# EDGAR Filing Document

**Accession Number:** 0002015727
**File Stem:** 0001085146-25-005658
**Filing Date:** 2025-8
**Character Count:** 50555
**Document Hash:** 6f4b61143c212cb9f5b35c681adeb63c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005658.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005658

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gallo Partners, LP
- **CENTRAL INDEX KEY:** 0002015727

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

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25341
- **FILM NUMBER:** 251280564

**BUSINESS ADDRESS:**
- **STREET 1:** 22 NORTH END TERRACE
- **CITY:** BLOOMFIELD
- **STATE:** NJ
- **ZIP:** 07003
- **BUSINESS PHONE:** 862-208-9533

**MAIL ADDRESS:**
- **STREET 1:** 22 NORTH END TERRACE
- **CITY:** BLOOMFIELD
- **STATE:** NJ
- **ZIP:** 07003

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

## N-PX: Filer Information

**Filer CIK:** 0002015727

**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:** Gallo Partners, LP

**Address:** 22 NORTH END TERRACE, BLOOMFIELD, NJ 07003

**Telephone number:** 862-208-9533

**Name of agent for service:** Michael Alfaro

**Agent Address:** 22 NORTH END TERRACE, BLOOMFIELD, NJ 07003

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

**SEC File Number:** 028-25341

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 3M COMPANY                               | 88579Y101 | 05/13/2025     | ADVISORY APPROVAL OF EXECUTIVE COMPENSATION.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1413 |                0 | FOR         |                                     1413 | FOR                         |  |
| AAON, INC.                               | 000360206 | 05/13/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2870 |                0 | FOR         |                                     2870 | FOR                         |  |
| ADVANCED DRAINAGE SYSTEMS INC.           | 00790R104 | 07/18/2024     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            462 |                0 | FOR         |                                      462 | FOR                         |  |
| AIR PRODUCTS AND CHEMICALS INC.          | 009158106 | 01/23/2025     | Advisory Vote Approving the Compensation of the Company's Executive Officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1419 |                0 | FOR         |                                     1419 | FOR                         |  |
| AMERICAN ELECTRIC POWER COMPANY, INC.    | 025537101 | 04/29/2025     | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1555 |                0 | FOR         |                                     1555 | FOR                         |  |
| AMETEK, INC.                             | 031100100 | 05/07/2025     | APRROVAL, BY ADVISORY VOTE, OF THE COMPENSATION OF AMETEK, INC.'S NAMED EXECUTIVE OFFICERS                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           8211 |                0 | FOR         |                                     8211 | FOR                         |  |
| AMPHENOL CORPORATION                     | 032095101 | 05/15/2025     | ADVISORY VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          22547 |                0 | FOR         |                                    22547 | FOR                         |  |
| API GROUP CORPORATION                    | 00187Y100 | 06/14/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           8064 |                0 | FOR         |                                     8064 | FOR                         |  |
| AVERY DENNISON CORPORATION               | 053611109 | 04/24/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3428 |                0 | FOR         |                                     3428 | FOR                         |  |
| BUILDERS FIRSTSOURCE INC.                | 12008R107 | 06/04/2024     | Advisory vote on the compensation of the named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            793 |                0 | FOR         |                                      793 | FOR                         |  |
| BUNGE GLOBAL SA                          | H11356104 | 05/15/2025     | ADVISORY VOTE ON THE SWISS COMPENSATION REPORT.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            829 |                0 | FOR         |                                      829 | FOR                         |  |
| BUNGE GLOBAL SA                          | H11356104 | 05/15/2025     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION UNDER U.S. SECURITIES LAW REQUIREMENTS.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            829 |                0 | FOR         |                                      829 | FOR                         |  |
| BUNGE GLOBAL SA                          | H11356104 | 05/15/2025     | APPROVAL OF THE MAXIMUM AGGREGATE COMPENSATION OF THE BOARD FOR THE PERIOD BETWEEN THE 2025 ANNUAL GENERAL MEETING AND THE 2026 ANNUAL GENERAL MEETING.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            829 |                0 | FOR         |                                      829 | FOR                         |  |
| BUNGE GLOBAL SA                          | H11356104 | 05/15/2025     | APPROVAL OF THE MAXIMUM AGGREGATE COMPENSATION OF THE EXECUTIVE MANAGEMENT TEAM FOR THE FISCAL YEAR 2026.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            829 |                0 | FOR         |                                      829 | FOR                         |  |
| CANADIAN PACIFIC                         | 13646K108 | 04/24/2024     | ADVISORY VOTE FOR APPROVAL OF APPROACH TO EXECUTIVE COMPENSATION                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           8437 |                0 | FOR         |                                     8437 | FOR                         |  |
