# EDGAR Filing Document

**Accession Number:** 0001728201
**File Stem:** 0001728201-25-000004
**Filing Date:** 2025-7
**Character Count:** 16762
**Document Hash:** 6e9a8949057949b5c086d9840798a532
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728201-25-000004.hdr.sgml**: 20250724

**ACCESSION NUMBER**: 0001728201-25-000004

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250724

**EFFECTIVENESS DATE**: 20250724

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aequim Alternative Investments LP
- **CENTRAL INDEX KEY:** 0001728201

**ORGANIZATION NAME:**
- **EIN:** 823981938
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19295
- **FILM NUMBER:** 251145235

**BUSINESS ADDRESS:**
- **STREET 1:** 2 BELVEDERE PLACE, SUITE 250
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941
- **BUSINESS PHONE:** 415-477-9077

**MAIL ADDRESS:**
- **STREET 1:** 2 BELVEDERE PLACE, SUITE 250
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941

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

## N-PX: Filer Information

**Filer CIK:** 0001728201

**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:** Aequim Alternative Investments LP

**Address:** Aequim Alternative Investments LP, MILL VALLEY, CA 94941

**Telephone number:** 415-477-9077

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-19295

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Equitrans Midstream Corporation   | 294600200 | 07/18/2024     | Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger; and                                                                              | SECTION 14A SAY-ON-PAY VOTES |          56250 |                0 | FOR         |                                    56250 | FOR                         |  |
| Jazz Pharmaceuticals plc          | G50871105 | 07/25/2024     | To approve, on a non-binding advisory basis, the compensation of Jazz Pharmaceuticals plc's named executive officers, as disclosed in the proxy statement.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2876 |                0 | FOR         |                                     2876 | FOR                         |  |
| Jazz Pharmaceuticals plc          | G50871105 | 07/25/2024     | To indicate, on a non-binding advisory basis, the preferred frequency of the advisory vote on the compensation of Jazz Pharmaceuticals plc's named executive officers.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2876 |                0 | ONE YEAR    |                                     2876 | FOR                         |  |
| Pyxus International, Inc.         | 74737V205 | 08/15/2024     | Adoption of resolution approving, on an advisory basis, the compensation paid to the Company's named executive officers.                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         187534 |                0 | FOR         |                                   187534 | FOR                         |  |
| Capri Holdings Limited            | G1890L107 | 09/04/2024     | To approve, on a non-binding advisory basis, executive compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           8827 |                0 | FOR         |                                     8827 | FOR                         |  |
| Western Digital Corporation       | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         185872 |                0 | FOR         |                                   185872 | FOR                         |  |
| Wolfspeed, Inc.                   | 977852102 | 12/05/2024     | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         149369 |                0 | FOR         |                                   149369 | FOR                         |  |
| Discover Financial Services       | 254709108 | 02/18/2025     | Approval of, on an advisory (non-binding) basis, the merger related compensation payments that will or may be paid to named executive officers of Discover in connection with the transactions contemplated by the merger agreement.                           | SECTION 14A SAY-ON-PAY VOTES |          62386 |                0 | FOR         |                                    62386 | FOR                         |  |
| Adient plc                        | G0084W101 | 03/11/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           6501 |                0 | FOR         |                                     6501 | FOR                         |  |
| Intra-Cellular Therapies, Inc.    | 46116X101 | 03/27/2025     | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ITI's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |           1528 |                0 | AGAINST     |                                     1528 | AGAINST                     |  |
| The Goodyear Tire  Rubber Company | 382550101 | 04/14/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          23045 |                0 | FOR         |                                    23045 | FOR                         |  |
| Parsons Corporation               | 70202L102 | 04/15/2025     | To approve, by non-binding advisory vote, the compensation program for the Company's named executive officers, as disclosed in the Compensation Discussion and Analysis section of the proxy statement.                                                        | SECTION 14A SAY-ON-PAY VOTES |             11 |                0 | FOR         |                                       11 | FOR                         |  |
| Carnival Corporation              | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         782560 |                0 | FOR         |                                   782560 | FOR                         |  |
| Fluor Corporation                 | 343412102 | 04/30/2025     | An advisory vote to approve the company's executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         231962 |                0 | FOR         |                                   231962 | FOR                         |  |
| ALLETE, Inc.                      | 018522300 | 05/13/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          33676 |                0 | FOR         |                                    33676 | FOR                         |  |
| O-I Glass, Inc.                   | 67098H104 | 05/14/2025     | To approve, by advisory vote, the Company's named executive officer compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | AGAINST     |                                    20000 | AGAINST                     |  |
| Cinemark Holdings, Inc.           | 17243V102 | 05/15/2025     | Advisory vote to approve compensation of named executive officers.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         776849 |                0 | FOR         |                                   776849 | FOR                         |  |
| Cleveland-Cliffs Inc.             | 185899101 | 05/15/2025     | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          58400 |                0 | FOR         |                                    58400 | FOR                         |  |
| NextEra Energy, Inc.              | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           3336 |                0 | FOR         |                                     3336 | FOR                         |  |
| Sirius XM Holdings Inc.           | 829933100 | 05/28/2025     | Advisory vote on frequency of future advisory votes on the compensation of named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         293124 |                0 | ONE YEAR    |                                   293124 | FOR                         |  |
| Workiva Inc.                      | 98139A105 | 05/29/2025     | Approval, on an advisory basis, of the compensation of Workiva's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9897 |                0 | FOR         |                                     9897 | FOR                         |  |
| Workiva Inc.                      | 98139A105 | 05/29/2025     | Indication, on an advisory basis, of the preferred frequency of stockholder advisory votes on the compensation of Workiva's named executive officers.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |           9897 |                0 | ONE YEAR    |                                     9897 | FOR                         |  |
| Cloudflare, Inc.                  | 18915M107 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           3993 |                0 | FOR         |                                     3993 | FOR                         |  |
| NCR Voyix Corporation             | 62886E207 | 06/06/2025     | To approve, on a non-binding and advisory basis, the compensation of the named executive officers as more particularly described in the proxy materials                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          21741 |                0 | FOR         |                                    21741 | FOR                         |  |
| Repay Holdings Corporation        | 76029L100 | 06/12/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers;                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         288804 |                0 | FOR         |                                   288804 | FOR                         |  |
| Etsy, Inc.                        | 29786A106 | 06/17/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          21055 |                0 | FOR         |                                    21055 | FOR                         |  |
| Coinbase Global, Inc.             | 19260Q107 | 06/18/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          43477 |                0 | AGAINST     |                                    43477 | AGAINST                     |  |
| PagerDuty, Inc.                   | 69553P100 | 06/26/2025     | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          23404 |                0 | FOR         |                                    23404 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Aequim Alternative Investments LP

**By (Signature):** David Goldstein

**By (Printed Signature):** David Goldstein

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

**Date:** 07/21/2025