# EDGAR Filing Document

**Accession Number:** 0001000742
**File Stem:** 0001000742-25-000006
**Filing Date:** 2025-8
**Character Count:** 69575
**Document Hash:** cece4b5ab9a6a1063e9e5de72f7e639e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001000742-25-000006.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001000742-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SANDLER CAPITAL MANAGEMENT
- **CENTRAL INDEX KEY:** 0001000742

**ORGANIZATION NAME:**
- **EIN:** 112792496
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06285
- **FILM NUMBER:** 251250730

**BUSINESS ADDRESS:**
- **STREET 1:** 711 FIFTH AVENUE
- **STREET 2:** SUITE 500
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 2127548100

**MAIL ADDRESS:**
- **STREET 1:** 711 FIFTH AVENUE
- **STREET 2:** SUITE 500
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

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

## N-PX: Filer Information

**Filer CIK:** 0001000742

**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:** Sandler Capital Management

**Address:** 711 5th Ave, New York, NY 10022

**Telephone number:** 212-754-8100

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-06285

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Booz Allen Hamilton Holding Corporation | 099502106 | 07/24/2024     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          62660 |                0 | FOR         |                                    62660 | FOR                         |  |
| STERIS plc                              | G8473T100 | 08/01/2024     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed pursuant to the disclosure rules of the U.S. Securities and Exchange Commission, including the compensation discussion and analysis and the tabular and narrative disclosure contained in the Company's proxy statement dated June 12, 2024. | SECTION 14A SAY-ON-PAY VOTES |          14474 |                0 | FOR         |                                    14474 | FOR                         |  |
| Nextracker Inc.                         | 65290E101 | 08/19/2024     | The approval, on an advisory basis, of the compensation of our named executive officers; and                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         210960 |                0 | FOR         |                                   210960 | FOR                         |  |
| NetApp, Inc.                            | 64110D104 | 09/11/2024     | To hold an advisory vote to approve Named Executive Officer compensation.                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          15362 |                0 | FOR         |                                    15362 | FOR                         |  |
| Trimble Inc.                            | 896239100 | 09/30/2024     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         163195 |                0 | FOR         |                                   163195 | FOR                         |  |
| Applied Industrial Technologies, Inc.   | 03820C105 | 10/22/2024     | Say on Pay - To approve, through a nonbinding advisory vote, the compensation of Applied's named executive officers.                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           7035 |                0 | FOR         |                                     7035 | FOR                         |  |
| Bio-Techne Corporation                  | 09073M104 | 10/24/2024     | Approve, on an advisory basis, the compensation of our executive officers.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          33493 |                0 | FOR         |                                    33493 | FOR                         |  |
| Lam Research Corporation                | 512807306 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            100 |                0 | FOR         |                                      100 | FOR                         |  |
| KLA Corporation                         | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            150 |                0 | FOR         |                                      150 | FOR                         |  |
| Microsoft Corporation                   | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote")                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |            450 |                0 | FOR         |                                      450 | FOR                         |  |
| Palo Alto Networks, Inc.                | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          10580 |                0 | ONE YEAR    |                                    10580 | FOR                         |  |
| Palo Alto Networks, Inc.                | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          10580 |                0 | AGAINST     |                                    10580 | AGAINST                     |  |
| Nutanix, Inc.                           | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          58000 |                0 | AGAINST     |                                    58000 | AGAINST                     |  |
| Nutanix, Inc.                           | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          58000 |                0 | ONE YEAR    |                                    58000 | FOR                         |  |
| Arch Resources, Inc.                    | 03940R107 | 01/09/2025     | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           3500 |                0 | FOR         |                                     3500 | FOR                         |  |
| Zscaler, Inc.                           | 98980G102 | 01/10/2025     | To approve on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          22581 |                0 | FOR         |                                    22581 | FOR                         |  |
| Woodward, Inc.                          | 980745103 | 01/29/2025     | Vote on an advisory resolution regarding the compensation of the Company's named executive officers;                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          21000 |                0 | FOR         |                                    21000 | FOR                         |  |
| Deere  Company                          | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           3074 |                0 | FOR         |                                     3074 | FOR                         |  |
| Hologic Inc.                            | 436440101 | 02/26/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          43323 |                0 | FOR         |                                    43323 | FOR                         |  |
| Tetra Tech, Inc.                        | 88162G103 | 02/27/2025     | To approve, on an advisory basis, the Company's named executive officers' compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          63306 |                0 | FOR         |                                    63306 | FOR                         |  |
| Fair Isaac Corporation                  | 303250104 | 03/05/2025     | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           2362 |                0 | FOR         |                                     2362 | FOR                         |  |
| Applied Materials, Inc.                 | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |            500 |                0 | FOR         |                                      500 | FOR                         |  |
| Analog Devices, Inc.                    | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          11725 |                0 | FOR         |                                    11725 | FOR                         |  |
| QUALCOMM Incorporated                   | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           1900 |                0 | FOR         |                                     1900 | FOR                         |  |
