# EDGAR Filing Document

**Accession Number:** 0001389574
**File Stem:** 0001085146-25-005550
**Filing Date:** 2025-8
**Character Count:** 88052
**Document Hash:** 16dbd62b06a8eb19e4adcacb1165eca9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005550.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001085146-25-005550

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Nicholas Investment Partners, LP
- **CENTRAL INDEX KEY:** 0001389574

**ORGANIZATION NAME:**
- **EIN:** 861162233
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12426
- **FILM NUMBER:** 251264896

**BUSINESS ADDRESS:**
- **STREET 1:** 6451 EL SICOMORO STREET
- **CITY:** RANCHO SANTA FE
- **STATE:** CA
- **ZIP:** 92067
- **BUSINESS PHONE:** 858-759-4545

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 9267
- **CITY:** RANCHO SANTA FE
- **STATE:** CA
- **ZIP:** 92067

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Wagonhound Investments, LP
- **DATE OF NAME CHANGE:** 20070209

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

## N-PX: Filer Information

**Filer CIK:** 0001389574

**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:** Nicholas Investment Partners, LP

**Address:** P.O. BOX 9267, RANCHO SANTA FE, CA 92067

**Telephone number:** 858-381-8009

**Name of agent for service:** CSC Global

**Agent Address:** 251 Little Falls Drive, Wilmington, DE 19808

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

**SEC File Number:** 028-12426

**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     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers;                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         175608 |             4683 | AGAINST     |                                   175608 | AGAINST                     |  |
| ADMA Biologics, Inc.                        | 000899104 | 06/04/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         325398 |                0 | AGAINST     |                                     3844 | AGAINST                     |  |
| ADMA Biologics, Inc.                        | 000899104 | 06/04/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         325398 |                0 | FOR         |                                   321554 | FOR                         |  |
| ADMA Biologics, Inc.                        | 000899104 | 06/04/2025     | To determine, on a non-binding, advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         325398 |                0 | 1 YEAR      |                                   325398 | FOR                         |  |
| Alkami Technology, Inc.                     | 01644J108 | 05/14/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          90996 |                0 | FOR         |                                    90996 | FOR                         |  |
| Alkami Technology, Inc.                     | 01644J108 | 05/14/2025     | To select, on a non-binding advisory basis, the recommended frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          90996 |                0 | 1 YEAR      |                                    90996 | FOR                         |  |
| Amazon.com, Inc.                            | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          62508 |                0 | FOR         |                                    62508 | FOR                         |  |
| Annaly Capital Management, Inc.             | 035710839 | 05/14/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         106805 |                0 | FOR         |                                   106805 | FOR                         |  |
| AppFolio, Inc.                              | 03783C100 | 06/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          25550 |              566 | AGAINST     |                                      480 | AGAINST                     |  |
| AppFolio, Inc.                              | 03783C100 | 06/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          25550 |              566 | FOR         |                                    25070 | FOR                         |  |
| AppFolio, Inc.                              | 03783C100 | 06/13/2025     | Advisory vote on the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          25550 |              566 | 1 YEAR      |                                    25550 | FOR                         |  |
| Apple Inc.                                  | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          20843 |                0 | FOR         |                                    20843 | FOR                         |  |
| Ares Management Corporation                 | 03990B101 | 06/06/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to our named executive officers for our 2024 fiscal year.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          72500 |                0 | AGAINST     |                                    72500 | AGAINST                     |  |
| Ares Management Corporation                 | 03990B101 | 06/06/2025     | To recommend, on a non-binding, advisory basis, the frequency of future advisory votes to approve, on a non-binding, advisory basis, the compensation paid to our named executive officers.                                                          | SECTION 14A SAY-ON-PAY VOTES |          72500 |                0 | 1 YEAR      |                                    72500 | AGAINST                     |  |
| Arista Networks, Inc.                       | 040413205 | 05/30/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           2312 |                0 | AGAINST     |                                     2312 | AGAINST                     |  |
| Axogen, Inc.                                | 05463X106 | 06/19/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         242930 |                0 | AGAINST     |                                     4500 | AGAINST                     |  |
| Axogen, Inc.                                | 05463X106 | 06/19/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         242930 |                0 | FOR         |                                   238430 | FOR                         |  |