| CANADIAN PACIFIC KANSAS CITY LIMITED     | 13646K108 | 04/30/2025     | ADVISORY VOTE TO APPROVE THE CORPORATION'S APPROACH TO EXECUTIVE COMPENSATION AS DESCRIBED IN THE PROXY CIRCULAR.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           4895 |                0 | FOR         |                                     4895 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION         | 144285103 | 10/07/2024     | Approve the compensation of the corporation's named executive officers, in an advisory vote.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           7851 |                0 | FOR         |                                     7851 | FOR                         |  |
| CATERPILLAR INC.                         | 149123101 | 06/12/2024     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            216 |                0 | FOR         |                                      216 | FOR                         |  |
| CEMEX, S.A.B. DE C.V.                    | 151290889 | 03/25/2025     | COMPENSATION OF THE MEMBERS OF THE BOARD OF DIRECTORS, OF THE AUDITS, CORPORATE PRACTICES AND FINANCE, AND SUSTAINABILITY, CLIMATE ACTION, SOCIAL IMPACT, AND DIVERSITY COMMITTEES.                                                                  | SECTION 14A SAY-ON-PAY VOTES |          89657 |                0 | FOR         |                                    89657 | FOR                         |  |
| CHORD ENERGY CORPORATION                 | 674215207 | 05/14/2024     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1155 |                0 | FOR         |                                     1155 | FOR                         |  |
| CLEAN HARBORS INC                        | 184496107 | 05/22/2024     | APPROVE ON NON-BINDING ADVISORY BASIS EXECUTIVE COMPENSATION                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            749 |                0 | FOR         |                                      749 | FOR                         |  |
| COMFORT SYSTEMS USA, INC.                | 199908104 | 05/16/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           4834 |                0 | FOR         |                                     4834 | FOR                         |  |
| CONSTRUCTION PARTNERS INC.               | 21044C107 | 03/20/2025     | Advisory, non-binding vote on executive compensation.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            638 |                0 | FOR         |                                      638 | FOR                         |  |
| CORE  MAIN INC.                          | 21874C102 | 06/26/2024     | Advisory vote to approve Core  Main's named executive officer compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1824 |                0 | FOR         |                                     1824 | FOR                         |  |
| CORE  MAIN, INC.                         | 21874C102 | 06/24/2025     | ADVISORY VOTE TO APPROVE CORE  MAIN'S NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           3835 |                0 | FOR         |                                     3835 | FOR                         |  |
| CORTEVA INC.                             | 22052L104 | 04/30/2025     | ADVISORY RESOLUTION TO APPROVE EXECUTIVE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           3271 |                0 | FOR         |                                     3271 | FOR                         |  |
| DEVON ENERGY CORPORATION                 | 25179M103 | 06/05/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          19593 |                0 | FOR         |                                    19593 | FOR                         |  |
| DEVON ENERGY CORPORATION                 | 25179M103 | 06/04/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          28510 |                0 | FOR         |                                    28510 | FOR                         |  |
| DEVON ENERGY CORPORATION                 | 25179M103 | 06/05/2024     | Stockholder Proposal for Bylaw Amendment: Stockholder Approval of Director Compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          19593 |                0 | AGAINST     |                                    19593 | FOR                         |  |
| DIAMONDBACK ENERGY INC                   | 25278X109 | 04/26/2024     | APPROVAL ON AN ADVISORY BASIS FOR COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           2369 |                0 | FOR         |                                     2369 | FOR                         |  |
| DIAMONDBACK ENERGY INC                   | 25278X109 | 04/26/2024     | RATIFICATION OF THE APPOINTMENT OF GRANT THORTON LLP AS INDEPENDENT AUDITING FIRM 12.31.2024                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2369 |                0 | FOR         |                                     2369 | FOR                         |  |
| DOVER CORPORATION                        | 260003108 | 05/02/2025     | TO APPROVE, ON AN ADVISORY BASIS, NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            732 |                0 | FOR         |                                      732 | FOR                         |  |
| DOW INC.                                 | 260557103 | 04/10/2025     | Advisory Resolution to Approve Executive Compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           3820 |                0 | FOR         |                                     3820 | FOR                         |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS DISCLOSED IN THE PROXY STATEMENT.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            977 |                0 | FOR         |                                      977 | FOR                         |  |
| ENCORE WIRE CORPORATION                  | 292562105 | 06/26/2024     | The Compensation Proposal - To consider and approve, by advisory (non-binding) vote, compensation that will or may become payable by the Company to its named executive officers in connection with the merger contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |           2566 |                0 | FOR         |                                     2566 | FOR                         |  |
| EOG RESOURCES, INC.                      | 26875P101 | 05/21/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1181 |                0 | FOR         |                                     1181 | FOR                         |  |
