR                         |  |
| Expro Group Holdings N.V.                       | N3144W105 | 06/05/2025     | To approve on a non-binding advisory basis the compensation of the Company's named executive officers for the year ended December 31, 2024;                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 716598           |                0 | FOR         |                         716598           | FOR                         |  |
| Gates Industrial Corporation Plc                | G39108108 | 06/05/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1.01347e+06 |                0 | FOR         |                              1.01347e+06 | FOR                         |  |
| Gates Industrial Corporation Plc                | G39108108 | 06/05/2025     | Approve, on an advisory basis, the frequency of future advisory votes to approve the Company's named executive officer compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1.01347e+06 |                0 | ONE YEAR    |                              1.01347e+06 | FOR                         |  |
| ChampionX Corporation                           | 15872M104 | 06/10/2025     | Advisory Vote to Approve the Compensation of ChampionX's Named Executive Officers for 2024                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 606841           |                0 | FOR         |                         606841           | FOR                         |  |
| Chimera Investment Corporation                  | 16934Q802 | 06/10/2025     | The proposal to approve a non-binding advisory resolution on executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 446164           |                0 | FOR         |                         446164           | FOR                         |  |
| Envista Holdings Corporation                    | 29415F104 | 06/10/2025     | To approve on an advisory basis Envista's named executive officer compensation.                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 457855           |             9971 | FOR         |                         457855           | FOR                         |  |
| Evercore Inc.                                   | 29977A105 | 06/11/2025     | To approve, on an advisory basis, the executive compensation of our Named Executive Officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  36422.6         |                0 | FOR         |                          36422.6         | FOR                         |  |
| Harmonic Inc.                                   | 413160102 | 06/12/2025     | To approve, on an advisory basis, the compensation of the named executive officers.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1.48601e+06 |                0 | FOR         |                              1.48601e+06 | FOR                         |  |
| ExlService Holdings, Inc.                       | 302081104 | 06/17/2025     | The approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 273458           |                0 | FOR         |                         273458           | FOR                         |  |
| CTO Realty Growth, Inc.                         | 22948Q101 | 06/18/2025     | Hold an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 335738           |                0 | FOR         |                         335738           | FOR                         |  |
| Dollar Tree, Inc.                               | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  55079.4         |                0 | FOR         |                          55079.4         | FOR                         |  |
| The AZEK Company Inc.                           | 05478C105 | 06/27/2025     | A proposal to approve, by advisory (non-binding) vote, certain compensation arrangements that may be paid or become payable to AZEK's named executive officers in connection with the transactions contemplated by the merger agreement.                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 118628           |                0 | FOR         |                         118628           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Leeward Investments, LLC - MA

**By (Signature):** Patricia A. Thompson

**By (Printed Signature):** Patricia A. Thompson

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

**Date:** 08/25/2025