| Axogen, Inc.                                | 05463X106 | 06/19/2025     | To recommend by a non-binding advisory vote the frequency of future non-binding advisory votes on the compensation of the Company's named executive officers.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         242930 |                0 | 1 YEAR      |                                   242930 | FOR                         |  |
| Axon Enterprise, Inc.                       | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           8794 |                0 | AGAINST     |                                     8794 | AGAINST                     |  |
| Axsome Therapeutics, Inc.                   | 05464T104 | 06/06/2025     | To approve, by non-binding advisory vote, the compensation of our named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          25698 |              449 | AGAINST     |                                      380 | AGAINST                     |  |
| Axsome Therapeutics, Inc.                   | 05464T104 | 06/06/2025     | To approve, by non-binding advisory vote, the compensation of our named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          25698 |              449 | FOR         |                                    25318 | FOR                         |  |
| BJ's Wholesale Club Holdings, Inc.          | 05550J101 | 06/19/2025     | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1624 |                0 | FOR         |                                     1624 | FOR                         |  |
| BWX Technologies, Inc.                      | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         207686 |                0 | FOR         |                                   207686 | FOR                         |  |
| Bank of America Corporation                 | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         177313 |                0 | FOR         |                                   177313 | FOR                         |  |
| Bath  Body Works, Inc.                      | 070830104 | 06/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         100208 |                0 | FOR         |                                   100208 | FOR                         |  |
| Biohaven Ltd.                               | G1110E107 | 05/05/2025     | A non-binding advisory vote on the compensation of the Company's named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          20029 |              540 | AGAINST     |                                    20029 | AGAINST                     |  |
| Booz Allen Hamilton Holding Corporation     | 099502106 | 07/24/2024     | Advisory vote to approve the compensation of the Company s named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          24080 |                0 | FOR         |                                    24080 | FOR                         |  |
| Boston Scientific Corporation               | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          31574 |                0 | FOR         |                                    31574 | FOR                         |  |
| BridgeBio Pharma, Inc.                      | 10806X102 | 06/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          98605 |             2200 | AGAINST     |                                    98605 | AGAINST                     |  |
| Broadcom Inc.                               | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          55199 |                0 | FOR         |                                    55199 | FOR                         |  |
| CACI International Inc                      | 127190304 | 10/17/2024     | To approve on a non-binding, advisory basis the compensation of our named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          12558 |                0 | FOR         |                                    12558 | FOR                         |  |
| CAVA Group, Inc.                            | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4257 |                0 | FOR         |                                     4257 | FOR                         |  |
| CAVA Group, Inc.                            | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           4257 |                0 | 1 YEAR      |                                     4257 | FOR                         |  |
| Cadence Design Systems, Inc.                | 127387108 | 05/08/2025     | Advisory resolution to approve named executive officer compensation.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          25224 |                0 | FOR         |                                    25224 | FOR                         |  |
| Casella Waste Systems, Inc.                 | 147448104 | 06/05/2025     | To approve, in an advisory "say-on-pay vote", the compensation of the Company's named executive officers.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          34218 |                0 | FOR         |                                    34218 | FOR                         |  |
| Catalyst Pharmaceuticals, Inc.              | 14888U101 | 05/20/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          97381 |                0 | AGAINST     |                                     2080 | AGAINST                     |  |
| Catalyst Pharmaceuticals, Inc.              | 14888U101 | 05/20/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          97381 |                0 | FOR         |                                    95301 | FOR                         |  |
| Cavco Industries, Inc.                      | 149568107 | 07/30/2024     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           8546 |                0 | AGAINST     |                                      164 | AGAINST                     |  |
| Cavco Industries, Inc.                      | 149568107 | 07/30/2024     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           8546 |                0 | FOR         |                                     8382 | FOR                         |  |
| Cheniere Energy, Inc.                       | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          17258 |                0 | FOR         |                                    17258 | FOR                         |  |
| Chevron Corporation                         | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          81350 |                0 | FOR         |                                    81350 | FOR                         |  |