| EXPAND ENERGY CORPORATION                | 165167735 | 06/05/2025     | TO APPROVE ON AN ADVISORY BASIS OUR NAMED EXECUTIVE OFFICER COMPENSATION FOR 2024.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3294 |                0 | FOR         |                                     3294 | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/29/2024     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           3781 |                0 | FOR         |                                     3781 | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/29/2024     | SHAREHOLDER PROPOSAL TO REVISIT EXECUTIVE PAY INCENTIVES FOR GHG EMISSION REDUCTIONS PRESENTED BY NATIONAL LEGAL AND POLICY CENTER                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           3781 |                0 | AGAINST     |                                     3781 | FOR                         |  |
| FIRST SOLAR INC.                         | 336433107 | 05/08/2024     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1068 |                0 | FOR         |                                     1068 | NONE                        |  |
| FIRSTENERGY CORP.                        | 337932107 | 05/21/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          53619 |                0 | FOR         |                                    53619 | FOR                         |  |
| FLOWERSERVE CORPORATION                  | 34354P105 | 05/16/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          38475 |                0 | FOR         |                                    38475 | FOR                         |  |
| FLUENCE ENERGY INC.                      | 34379V103 | 03/17/2025     | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          23027 |                0 | FOR         |                                    23027 | FOR                         |  |
| FTAI AVIATION LTD.                       | G3730V105 | 05/29/2025     | APPROVAL, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            335 |                0 | FOR         |                                      335 | FOR                         |  |
| GENERAC HOLDINGS INC.                    | 368736104 | 06/13/2024     | Advisory vote on the non-binding "say-on-pay" resolution to approve the compensation of our executive officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            348 |                0 | FOR         |                                      348 | FOR                         |  |
| HOWMET AEROSPACE INC.                    | 443201108 | 05/28/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           4477 |                0 | FOR         |                                     4477 | FOR                         |  |
| INGERSOLL RAND INC.                      | 45687V106 | 06/13/2024     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2374 |                0 | FOR         |                                     2374 | FOR                         |  |
| KNIFE RIVER CORPORATION                  | 498894104 | 05/22/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1276 |                0 | FOR         |                                     1276 | FOR                         |  |
| LIMBACH HOLDINGS INC.                    | 53263P105 | 06/13/2024     | To hold a non-binding advisory vote on the compensation of our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1930 |                0 | FOR         |                                     1930 | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            798 |                0 | FOR         |                                      798 | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/29/2025     | TO APPROVE, ON AN ADVISORY AND NON-BINDING BASIS, THE COMPENSATION OF LINDE PLC'S NAMED EXECUTIVE OFFICERS, AS DISCLOSED IN THE 2025 PROXY STATEMENT.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            456 |                0 | FOR         |                                      456 | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/29/2025     | TO RECOMMEND, ON AN ADVISORY AND NON-BINDING BASIS, THE FREQUENCY OF HOLDING FUTURE ADVISORY SHAREHOLDER VOTES ON THE COMPENSATION OF LINDE PLC'S NAMED EXECUTIVE OFFICERS.                                                                          | SECTION 14A SAY-ON-PAY VOTES |            456 |                0 | ONE YEAR    |                                      456 | FOR                         |  |
| MASTEC INC                               | 576323109 | 05/14/2024     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1312 |                0 | FOR         |                                     1312 | FOR                         |  |
| MATADOR RESOURCES COMPANY                | 576485205 | 06/13/2024     | Advisory vote on the frequency of future advisory votes to approve named executive officer compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           3067 |                0 | ONE YEAR    |                                     3067 | FOR                         |  |
| MATADOR RESOURCES COMPANY                | 576485205 | 06/13/2024     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3067 |                0 | FOR         |                                     3067 | FOR                         |  |
| MATADOR RESOURCES COMPANY                | 576485205 | 06/12/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3056 |                0 | FOR         |                                     3056 | FOR                         |  |
| MODINE MANUFACTURING COMPANY             | 607828100 | 08/15/2024     | Advisory approval of the Company's named executive officer compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1729 |                0 | FOR         |                                     1729 | FOR                         |  |
| MONTROSE ENVIRONMENTAL GROUP, INC.       | 615111101 | 05/06/2025     | TO APPROVE, ON A NON-BINDING AND ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS ("SAY ON PAY").                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           7444 |                0 | FOR         |                                     7444 | FOR                         |  |
