# EDGAR Filing Document

**Accession Number:** 0001964171
**File Stem:** 0001172661-25-003883
**Filing Date:** 2025-8
**Character Count:** 36885
**Document Hash:** 035f00bebcf67d1aa9d2ab7cecbab163
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003883.hdr.sgml**: 20250828

**ACCESSION NUMBER**: 0001172661-25-003883

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250828

**EFFECTIVENESS DATE**: 20250828

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DEEPWATER ASSET MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001964171

**ORGANIZATION NAME:**
- **EIN:** 820677725
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22806
- **FILM NUMBER:** 251268838

**BUSINESS ADDRESS:**
- **STREET 1:** 21 N. THIRD STREET
- **STREET 2:** #250
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55401
- **BUSINESS PHONE:** 3302777888

**MAIL ADDRESS:**
- **STREET 1:** 21 N. THIRD STREET
- **STREET 2:** #250
- **CITY:** MINNEAPOLIS
- **STATE:** MN
- **ZIP:** 55401

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Loup Funds, LLC
- **DATE OF NAME CHANGE:** 20230131

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

## N-PX: Filer Information

**Filer CIK:** 0001964171

**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:** DEEPWATER ASSET MANAGEMENT, LLC

**Address:** 21 N. THIRD STREET, MINNEAPOLIS, MN 55401

**Telephone number:** 612-865-0578

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-22806

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         393047 |                0 | FOR         |                                   393047 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         103375 |                0 | FOR         |                                   103375 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          19798 |                0 | FOR         |                                    19798 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          80281 |                0 | FOR         |                                    80281 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          41254 |                0 | FOR         |                                    41254 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         177814 |                0 | FOR         |                                   177814 | FOR                         |  |
| ACV AUCTIONS INC.                   | 00091G104 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          99080 |                0 | FOR         |                                    99080 | FOR                         |  |
| APPLE INC.                          | 037833100 | 02/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           7654 |                0 | FOR         |                                     7654 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          65070 |                0 | FOR         |                                    65070 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17117 |                0 | FOR         |                                    17117 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2928 |                0 | FOR         |                                     2928 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          13757 |                0 | FOR         |                                    13757 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           7045 |                0 | FOR         |                                     7045 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          29223 |                0 | FOR         |                                    29223 | FOR                         |  |
| ARISTA NETWORKS, INC.               | 040413205 | 05/30/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17873 |                0 | FOR         |                                    17873 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           3597 |                0 | FOR         |                                     3597 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           4731 |                0 | FOR         |                                     4731 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           7557 |                0 | FOR         |                                     7557 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          10535 |                0 | FOR         |                                    10535 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           8762 |                0 | FOR         |                                     8762 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          32464 |                0 | FOR         |                                    32464 | FOR                         |  |
| BROADCOM INC                        | 11135F101 | 04/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           8539 |                0 | FOR         |                                     8539 | FOR                         |  |
| CONFLUENT, INC.                     | 20717M103 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         226883 |                0 | FOR         |                                   226883 | FOR                         |  |
| CONFLUENT, INC.                     | 20717M103 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          59672 |                0 | FOR         |                                    59672 | FOR                         |  |
| CONFLUENT, INC.                     | 20717M103 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          57752 |                0 | FOR         |                                    57752 | FOR                         |  |
| CONFLUENT, INC.                     | 20717M103 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         126452 |                0 | FOR         |                                   126452 | FOR                         |  |
| CONFLUENT, INC.                     | 20717M103 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          56664 |                0 | FOR         |                                    56664 | FOR                         |  |
| COPART, INC.                        | 217204106 | 12/06/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             17 |                0 | FOR         |                                       17 | FOR                         |  |
| ELASTIC N.V.                        | 001305691 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             13 |                0 | FOR         |                                       13 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          10731 |                0 | FOR         |                                    10731 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          40788 |                0 | FOR         |                                    40788 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          12357 |                0 | FOR         |                                    12357 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          23009 |                0 | FOR         |                                    23009 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 10/01/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             15 |                0 | FOR         |                                       15 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          62436 |                0 | FOR         |                                    62436 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          62436 |                0 | 1-Year      |                                    62436 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          16424 |                0 | FOR         |                                    16424 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          16424 |                0 | 1-Year      |                                    16424 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           4621 |                0 | FOR         |                                     4621 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           4621 |                0 | 1-Year      |                                     4621 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          11389 |                0 | FOR         |                                    11389 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          11389 |                0 | 1-Year      |                                    11389 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          10818 |                0 | FOR         |                                    10818 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          10818 |                0 | 1-Year      |                                    10818 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          23985 |                0 | FOR         |                                    23985 | FOR                         |  |
| FRESHPET, INC.                      | 358039105 | 06/24/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          23985 |                0 | 1-Year      |                                    23985 | FOR                         |  |
| LULULEMON ATHLETICA INC.            | 550021109 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17291 |                0 | FOR         |                                    17291 | FOR                         |  |
| LULULEMON ATHLETICA INC.            | 550021109 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           4548 |                0 | FOR         |                                     4548 | FOR                         |  |
| LULULEMON ATHLETICA INC.            | 550021109 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           4334 |                0 | FOR         |                                     4334 | FOR                         |  |
| LULULEMON ATHLETICA INC.            | 550021109 | 06/11/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           9632 |                0 | FOR         |                                     9632 | FOR                         |  |
| MCKESSON CORPORATION                | 58155Q103 | 07/31/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | FOR         |                                        2 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |            674 |                0 | FOR         |                                      674 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             50 |                0 | FOR         |                                       50 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           1487 |                0 | FOR         |                                     1487 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |            724 |                0 | FOR         |                                      724 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2757 |                0 | FOR         |                                     2757 | FOR                         |  |
