# EDGAR Filing Document

**Accession Number:** 0001591744
**File Stem:** 0000902664-25-003939
**Filing Date:** 2025-9
**Character Count:** 47273
**Document Hash:** b5fc49b33f77b3d77001e63dbd4e0b61
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-003939.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0000902664-25-003939

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shellback Capital, LP
- **CENTRAL INDEX KEY:** 0001591744

**ORGANIZATION NAME:**
- **EIN:** 901003024
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16778
- **FILM NUMBER:** 251285576

**BUSINESS ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-204-5500

**MAIL ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

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

## N-PX: Filer Information

**Filer CIK:** 0001591744

**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:** Shellback Capital, LP

**Address:** 260 FRANKLIN STREET, BOSTON, MA 02110

**Telephone number:** 617-204-5533

**Name of agent for service:** Cogency Global Inc.

**Agent Address:** 122 E. 42nd Street, 18th Floor, New York, NY 10168

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

**SEC File Number:** 028-16778

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                               | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 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 |         100000 |                0 | For         |                                   100000 | FOR                         |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          55000 |                0 | For         |                                    55000 | FOR                         |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          65000 |                0 | For         |                                    65000 | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          80000 |                0 | For         |                                    80000 | FOR                         |  |
| APTIV PLC                                | G3265R107 | 04/23/2025     | Say-on-Pay - To approve, by advisory vote, executive compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         150000 |                0 | For         |                                   150000 | FOR                         |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | For         |                                     1500 | FOR                         |  |
| AVIS BUDGET GROUP, INC.                  | 053774105 | 05/14/2025     | Advisory approval of the compensation of our named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          50000 |                0 | For         |                                    50000 | FOR                         |  |
| BATH  BODY WORKS, INC.                   | 070830104 | 06/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         382000 |                0 | For         |                                   382000 | FOR                         |  |
| BLOCK, INC.                              | 852234103 | 06/17/2025     | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         200000 |                0 | For         |                                   200000 | FOR                         |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | For         |                                     1000 | FOR                         |  |
| BURLINGTON STORES, INC.                  | 122017106 | 05/20/2025     | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         104999 |                0 | For         |                                   104999 | FOR                         |  |
| CAESARS ENTERTAINMENT, INC.              | 12769G100 | 06/10/2025     | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         100000 |                0 | For         |                                   100000 | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION        | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          74750 |                0 | For         |                                    74750 | FOR                         |  |
| CARNIVAL CORPORATION                     | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation (in accordance with legal requirements applicable to U.S. companies).                                                                  | SECTION 14A SAY-ON-PAY VOTES |         586307 |                0 | For         |                                   586307 | FOR                         |  |
| CHURCHILL DOWNS INCORPORATED             | 171484108 | 04/22/2025     | To approve, on a non-binding advisory basis, the Company's executive compensation as disclosed in the proxy statement.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          74923 |                0 | For         |                                    74923 | FOR                         |  |
| COMMSCOPE HOLDING COMPANY, INC.          | 20337X109 | 05/08/2025     | Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1177500 |                0 | For         |                                  1177500 | 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 |         124472 |                0 | For         |                                   124472 | FOR                         |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled "Compensation Discussion and Analysis".             | SECTION 14A SAY-ON-PAY VOTES |          14207 |                0 | For         |                                    14207 | FOR                         |  |
| DELL TECHNOLOGIES INC.                   | 24703L202 | 06/26/2025     | Approval, on a non-binding, advisory basis, of the compensation of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement                                                       | SECTION 14A SAY-ON-PAY VOTES |         108374 |                0 | For         |                                   108374 | FOR                         |  |
| DELTA AIR LINES, INC.                    | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         125000 |                0 | For         |                                   125000 | FOR                         |  |
| DICK'S SPORTING GOODS, INC.              | 253393102 | 06/11/2025     | Non-binding advisory vote to approve compensation of named executive officers, as disclosed in the Company's 2025 proxy statement.                                                                             | SECTION 14A SAY-ON-PAY VOTES |          85000 |                0 | For         |                                    85000 | FOR                         |  |