| MUELLER INDUSTRIES, INC.                 | 624756102 | 05/08/2025     | TO APPROVE, ON AN ADVISORY BASIS BY NON-BINDING VOTE, EXECUTIVE COMPENSATION.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          19483 |                0 | FOR         |                                    19483 | FOR                         |  |
| MURPHY OIL CORPORATION                   | 626717102 | 05/14/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2734 |                0 | FOR         |                                     2734 | FOR                         |  |
| MURPHY OIL CORPORATION                   | 626717102 | 05/14/2025     | VOTE TO APPROVE PROPOSED 2025 LONG-TERM INCENTIVE PLAN                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           2734 |                0 | FOR         |                                     2734 | FOR                         |  |
| NEXTERA ENERGY INC                       | 65339F101 | 05/23/2024     | APPROVAL BY NON-BINDING ADVISORY NOTE, EXECUTIVE OFFIER COMPENSATION                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           7135 |                0 | FOR         |                                     7135 | FOR                         |  |
| NRG ENERGY, INC.                         | 629377508 | 05/01/2025     | TO APPROVE, A NON-BINDING ADVISORY BASIS, NRG ENEGY, INC.'S EXECUTIVE COMPENSATION                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           5853 |                0 | FOR         |                                     5853 | FOR                         |  |
| OLIN CORPORATION                         | 680665205 | 05/01/2025     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2753 |                0 | FOR         |                                     2753 | FOR                         |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | VOTE FOR PROPOSAL TO "SUPPORT IMPROVED CLAWBACK POLICY OF UNEARNED EXECUTIVE PAY"                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            628 |                0 | AGAINST     |                                      628 | FOR                         |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |            628 |                0 | FOR         |                                      628 | FOR                         |  |
| OVINTIV INC                              | 69047Q102 | 05/01/2025     | ADVISORY VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |            355 |                0 | FOR         |                                      355 | FOR                         |  |
| OVINTIV INC.                             | 69047Q102 | 05/01/2025     | ADVISORY VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           7304 |                0 | FOR         |                                     7304 | 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 |           1865 |                0 | FOR         |                                     1865 | FOR                         |  |
| PENTAIR PLC                              | G7S00T104 | 05/06/2025     | TO APPROVE, BY NONBINDING, ADVISORY VOTE, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           8613 |                0 | FOR         |                                     8613 | FOR                         |  |
| PERMIAN RESOURCES CORPORATION            | 71424F105 | 05/22/2024     | APPROVE NON-BINDING ADVOSORY VOTE ON EXECUTIVE OFFER COMPENSATION                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          17313 |                0 | FOR         |                                    17313 | FOR                         |  |
| PG CORPORATION                           | 69331C108 | 05/16/2024     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         169970 |                0 | FOR         |                                   169970 | FOR                         |  |
| PG CORPORATION                           | 69331C108 | 04/11/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         183827 |                0 | FOR         |                                   183827 | FOR                         |  |
| PPL CORPORATION                          | 69351T106 | 05/16/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2458 |                0 | FOR         |                                     2458 | FOR                         |  |
| PRIMORIS SERVICES CORPORATION            | 74164F103 | 04/30/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1698 |                0 | FOR         |                                     1698 | FOR                         |  |
| PUBLIC SERVICE ENTERPRISE GROUP INC.     | 744573106 | 04/22/2025     | ADVISORY VOTE ON THE APPROVAL OF EXECUTIVE COMPENSATION                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           4836 |                0 | FOR         |                                     4836 | FOR                         |  |
| REPUBLIC SERVICES, INC.                  | 760759100 | 04/08/2025     | ADVISORY VOTE TO APPROVE OUR NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1821 |                0 | FOR         |                                     1821 | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | APPROVE, ON AN ADVISORY BASIS, THE EXECUTIVE COMPENSATION PROGRAM FOR THE COMPANY'S NAMED EXECUTIVE OFFICERS, AS DESCRIBED IN THE PROXY STATEMENT.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           2532 |                0 | FOR         |                                     2532 | FOR                         |  |
| SCHNEIDER NATIONAL, INC.                 | 80689H102 | 04/29/2025     | ADVISORY VOTE TO APPRROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           6098 |                0 | FOR         |                                     6098 | FOR                         |  |