| Citigroup Inc.                              | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | FOR         |                                    40000 | 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 |          16092 |                0 | FOR         |                                    16092 | FOR                         |  |
| Cloudflare, Inc.                            | 18915M107 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          20472 |                0 | AGAINST     |                                    20472 | AGAINST                     |  |
| Confluent, Inc.                             | 20717M103 | 06/11/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            993 |                0 | AGAINST     |                                      993 | AGAINST                     |  |
| ConocoPhillips                              | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | FOR         |                                    20000 | FOR                         |  |
| Crane Company                               | 224408104 | 04/28/2025     | Say on Pay - An advisory vote to approve the compensation paid to certain executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          21152 |                0 | FOR         |                                    21152 | FOR                         |  |
| Curtiss-Wright Corporation                  | 231561101 | 05/08/2025     | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           6194 |                0 | FOR         |                                     6194 | FOR                         |  |
| Datadog, Inc.                               | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           7317 |                0 | FOR         |                                     7317 | FOR                         |  |
| DraftKings Inc.                             | 26142V105 | 05/19/2025     | To conduct a non-binding advisory vote on executive compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           8699 |                0 | FOR         |                                     8699 | 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 |           1362 |                0 | FOR         |                                     1362 | 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 |         118369 |                0 | FOR         |                                   118369 | 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 |          41000 |                0 | FOR         |                                    41000 | FOR                         |  |
| Exxon Mobil Corporation                     | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         105500 |                0 | FOR         |                                   105500 | 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 |          28359 |              659 | AGAINST     |                                    28359 | AGAINST                     |  |
| FTAI Aviation Ltd.                          | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          28359 |              659 | 1 YEAR      |                                    28359 | FOR                         |  |
| Fabrinet                                    | G3323L100 | 12/12/2024     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet s named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          11136 |                0 | AGAINST     |                                      295 | AGAINST                     |  |
| Fabrinet                                    | G3323L100 | 12/12/2024     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet s named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          11136 |                0 | FOR         |                                    10841 | FOR                         |  |
| Federal Signal Corporation                  | 313855108 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          30469 |                0 | FOR         |                                    30469 | FOR                         |  |
| First Citizens BancShares, Inc.             | 31946M103 | 04/29/2025     | Non-binding advisory resolution ("say-on-pay" resolution) to approve compensation paid or provided to BancShares' named executive officers as disclosed in the proxy statement for the Annual Meeting.                                               | SECTION 14A SAY-ON-PAY VOTES |            566 |                0 | FOR         |                                      566 | FOR                         |  |
| Flowserve Corporation                       | 34354P105 | 05/16/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1793 |                0 | FOR         |                                     1793 | FOR                         |  |
| Freshpet, Inc.                              | 358039105 | 10/01/2024     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27732 |             2330 | FOR         |                                    27732 | FOR                         |  |
| GATX Corporation                            | 361448103 | 04/25/2025     | Advisory Resolution To Approve Executive Compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          30167 |              527 | AGAINST     |                                      633 | AGAINST                     |  |
| GATX Corporation                            | 361448103 | 04/25/2025     | Advisory Resolution To Approve Executive Compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          30167 |              527 | FOR         |                                    29534 | FOR                         |  |
| GE Vernova Inc.                             | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          26546 |                0 | FOR         |                                    26546 | FOR                         |  |
| GE Vernova Inc.                             | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          26546 |                0 | 1 YEAR      |                                    26546 | FOR                         |  |
| Glaukos Corporation                         | 377322102 | 05/29/2025     | Approval, on an advisory basis, of the compensation of the Company"s named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          19974 |                0 | FOR         |                                    19974 | FOR                         |  |
