# EDGAR Filing Document

**Accession Number:** 0001513779
**File Stem:** 0001513779-25-000005
**Filing Date:** 2025-8
**Character Count:** 35588
**Document Hash:** 24555f67bac35a4996f2325b2602da0c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001513779-25-000005.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001513779-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bullseye Asset Management LLC
- **CENTRAL INDEX KEY:** 0001513779

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

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20165
- **FILM NUMBER:** 251278286

**BUSINESS ADDRESS:**
- **STREET 1:** 8055 EAST TUFTS AVENUE
- **STREET 2:** SUITE 720
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80237
- **BUSINESS PHONE:** 720.545.9988

**MAIL ADDRESS:**
- **STREET 1:** 8055 EAST TUFTS AVENUE
- **STREET 2:** SUITE 720
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80237

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

## N-PX: Filer Information

**Filer CIK:** 0001513779

**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:** Bullseye Asset Management LLC

**Address:** 8055 E Tufts Ave, Denver, CO 80237

**Telephone number:** 720 545 9988

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-20165

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Alight, Inc.                              | 01626W101 | 07/02/2024     | To approve, on an advisory (non-binding) basis, the 2023 compensation paid to our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         541420 |                0 | FOR         |                                   541420 | FOR                         |  |
| Hamilton Lane Incorporated                | 407497106 | 09/05/2024     | Advisory, non-binding vote to approve named executive officer compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          62888 |                0 | FOR         |                                    62888 | FOR                         |  |
| Applied Industrial Technologies, Inc.     | 03820C105 | 10/22/2024     | Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1350 |                0 | FOR         |                                     1350 | FOR                         |  |
| Paycor HCM, Inc.                          | 70435P102 | 10/23/2024     | To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         124166 |                0 | AGAINST     |                                   124166 | AGAINST                     |  |
| Primo Water Corporation                   | 741623102 | 11/04/2024     | Non-binding advisory resolution to approve, on an advisory basis, the payment of certain compensation to certain of Primo Water's executive officers that will or may become payable by Primo Water to such executive officers in connection with the consummation of the Transaction. | SECTION 14A SAY-ON-PAY VOTES |         288954 |                0 | FOR         |                                   288954 | FOR                         |  |
| Cantaloupe, Inc.                          | 138103106 | 11/20/2024     | Advisory vote on named executive officer compensation.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         537759 |                0 | FOR         |                                   537759 | FOR                         |  |
| Nutanix, Inc.                             | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          80208 |                0 | AGAINST     |                                    80208 | AGAINST                     |  |
| Nutanix, Inc.                             | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          80208 |                0 | ONE YEAR    |                                    80208 | FOR                         |  |
| Guidewire Software, Inc.                  | 40171V100 | 12/17/2024     | To conduct a non-binding, advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          35532 |                0 | FOR         |                                    35532 | FOR                         |  |
| eGain Corporation                         | 28225C806 | 12/18/2024     | Approval, on a non-binding advisory basis, paid by us to our named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         428427 |                0 | FOR         |                                   428427 | FOR                         |  |
| Schneider National, Inc.                  | 80689H102 | 04/29/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          88207 |                0 | FOR         |                                    88207 | FOR                         |  |
| Inspire Medical Systems, Inc.             | 457730109 | 05/01/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          30969 |                0 | FOR         |                                    30969 | FOR                         |  |
| Primo Brands Corporation                  | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on Executive Compensation. Approval, on a non-binding advisory basis, of the compensation of Primo Brands Corporation's named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         285258 |                0 | FOR         |                                   285258 | FOR                         |  |
| Primo Brands Corporation                  | 741623102 | 05/01/2025     | Non-Binding Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. Approval, on a non-binding advisory basis, of the frequency of future non-binding advisory votes on the compensation of Primo Brands Corporation's named executive officers.            | SECTION 14A SAY-ON-PAY VOTES |         285258 |                0 | ONE YEAR    |                                   285258 | FOR                         |  |
| BWX Technologies, Inc.                    | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          17486 |                0 | FOR         |                                    17486 | FOR                         |  |
| RB Global, Inc.                           | 74935Q107 | 05/05/2025     | Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the accompanying proxy statement.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         100683 |                0 | FOR         |                                   100683 | FOR                         |  |
| BlackLine, Inc.                           | 09239B109 | 05/08/2025     | Approval, on a non-binding, advisory basis, of the 2024 compensation of the Company's named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          49024 |                0 | FOR         |                                    49024 | FOR                         |  |