| MERCADOLIBRE, INC.                  | 58733R102 | 06/17/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |            725 |                0 | FOR         |                                      725 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           9679 |                0 | FOR         |                                     9679 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           9679 |                0 | 1-Year      |                                     9679 | AGAINST                     |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2546 |                0 | FOR         |                                     2546 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           2546 |                0 | 1-Year      |                                     2546 | AGAINST                     |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2482 |                0 | FOR         |                                     2482 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           2482 |                0 | 1-Year      |                                     2482 | AGAINST                     |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           5395 |                0 | FOR         |                                     5395 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           5395 |                0 | 1-Year      |                                     5395 | AGAINST                     |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2494 |                0 | FOR         |                                     2494 | FOR                         |  |
| META PLATFORMS, INC.                | 30303M102 | 05/28/2025     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |           2494 |                0 | 1-Year      |                                     2494 | AGAINST                     |  |
| MICRON TECHNOLOGY, INC.             | 595112103 | 01/16/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          68680 |                0 | FOR         |                                    68680 | FOR                         |  |
| MICRON TECHNOLOGY, INC.             | 595112103 | 01/16/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          18064 |                0 | FOR         |                                    18064 | FOR                         |  |
| NETAPP, INC.                        | 64110D104 | 09/11/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |              6 |                0 | FOR         |                                        6 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          26273 |                0 | FOR         |                                    26273 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          26273 |                0 | 1-Year      |                                    26273 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          26876 |                0 | FOR         |                                    26876 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          26876 |                0 | 1-Year      |                                    26876 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          52688 |                0 | FOR         |                                    52688 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          52688 |                0 | 1-Year      |                                    52688 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | FOR         |                                       32 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | 1-Year      |                                       32 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          93389 |                0 | FOR         |                                    93389 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          93389 |                0 | 1-Year      |                                    93389 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          24563 |                0 | FOR         |                                    24563 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 11/08/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          24563 |                0 | 1-Year      |                                    24563 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | FOR         |                                       32 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |             32 |                0 | 1-Year      |                                       32 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          93389 |                0 | FOR         |                                    93389 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          93389 |                0 | 1-Year      |                                    93389 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          24563 |                0 | FOR         |                                    24563 | FOR                         |  |
| NUTANIX, INC.                       | 67059N108 | 12/13/2024     | 14A Executive Compensation Vote Frequency | SECTION 14A SAY-ON-PAY VOTES |          24563 |                0 | 1-Year      |                                    24563 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          47982 |                0 | FOR         |                                    47982 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          12619 |                0 | FOR         |                                    12619 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          11313 |                0 | FOR         |                                    11313 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |            403 |                0 | FOR         |                                      403 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          26343 |                0 | FOR         |                                    26343 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          13246 |                0 | FOR         |                                    13246 | FOR                         |  |
| NVIDIA CORPORATION                  | 67066G104 | 06/25/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |            442 |                0 | FOR         |                                      442 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           3323 |                0 | FOR         |                                     3323 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           8318 |                0 | FOR         |                                     8318 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           7781 |                0 | FOR         |                                     7781 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17523 |                0 | FOR         |                                    17523 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          12144 |                0 | FOR         |                                    12144 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          45400 |                0 | FOR         |                                    45400 | FOR                         |  |
| ONTO INNOVATION INC.                | 683344105 | 05/21/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          11941 |                0 | FOR         |                                    11941 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           2379 |                0 | FOR         |                                     2379 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          14722 |                0 | FOR         |                                    14722 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           5165 |                0 | FOR         |                                     5165 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          32004 |                0 | FOR         |                                    32004 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17933 |                0 | FOR         |                                    17933 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          66681 |                0 | FOR         |                                    66681 | FOR                         |  |
| SHIFT4 PAYMENTS, INC.               | 82452J109 | 06/13/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17541 |                0 | FOR         |                                    17541 | FOR                         |  |
| SNOWFLAKE INC.                      | 833445109 | 07/02/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             23 |                0 | FOR         |                                       23 | FOR                         |  |
| SWEETGREEN, INC.                    | 87043Q108 | 06/12/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         218768 |                0 | FOR         |                                   218768 | FOR                         |  |
| SWEETGREEN, INC.                    | 87043Q108 | 06/12/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          57538 |                0 | FOR         |                                    57538 | FOR                         |  |
| SWEETGREEN, INC.                    | 87043Q108 | 06/12/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          55679 |                0 | FOR         |                                    55679 | FOR                         |  |
| SWEETGREEN, INC.                    | 87043Q108 | 06/12/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |         121928 |                0 | FOR         |                                   121928 | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | 874054109 | 09/18/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          10705 |                0 | FOR         |                                    10705 | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | 874054109 | 09/18/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             10 |                0 | FOR         |                                       10 | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | 874054109 | 09/18/2024     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |             19 |                0 | FOR         |                                       19 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          68651 |                0 | FOR         |                                    68651 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          18059 |                0 | FOR         |                                    18059 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           3390 |                0 | FOR         |                                     3390 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          14213 |                0 | FOR         |                                    14213 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |           7294 |                0 | FOR         |                                     7294 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          30971 |                0 | FOR         |                                    30971 | FOR                         |  |
| VERTIV HOLDINGS CO                  | 92537N108 | 06/18/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |          17327 |                0 | FOR         |                                    17327 | FOR                         |  |
| ZSCALER, INC.                       | 98980G102 | 01/10/2025     | 14A Executive Compensation                | SECTION 14A SAY-ON-PAY VOTES |              9 |                0 | FOR         |                                        9 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** DEEPWATER ASSET MANAGEMENT, LLC

**By (Signature):** Andrew Murphy

**By (Printed Signature):** Andrew Murphy

**By (Title):** Partner

**Date:** 08/28/2025