# EDGAR Filing Document

**Accession Number:** 0000937394
**File Stem:** 0001104659-25-074906
**Filing Date:** 2025-8
**Character Count:** 98333
**Document Hash:** 279c5b7a0d6be8896985b01dee45360d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-074906.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001104659-25-074906

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HEARTLAND ADVISORS INC
- **CENTRAL INDEX KEY:** 0000937394

**ORGANIZATION NAME:**
- **EIN:** 391078128
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04131
- **FILM NUMBER:** 251191387

**BUSINESS ADDRESS:**
- **STREET 1:** 790 N WATER STREET
- **STREET 2:** SUITE 1200
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202
- **BUSINESS PHONE:** 414-347-7777

**MAIL ADDRESS:**
- **STREET 1:** 790 N WATER STREET
- **STREET 2:** SUITE 1200
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202

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

## N-PX: Filer Information

**Filer CIK:** 0000937394

**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:** HEARTLAND ADVISORS INC

**Address:** 790 N. Water Street Suite 1200, Milwaukee, WI 53202

**Telephone number:** 414-347-7777

**Name of agent for service:** Vinita Paul

**Agent Address:** 790 N. Water Street Suite 1200, Milwaukee, WI 53202

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

**SEC File Number:** 028-04131

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300TUL0268YE0PK56

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| A. O. Smith Corporation                        | 831865209 | 04/08/2025     | Proposal To Approve, By Nonbinding Advisory Vote, The Compensation Of Our Named Executive Officers.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          90174 |                0 | FOR          |                                    90174 | FOR                         |  |
| Academy Sports and Outdoors, Inc.              | 00402L107 | 06/05/2025     | Approval, on a non-binding advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         139710 |                0 | FOR          |                                   139710 | FOR                         |  |
| Accuray Incorporated                           | 004397105 | 11/21/2024     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2823200 |                0 | FOR          |                                  2823200 | FOR                         |  |
| Acushnet Holdings Corp.                        | 005098108 | 06/02/2025     | To approve, in a non-binding advisory vote, the compensation paid to the Company's named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          26820 |                0 | FOR          |                                    26820 | FOR                         |  |
| Alaska Air Group, Inc.                         | 011659109 | 05/08/2025     | Approval (on an advisory basis) the compensation of the Company s Named Executive Officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          60000 |                0 | FOR          |                                    60000 | FOR                         |  |
| Alexander  Baldwin, Inc.                       | 014491104 | 04/22/2025     | Approve the advisory resolution relating to executive compensation                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR          |                                   350000 | FOR                         |  |
| Alexander  Baldwin, Inc.                       | 014491104 | 04/22/2025     | Approve the advisory vote on the frequency of the future advisory votes on executive compensation                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | 1 YEAR       |                                   350000 | FOR                         |  |
| Alpine Income Property Trust, Inc.             | 02083X103 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         507530 |                0 | FOR          |                                   507530 | FOR                         |  |
| Alpine Income Property Trust, Inc.             | 02083X103 | 05/21/2025     | Advisory vote on frequency of advisory vote on executive compensation                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         507530 |                0 | 1 YEAR       |                                   507530 | FOR                         |  |
| Antero Resources Corporation                   | 03674X106 | 06/04/2025     | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          37625 |                0 | FOR          |                                    37625 | FOR                         |  |
| Artisan Partners Asset Management Inc.         | 04316A108 | 06/04/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         160687 |                0 | FOR          |                                   160687 | FOR                         |  |
| Associated Banc-Corp                           | 045487105 | 04/29/2025     | Advisory Approval Of Associated Banc-Corp's Named Executive Officer Compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         689590 |                0 | FOR          |                                   689590 | FOR                         |  |
| Astec Industries, Inc.                         | 046224101 | 04/25/2025     | to approve, on a non-binding, advisory basis, the compensation of our named executive officers (Proposal No. 2);                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         213800 |                0 | FOR          |                                   213800 | FOR                         |  |
| BWX Technologies, Inc.                         | 05605H100 | 05/02/2025     | Advisory vote on compensation of our Named Executive Officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          10885 |                0 | FOR          |                                    10885 | FOR                         |  |
| Babcock  Wilcox Enterprises, Inc.              | 05614L209 | 06/04/2025     | Approval, on a non-binding advisory basis, of executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         426000 |                0 | AGAINST      |                                   426000 | AGAINST                     |  |
| Ball Corporation                               | 058498106 | 04/30/2025     | Approve, by non-binding vote, the compensation paid to the named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         257416 |                0 | FOR          |                                   257416 | FOR                         |  |
| Barrett Business Services, Inc.                | 068463108 | 06/02/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         450000 |                0 | FOR          |                                   450000 | FOR                         |  |
| Becton, Dickinson and Company                  | 075887109 | 01/28/2025     | Advisory Vote To Approve Named Executive Officer Compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          99921 |                0 | FOR          |                                    99921 | FOR                         |  |