| SPX TECHNOLOGIES, INC.                   | 78473E103 | 05/13/2025     | APPROVAL OF NAMED EXECUTIVE OFFICERS' COMPENSATION, ON A NON-BINDING ADVISORY BASIS.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            753 |                0 | FOR         |                                      753 | FOR                         |  |
| THOMSON REUTERS CORPORATION              | 884903808 | 06/04/2025     | ADVISORY RESOLUTION ON EXECUTIVE COMPENSATION TO ACCEPT, ON AN ADVISORY BASIS, THE APPROACH TO EXECUTIVE COMPENSATION DESCRIBED IN THE ACCOMPANYING MANAGEMENT PROXY CIRCULAR.                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1446 |                0 | FOR         |                                     1446 | FOR                         |  |
| TRANE TECHNOLOGIES PLC                   | G8994E103 | 06/06/2024     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1154 |                0 | FOR         |                                     1154 | FOR                         |  |
| TRANE TECHNOLOGIES PLC                   | G8994E103 | 06/05/2025     | ADVISORY APPROVAL OF THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1337 |                0 | FOR         |                                     1337 | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED             | 893641100 | 03/06/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            334 |                0 | FOR         |                                      334 | FOR                         |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | APPROVE, BY NON-BINDING VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS ("SAY ON PAY").                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1552 |                0 | FOR         |                                     1552 | FOR                         |  |
| VERTIV HOLDINGS CO                       | 92537N108 | 06/19/2024     | To approve, on an advisory basis, the 2023 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           9890 |                0 | FOR         |                                     9890 | FOR                         |  |
| VIPER ENERGY INC.                        | 927959106 | 06/04/2024     | The approval of the Company's 2024 Amended and Restated Long Term Incentive Plan.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          39199 |                0 | FOR         |                                    39199 | FOR                         |  |
| VIPER ENERGY INC.                        | 927959106 | 06/04/2024     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          39199 |                0 | FOR         |                                    39199 | FOR                         |  |
| VIPER ENERGY INC.                        | 927959106 | 06/04/2024     | The approval, on an advisory basis, of thefrequency of holding an advisory vote on thecompensation of the Company's namedexecutive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          39199 |                0 | ONE YEAR    |                                    39199 | FOR                         |  |
| VIPER ENERGY, INC.                       | 927959106 | 05/20/2025     | THE APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           6804 |                0 | FOR         |                                     6804 | FOR                         |  |
| VISTRA CORP.                             | 92840M102 | 04/30/2025     | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE 2024 COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2825 |                0 | FOR         |                                     2825 | FOR                         |  |
| VULCAN MATERIALS COMPANY                 | 929160109 | 05/09/2025     | APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           3902 |                0 | FOR         |                                     3902 | FOR                         |  |
| WASTE MANAGEMENT, INC.                   | 94106L109 | 05/13/2025     | VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           1376 |                0 | FOR         |                                     1376 | FOR                         |  |
| WATTS WATER TECHNOLOGIES, INC.           | 942749102 | 04/08/2025     | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            322 |                0 | FOR         |                                      322 | FOR                         |  |
| WEST FRASER TIMBER CO. LTD               | 952845105 | 04/23/2025     | TO PASS AN ADVISORY RESOLUTION TO APPROVE THE COMPANY'S APPROACH TO EXECUTIVE COMPENSATION, AS MORE PARTICULARY DESCRIBED UNDER "ADVISORY RESOLUTION ON THE COMPANY'S APPROACH TO EXECUTIVE COMPENSATION (SAY ON PAY)"                               | SECTION 14A SAY-ON-PAY VOTES |           5555 |                0 | FOR         |                                     5555 | FOR                         |  |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 929740108 | 05/15/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2888 |                0 | FOR         |                                     2888 | FOR                         |  |
| WEYERHAUSER COMPANY                      | 962166104 | 05/09/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           9348 |                0 | FOR         |                                     9348 | FOR                         |  |
| XCEL ENERGY INC.                         | 98389B100 | 04/09/2025     | APPROVAL OF XCEL ENERGY INC.'S EXECUTIVE COMPENSATION IN AN ADVISORY VOTE (SAY ON PAY VOTE)                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1670 |                0 | FOR         |                                     1670 | FOR                         |  |
| XYLEM INC.                               | 98419M100 | 05/13/2025     | VOTE TO APPROVE COMPENSATION OF NAMED EXECUTIVE OFFICERS                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           2223 |                0 | FOR         |                                     2223 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Gallo Partners, LP

**By (Signature):** Gregg L. Kudisch

**By (Printed Signature):** Gregg L. Kudisch

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

**Date:** 08/29/2025