| DOORDASH, INC.                           | 25809K105 | 06/24/2025     | The approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          90000 |                0 | For         |                                    90000 | FOR                         |  |
| DRAFTKINGS INC.                          | 26142V105 | 05/19/2025     | To conduct a non-binding advisory vote on executive compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         625000 |                0 | For         |                                   625000 | FOR                         |  |
| E.L.F. BEAUTY, INC.                      | 26856L103 | 08/22/2024     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            617 |                0 | For         |                                      617 | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         110000 |                0 | For         |                                   110000 | FOR                         |  |
| ELEMENT SOLUTIONS INC                    | 28618M106 | 06/03/2025     | Advisory vote to approve the Company's 2024 executive compensation                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         176578 |                0 | For         |                                   176578 | FOR                         |  |
| EMCOR GROUP, INC.                        | 29084Q100 | 06/05/2025     | Approval, by non-binding advisory vote, of named executive officer compensation.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          30593 |                0 | For         |                                    30593 | FOR                         |  |
| ENERSYS                                  | 29275Y102 | 08/01/2024     | An advisory vote to approve the compensation of EnerSys' named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         125356 |                0 | For         |                                   125356 | FOR                         |  |
| FABRINET                                 | G3323L100 | 12/12/2024     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet's named executive officers.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          16409 |                0 | For         |                                    16409 | FOR                         |  |
| FEDEX CORPORATION                        | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | For         |                                      400 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC                | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          25000 |                0 | For         |                                    25000 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC                | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                                | SECTION 14A SAY-ON-PAY VOTES |          25000 |                0 | 1 Year      |                                    25000 | 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 |         908681 |                0 | For         |                                   908681 | 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 |         908681 |                0 | 1 Year      |                                   908681 | FOR                         |  |
| GROUP 1 AUTOMOTIVE, INC.                 | 398905109 | 05/13/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          83125 |                0 | For         |                                    83125 | FOR                         |  |
| HILTON WORLDWIDE HOLDINGS INC.           | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the Company's named executive officers.                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          70000 |                0 | For         |                                    70000 | FOR                         |  |
| HUBBELL INCORPORATED                     | 443510607 | 05/06/2025     | To approve, by advisory vote, the compensation of our Named Executive Officers as presented in the 2025 Proxy Statement.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          61402 |                0 | For         |                                    61402 | FOR                         |  |
| INFINERA CORPORATION                     | 45667G103 | 10/01/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Infinera to its named executive officers in connection with the merger contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |         793978 |                0 | For         |                                   793978 | FOR                         |  |
| INTERFACE, INC.                          | 458665304 | 05/15/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         102090 |                0 | For         |                                   102090 | FOR                         |  |
| ITRON, INC.                              | 465741106 | 05/08/2025     | Proposal to approve the advisory (non-binding) resolution relating to executive compensation.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          21940 |                0 | For         |                                    21940 | 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 |          15000 |                0 | For         |                                    15000 | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          90000 |                0 | For         |                                    90000 | FOR                         |  |
| KB HOME                                  | 48666K109 | 04/17/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          40363 |                0 | For         |                                    40363 | 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 |         225000 |                0 | For         |                                   225000 | FOR                         |  |
| LAZARD INC.                              | 52110M109 | 05/08/2025     | Non-binding advisory vote regarding executive compensation.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          32934 |                0 | For         |                                    32934 | FOR                         |  |
| LIFE TIME GROUP HOLDINGS, INC.           | 53190C102 | 04/25/2025     | To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         700000 |                0 | For         |                                   700000 | FOR                         |  |
| LITHIA MOTORS, INC.                      | 536797103 | 04/24/2025     | To approve, by an advisory vote, named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          13403 |                0 | For         |                                    13403 | 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 |          27292 |                0 | For         |                                    27292 | FOR                         |  |