| Keysight Technologies, Inc.             | 49338L103 | 03/20/2025     | Approve, on a non-binding advisory basis, the compensation of Keysight's Named Executive Officers                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          27855 |                0 | FOR         |                                    27855 | FOR                         |  |
| Ciena Corporation                       | 171779309 | 03/27/2025     | Advisory vote on our named executive officer compensation, as described in the proxy materials.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          39988 |                0 | FOR         |                                    39988 | FOR                         |  |
| The Sherwin-Williams Company            | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          13071 |                0 | FOR         |                                    13071 | FOR                         |  |
| Broadcom Inc.                           | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          12990 |                0 | FOR         |                                    12990 | FOR                         |  |
| Eaton Corporation plc                   | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          25983 |                0 | FOR         |                                    25983 | FOR                         |  |
| Entegris, Inc.                          | 29362U104 | 04/23/2025     | Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           1000 |                0 | AGAINST     |                                     1000 | AGAINST                     |  |
| Teledyne Technologies Incorporated      | 879360105 | 04/23/2025     | Approval of a non-binding advisory resolution on the Company's 2024 executive compensation ("say on pay")                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           6970 |                0 | FOR         |                                     6970 | FOR                         |  |
| Advanced Energy Industries, Inc.        | 007973100 | 04/24/2025     | Advisory approval of the compensation of Advanced Energy's named executive officers; and                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          21994 |                0 | FOR         |                                    21994 | FOR                         |  |
| Archrock, Inc.                          | 03957W106 | 04/24/2025     | Advisory, non-binding vote to approve the compensation provided to our Named Executive Officers for 2024                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          70000 |                0 | FOR         |                                    70000 | FOR                         |  |
| Fastenal Company                        | 311900104 | 04/24/2025     | Approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          21181 |                0 | FOR         |                                    21181 | FOR                         |  |
| Global Payments Inc.                    | 37940X102 | 04/24/2025     | Approval, on an advisory basis, of the compensation of the company's named executive officers for 2024.                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           3500 |                0 | FOR         |                                     3500 | FOR                         |  |
| Sensient Technologies Corporation       | 81725T100 | 04/24/2025     | Proposal to approve the compensation paid to Sensient's named executive officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables, and narrative discussion in the accompanying proxy statement.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          65000 |                0 | FOR         |                                    65000 | FOR                         |  |
| The Boeing Company                      | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10822 |                0 | FOR         |                                    10822 | FOR                         |  |
| Steel Dynamics, Inc.                    | 858119100 | 04/25/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          25465 |                0 | FOR         |                                    25465 | FOR                         |  |
| Valmont Industries, Inc.                | 920253101 | 04/28/2025     | Advisory approval of the company's executive compensation.                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          19965 |                0 | FOR         |                                    19965 | FOR                         |  |
| Core Natural Resources, Inc.            | 218937100 | 04/29/2025     | Approval, on an Advisory Basis, of the Compensation Paid to Core Natural Resources, Inc.'s Named Executive Officers in 2024.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           5000 |                0 | FOR         |                                     5000 | FOR                         |  |
| The Williams Companies, Inc.            | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          98799 |                0 | FOR         |                                    98799 | FOR                         |  |
| Vistra Corp.                            | 92840M102 | 04/30/2025     | To approve, on a non-binding advisory basis, the 2024 compensation of the Company's named executive officers;                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          24722 |                0 | FOR         |                                    24722 | FOR                         |  |
| Boston Scientific Corporation           | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          35900 |                0 | FOR         |                                    35900 | FOR                         |  |
| Corning Incorporated                    | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         174468 |                0 | FOR         |                                   174468 | FOR                         |  |
| Intuitive Surgical, Inc.                | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          11294 |                0 | FOR         |                                    11294 | FOR                         |  |
| RTX Corporation                         | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          48182 |                0 | FOR         |                                    48182 | FOR                         |  |
| Eli Lilly and Company                   | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |           8565 |                0 | FOR         |                                     8565 | FOR                         |  |
| Uber Technologies, Inc.                 | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          52939 |                0 | FOR         |                                    52939 | FOR                         |  |
| Cboe Global Markets, Inc.               | 12503M108 | 05/06/2025     | Approve, in a non-binding resolution, the compensation paid to our executive officers.                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          24822 |                0 | FOR         |                                    24822 | FOR                         |  |
| Danaher Corporation                     | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          10289 |                0 | FOR         |                                    10289 | 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 |           6783 |                0 | FOR         |                                     6783 | FOR                         |  |
