# EDGAR Filing Document

**Accession Number:** 0001985486
**File Stem:** 0001172661-25-003972
**Filing Date:** 2025-8
**Character Count:** 34684
**Document Hash:** 0506b6893dc333fae122cb6b87d1d75f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003972.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001172661-25-003972

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ilex Capital Partners (UK) LLP
- **CENTRAL INDEX KEY:** 0001985486

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23814
- **FILM NUMBER:** 251277337

**BUSINESS ADDRESS:**
- **STREET 1:** THE KENSINGTON BUILDING
- **STREET 2:** 1 WRIGHTS LANE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** W8 5RY
- **BUSINESS PHONE:** 442031482298

**MAIL ADDRESS:**
- **STREET 1:** THE KENSINGTON BUILDING
- **STREET 2:** 1 WRIGHTS LANE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** W8 5RY

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ilex Capital Partners (UK) LLC
- **DATE OF NAME CHANGE:** 20230713

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

## N-PX: Filer Information

**Filer CIK:** 0001985486

**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:** Ilex Capital Partners (UK) LLP

**Address:** THE KENSINGTON BUILDING, LONDON, X0 W8 5RY

**Telephone number:** 44-203-148-2298

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-23814

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABN AMRO Bank NV                  | N0162C102 | 04/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |            333 |            77613 | FOR         |                                      333 | FOR                         |  |
| Agilent Technologies, Inc.        | 00846U101 | 03/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          29208 |                0 | FOR         |                                    29208 | FOR                         |  |
| Agilent Technologies, Inc.        | 00846U101 | 03/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          23271 |                0 | FOR         |                                    23271 | FOR                         |  |
| Air Products and Chemicals, Inc.  | 009158106 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         157606 |                0 | FOR         |                                   157606 | FOR                         |  |
| Air Products and Chemicals, Inc.  | 009158106 | 01/23/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         157606 |                0 | FOR         |                                   157606 | FOR                         |  |
| American Airlines Group Inc.      | 02376R102 | 06/11/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         176405 |                0 | FOR         |                                   176405 | FOR                         |  |
| ArcelorMittal SA                  | L0302D210 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          12610 |            84990 | FOR         |                                    12610 | FOR                         |  |
| Arrow Electronics, Inc.           | 042735100 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           8500 |                0 | FOR         |                                     8500 | FOR                         |  |
| Avantor, Inc.                     | 05352A100 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          28000 |                0 | FOR         |                                    28000 | FOR                         |  |
| Avantor, Inc.                     | 05352A100 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          35477 |                0 | FOR         |                                    35477 | FOR                         |  |
| Baxter International Inc.         | 071813109 | 05/06/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          19140 |                0 | FOR         |                                    19140 | FOR                         |  |
| Best Buy Co., Inc.                | 086516101 | 06/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           1442 |                0 | FOR         |                                     1442 | FOR                         |  |
| Bunge Global SA                   | H11356104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          24003 |                0 | FOR         |                                    24003 | FOR                         |  |
| Bunge Global SA                   | H11356104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          24003 |                0 | FOR         |                                    24003 | FOR                         |  |
| Bunge Global SA                   | H11356104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           8586 |                0 | FOR         |                                     8586 | FOR                         |  |
| Bunge Global SA                   | H11356104 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           8586 |                0 | FOR         |                                     8586 | FOR                         |  |
| Carter's, Inc.                    | 146229109 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           9330 |                0 | FOR         |                                     9330 | FOR                         |  |
| Conagra Brands, Inc.              | 205887102 | 09/18/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1091584 |                0 | FOR         |                                  1091584 | FOR                         |  |
| Corteva, Inc.                     | 22052L104 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         186724 |                0 | FOR         |                                   186724 | FOR                         |  |
| Corteva, Inc.                     | 22052L104 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         218492 |                0 | FOR         |                                   218492 | FOR                         |  |
| Corteva, Inc.                     | 22052L104 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         172772 |                0 | FOR         |                                   172772 | FOR                         |  |
| Crane NXT, Co.                    | 224441105 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           9503 |                0 | FOR         |                                     9503 | FOR                         |  |
| Davide Campari-Milano NV          | N24565108 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        2569641 |                0 | FOR         |                                  2569641 | FOR                         |  |