| Benchmark Electronics, Inc.                    | 08160H101 | 05/14/2025     | To provide an advisory vote on the compensation of the Company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          91227 |                0 | FOR          |                                    91227 | FOR                         |  |
| Boston Beer Company, Inc.                      | 100557107 | 05/14/2025     | Advisory vote to approve our Named Executive Officers' executive compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1102 |                0 | TAKENOACTION |                                     1102 | AGAINST                     |  |
| CTS Corporation                                | 126501105 | 05/08/2025     | Approval, on an advisory basis, of the compensation of CTS' named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         224709 |                0 | FOR          |                                   224709 | FOR                         |  |
| Camden Property Trust                          | 133131102 | 05/09/2025     | Approval, by an advisory vote, of executive compensation.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         123772 |                0 | FOR          |                                   123772 | FOR                         |  |
| Cantaloupe, Inc.                               | 138103106 | 11/20/2024     | Advisory vote on named executive officer compensation.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | FOR          |                                   700000 | FOR                         |  |
| CarMax, Inc.                                   | 143130102 | 06/24/2025     | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         209851 |                0 | FOR          |                                   209851 | FOR                         |  |
| Carriage Services, Inc.                        | 143905107 | 05/13/2025     | To approve on an advisory basis our 2024 Named Executive Officers' compensation.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         253091 |                0 | FOR          |                                   253091 | FOR                         |  |
| Cass Information Systems, Inc.                 | 14808P109 | 04/15/2025     | To approve the advisory resolution on executive compensation:                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         445664 |                0 | FOR          |                                   445664 | FOR                         |  |
| Centene Corporation                            | 15135B101 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         374180 |                0 | FOR          |                                   374180 | FOR                         |  |
| Centrus Energy Corp.                           | 15643U104 | 06/20/2025     | To hold an advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         132985 |                0 | FOR          |                                   132985 | FOR                         |  |
| Century Communities, Inc.                      | 156504300 | 05/07/2025     | To approve, on an advisory basis, our executive compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         240210 |                0 | FOR          |                                   240210 | FOR                         |  |
| ChampionX Corporation                          | 15872M104 | 06/10/2025     | Advisory Vote to Approve the Compensation of ChampionX's Named Executive Officers for 2024                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         186796 |                0 | FOR          |                                   186796 | FOR                         |  |
| Chart Industries, Inc.                         | 16115Q308 | 05/20/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         110705 |                0 | FOR          |                                   110705 | FOR                         |  |
| Cisco Systems, Inc.                            | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          35139 |                0 | AGAINST      |                                    34860 | AGAINST                     |  |
| Cisco Systems, Inc.                            | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          35139 |                0 | FOR          |                                      279 | FOR                         |  |
| Community Trust Bancorp, Inc.                  | 204149108 | 04/22/2025     | Proposal to approve the advisory (nonbinding) resolution relating to executive compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         161275 |                0 | FOR          |                                   161275 | FOR                         |  |
| Consolidated Water Co. Ltd.                    | G23773107 | 05/27/2025     | An advisory vote on executive compensation.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         244100 |                0 | FOR          |                                   244100 | FOR                         |  |
| Constellation Energy Corporation               | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           8084 |                0 | FOR          |                                     8084 | FOR                         |  |
| Coterra Energy Inc.                            | 127097103 | 04/30/2025     | A non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         391612 |                0 | FOR          |                                   391612 | FOR                         |  |
| Customers Bancorp, Inc.                        | 23204G100 | 05/27/2025     | To approve a non-binding advisory resolution on named executive officer compensation.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         173489 |                0 | FOR          |                                   173489 | FOR                         |  |
| DENTSPLY SIRONA Inc.                           | 24906P109 | 05/21/2025     | Approval, by non-binding vote, of the Company's executive compensation for 2024.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         886600 |                0 | FOR          |                                   886600 | FOR                         |  |
| DNOW Inc.                                      | 67011P100 | 05/21/2025     | To consider and act upon an advisory proposal to approve the compensation of our named executive officers.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         450000 |                0 | FOR          |                                   450000 | FOR                         |  |
| Delek US Holdings, Inc.                        | 24665A103 | 04/29/2025     | To Adopt The Advisory Resolution Approving The Executive Compensation Program For Our Named Executive Officers As Described In The Proxy Statement.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          45900 |                0 | FOR          |                                    45900 | FOR                         |  |
