# EDGAR Filing Document

**Accession Number:** 0000877338
**File Stem:** 0000877338-25-000006
**Filing Date:** 2025-8
**Character Count:** 39799
**Document Hash:** 3c09a9e6536bb7c80d91980c7d34d36f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000877338-25-000006.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0000877338-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WS MANAGEMENT LLLP
- **CENTRAL INDEX KEY:** 0000877338

**ORGANIZATION NAME:**
- **EIN:** 592844344
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-02927
- **FILM NUMBER:** 251217417

**BUSINESS ADDRESS:**
- **STREET 1:** 4306 PABLO OAKS COURT
- **CITY:** JACKSONVILLE
- **STATE:** FL
- **ZIP:** 32224
- **BUSINESS PHONE:** 9043559989

**MAIL ADDRESS:**
- **STREET 1:** 4306 PABLO OAKS COURT
- **CITY:** JACKSONVILLE
- **STATE:** FL
- **ZIP:** 32224

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WS MANAGEMENT LLP
- **DATE OF NAME CHANGE:** 20021105

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WATER STREET CAPITAL INC
- **DATE OF NAME CHANGE:** 19990407

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

## N-PX: Filer Information

**Filer CIK:** 0000877338

**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:** WS Management LLLP

**Address:** 4306 Pablo Oaks Court, Jacksonville, FL 32224

**Telephone number:** 904 355 5959

**Name of agent for service:** John Rogers

**Agent Address:** 4306 Pablo Oaks Court, Jacksonville, FL 32224

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

**SEC File Number:** 028-02927

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          54529 |                0 | FOR         | 54529                                    | FOR                         |  |
| BEIERSDORF AG                            | D08792109 | 04/17/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1599 |                0 | FOR         | 1599                                     | 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 |              0 |                0 |  |  |  |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay).                                                                | SECTION 14A SAY-ON-PAY VOTES |          19248 |                0 | FOR         | 19248                                    | FOR                         |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency).                | SECTION 14A SAY-ON-PAY VOTES |          19248 |                0 | 1 YEAR      | 19248                                    | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18746 |                0 | FOR         | 18746                                    | FOR                         |  |
| CROCS, INC.                              | 227046109 | 06/10/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          11283 |                0 | FOR         | 11283                                    | FOR                         |  |
| DEXCOM, INC.                             | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| FIRSTENERGY CORP.                        | 337932107 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          54117 |                0 | FOR         | 54117                                    | FOR                         |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18975 |                0 | FOR         | 18975                                    | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          21608 |                0 | FOR         | 21608                                    | FOR                         |  |
| INFINEON TECHNOLOGIES AG                 | D35415104 | 02/20/2025     | APPROVAL OF THE REMUNERATION REPORT                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          92166 |                0 | FOR         | 92166                                    | 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 |          39218 |                0 | FOR         | 39218                                    | FOR                         |  |
| LABCORP HOLDINGS INC.                    | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of the Company's Named Executive Officers.                                                                       | SECTION 14A SAY-ON-PAY VOTES |          22524 |                0 | FOR         | 22524                                    | 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 |         378223 |                0 | FOR         | 378223                                   | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| REC SILICON ASA                          | R7154S108 | 06/25/2025     | REPORT ON STIPULATION OF COMPENSATION TO EXECUTIVE PERSONNEL                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| RYMAN HOSPITALITY PROPERTIES, INC.       | 78377T107 | 05/08/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          36996 |                0 | FOR         | 36996                                    | FOR                         |  |
| SIEMENS HEALTHINEERS AG                  | D6T479107 | 02/18/2025     | RESOLUTION ON THE APPROVAL OF THE COMPENSATION REPORT FOR FISCAL YEAR 2024 PREPARED AND AUDITED IN ACCORDANCE WITH SECTION 162 GERMAN STOCK CORPORATION ACT (AKTG) | SECTION 14A SAY-ON-PAY VOTES |          65083 |                0 | FOR         | 65083                                    | FOR                         |  |
| SILTRONIC AG                             | D6948S114 | 05/12/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          56095 |                0 | FOR         | 56095                                    | 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 |          33953 |                0 | FOR         | 33953                                    | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                | SECTION 14A SAY-ON-PAY VOTES |         155259 |                0 | FOR         | 155259                                   | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| WOLFSPEED, INC.                          | 977852102 | 12/05/2024     | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           4317 |                0 | FOR         | 4317                                     | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          55343 |                0 | FOR         | 55343                                    | FOR                         |  |