| DNB Bank ASA                      | R1R15X100 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          21978 |           222902 | FOR         |                                    21978 | FOR                         |  |
| DNB Bank ASA                      | R1R15X100 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         467229 |                0 | FOR         |                                   467229 | FOR                         |  |
| DNB Bank ASA                      | R1R15X100 | 04/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         347855 |                0 | FOR         |                                   347855 | FOR                         |  |
| Dollar Tree, Inc.                 | 256746108 | 06/19/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |            498 |            18652 | FOR         |                                      498 | FOR                         |  |
| Dow Inc.                          | 260557103 | 04/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         147142 |                0 | FOR         |                                   147142 | FOR                         |  |
| Dow Inc.                          | 260557103 | 04/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         188077 |                0 | FOR         |                                   188077 | FOR                         |  |
| DuPont de Nemours, Inc.           | 26614N102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         205863 |                0 | FOR         |                                   205863 | FOR                         |  |
| DuPont de Nemours, Inc.           | 26614N102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          11923 |                0 | FOR         |                                    11923 | FOR                         |  |
| DuPont de Nemours, Inc.           | 26614N102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          22978 |           199519 | FOR         |                                    22978 | FOR                         |  |
| DuPont de Nemours, Inc.           | 26614N102 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          92871 |                0 | FOR         |                                    92871 | FOR                         |  |
| Element Solutions Inc             | 28618M106 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         729171 |                0 | FOR         |                                   729171 | FOR                         |  |
| Element Solutions Inc             | 28618M106 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |            793 |                0 | FOR         |                                      793 | FOR                         |  |
| Element Solutions Inc             | 28618M106 | 06/03/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         397616 |                0 | FOR         |                                   397616 | FOR                         |  |
| Eni SpA                           | T3643A145 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         183370 |           340392 | FOR         |                                   183370 | FOR                         |  |
| Eni SpA                           | T3643A145 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         192885 |                0 | FOR         |                                   192885 | FOR                         |  |
| Equinor ASA                       | R2R90P103 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          76867 |                0 | FOR         |                                    76867 | FOR                         |  |
| EXOR NV                           | N3140A107 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           5506 |            14736 | FOR         |                                     5506 | FOR                         |  |
| EXOR NV                           | N3140A107 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           7538 |                0 | FOR         |                                     7538 | FOR                         |  |
| Ferrari NV                        | N3167Y103 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          63747 |                0 | FOR         |                                    63747 | FOR                         |  |
| Ferrari NV                        | N3167Y103 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          46670 |                0 | FOR         |                                    46670 | FOR                         |  |
| Ferrari NV                        | N3167Y103 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           1328 |              571 | FOR         |                                     1328 | FOR                         |  |
| Ferrari NV                        | N3167Y103 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           8413 |                0 | FOR         |                                     8413 | FOR                         |  |
| Ferrari NV                        | N3167Y103 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           4851 |                0 | FOR         |                                     4851 | FOR                         |  |
| FORd Motor Company                | 345370860 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          75442 |                0 | FOR         |                                    75442 | FOR                         |  |
| Freshpet, Inc.                    | 358039105 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          54159 |                0 | FOR         |                                    54159 | FOR                         |  |
| Freshpet, Inc.                    | 358039105 | 06/24/2025     | Advisory Vote on Say on Pay Frequency                          | SECTION 14A SAY-ON-PAY VOTES |          54159 |                0 | 1-YEAR      |                                    54159 | FOR                         |  |
| Freshpet, Inc.                    | 358039105 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         122115 |                0 | FOR         |                                   122115 | FOR                         |  |
| Freshpet, Inc.                    | 358039105 | 06/24/2025     | Advisory Vote on Say on Pay Frequency                          | SECTION 14A SAY-ON-PAY VOTES |         122115 |                0 | 1-YEAR      |                                   122115 | FOR                         |  |
| H Hennes  Mauritz AB              | W41422101 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          12519 |           298504 | FOR         |                                    12519 | FOR                         |  |