| Donaldson Company, Inc.                        | 257651109 | 11/22/2024     | Non-binding advisory vote on the compensation of our Named Executive Officers.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         184602 |                0 | FOR          |                                   184602 | FOR                         |  |
| Dril-Quip, Inc.                                | 262037104 | 09/05/2024     | Approval, on a non-binding advisory basis, of the compensation that may be paid or become payable to Dril-Quip's named executive officers that is based on or otherwise relates to the mergers.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          55343 |                0 | AGAINST      |                                    55343 | AGAINST                     |  |
| EOG Resources, Inc.                            | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         110492 |                0 | FOR          |                                   110492 | FOR                         |  |
| EVERTEC, Inc.                                  | 30040P103 | 05/22/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         110000 |                0 | FOR          |                                   110000 | FOR                         |  |
| EastGroup Properties Inc.                      | 277276101 | 05/22/2025     | To approve, by a non-binding, advisory vote, the compensation of the Company's Named Executive Officers as described in the Company's definitive proxy statement.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          16055 |                0 | FOR          |                                    16055 | FOR                         |  |
| Encompass Health Corporation                   | 29261A100 | 05/01/2025     | An advisory vote to approve executive compensation.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          18393 |                0 | FOR          |                                    18393 | FOR                         |  |
| Encore Capital Group, Inc.                     | 292554102 | 06/06/2025     | Non-binding advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         263850 |                0 | FOR          |                                   263850 | FOR                         |  |
| Enerpac Tool Group Corp.                       | 292765104 | 02/06/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         133141 |                0 | FOR          |                                   133141 | FOR                         |  |
| Envista Holdings Corporation                   | 29415F104 | 06/10/2025     | To approve on an advisory basis Envista s named executive officer compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         455408 |                0 | FOR          |                                   455408 | FOR                         |  |
| Essex Property Trust, Inc.                     | 297178105 | 05/13/2025     | Advisory vote to approve the Company's named executive officer compensation.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          37317 |                0 | FOR          |                                    37317 | FOR                         |  |
| Exelon Corporation                             | 30161N101 | 04/29/2025     | Advisory vote to approve the compensation paid to Exelon s named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         236916 |                0 | FOR          |                                   236916 | FOR                         |  |
| Exxon Mobil Corporation                        | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          10447 |                0 | FOR          |                                    10447 | FOR                         |  |
| F.N.B. Corporation                             | 302520101 | 05/07/2025     | Advisory approval of the 2024 named executive officer compensation.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         102840 |                0 | FOR          |                                   102840 | FOR                         |  |
| FB Financial Corporation                       | 30257X104 | 05/22/2025     | Non-binding, advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         272694 |                0 | FOR          |                                   272694 | FOR                         |  |
| Fidelity National Information Services, Inc.   | 31620M106 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          89391 |                0 | AGAINST      |                                    89391 | AGAINST                     |  |
| First American Financial Corporation           | 31847R102 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         249975 |                0 | FOR          |                                   249975 | FOR                         |  |
| First Internet Bancorp                         | 320557101 | 05/19/2025     | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         220950 |                0 | AGAINST      |                                   220950 | AGAINST                     |  |
| First Internet Bancorp                         | 320557101 | 05/19/2025     | To approve, in an advisory (non-binding) vote, whether to conduct future advisory votes to approve executive compensation every one, two or three years.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         220950 |                0 | 1 YEAR       |                                   220950 | FOR                         |  |
| FirstCash Holdings, Inc.                       | 33768G107 | 06/11/2025     | Approve, by non-binding vote, the compensation of named executive officers as described in the Proxy Statement.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          65678 |                0 | FOR          |                                    65678 | FOR                         |  |
| FirstEnergy Corp.                              | 337932107 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         304492 |                0 | FOR          |                                   304492 | FOR                         |  |
| Forestar Group Inc.                            | 346232101 | 01/20/2025     | Approval of the advisory resolution on Forestar's executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR          |                                   350000 | FOR                         |  |
| Gates Industrial Corporation plc               | G39108108 | 06/05/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         766362 |                0 | FOR          |                                   766362 | FOR                         |  |
| Gates Industrial Corporation plc               | G39108108 | 06/05/2025     | Approve, on an advisory basis, the frequency of future advisory votes to approve the Company's named executive officer compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         766362 |                0 | 1 YEAR       |                                   766362 | FOR                         |  |