| Guardant Health, Inc.                       | 40131M109 | 06/18/2025     | Non-binding advisory vote to approve Guardant Health, Inc.'s named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         141649 |                0 | FOR         |                                   141649 | FOR                         |  |
| Hubspot, Inc.                               | 443573100 | 06/04/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           1348 |                0 | FOR         |                                     1348 | FOR                         |  |
| Insmed Incorporated                         | 457669307 | 05/15/2025     | An advisory vote on the 2024 compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         155813 |             2303 | FOR         |                                   155813 | FOR                         |  |
| Insulet Corporation                         | 45784P101 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of certain executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           4000 |                0 | FOR         |                                     4000 | FOR                         |  |
| Intuit Inc.                                 | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           4063 |                0 | FOR         |                                     4063 | FOR                         |  |
| Intuitive Surgical, Inc.                    | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          16706 |                0 | FOR         |                                    16706 | FOR                         |  |
| Itron, Inc.                                 | 465741106 | 05/08/2025     | Proposal to approve the advisory (non-binding) resolution relating to executive compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          38398 |                0 | FOR         |                                    38398 | FOR                         |  |
| JPMorgan Chase  Co.                         | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          19967 |                0 | FOR         |                                    19967 | FOR                         |  |
| Janux Therapeutics, Inc.                    | 47103J105 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers ( Say-On-Pay ), as disclosed in the accompanying Proxy Statement.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          15551 |              713 | AGAINST     |                                      601 | AGAINST                     |  |
| Janux Therapeutics, Inc.                    | 47103J105 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers ( Say-On-Pay ), as disclosed in the accompanying Proxy Statement.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          15551 |              713 | FOR         |                                    14950 | FOR                         |  |
| Janux Therapeutics, Inc.                    | 47103J105 | 06/11/2025     | Indication, on an advisory basis, of the preferred frequency of holding future Say-On-Pay votes on the compensation of our named executive officers.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          15551 |              713 | 1 YEAR      |                                    15551 | FOR                         |  |
| KLA Corporation                             | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           8659 |                0 | FOR         |                                     8659 | FOR                         |  |
| KalVista Pharmaceuticals, Inc.              | 483497103 | 10/03/2024     | Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement.                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         190129 |            16696 | AGAINST     |                                   190129 | AGAINST                     |  |
| Klaviyo, Inc.                               | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of Klaviyo's named executive officers.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          57294 |                0 | FOR         |                                    57294 | FOR                         |  |
| Klaviyo, Inc.                               | 49845K101 | 06/10/2025     | To approve, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of Klaviyo's named executive officers.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          57294 |                0 | 1 YEAR      |                                    57294 | FOR                         |  |
| Lam Research Corporation                    | 512807108 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or Say on Pay.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           2139 |                0 | FOR         |                                     2139 | FOR                         |  |
| Lattice Semiconductor Corporation           | 518415104 | 05/02/2025     | To approve on a non-binding, advisory basis, our Named Executive Officers' compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          94660 |                0 | AGAINST     |                                    94660 | AGAINST                     |  |
| LeMaitre Vascular, Inc.                     | 525558201 | 06/02/2025     | To approve, by a non-binding, advisory vote, the 2024 compensation paid to our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          38185 |                0 | AGAINST     |                                      696 | AGAINST                     |  |
| LeMaitre Vascular, Inc.                     | 525558201 | 06/02/2025     | To approve, by a non-binding, advisory vote, the 2024 compensation paid to our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          38185 |                0 | FOR         |                                    37489 | FOR                         |  |
| LeMaitre Vascular, Inc.                     | 525558201 | 06/02/2025     | To provide a non-binding, advisory vote on the frequency of future stockholder advisory votes on executive compensation.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          38185 |                0 | 1 YEAR      |                                    38185 | AGAINST                     |  |