| BEIERSDORF AG                            | D08792109 | 04/17/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          13704 |                0 | FOR         | 13704                                    | 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 |              0 |                0 |  |  |  |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay).                                                                | SECTION 14A SAY-ON-PAY VOTES |          18654 |                0 | FOR         | 18654                                    | FOR                         |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency).                | SECTION 14A SAY-ON-PAY VOTES |          18654 |                0 | 1 YEAR      | 18654                                    | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          47068 |                0 | FOR         | 47068                                    | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          11937 |                0 | FOR         | 11937                                    | FOR                         |  |
| CROCS, INC.                              | 227046109 | 06/10/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          10862 |                0 | FOR         | 10862                                    | FOR                         |  |
| DEXCOM, INC.                             | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| FIRSTENERGY CORP.                        | 337932107 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          44537 |                0 | FOR         | 44537                                    | FOR                         |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18382 |                0 | FOR         | 18382                                    | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          21773 |                0 | FOR         | 21773                                    | FOR                         |  |
| INFINEON TECHNOLOGIES AG                 | D35415104 | 02/20/2025     | APPROVAL OF THE REMUNERATION REPORT                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          63556 |                0 | FOR         | 63556                                    | 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 |          37627 |                0 | FOR         | 37627                                    | FOR                         |  |
| LABCORP HOLDINGS INC.                    | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of the Company's Named Executive Officers.                                                                       | SECTION 14A SAY-ON-PAY VOTES |          21697 |                0 | FOR         | 21697                                    | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                             | SECTION 14A SAY-ON-PAY VOTES |           9064 |                0 | FOR         | 9064                                     | 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 |         130755 |                0 | FOR         | 130755                                   | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| REC SILICON ASA                          | R7154S108 | 06/25/2025     | REPORT ON STIPULATION OF COMPENSATION TO EXECUTIVE PERSONNEL                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| RYMAN HOSPITALITY PROPERTIES, INC.       | 78377T107 | 05/08/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          28885 |                0 | FOR         | 28885                                    | FOR                         |  |
| SIEMENS HEALTHINEERS AG                  | D6T479107 | 02/18/2025     | RESOLUTION ON THE APPROVAL OF THE COMPENSATION REPORT FOR FISCAL YEAR 2024 PREPARED AND AUDITED IN ACCORDANCE WITH SECTION 162 GERMAN STOCK CORPORATION ACT (AKTG) | SECTION 14A SAY-ON-PAY VOTES |          65566 |                0 | FOR         | 65566                                    | FOR                         |  |
| SILTRONIC AG                             | D6948S114 | 05/12/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          53820 |                0 | FOR         | 53820                                    | 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 |         139617 |                0 | FOR         | 139617                                   | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                | SECTION 14A SAY-ON-PAY VOTES |          71167 |                0 | FOR         | 71167                                    | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| WOLFSPEED, INC.                          | 977852102 | 12/05/2024     | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          30375 |                0 | FOR         | 30375                                    | FOR                         |  |
| DEXCOM, INC.                             | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1549 |                0 | FOR         | 1549                                     | FOR                         |  |
| REC SILICON ASA                          | R7154S108 | 06/25/2025     | REPORT ON STIPULATION OF COMPENSATION TO EXECUTIVE PERSONNEL                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           4072 |                0 | FOR         | 4072                                     | FOR                         |  |
| BEIERSDORF AG                            | D08792109 | 04/17/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           4539 |             1500 | FOR         | 4539                                     | FOR                         |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay).                                                                | SECTION 14A SAY-ON-PAY VOTES |          14224 |                0 | FOR         | 14224                                    | FOR                         |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency).                | SECTION 14A SAY-ON-PAY VOTES |          14224 |                0 | 1 YEAR      | 14224                                    | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          19476 |                0 | FOR         | 19476                                    | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3386 |                0 | FOR         | 3386                                     | FOR                         |  |
| DEXCOM, INC.                             | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |          13916 |                0 | FOR         | 13916                                    | FOR                         |  |