| Glacier Bancorp, Inc.                          | 37637Q105 | 04/30/2025     | To vote on an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         472627 |                0 | FOR          |                                   472627 | FOR                         |  |
| Grand Canyon Education, Inc.                   | 38526M106 | 06/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          24031 |                0 | FOR          |                                    24031 | FOR                         |  |
| Granite Construction Incorporated              | 387328107 | 06/05/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          85613 |                0 | FOR          |                                    85613 | FOR                         |  |
| Haemonetics Corporation                        | 405024100 | 07/25/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         188331 |                0 | FOR          |                                   188331 | FOR                         |  |
| Harvard Bioscience, Inc.                       | 416906105 | 06/02/2025     | Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         937144 |                0 | FOR          |                                   937144 | FOR                         |  |
| Hayward Holdings, Inc.                         | 421298100 | 05/22/2025     | To approve, on an advisory basis, of the compensation for the named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         520978 |                0 | FOR          |                                   520978 | FOR                         |  |
| HealthStream, Inc.                             | 42222N103 | 05/29/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as described in the Company's proxy statement.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         222727 |                0 | FOR          |                                   222727 | FOR                         |  |
| Healthcare Services Group, Inc.                | 421906108 | 05/27/2025     | To consider an advisory vote on a non-binding resolution to approve the compensation of our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         518250 |                0 | FOR          |                                   518250 | FOR                         |  |
| Heritage Financial Corporation                 | 42722X106 | 05/05/2025     | Advisory (non-binding) approval of the compensation paid to named executive officers.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         275000 |                0 | FOR          |                                   275000 | FOR                         |  |
| Hexcel Corporation                             | 428291108 | 05/08/2025     | Advisory non-binding vote to approve 2024 executive compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         167723 |                0 | FOR          |                                   167723 | FOR                         |  |
| Hudson Global, Inc.                            | 443787205 | 07/31/2024     | To approve, by advisory vote, the compensation of our named executive officers as disclosed in the proxy statement.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         287626 |                0 | FOR          |                                   287626 | FOR                         |  |
| InfuSystem Holdings, Inc.                      | 45685K102 | 05/15/2025     | Approval, on advisory basis, of the Company's Executive Compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         500000 |                0 | FOR          |                                   500000 | FOR                         |  |
| Ingredion Incorporated                         | 457187102 | 05/21/2025     | To approve, by advisory vote, the compensation of the Company's named executive officers.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          93998 |                0 | FOR          |                                    93998 | FOR                         |  |
| Integer Holdings Corporation                   | 45826H109 | 05/21/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | FOR          |                                    40000 | FOR                         |  |
| Interactive Brokers Group, Inc.                | 45841N107 | 04/17/2025     | To approve, by non-binding vote, executive compensation.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8168 |                0 | AGAINST      |                                     8168 | AGAINST                     |  |
| International Paper Company                    | 460146103 | 05/12/2025     | A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          97110 |                0 | FOR          |                                    97110 | FOR                         |  |
| J.B. Hunt Transport Services, Inc.             | 445658107 | 04/24/2025     | To Consider And Approve An Advisory Resolution Regarding The Company S Compensation Of Its Named Executive Officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         106837 |                0 | FOR          |                                   106837 | FOR                         |  |
| Johnson  Johnson                               | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          17341 |                0 | FOR          |                                    17341 | FOR                         |  |
| Kennametal Inc.                                | 489170100 | 10/29/2024     | Non-Binding (Advisory) Vote to Approve the Compensation Paid to the Company's Named Executive Officers.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         321581 |                0 | FOR          |                                   321581 | FOR                         |  |
| Kimberly-Clark Corporation                     | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         131292 |                0 | FOR          |                                   131292 | FOR                         |  |
| Kirby Corporation                              | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          50580 |                0 | FOR          |                                    50580 | FOR                         |  |
| Knife River Corporation                        | 498894104 | 05/22/2025     | Advisory vote to approve the compensation paid to the Company's named executive officers.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 | FOR          |                                    45000 | 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 |         348461 |                0 | FOR          |                                   348461 | FOR                         |  |
| LKQ Corporation                                | 501889208 | 05/07/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         176171 |                0 | FOR          |                                   176171 | FOR                         |  |
| Lakeland Financial Corporation                 | 511656100 | 04/08/2025     | Approval, by non-binding vote, of the Company's compensation of certain executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          25158 |                0 | FOR          |                                    25158 | 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 |          77151 |                0 | FOR          |                                    77151 | FOR                         |  |