| LIVE NATION ENTERTAINMENT, INC.          | 538034109 | 06/12/2025     | To hold an advisory vote on the company's executive compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          39927 |                0 | For         |                                    39927 | FOR                         |  |
| LUMENTUM HOLDINGS INC.                   | 55024U109 | 11/20/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         478773 |                0 | For         |                                   478773 | FOR                         |  |
| MALIBU BOATS, INC.                       | 56117J100 | 10/23/2024     | To approve, on a non-binding basis, the compensation of the Company's named executive officers.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          35475 |                0 | For         |                                    35475 | FOR                         |  |
| MAPLEBEAR INC.                           | 565394103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         100000 |                0 | For         |                                   100000 | FOR                         |  |
| MARINEMAX, INC.                          | 567908108 | 02/21/2025     | To approve (on an advisory basis) our executive compensation ("say-on-pay").                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         263733 |                0 | For         |                                   263733 | FOR                         |  |
| MERITAGE HOMES CORPORATION               | 59001A102 | 05/22/2025     | Advisory vote to approve compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          45484 |                0 | For         |                                    45484 | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                              | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | For         |                                    40000 | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.    | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | 3 Years     |                                    40000 | FOR                         |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          25000 |                0 | For         |                                    25000 | FOR                         |  |
| NORFOLK SOUTHERN CORPORATION             | 655844108 | 05/08/2025     | Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2025 Annual Meeting of Shareholders.                                                                | SECTION 14A SAY-ON-PAY VOTES |          15000 |                0 | For         |                                    15000 | FOR                         |  |
| NORWEGIAN CRUISE LINE HOLDINGS LTD.      | G66721104 | 06/12/2025     | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         500000 |                0 | For         |                                   500000 | FOR                         |  |
| NXP SEMICONDUCTORS N.V.                  | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9606 |                0 | For         |                                     9606 | FOR                         |  |
| O'REILLY AUTOMOTIVE, INC.                | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          11264 |                0 | For         |                                    11264 | FOR                         |  |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC.    | 681116109 | 06/12/2025     | To approve a non-binding advisory proposal regarding named executive officer compensation.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         240894 |                0 | For         |                                   240894 | FOR                         |  |
| ONEWATER MARINE INC.                     | 68280L101 | 02/20/2025     | Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          70659 |                0 | For         |                                    70659 | FOR                         |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          20759 |                0 | For         |                                    20759 | FOR                         |  |
| PARKER-HANNIFIN CORPORATION              | 701094104 | 10/23/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          14408 |                0 | For         |                                    14408 | FOR                         |  |
| PENSKE AUTOMOTIVE GROUP, INC.            | 70959W103 | 05/14/2025     | Approval, by non-binding vote, of named executive officer compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          14021 |                0 | For         |                                    14021 | FOR                         |  |
| PERFORMANCE FOOD GROUP COMPANY           | 71377A103 | 11/20/2024     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | For         |                                    40000 | FOR                         |  |
| PLAYA HOTELS  RESORTS N V                | N70544106 | 04/17/2025     | Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer                            | SECTION 14A SAY-ON-PAY VOTES |          63754 |                0 | For         |                                    63754 | 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 |         155362 |                0 | For         |                                   155362 | FOR                         |  |
| PULTEGROUP, INC.                         | 745867101 | 04/30/2025     | Say-on-pay: Advisory vote to approve executive compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          70000 |                0 | For         |                                    70000 | FOR                         |  |
| QUANTA SERVICES, INC.                    | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executive compensation.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          31466 |                0 | For         |                                    31466 | FOR                         |  |
| RALPH LAUREN CORPORATION                 | 751212101 | 08/01/2024     | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement.                  | SECTION 14A SAY-ON-PAY VOTES |         135000 |                0 | For         |                                   135000 | FOR                         |  |
| RED ROCK RESORTS, INC.                   | 75700L108 | 06/05/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          94010 |                0 | For         |                                    94010 | FOR                         |  |