| Lindblad Expeditions Holdings, Inc.         | 535219109 | 06/04/2025     | The approval, on an advisory basis, of the 2024 compensation of our named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          11387 |                0 | AGAINST     |                                     3944 | AGAINST                     |  |
| Lindblad Expeditions Holdings, Inc.         | 535219109 | 06/04/2025     | The approval, on an advisory basis, of the 2024 compensation of our named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          11387 |                0 | FOR         |                                     7443 | FOR                         |  |
| Magnolia Oil  Gas Corporation               | 559663109 | 05/07/2025     | Approval of the advisory, non-binding resolution regarding the compensation of our named executive officers for 2024 ("say-on-pay vote")                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         107291 |                0 | FOR         |                                   107291 | FOR                         |  |
| Magnolia Oil  Gas Corporation               | 559663109 | 05/07/2025     | Advisory, non-binding resolution regarding the frequency of future say-on-pay votes ("say-on-frequency")                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         107291 |                0 | 1 YEAR      |                                   107291 | FOR                         |  |
| Mastercard Incorporated                     | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1119 |                0 | FOR         |                                     1119 | FOR                         |  |
| MercadoLibre, Inc.                          | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1221 |                0 | FOR         |                                     1221 | FOR                         |  |
| Micron Technology, Inc.                     | 595112103 | 01/16/2025     | Proposal By The Company To Approve, On A Non-Binding Advisory Basis, The Compensation Of Our Named Executive Officers As Described In The Proxy Statement.                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            802 |                0 | AGAINST     |                                      802 | AGAINST                     |  |
| Microsoft Corporation                       | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          36595 |                0 | FOR         |                                    36595 | FOR                         |  |
| Mirion Technologies, Inc.                   | 60471A101 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         216171 |             4866 | AGAINST     |                                     4132 | AGAINST                     |  |
| Mirion Technologies, Inc.                   | 60471A101 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         216171 |             4866 | FOR         |                                   212039 | FOR                         |  |
| Mirum Pharmaceuticals, Inc.                 | 604749101 | 05/29/2025     | To approve, on an advisory basis, the compensation of the Company s named executive officers, as disclosed in the proxy statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         121367 |                0 | FOR         |                                   121367 | FOR                         |  |
| Mister Car Wash, Inc.                       | 60646V105 | 05/22/2025     | Approval, on an advisory (non-binding) basis, of our named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         562812 |             6928 | AGAINST     |                                    13809 | AGAINST                     |  |
| Mister Car Wash, Inc.                       | 60646V105 | 05/22/2025     | Approval, on an advisory (non-binding) basis, of our named executive officer compensation.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         562812 |             6928 | FOR         |                                   549003 | FOR                         |  |
| Modine Manufacturing Company                | 607828100 | 08/15/2024     | Advisory approval of the Company's named executive officer compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          58047 |                0 | AGAINST     |                                      975 | AGAINST                     |  |
| Modine Manufacturing Company                | 607828100 | 08/15/2024     | Advisory approval of the Company's named executive officer compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          58047 |                0 | FOR         |                                    57072 | FOR                         |  |
| Moelis  Company                             | 60786M105 | 06/05/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          25812 |                0 | AGAINST     |                                    25812 | AGAINST                     |  |
| Monolithic Power Systems, Inc.              | 609839105 | 06/12/2025     | Approve, on an advisory basis, the 2024 executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          11872 |                0 | FOR         |                                    11872 | FOR                         |  |
| MoonLake Immunotherapeutics                 | 61559X104 | 06/05/2025     | Approval of, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          27160 |              641 | FOR         |                                    27160 | FOR                         |  |
| Mueller Water Products, Inc.                | 624758108 | 02/06/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         174043 |                0 | FOR         |                                   174043 | FOR                         |  |
| NVIDIA Corporation                          | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         123057 |                0 | FOR         |                                   123057 | FOR                         |  |
| Natera, Inc.                                | 632307104 | 06/12/2025     | To approve, on an advisory (non-binding) basis, the compensation of Natera, Inc.'s named executive officers as disclosed in the proxy statement.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            838 |                0 | FOR         |                                      838 | FOR                         |  |