| Leidos Holdings, Inc.                          | 525327102 | 05/02/2025     | Approve, by an advisory vote, executive compensation.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          86944 |                0 | FOR          |                                    86944 | FOR                         |  |
| Lincoln Educational Services Corporation       | 533535100 | 05/08/2025     | Approval, on a non-binding, advisory basis, of the compensation of named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        1300000 |                0 | FOR          |                                  1300000 | FOR                         |  |
| Lincoln Electric Holdings, Inc.                | 533900106 | 04/24/2025     | To approve, on an advisory basis, the compensation of our named executive officers (NEOs).                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          24417 |                0 | FOR          |                                    24417 | FOR                         |  |
| Lindsay Corporation                            | 535555106 | 01/08/2025     | Non-binding vote on resolution to approve the compensation of the Company's named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          53438 |                0 | FOR          |                                    53438 | FOR                         |  |
| Littelfuse, Inc.                               | 537008104 | 04/24/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           6418 |                0 | FOR          |                                     6418 | FOR                         |  |
| Lyft, Inc.                                     | 55087P104 | 06/05/2025     | The approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         101300 |                0 | FOR          |                                   101300 | FOR                         |  |
| MGIC Investment Corporation                    | 552848103 | 04/24/2025     | Advisory Vote to Approve our Executive Compensation.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         713994 |                0 | FOR          |                                   713994 | 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 |         300000 |                0 | FOR          |                                   300000 | 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 |         300000 |                0 | 1 YEAR       |                                   300000 | FOR                         |  |
| Mama's Creations, Inc.                         | 56146T103 | 07/03/2024     | To hold an advisory vote to approve executive compensation.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         950000 |                0 | FOR          |                                   950000 | FOR                         |  |
| Mama's Creations, Inc.                         | 56146T103 | 07/03/2024     | To hold an advisory vote on the frequency of future advisory votes to approve executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         950000 |                0 | 1 YEAR       |                                   950000 | FOR                         |  |
| Marten Transport, Ltd.                         | 573075108 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         300000 |                0 | FOR          |                                   300000 | FOR                         |  |
| Matador Resources Company                      | 576485205 | 06/12/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         133838 |                0 | FOR          |                                   133838 | FOR                         |  |
| Materion Corporation                           | 576690101 | 05/07/2025     | To approve, by non-binding vote, named executive officer compensation.                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          91071 |                0 | FOR          |                                    91071 | 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 |          16318 |                0 | AGAINST      |                                    16318 | AGAINST                     |  |
| MidWestOne Financial Group, Inc.               | 598511103 | 04/22/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers of the Company.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         104616 |                0 | FOR          |                                   104616 | FOR                         |  |
| Mohawk Industries, Inc.                        | 608190104 | 05/22/2025     | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         231037 |                0 | FOR          |                                   231037 | FOR                         |  |
| NOV Inc.                                       | 62955J103 | 05/20/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1662944 |                0 | FOR          |                                  1662944 | FOR                         |  |
| National Fuel Gas Company                      | 636180101 | 03/13/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         136734 |                0 | AGAINST      |                                   136734 | AGAINST                     |  |
| National Storage Affiliates Trust              | 637870106 | 05/12/2025     | Shareholder advisory vote (non-binding) on the executive compensation of the Company's Named Executive Officers as more fully described in the Proxy Statement.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         425800 |                0 | FOR          |                                   425800 | FOR                         |  |
| New Jersey Resources Corporation               | 646025106 | 01/21/2025     | To approve a non-binding advisory resolution approving the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          66994 |                0 | FOR          |                                    66994 | FOR                         |  |
| NorthWestern Energy Group, Inc.                | 668074305 | 04/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          56302 |                0 | FOR          |                                    56302 | FOR                         |  |
| Northern Trust Corporation                     | 665859104 | 04/22/2025     | Approval, by an advisory vote, of the 2024 compensation of the Corporation's named executive officers.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         142945 |                0 | FOR          |                                   142945 | FOR                         |  |
| Northwest Pipe Company                         | 667746101 | 06/12/2025     | Approve, on an advisory basis, Named Executive Officer compensation                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         317200 |                0 | FOR          |                                   317200 | FOR                         |  |