| Trex Company, Inc.                      | 89531P105 | 05/06/2025     | Non-binding advisory vote on executive compensation ("say-on-pay")                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          45469 |                0 | FOR         |                                    45469 | FOR                         |  |
| S Global Inc.                           | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           7611 |                0 | AGAINST     |                                     7611 | AGAINST                     |  |
| Talen Energy Corporation                | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          28631 |                0 | FOR         |                                    28631 | FOR                         |  |
| Talen Energy Corporation                | 87422Q109 | 05/07/2025     | To approve, on an advisory basis, the frequency of advisory vote on executive compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          28631 |                0 | ONE YEAR    |                                    28631 | FOR                         |  |
| Curtiss-Wright Corporation              | 231561101 | 05/08/2025     | An advisory (non-binding) vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          11785 |                0 | FOR         |                                    11785 | FOR                         |  |
| Pediatrix Medical Group, Inc.           | 58502B106 | 05/08/2025     | Conduct an advisory vote regarding the compensation of our named executive officers for the 2024 fiscal year; and                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         129860 |                0 | FOR         |                                   129860 | FOR                         |  |
| Prologis, Inc.                          | 74340W103 | 05/08/2025     | Advisory Vote to Approve the Company's Executive Compensation for 2024.                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| Stryker Corporation                     | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          13116 |                0 | FOR         |                                    13116 | FOR                         |  |
| Waste Management, Inc.                  | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          20424 |                0 | FOR         |                                    20424 | FOR                         |  |
| Fiserv, Inc.                            | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          20345 |                0 | FOR         |                                    20345 | FOR                         |  |
| GE Vernova, Inc.                        | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           9417 |                0 | FOR         |                                     9417 | FOR                         |  |
| GE Vernova, Inc.                        | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           9417 |                0 | ONE YEAR    |                                     9417 | FOR                         |  |
| Veralto Corp.                           | 92338C103 | 05/14/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26903 |                0 | FOR         |                                    26903 | FOR                         |  |
| BlackRock, Inc.                         | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           1584 |                0 | AGAINST     |                                     1584 | AGAINST                     |  |
| Cheniere Energy, Inc.                   | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          27965 |                0 | FOR         |                                    27965 | FOR                         |  |
| Martin Marietta Materials, Inc.         | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           9974 |                0 | FOR         |                                     9974 | FOR                         |  |
| Mirion Technologies, Inc.               | 60471A101 | 05/15/2025     | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         189557 |                0 | FOR         |                                   189557 | FOR                         |  |
| Motorola Solutions, Inc.                | 620076307 | 05/15/2025     | Advisory Approval of the Company's Executive Compensation.                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | FOR         |                                      400 | FOR                         |  |
| ON Semiconductor Corporation            | 682189105 | 05/15/2025     | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           7066 |                0 | FOR         |                                     7066 | FOR                         |  |
| Quest Diagnostics Incorporated          | 74834L100 | 05/15/2025     | An advisory resolution to approve the executive officer compensation disclosed in the Company's 2025 proxy statement                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          16977 |                0 | FOR         |                                    16977 | FOR                         |  |
| Repligen Corporation                    | 759916109 | 05/15/2025     | Advisory vote to approve the compensation paid to Repligen Corporation's named executive officers.                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          26634 |                0 | FOR         |                                    26634 | FOR                         |  |
| Republic Services, Inc.                 | 760759100 | 05/19/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           6635 |                0 | FOR         |                                     6635 | FOR                         |  |
| Atmus Filtration Technologies Inc.      | 04956D107 | 05/20/2025     | Advisory vote to approve the executive compensation.                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          40561 |                0 | FOR         |                                    40561 | FOR                         |  |
| The Gap, Inc.                           | 364760108 | 05/20/2025     | Approval, on an advisory basis, of the overall compensation of the named executive officers.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         113993 |                0 | FOR         |                                   113993 | FOR                         |  |
| Verisk Analytics, Inc.                  | 92345Y106 | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          39885 |                0 | FOR         |                                    39885 | FOR                         |  |
| Amazon.com, Inc.                        | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          25330 |                0 | AGAINST     |                                    25330 | AGAINST                     |  |
| AvalonBay Communities, Inc.             | 053484101 | 05/21/2025     | To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement.                                        | SECTION 14A SAY-ON-PAY VOTES |           1150 |                0 | FOR         |                                     1150 | FOR                         |  |
| Clean Harbors, Inc.                     | 184496107 | 05/21/2025     | To approve on a non-binding advisory basis, the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           8800 |                0 | FOR         |                                     8800 | FOR                         |  |
| Thermo Fisher Scientific Inc.           | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           4653 |                0 | AGAINST     |                                     4653 | AGAINST                     |  |
| EastGroup Properties, Inc.              | 277276101 | 05/22/2025     | To approve, by a non-binding, advisory vote, the compensation of the Company's Named Executive Officers as described in the Company's definitive proxy statement.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          21153 |                0 | FOR         |                                    21153 | FOR                         |  |