| BlackLine, Inc.                           | 09239B109 | 05/08/2025     | Approval, on a non-binding, advisory basis, on the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          49024 |                0 | ONE YEAR    |                                    49024 | FOR                         |  |
| PROS Holdings, Inc.                       | 74346Y103 | 05/08/2025     | Non-binding advisory vote to approve executive officer compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          88390 |                0 | FOR         |                                    88390 | FOR                         |  |
| V2X, Inc.                                 | 92242T101 | 05/08/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          52100 |                0 | FOR         |                                    52100 | FOR                         |  |
| Fox Factory Holding Corp.                 | 35138V102 | 05/09/2025     | To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          41942 |                0 | AGAINST     |                                    41942 | AGAINST                     |  |
| Dutch Bros Inc.                           | 26701L100 | 05/13/2025     | Approval, on a Non-Binding, Advisory Basis, of the Compensation of our Named Executive Officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           7622 |                0 | FOR         |                                     7622 | FOR                         |  |
| Knight-Swift Transportation Holdings Inc. | 499049104 | 05/13/2025     | Conduct an advisory, non-binding vote to approve named executive officer compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          49361 |                0 | FOR         |                                    49361 | 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 |          69922 |                0 | FOR         |                                    69922 | 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 |          69922 |                0 | ONE YEAR    |                                    69922 | FOR                         |  |
| Tenable Holdings, Inc.                    | 88025T102 | 05/14/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          99113 |                0 | FOR         |                                    99113 | FOR                         |  |
| WEX Inc.                                  | 96208T104 | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8749 |                0 | FOR         |                                     8749 | FOR                         |  |
| Chart Industries, Inc.                    | 16115Q308 | 05/20/2025     | To approve, on an advisory basis, the Company's executive compensation; and                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | 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 |          25721 |                0 | FOR         |                                    25721 | FOR                         |  |
| DoubleVerify Holdings, Inc.               | 25862V105 | 05/21/2025     | Non-binding advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          62055 |                0 | FOR         |                                    62055 | FOR                         |  |
| Five9, Inc.                               | 338307101 | 05/21/2025     | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          82806 |                0 | FOR         |                                    82806 | FOR                         |  |
| LPL Financial Holdings Inc.               | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          12248 |                0 | FOR         |                                    12248 | FOR                         |  |
| NeoGenomics, Inc.                         | 64049M209 | 05/22/2025     | Approval, on a non-binding advisory basis, of the Compensation Paid to the Company's Named Executive Officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         173902 |                0 | FOR         |                                   173902 | FOR                         |  |
| NeoGenomics, Inc.                         | 64049M209 | 05/22/2025     | Recommend, on a non-binding advisory basis, the Frequency of Future Advisory Votes on Executive Compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         173902 |                0 | ONE YEAR    |                                   173902 | FOR                         |  |
| Sprout Social, Inc.                       | 85209W109 | 05/22/2025     | To conduct an advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          43047 |                0 | FOR         |                                    43047 | FOR                         |  |
| TransMedics Group, Inc.                   | 89377M109 | 05/22/2025     | To approve, on a non-binding advisory basis, the compensation paid to TransMedics' named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          39653 |                0 | FOR         |                                    39653 | FOR                         |  |
| Wingstop Inc.                             | 974155103 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          17612 |                0 | FOR         |                                    17612 | FOR                         |  |
| Flywire Corporation                       | 302492103 | 06/03/2025     | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         145972 |                0 | FOR         |                                   145972 | FOR                         |  |
| Alight, Inc.                              | 01626W101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         554597 |                0 | FOR         |                                   554597 | FOR                         |  |
| Shake Shack Inc.                          | 819047101 | 06/04/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          50029 |                0 | FOR         |                                    50029 | FOR                         |  |
| Procore Technologies, Inc.                | 74275K108 | 06/05/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          14838 |                0 | FOR         |                                    14838 | FOR                         |  |
| Red Rock Resorts, Inc.                    | 75700L108 | 06/05/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          82228 |                0 | AGAINST     |                                    82228 | AGAINST                     |  |