| Netflix, Inc.                               | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |            483 |                0 | FOR         |                                      483 | FOR                         |  |
| NewAmsterdam Pharma Company N.V.            | N62509109 | 06/04/2025     | Non-binding, advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          84625 |                0 | FOR         |                                    84625 | FOR                         |  |
| NewAmsterdam Pharma Company N.V.            | N62509109 | 06/04/2025     | Non-binding, advisory vote regarding frequency of future shareholders' advisory votes on the compensation of named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          84625 |                0 | 1 YEAR      |                                    84625 | FOR                         |  |
| Northern Oil  Gas, Inc.                     | 665531307 | 05/22/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          68497 |             1718 | FOR         |                                    68497 | FOR                         |  |
| Norwegian Cruise Line Holdings Ltd.         | G66721104 | 06/12/2025     | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         273994 |                0 | FOR         |                                   273994 | FOR                         |  |
| Nuvalent, Inc.                              | 670703107 | 06/18/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          78066 |              927 | AGAINST     |                                      783 | AGAINST                     |  |
| Nuvalent, Inc.                              | 670703107 | 06/18/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          78066 |              927 | FOR         |                                    77283 | FOR                         |  |
| OSI Systems, Inc.                           | 671044105 | 12/12/2024     | Advisory vote to approve the Company s named executive officer compensation for the fiscal year ended June 30, 2024.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          31637 |                0 | AGAINST     |                                    31637 | AGAINST                     |  |
| Old Dominion Freight Line, Inc.             | 679580100 | 05/21/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          16371 |                0 | FOR         |                                    16371 | FOR                         |  |
| Onto Innovation Inc.                        | 683344105 | 05/21/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          11748 |                0 | AGAINST     |                                      224 | AGAINST                     |  |
| Onto Innovation Inc.                        | 683344105 | 05/21/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          11748 |                0 | FOR         |                                    11524 | FOR                         |  |
| Oracle Corporation                          | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           4775 |                0 | AGAINST     |                                     4775 | AGAINST                     |  |
| Palo Alto Networks, Inc.                    | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           4220 |                0 | 1 YEAR      |                                     4220 | FOR                         |  |
| Palo Alto Networks, Inc.                    | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           4220 |                0 | AGAINST     |                                     4220 | AGAINST                     |  |
| Palomar Holdings, Inc.                      | 69753M105 | 05/22/2025     | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          58862 |                0 | FOR         |                                    58862 | FOR                         |  |
| Piper Sandler Companies                     | 724078100 | 05/22/2025     | An advisory (non-binding) vote to approve the compensation of the officers disclosed in the enclosed proxy statement, or say-on-pay vote.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          12948 |                0 | AGAINST     |                                      240 | AGAINST                     |  |
| Piper Sandler Companies                     | 724078100 | 05/22/2025     | An advisory (non-binding) vote to approve the compensation of the officers disclosed in the enclosed proxy statement, or say-on-pay vote.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          12948 |                0 | FOR         |                                    12708 | FOR                         |  |
| Primoris Services Corporation               | 74164F103 | 04/30/2025     | Advisory, Non-Binding Vote Approving the Company's Named Executive Officer Compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          46084 |                0 | FOR         |                                    46084 | FOR                         |  |
| REV Group, Inc.                             | 749527107 | 02/27/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         404357 |                0 | AGAINST     |                                     4250 | AGAINST                     |  |
| REV Group, Inc.                             | 749527107 | 02/27/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         404357 |                0 | FOR         |                                   400107 | FOR                         |  |
| Radnet, Inc.                                | 750491102 | 06/10/2025     | An advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          61921 |             1633 | AGAINST     |                                    61921 | AGAINST                     |  |
| Ralph Lauren Corporation                    | 751212101 | 08/01/2024     | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement.                                                        | SECTION 14A SAY-ON-PAY VOTES |           3372 |                0 | AGAINST     |                                     3372 | AGAINST                     |  |