| H Hennes  Mauritz AB              | W41422101 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         972084 |                0 | FOR         |                                   972084 | FOR                         |  |
| H Hennes  Mauritz AB              | W41422101 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1767546 |                0 | FOR         |                                  1767546 | FOR                         |  |
| H Hennes  Mauritz AB              | W41422101 | 05/07/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        4249923 |                0 | FOR         |                                  4249923 | FOR                         |  |
| HF Sinclair Corporation           | 403949100 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |              4 |            24588 | FOR         |                                        4 | FOR                         |  |
| HF Sinclair Corporation           | 403949100 | 05/14/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          19345 |                0 | FOR         |                                    19345 | FOR                         |  |
| Huntsman Corporation              | 447011107 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1735684 |                0 | FOR         |                                  1735684 | FOR                         |  |
| Huntsman Corporation              | 447011107 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         155756 |                0 | FOR         |                                   155756 | FOR                         |  |
| Huntsman Corporation              | 447011107 | 04/30/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         456884 |                0 | FOR         |                                   456884 | FOR                         |  |
| Illumina, Inc.                    | 452327109 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          12015 |             1105 | FOR         |                                    12015 | FOR                         |  |
| Kellanova                         | 487836108 | 11/01/2024     | Advisory Vote on Golden Parachutes                             | SECTION 14A SAY-ON-PAY VOTES |         347888 |                0 | FOR         |                                   347888 | FOR                         |  |
| Kellanova                         | 487836108 | 11/01/2024     | Advisory Vote on Golden Parachutes                             | SECTION 14A SAY-ON-PAY VOTES |          99112 |                0 | FOR         |                                    99112 | FOR                         |  |
| Keurig Dr Pepper Inc.             | 49271V100 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         309082 |                0 | FOR         |                                   309082 | FOR                         |  |
| Keurig Dr Pepper Inc.             | 49271V100 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          58379 |          1624762 | FOR         |                                    58379 | FOR                         |  |
| Keurig Dr Pepper Inc.             | 49271V100 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         309080 |                0 | FOR         |                                   309080 | FOR                         |  |
| Keurig Dr Pepper Inc.             | 49271V100 | 06/18/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         309084 |                0 | FOR         |                                   309084 | FOR                         |  |
| Koninklijke Ahold Delhaize NV     | N0074E105 | 04/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         408943 |                0 | FOR         |                                   408943 | FOR                         |  |
| Koninklijke Ahold Delhaize NV     | N0074E105 | 04/09/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |        1133807 |            34561 | FOR         |                                  1133807 | FOR                         |  |
| Marvell Technology, Inc.          | 573874104 | 06/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          25320 |                0 | FOR         |                                    25320 | FOR                         |  |
| Merck  Co., Inc.                  | 58933Y105 | 05/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          28372 |                0 | FOR         |                                    28372 | FOR                         |  |
| Mondelez International, Inc.      | 609207105 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         293886 |                0 | FOR         |                                   293886 | FOR                         |  |
| Mondelez International, Inc.      | 609207105 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         127097 |           311301 | FOR         |                                   127097 | FOR                         |  |
| Mondelez International, Inc.      | 609207105 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |             80 |                0 | FOR         |                                       80 | FOR                         |  |
| Mondelez International, Inc.      | 609207105 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         215432 |                0 | FOR         |                                   215432 | FOR                         |  |
| Monster Beverage Corporation      | 61174X109 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         855200 |                0 | FOR         |                                   855200 | FOR                         |  |
| Monster Beverage Corporation      | 61174X109 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         307465 |                0 | FOR         |                                   307465 | FOR                         |  |
| Monster Beverage Corporation      | 61174X109 | 06/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         500860 |                0 | FOR         |                                   500860 | FOR                         |  |
| National Storage Affiliates Trust | 637870106 | 05/12/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           1352 |                0 | FOR         |                                     1352 | FOR                         |  |
| Newell Brands Inc.                | 651229106 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          63526 |                0 | FOR         |                                    63526 | FOR                         |  |
| NN Group NV                       | N64038107 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           5025 |            32799 | FOR         |                                     5025 | FOR                         |  |