| SI-BONE, Inc.                             | 825704109 | 06/05/2025     | Advisory vote to approve executive compensation "Say-on-Pay".                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         105883 |                0 | FOR         |                                   105883 | FOR                         |  |
| Cryoport, Inc.                            | 229050307 | 06/06/2025     | To approve, on an advisory basis, the compensation of the named executive officers, as disclosed in the Proxy Statement;                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         211563 |                0 | FOR         |                                   211563 | FOR                         |  |
| Cryoport, Inc.                            | 229050307 | 06/06/2025     | To approve, on an advisory basis, the preferred frequency of future advisory votes on the compensation of named executive officers; and                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         211563 |                0 | ONE YEAR    |                                   211563 | FOR                         |  |
| Zeta Global Holdings Corp.                | 98956A105 | 06/09/2025     | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         415856 |                0 | FOR         |                                   415856 | FOR                         |  |
| Crocs, Inc.                               | 227046109 | 06/10/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          21098 |                0 | FOR         |                                    21098 | FOR                         |  |
| Jamf Holding Corp.                        | 47074L105 | 06/10/2025     | To approve, by an advisory vote, Jamf Holding Corp.'s executive compensation (i.e., "say-on-pay" proposal).                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         136638 |                0 | FOR         |                                   136638 | FOR                         |  |
| OptimizeRx Corporation                    | 68401U204 | 06/11/2025     | Advisory (non-binding) approval of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         206527 |                0 | AGAINST     |                                   206527 | AGAINST                     |  |
| Pure Storage, Inc.                        | 74624M102 | 06/11/2025     | An advisory vote on our named executive officer compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          71031 |                0 | AGAINST     |                                    71031 | AGAINST                     |  |
| CareDx, Inc.                              | 14167L103 | 06/12/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         182485 |                0 | FOR         |                                   182485 | FOR                         |  |
| Five Below, Inc.                          | 33829M101 | 06/12/2025     | To approve, by non-binding advisory vote, the Company's Named Executive Officer compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          34565 |                0 | FOR         |                                    34565 | FOR                         |  |
| Five Below, Inc.                          | 33829M101 | 06/12/2025     | Non-binding advisory vote on whether the frequency of the shareholder vote on our executive compensation should be every 1, 2 or 3 years.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          34565 |                0 | ONE YEAR    |                                    34565 | 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 |         306248 |                0 | FOR         |                                   306248 | FOR                         |  |
| Ollie's Bargain Outlet Holdings, Inc.     | 681116109 | 06/12/2025     | To approve a non-binding advisory proposal regarding named executive officer compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          32842 |                0 | FOR         |                                    32842 | FOR                         |  |
| Sprinklr, Inc.                            | 85208T107 | 06/12/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         105378 |                0 | AGAINST     |                                   105378 | AGAINST                     |  |
| Thryv Holdings, Inc.                      | 886029206 | 06/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         114984 |                0 | FOR         |                                   114984 | 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 |          57467 |                0 | FOR         |                                    57467 | FOR                         |  |
| nCino, Inc.                               | 63947X101 | 06/18/2025     | Approval, on a non-binding, advisory basis, of the compensation paid to the company's named executive officers (or NEOs).                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         120210 |                0 | FOR         |                                   120210 | FOR                         |  |
| International Money Express, Inc.         | 46005L101 | 06/20/2025     | Approval of a non-binding advisory resolution regarding the compensation of the named executive officers of International Money Express, Inc.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         233634 |                0 | FOR         |                                   233634 | FOR                         |  |
| Phreesia, Inc.                            | 71944F106 | 06/25/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the Proxy Statement.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          99002 |                0 | FOR         |                                    99002 | FOR                         |  |
| 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 |          66530 |                0 | AGAINST     |                                    66530 | AGAINST                     |  |
| Braze, Inc.                               | 10576N102 | 06/26/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          27509 |                0 | FOR         |                                    27509 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Bullseye Asset Management LLC

**By (Signature):** Jakob V. Holm

**By (Printed Signature):** Jakob V. Holm

**By (Title):** CCO

**Date:** 07/21/2025