| Revolution Medicines, Inc.                  | 76155X100 | 06/26/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission ("Say-on-Pay"). | SECTION 14A SAY-ON-PAY VOTES |          35749 |              808 | FOR         |                                    35749 | FOR                         |  |
| Rush Street Interactive, Inc.               | 782011100 | 05/29/2025     | Non-binding Advisory Vote on Executive Compensation of the Named Executive Officers ("Say-on-Pay Vote")                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1136566 |                0 | FOR         |                                  1136566 | FOR                         |  |
| Rush Street Interactive, Inc.               | 782011100 | 05/29/2025     | Non-binding Advisory Vote on the Frequency of Future Say-on-Pay Votes                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        1136566 |                0 | 1 YEAR      |                                  1136566 | AGAINST                     |  |
| SPS Commerce, Inc.                          | 78463M107 | 05/13/2025     | Advisory approval of the compensation of the named executive officers of SPS Commerce, Inc.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          11345 |                0 | AGAINST     |                                      211 | AGAINST                     |  |
| SPS Commerce, Inc.                          | 78463M107 | 05/13/2025     | Advisory approval of the compensation of the named executive officers of SPS Commerce, Inc.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          11345 |                0 | FOR         |                                    11134 | FOR                         |  |
| SPS Commerce, Inc.                          | 78463M107 | 05/13/2025     | Advisory vote regarding the frequency of holding future say-on-pay votes.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          11345 |                0 | 1 YEAR      |                                    11345 | FOR                         |  |
| Salesforce, Inc.                            | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            743 |                0 | AGAINST     |                                      743 | AGAINST                     |  |
| SentinelOne, Inc.                           | 81730H109 | 06/25/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          52410 |                0 | AGAINST     |                                    52410 | AGAINST                     |  |
| ServiceNow, Inc.                            | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            801 |                0 | FOR         |                                      801 | FOR                         |  |
| Shift4 Payments, Inc.                       | 82452J109 | 06/13/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           4523 |                0 | FOR         |                                     4523 | FOR                         |  |
| Simon Property Group, Inc.                  | 828806109 | 05/14/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          29964 |                0 | FOR         |                                    29964 | FOR                         |  |
| SkyWest, Inc.                               | 830879102 | 05/06/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          57563 |                0 | FOR         |                                    57563 | FOR                         |  |
| Snowflake Inc.                              | 833445109 | 07/02/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1410 |                0 | FOR         |                                     1410 | FOR                         |  |
| SpringWorks Therapeutics, Inc.              | 85205L107 | 06/26/2025     | A proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger.                                                            | SECTION 14A SAY-ON-PAY VOTES |           1697 |                0 | FOR         |                                     1697 | FOR                         |  |
| Sprouts Farmers Market, Inc.                | 85208M102 | 05/21/2025     | To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ( say-on-pay ).                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          36295 |                0 | AGAINST     |                                      895 | AGAINST                     |  |
| Sprouts Farmers Market, Inc.                | 85208M102 | 05/21/2025     | To vote on a non-binding advisory resolution to approve the compensation paid to our named executive officers for fiscal 2024 ( say-on-pay ).                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          36295 |                0 | FOR         |                                    35400 | FOR                         |  |
| Super Micro Computer, Inc.                  | 86800U302 | 06/04/2025     | 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 |          11019 |                0 | FOR         |                                    11019 | FOR                         |  |
| Synopsys, Inc.                              | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          14549 |                0 | FOR         |                                    14549 | FOR                         |  |
| TG Therapeutics, Inc.                       | 88322Q108 | 06/12/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          58574 |             1476 | AGAINST     |                                    58574 | AGAINST                     |  |
| Tanger Inc.                                 | 875465106 | 05/09/2025     | To approve, on an advisory (non-binding) basis, named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         278615 |             3540 | FOR         |                                   278615 | FOR                         |  |
| Texas Roadhouse, Inc.                       | 882681109 | 05/15/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           9090 |                0 | FOR         |                                     9090 | 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 |          83433 |             1877 | AGAINST     |                                     3277 | AGAINST                     |  |
| 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 |          83433 |             1877 | FOR         |                                    80156 | FOR                         |  |