| REDDIT, INC.                             | 75734B100 | 06/09/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | For         |                                    20000 | FOR                         |  |
| REDDIT, INC.                             | 75734B100 | 06/09/2025     | Advisory vote on the frequency of future advisory votes on the compensation of our named executive officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | 1 Year      |                                    20000 | FOR                         |  |
| ROCKWELL AUTOMATION, INC.                | 773903109 | 02/04/2025     | To approve, on an advisory basis, the compensation of the Corporation's named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1220 |                0 | For         |                                     1220 | FOR                         |  |
| ROKU, INC.                               | 77543R102 | 06/11/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          65000 |                0 | For         |                                    65000 | FOR                         |  |
| ROKU, INC.                               | 77543R102 | 06/11/2025     | Advisory vote to approve the frequency of future advisory votes on our named executive officer compensation.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          65000 |                0 | 1 Year      |                                    65000 | FOR                         |  |
| ROYAL CARIBBEAN CRUISES LTD.             | V7780T103 | 05/28/2025     | Advisory approval of the Company's compensation of its named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         130000 |                0 | For         |                                   130000 | FOR                         |  |
| SNOWFLAKE INC.                           | 833445109 | 07/02/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          89220 |                0 | For         |                                    89220 | FOR                         |  |
| SPORTRADAR GROUP AG                      | H8088L103 | 05/15/2025     | Consultative vote on the Compensation Report                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         141929 |                0 | Against     |                                   141929 | 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 |          50001 |                0 | For         |                                    50001 | FOR                         |  |
| TAPESTRY, INC.                           | 876030107 | 11/14/2024     | Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         939900 |                0 | For         |                                   939900 | FOR                         |  |
| THE AES CORPORATION                      | 00130H105 | 05/09/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1099427 |                0 | For         |                                  1099427 | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | For         |                                    40000 | FOR                         |  |
| THE GOLDMAN SACHS GROUP, INC.            | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           4034 |                0 | For         |                                     4034 | FOR                         |  |
| THE TJX COMPANIES, INC.                  | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          39419 |                0 | For         |                                    39419 | FOR                         |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | The approval, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          95000 |                0 | For         |                                    95000 | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         100000 |                0 | For         |                                   100000 | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          35322 |                0 | For         |                                    35322 | FOR                         |  |
| TOLL BROTHERS, INC.                      | 889478103 | 03/11/2025     | The approval, in an advisory and non-binding vote, of the compensation of the Company's named executive officers.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         354358 |                0 | For         |                                   354358 | FOR                         |  |
| ULTA BEAUTY, INC.                        | 90384S303 | 06/11/2025     | Advisory resolution to approve the Company's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          57150 |                0 | For         |                                    57150 | FOR                         |  |
| UNITED AIRLINES HOLDINGS, INC.           | 910047109 | 05/21/2025     | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | For         |                                    20000 | FOR                         |  |
| UNITED RENTALS, INC.                     | 911363109 | 05/08/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          18539 |                0 | For         |                                    18539 | FOR                         |  |
| URBAN OUTFITTERS, INC.                   | 917047102 | 06/04/2025     | Advisory vote to approve executive compensation.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          55000 |                0 | For         |                                    55000 | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         105000 |                0 | For         |                                   105000 | FOR                         |  |
| WESCO INTERNATIONAL, INC.                | 95082P105 | 05/22/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          47435 |                0 | For         |                                    47435 | FOR                         |  |
| WINNEBAGO INDUSTRIES, INC.               | 974637100 | 12/17/2024     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          76139 |                0 | For         |                                    76139 | FOR                         |  |
| WOLVERINE WORLD WIDE, INC.               | 978097103 | 05/01/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          74223 |                0 | For         |                                    74223 | FOR                         |  |
| WYNN RESORTS, LIMITED                    | 983134107 | 04/30/2025     | 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 |          20265 |                0 | For         |                                    20265 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Shellback Capital, LP

**By (Signature):** /s/ Bradford Ali

**By (Printed Signature):** /s/ Bradford Ali

**By (Title):** Chief Operating Officer  General Counsel

**Date:** 09/02/2025