| ON Semiconductor Corporation                   | 682189105 | 05/15/2025     | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         224482 |                0 | AGAINST      |                                   224482 | AGAINST                     |  |
| ONE Gas, Inc.                                  | 68235P108 | 05/22/2025     | Advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          53515 |                0 | FOR          |                                    53515 | FOR                         |  |
| Old Republic International Corporation         | 680223104 | 05/22/2025     | To provide an advisory approval on executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         355412 |                0 | FOR          |                                   355412 | FOR                         |  |
| Oracle Corporation                             | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          11457 |                0 | AGAINST      |                                    11368 | AGAINST                     |  |
| Oracle Corporation                             | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          11457 |                0 | FOR          |                                       89 | FOR                         |  |
| Orion S.A.                                     | L72967109 | 06/26/2025     | Approval, on a non-binding advisory basis, of the compensation paid to the Company's named executive officers for 2024 (Say-on-Pay vote) as disclosed in the accompanying proxy statement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         450000 |                0 | FOR          |                                   450000 | FOR                         |  |
| PBF Energy Inc.                                | 69318G106 | 04/29/2025     | An advisory vote on the 2024 compensation of the named executive officers.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          53609 |                0 | AGAINST      |                                    53609 | AGAINST                     |  |
| PBF Energy Inc.                                | 69318G106 | 04/29/2025     | An advisory vote on the frequency of the advisory vote on executive compensation.                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          53609 |                0 | 1 YEAR       |                                    53609 | FOR                         |  |
| PPG Industries, Inc.                           | 693506107 | 04/17/2025     | Approve the compensation of the Company's named executive officers on an advisory basis.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         102380 |                0 | FOR          |                                   102380 | FOR                         |  |
| Packaging Corporation of America               | 695156109 | 05/07/2025     | Proposal to approve our executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          28430 |                0 | FOR          |                                    28430 | FOR                         |  |
| Park Aerospace Corp.                           | 70014A104 | 07/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         892667 |                0 | FOR          |                                   892667 | FOR                         |  |
| Patterson Companies, Inc.                      | 703395103 | 09/16/2024     | Advisory approval of executive compensation.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         494000 |                0 | FOR          |                                   494000 | FOR                         |  |
| Perma-Fix Environmental Services, Inc.         | 714157203 | 07/18/2024     | Approve, By Non-Binding Vote, The 2023 Compensation Of The Named Executive Officers                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         498434 |                0 | FOR          |                                   498434 | FOR                         |  |
| Perrigo Company plc                            | G97822103 | 05/01/2025     | To provide advisory approval of the Company s executive compensation.'                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         608346 |                0 | FOR          |                                   608346 | FOR                         |  |
| Photronics, Inc.                               | 719405102 | 04/02/2025     | To approve by non-binding advisory vote, the compensation of our named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         306900 |                0 | FOR          |                                   306900 | FOR                         |  |
| Plymouth Industrial Reit, Inc.                 | 729640102 | 06/12/2025     | Advisory vote regarding the approval of compensation paid to our executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         531750 |                0 | FOR          |                                   531750 | FOR                         |  |
| Plymouth Industrial Reit, Inc.                 | 729640102 | 06/12/2025     | Advisory vote on the frequency of future advisory votes on executive compensation.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         531750 |                0 | 1 YEAR       |                                   531750 | FOR                         |  |
| Potbelly Corporation                           | 73754Y100 | 05/15/2025     | A non-binding, advisory vote on a resolution approving the 2024 compensation of the Company's named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         725000 |                0 | FOR          |                                   725000 | FOR                         |  |
| PotlatchDeltic Corporation                     | 737630103 | 05/05/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         422525 |                0 | FOR          |                                   422525 | FOR                         |  |
| Primo Water Corporation                        | 74167P108 | 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 |         650000 |                0 | FOR          |                                   650000 | 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 |         100000 |                0 | FOR          |                                   100000 | FOR                         |  |
| Public Storage                                 | 74460D109 | 05/07/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          87364 |                0 | FOR          |                                    87364 | FOR                         |  |
| Pure Cycle Corporation                         | 746228303 | 01/15/2025     | To provide an advisory vote to approve the compensation of the named executive officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         627264 |                0 | FOR          |                                   627264 | FOR                         |  |