| INFINEON TECHNOLOGIES AG                 | D35415104 | 02/20/2025     | APPROVAL OF THE REMUNERATION REPORT                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          35868 |                0 | FOR         | 35868                                    | 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 |          28682 |                0 | FOR         | 28682                                    | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                             | SECTION 14A SAY-ON-PAY VOTES |           6486 |                0 | FOR         | 6486                                     | 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 |          14757 |                0 | FOR         | 14757                                    | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| RYMAN HOSPITALITY PROPERTIES, INC.       | 78377T107 | 05/08/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          19616 |                0 | FOR         | 19616                                    | 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 |          11256 |                0 | FOR         | 11256                                    | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| WOLFSPEED, INC.                          | 977852102 | 12/05/2024     | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           3140 |                0 | FOR         | 3140                                     | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         141962 |                0 | FOR         | 141962                                   | FOR                         |  |
| BEIERSDORF AG                            | D08792109 | 04/17/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          38887 |                0 | FOR         | 38887                                    | 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 |              0 |                0 |  |  |  |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote to approve the compensation of our Named Executive Officers (Say on Pay).                                                                | SECTION 14A SAY-ON-PAY VOTES |          47874 |                0 | FOR         | 47874                                    | FOR                         |  |
| CELSIUS HOLDINGS, INC.                   | 15118V207 | 05/28/2025     | Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency).                | SECTION 14A SAY-ON-PAY VOTES |          47874 |                0 | 1 YEAR      | 47874                                    | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         108575 |                0 | FOR         | 108575                                   | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          26677 |                0 | FOR         | 26677                                    | FOR                         |  |
| CROCS, INC.                              | 227046109 | 06/10/2025     | An advisory vote to approve the compensation of our named executive officers.                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          27855 |                0 | FOR         | 27855                                    | FOR                         |  |
| DEXCOM, INC.                             | 252131107 | 05/08/2025     | To provide a non-binding advisory vote on the compensation of our named executive officers for the fiscal year ended December 31, 2024.                            | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| FIRSTENERGY CORP.                        | 337932107 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         116881 |                0 | FOR         | 116881                                   | FOR                         |  |
| GAMESTOP CORP.                           | 36467W109 | 06/12/2025     | Provide an advisory, non-binding vote on the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |          47178 |                0 | FOR         | 47178                                    | FOR                         |  |
| GE HEALTHCARE TECHNOLOGIES INC.          | 36266G107 | 05/28/2025     | Approval of our named executive officers' compensation in an advisory vote.                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          53294 |                0 | FOR         | 53294                                    | FOR                         |  |
| INFINEON TECHNOLOGIES AG                 | D35415104 | 02/20/2025     | APPROVAL OF THE REMUNERATION REPORT                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         161789 |                0 | FOR         | 161789                                   | 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 |          96416 |                0 | FOR         | 96416                                    | FOR                         |  |
| LABCORP HOLDINGS INC.                    | 504922105 | 05/15/2025     | To approve, by non-binding vote, the compensation of the Company's Named Executive Officers.                                                                       | SECTION 14A SAY-ON-PAY VOTES |          55779 |                0 | FOR         | 55779                                    | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                             | SECTION 14A SAY-ON-PAY VOTES |          21828 |                0 | FOR         | 21828                                    | 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 |         312799 |                0 | FOR         | 312799                                   | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| REC SILICON ASA                          | R7154S108 | 06/25/2025     | REPORT ON STIPULATION OF COMPENSATION TO EXECUTIVE PERSONNEL                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| RYMAN HOSPITALITY PROPERTIES, INC.       | 78377T107 | 05/08/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          70338 |                0 | FOR         | 70338                                    | FOR                         |  |
| SIEMENS HEALTHINEERS AG                  | D6T479107 | 02/18/2025     | RESOLUTION ON THE APPROVAL OF THE COMPENSATION REPORT FOR FISCAL YEAR 2024 PREPARED AND AUDITED IN ACCORDANCE WITH SECTION 162 GERMAN STOCK CORPORATION ACT (AKTG) | SECTION 14A SAY-ON-PAY VOTES |         160473 |                0 | FOR         | 160473                                   | FOR                         |  |
| SILTRONIC AG                             | D6948S114 | 05/12/2025     | APPROVE REMUNERATION REPORT                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         137911 |                0 | FOR         | 137911                                   | 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 |         345296 |                0 | FOR         | 345296                                   | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                | SECTION 14A SAY-ON-PAY VOTES |         173574 |                0 | FOR         | 173574                                   | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| WOLFSPEED, INC.                          | 977852102 | 12/05/2024     | ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION.                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          74036 |                0 | FOR         | 74036                                    | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** WS Management LLLP

**By (Signature):** John Rogers

**By (Printed Signature):** John Rogers

**By (Title):** CFO

**Date:** 08/14/2025