| Occidental Petroleum Corporation  | 674599105 | 05/02/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          27892 |                0 | FOR         |                                    27892 | FOR                         |  |
| OCI NV                            | N6667A111 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          61243 |                0 | FOR         |                                    61243 | FOR                         |  |
| Organon  Co.                      | 68622V106 | 06/10/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           2907 |            72217 | FOR         |                                     2907 | FOR                         |  |
| PPG Industries, Inc.              | 693506107 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         547344 |                0 | FOR         |                                   547344 | FOR                         |  |
| PPG Industries, Inc.              | 693506107 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | FOR         |                                        1 | FOR                         |  |
| PPG Industries, Inc.              | 693506107 | 04/17/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         193064 |                0 | FOR         |                                   193064 | FOR                         |  |
| Prudential Financial, Inc.        | 744320102 | 05/13/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           9314 |                0 | FOR         |                                     9314 | FOR                         |  |
| Rayonier Inc.                     | 754907103 | 05/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          13363 |                0 | FOR         |                                    13363 | FOR                         |  |
| RPM International Inc.            | 749685103 | 10/03/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |            779 |           167555 | FOR         |                                      779 | FOR                         |  |
| RPM International Inc.            | 749685103 | 10/03/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          13545 |                0 | FOR         |                                    13545 | FOR                         |  |
| Sotera Health Company             | 83601L102 | 05/21/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          26374 |                0 | FOR         |                                    26374 | FOR                         |  |
| Stellantis NV                     | N82405106 | 04/15/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          31962 |           117316 | FOR         |                                    31962 | FOR                         |  |
| Telecom Italia SpA                | T92778108 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |       24359925 |                0 | FOR         |                                 24359925 | FOR                         |  |
| Telecom Italia SpA                | T92778108 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |       11607580 |                0 | FOR         |                                 11607580 | FOR                         |  |
| Telecom Italia SpA                | T92778108 | 06/24/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |       21922769 |                0 | FOR         |                                 21922769 | FOR                         |  |
| The Clorox Company                | 189054109 | 11/20/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         124961 |                0 | FOR         |                                   124961 | FOR                         |  |
| The Clorox Company                | 189054109 | 11/20/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         243246 |                0 | FOR         |                                   243246 | FOR                         |  |
| The Clorox Company                | 189054109 | 11/20/2024     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         127882 |                0 | FOR         |                                   127882 | FOR                         |  |
| The Mosaic Company                | 61945C103 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |             25 |                0 | FOR         |                                       25 | FOR                         |  |
| The Mosaic Company                | 61945C103 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         211760 |                0 | FOR         |                                   211760 | FOR                         |  |
| The Mosaic Company                | 61945C103 | 05/29/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         434269 |                0 | FOR         |                                   434269 | FOR                         |  |
| The Sherwin-Williams Company      | 824348106 | 04/16/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          31415 |                0 | FOR         |                                    31415 | FOR                         |  |
| UniCredit SpA                     | T9T23L642 | 03/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         791108 |                0 | FOR         |                                   791108 | FOR                         |  |
| UniCredit SpA                     | T9T23L642 | 03/27/2025     | Approve/Amend Executive Incentive Bonus Plan                   | SECTION 14A SAY-ON-PAY VOTES |         791108 |                0 | FOR         |                                   791108 | FOR                         |  |
| UniCredit SpA                     | T9T23L642 | 03/27/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |         144622 |                0 | FOR         |                                   144622 | FOR                         |  |
| UniCredit SpA                     | T9T23L642 | 03/27/2025     | Approve/Amend Executive Incentive Bonus Plan                   | SECTION 14A SAY-ON-PAY VOTES |         144622 |                0 | FOR         |                                   144622 | FOR                         |  |
| United Parcel Service, Inc.       | 911312106 | 05/08/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |           9542 |                0 | FOR         |                                     9542 | FOR                         |  |
| Verizon Communications Inc.       | 92343V104 | 05/22/2025     | Advisory Vote to Ratify Named Executive Officers' Compensation | SECTION 14A SAY-ON-PAY VOTES |          30522 |                0 | FOR         |                                    30522 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Ilex Capital Partners (UK) LLP

**By (Signature):** Driton Bilali

**By (Printed Signature):** Driton Bilali

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

**Date:** 08/29/2025