| Qorvo, Inc.                                    | 74736K101 | 08/13/2024     | To approve, on an advisory basis, the compensation of our Named Executive Officers (as disclosed in the proxy statement).                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         146262 |                0 | FOR          |                                   146262 | FOR                         |  |
| Quaker Chemical Corporation                    | 747316107 | 05/07/2025     | To hold an advisory vote to approve named executive officer compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          57311 |                0 | FOR          |                                    57311 | FOR                         |  |
| Quest Diagnostics Incorporated                 | 74834L100 | 05/15/2025     | An advisory resolution to approve the executive officer compensation disclosed in the Company's 2025 proxy statement                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         103221 |                0 | FOR          |                                   103221 | FOR                         |  |
| Radian Group Inc.                              | 750236101 | 05/21/2025     | Advisory, non-binding vote to approve named executive officer compensation                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         350000 |                0 | FOR          |                                   350000 | FOR                         |  |
| Raymond James Financial, Inc.                  | 754730109 | 02/20/2025     | Advisory Vote To Approve Executive Compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          36991 |                0 | FOR          |                                    36991 | FOR                         |  |
| Robert Half Inc.                               | 770323103 | 05/14/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         245071 |                0 | FOR          |                                   245071 | FOR                         |  |
| Science Applications International Corporation | 808625107 | 06/04/2025     | The approval of a non-binding, advisory vote on executive compensation.                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | AGAINST      |                                    40000 | AGAINST                     |  |
| Seacoast Banking Corporation of Florida        | 811707801 | 05/19/2025     | Advisory (Non-binding) Vote on Compensation of Named Executive Officers                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         857713 |                0 | FOR          |                                   857713 | FOR                         |  |
| Seacoast Banking Corporation of Florida        | 811707801 | 05/19/2025     | Advisory (Non-binding) Vote on Frequency of Vote on Compensation of Named Executive Officers                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         857713 |                0 | 1 YEAR       |                                   857713 | FOR                         |  |
| Sealed Air Corporation                         | 81211K100 | 05/29/2025     | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         347922 |                0 | TAKENOACTION |                                   347922 | AGAINST                     |  |
| Semtech Corporation                            | 816850101 | 06/05/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         128577 |                0 | FOR          |                                   128577 | FOR                         |  |
| Sensata Technologies Holding plc               | G8060N102 | 06/10/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          90275 |                0 | FOR          |                                    90275 | FOR                         |  |
| Sensient Technologies Corporation              | 81725T100 | 04/24/2025     | Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement.          | SECTION 14A SAY-ON-PAY VOTES |          75821 |                0 | FOR          |                                    75821 | FOR                         |  |
| Simpson Manufacturing Co., Inc.                | 829073105 | 05/06/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           4409 |                0 | FOR          |                                     4409 | FOR                         |  |
| Southwest Airlines Co.                         | 844741108 | 05/14/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         113000 |                0 | FOR          |                                   113000 | FOR                         |  |
| Starbucks Corporation                          | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          26518 |                0 | AGAINST      |                                    25618 | AGAINST                     |  |
| Starbucks Corporation                          | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          26518 |                0 | FOR          |                                      900 | FOR                         |  |
| Stericycle, Inc.                               | 858912108 | 08/14/2024     | To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.                                                             | SECTION 14A SAY-ON-PAY VOTES |         411043 |                0 | FOR          |                                   411043 | FOR                         |  |
| Stewart Information Services Corporation       | 860372101 | 05/07/2025     | Approval of the compensation of Stewart Information Services Corporation's named executive officers (Say-on-Pay).                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         125000 |                0 | FOR          |                                   125000 | FOR                         |  |
| Stifel Financial Corp.                         | 860630102 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers (say on pay).                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         102858 |                0 | FOR          |                                   102858 | FOR                         |  |
| SunOpta Inc.                                   | 8676EP108 | 05/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | FOR          |                                   700000 | FOR                         |  |
| TE Connectivity plc                            | G87052109 | 03/12/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          30612 |                0 | FOR          |                                    30612 | FOR                         |  |
| Teledyne Technologies Incorporated             | 879360105 | 04/23/2025     | Approval of a non-binding advisory resolution on the Company's 2024 executive compensation ("say on pay")                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          56612 |                0 | FOR          |                                    56612 | FOR                         |  |
| Teleflex Incorporated                          | 879369106 | 05/09/2025     | Approval, on an advisory basis, of named executive officer compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          50000 |                0 | FOR          |                                    50000 | FOR                         |  |