| The Goldman Sachs Group, Inc.               | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          13000 |                0 | AGAINST     |                                    13000 | AGAINST                     |  |
| The TJX Companies, Inc.                     | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          38947 |                0 | FOR         |                                    38947 | FOR                         |  |
| The Williams Companies, Inc.                | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          46000 |                0 | FOR         |                                    46000 | 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 |           4067 |                0 | AGAINST     |                                     4067 | AGAINST                     |  |
| Vera Therapeutics, Inc.                     | 92337R101 | 05/14/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          52236 |             1396 | FOR         |                                    52236 | FOR                         |  |
| Vera Therapeutics, Inc.                     | 92337R101 | 05/14/2025     | To indicate, on an advisory basis, the preferred frequency of stockholder advisory votes on the compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          52236 |             1396 | 1 YEAR      |                                    52236 | FOR                         |  |
| Verint Systems Inc.                         | 92343X100 | 07/10/2024     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          74206 |                0 | AGAINST     |                                     1443 | AGAINST                     |  |
| Verint Systems Inc.                         | 92343X100 | 07/10/2024     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          74206 |                0 | FOR         |                                    72763 | FOR                         |  |
| Verisk Analytics, Inc.                      | 92345Y106 | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           9307 |                0 | FOR         |                                     9307 | FOR                         |  |
| Verona Pharma plc                           | 925050106 | 04/24/2025     | To Approve, On An Advisory (Non-Binding) Basis, The Compensation Of The Company's Named Executive Officers.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         133793 |             1785 | AGAINST     |                                   133793 | AGAINST                     |  |
| Vertiv Holdings Co                          | 92537N108 | 06/18/2025     | To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          36294 |                0 | FOR         |                                    36294 | FOR                         |  |
| Visa Inc.                                   | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            842 |                0 | FOR         |                                      842 | FOR                         |  |
| Warby Parker Inc.                           | 93403J106 | 06/10/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           5249 |                0 | FOR         |                                     5249 | FOR                         |  |
| Western Alliance Bancorporation             | 957638109 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of executives.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          82580 |                0 | AGAINST     |                                     1762 | AGAINST                     |  |
| Western Alliance Bancorporation             | 957638109 | 06/11/2025     | To approve, on an advisory (non-binding) basis, the compensation of executives.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          82580 |                0 | FOR         |                                    80818 | 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 |          15695 |                0 | FOR         |                                    15695 | 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 |          68839 |                0 | FOR         |                                    68839 | FOR                         |  |
| Workiva Inc.                                | 98139A105 | 05/29/2025     | Approval, on an advisory basis, of the compensation of Workiva's named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          21400 |                0 | AGAINST     |                                    21400 | AGAINST                     |  |
| Workiva Inc.                                | 98139A105 | 05/29/2025     | Indication, on an advisory basis, of the preferred frequency of stockholder advisory votes on the compensation of Workiva's named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          21400 |                0 | 1 YEAR      |                                    21400 | FOR                         |  |
| XPO, Inc.                                   | 983793100 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          51351 |                0 | FOR         |                                    51351 | FOR                         |  |
| Xenon Pharmaceuticals Inc.                  | 98420N105 | 06/04/2025     | To approve, on an advisory basis, the compensation of the Corporation's named executive officers;                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          57080 |             1006 | FOR         |                                    57080 | FOR                         |  |
| e.l.f. Beauty, Inc.                         | 26856L103 | 08/22/2024     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          15283 |                0 | AGAINST     |                                      263 | AGAINST                     |  |
| e.l.f. Beauty, Inc.                         | 26856L103 | 08/22/2024     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          15283 |                0 | FOR         |                                    15020 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Nicholas Investment Partners, LP

**By (Signature):** Catherine Newcomb

**By (Printed Signature):** Catherine Newcomb

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

**Date:** 08/27/2025