| The Charles Schwab Corporation          | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           2500 |                0 | FOR         |                                     2500 | FOR                         |  |
| The Home Depot, Inc.                    | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          12730 |                0 | FOR         |                                    12730 | 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 |          30389 |                0 | FOR         |                                    30389 | 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 |           5298 |                0 | AGAINST     |                                     5298 | AGAINST                     |  |
| 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 |           5298 |                0 | ONE YEAR    |                                     5298 | AGAINST                     |  |
| 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 |          10786 |                0 | FOR         |                                    10786 | FOR                         |  |
| Axon Enterprise, Inc.                   | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           2880 |                0 | FOR         |                                     2880 | FOR                         |  |
| Zimmer Biomet Holdings, Inc.            | 98956P102 | 05/29/2025     | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay").                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          41804 |                0 | FOR         |                                    41804 | FOR                         |  |
| Datadog, Inc.                           | 23804L103 | 06/03/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| Rexford Industrial Realty, Inc.         | 76169C100 | 06/03/2025     | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2024, as described in the Rexford Industrial Realty, Inc. Proxy Statement.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           6000 |                0 | FOR         |                                     6000 | 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 |          17071 |                0 | AGAINST     |                                    17071 | AGAINST                     |  |
| GoDaddy Inc.                            | 380237107 | 06/04/2025     | Company Proposal - Advisory, non-binding vote to approve named executive officer compensation                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          23231 |                0 | FOR         |                                    23231 | FOR                         |  |
| Sphere Entertainment Co.                | 55826T102 | 06/04/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          47211 |                0 | AGAINST     |                                    47211 | AGAINST                     |  |
| 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 |          29603 |                0 | FOR         |                                    29603 | FOR                         |  |
| Exponent, Inc.                          | 30214U102 | 06/05/2025     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's named executive officers.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          15875 |                0 | FOR         |                                    15875 | FOR                         |  |
| Granite Construction Incorporated       | 387328107 | 06/05/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          54654 |                0 | FOR         |                                    54654 | FOR                         |  |
| Netflix, Inc.                           | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           3017 |                0 | FOR         |                                     3017 | FOR                         |  |
| PROCEPT BioRobotics Corporation         | 74276L105 | 06/10/2025     | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          32462 |                0 | FOR         |                                    32462 | 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 |          11113 |                0 | FOR         |                                    11113 | FOR                         |  |
| Chipotle Mexican Grill, Inc.            | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          40365 |                0 | AGAINST     |                                    40365 | AGAINST                     |  |
| Gaming and Leisure Properties, Inc.     | 36467J108 | 06/12/2025     | To approve, on a non-binding advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           4750 |                0 | FOR         |                                     4750 | 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 |          25209 |                0 | AGAINST     |                                    25209 | AGAINST                     |  |
| Sweetgreen, Inc.                        | 87043Q108 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         103929 |                0 | FOR         |                                   103929 | FOR                         |  |
| Fortinet, Inc.                          | 34959E109 | 06/13/2025     | Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          17340 |                0 | FOR         |                                    17340 | FOR                         |  |
| Trimble Inc.                            | 896239100 | 06/17/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          70738 |                0 | FOR         |                                    70738 | FOR                         |  |
| BJ's Wholesale Club Holdings, Inc.      | 05550J101 | 06/19/2025     | Approve, on an advisory (non-binding) basis, the compensation of the named executive officers of BJ's Wholesale Club Holdings, Inc.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          10566 |                0 | FOR         |                                    10566 | FOR                         |  |
| Cava Group, Inc.                        | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          10242 |                0 | FOR         |                                    10242 | FOR                         |  |
| Cava Group, Inc.                        | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          10242 |                0 | ONE YEAR    |                                    10242 | FOR                         |  |
| GitLab Inc.                             | 37637K108 | 06/20/2025     | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          48226 |                0 | AGAINST     |                                    48226 | AGAINST                     |  |
| NVIDIA Corporation                      | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          16633 |                0 | FOR         |                                    16633 | FOR                         |  |
| Robinhood Markets, Inc.                 | 770700102 | 06/25/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          56754 |                0 | FOR         |                                    56754 | FOR                         |  |
| RH                                      | 74967X103 | 06/26/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           8882 |                0 | FOR         |                                     8882 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Sandler Capital Management

**By (Signature):** Stacey Wruble Seewald

**By (Printed Signature):** Stacey Wruble Seewald

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

**Date:** 07/31/2025