| Texas Capital Bancshares, Inc.                 | 88224Q107 | 04/15/2025     | To approve, on an advisory basis, the 2024 compensation of the Company s named executive officers as described in the Proxy Statement;                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         551523 |                0 | FOR          |                                   551523 | FOR                         |  |
| Texas Instruments Incorporated                 | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          12765 |                0 | FOR          |                                    12765 | FOR                         |  |
| The Hanover Insurance Group, Inc.              | 410867105 | 05/13/2025     | The advisory approval of the Company's executive compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          61556 |                0 | FOR          |                                    61556 | FOR                         |  |
| The Hershey Company                            | 427866108 | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          56774 |                0 | FOR          |                                    56774 | FOR                         |  |
| The Marcus Corporation                         | 566330106 | 05/07/2025     | To approve, by advisory vote, the compensation of our named executive officers.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         150000 |                0 | FOR          |                                   150000 | FOR                         |  |
| The Middleby Corporation                       | 596278101 | 05/14/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          62051 |                0 | FOR          |                                    62051 | FOR                         |  |
| The PNC Financial Services Group, Inc.         | 693475105 | 04/23/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          24443 |                0 | FOR          |                                    24443 | FOR                         |  |
| Thermon Group Holdings, Inc.                   | 88362T103 | 07/31/2024     | To approve, on a non-binding advisory basis, the compensation of the Company's executive officers as described in the Proxy Statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         241811 |                0 | FOR          |                                   241811 | FOR                         |  |
| Thermon Group Holdings, Inc.                   | 88362T103 | 07/31/2024     | To recommend, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of our Named Executive Officers.                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         241811 |                0 | 1 YEAR       |                                   241811 | FOR                         |  |
| Thor Industries, Inc.                          | 885160101 | 12/20/2024     | Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          95315 |                0 | FOR          |                                    95315 | FOR                         |  |
| TriCo Bancshares                               | 896095106 | 05/22/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         250000 |                0 | FOR          |                                   250000 | FOR                         |  |
| Twin Disc, Incorporated                        | 901476101 | 10/31/2024     | Advisory Vote to Approve the Compensation of the Corporation's Named Executive Officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         189464 |                0 | FOR          |                                   189464 | FOR                         |  |
| UGI Corporation                                | 902681105 | 01/31/2025     | An advisory vote to approve the Fiscal 2024 compensation of the Company's named executive officers ("say-on-pay vote").                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         442500 |                0 | FOR          |                                   442500 | FOR                         |  |
| Vail Resorts, Inc.                             | 91879Q109 | 12/05/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          66400 |                0 | FOR          |                                    66400 | FOR                         |  |
| Valero Energy Corporation                      | 91913Y100 | 05/06/2025     | Advisory vote to approve the 2024 compensation of named executive officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          26671 |                0 | FOR          |                                    26671 | FOR                         |  |
| Viper Energy, Inc.                             | 927959106 | 05/20/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         250000 |                0 | FOR          |                                   250000 | FOR                         |  |
| W. R. Berkley Corporation                      | 084423102 | 06/11/2025     | Non-binding advisory vote on a resolution approving the compensation of the Company's named executive officers pursuant to the compensation disclosure rules of the Securities and Exchange Commission, or "say-on-pay" vote.                                                          | SECTION 14A SAY-ON-PAY VOTES |         100754 |                0 | FOR          |                                   100754 | FOR                         |  |
| WEC Energy Group, Inc.                         | 92939U106 | 05/08/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          85508 |                0 | FOR          |                                    85508 | FOR                         |  |
| Watsco, Inc.                                   | 942622200 | 06/02/2025     | Approval of the advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          18328 |                0 | AGAINST      |                                    18272 | AGAINST                     |  |
| Watsco, Inc.                                   | 942622200 | 06/02/2025     | Approval of the advisory resolution regarding the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          18328 |                0 | FOR          |                                       56 | 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 |          33888 |                0 | FOR          |                                    33888 | FOR                         |  |
| i3 Verticals, Inc.                             | 46571Y107 | 02/25/2025     | To Consider And Act Upon A Non-Binding, Advisory Vote To Approve The Compensation Of The Company's Named Executive Officers As Disclosed In The Proxy Statement.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         774850 |                0 | FOR          |                                   774850 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** HEARTLAND ADVISORS INC

**By (Signature):** William R. Nasgovitz

**By (Printed Signature):** William R. Nasgovitz

**By (Title):** CEO

**Date:** 08/07/2025