Dudley & Shanley, Inc. is a registered investment adviser with the SEC, established in 1986 as a New York limited partnership. The firm offers discretionary account management services to individuals, trusts, and charitable institutions, focusing on long-term capital appreciation and capital preservation through investments in various securities. The firm also manages three pooled investment vehicles. Clients are required to start with a minimum of $5 million, which may be waived at the firm's discretion. The firm's fee structure is tiered based on assets under management, with fees ranging from 0.50% to 1.00% per annum. Dudley & Shanley does not charge performance-based fees and acts with investment discretion, making decisions without prior client consent. The firm's investment philosophy involves fundamental analysis, supplemented by various techniques, and aims to achieve above-average returns by investing in well-managed companies. Clients receive regular reports on their accounts' performance and holdings. The firm has not been subject to any material disciplinary actions and does not compensate third parties for client referrals. Dudley & Shanley has custody of the assets held by the Funds and exercises voting rights on client securities in their best interests. The firm's financial condition is sound, with no known impairments to meeting contractual commitments.

Dock Street Asset Management Inc is a registered investment adviser based in Palm Beach, Florida, established in 1989 by Daniel A. Ogden. The firm specializes in providing personalized portfolio management services, offering discretionary portfolio management tailored to meet clients' investment objectives. Clients are required to grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. The firm's investment strategies include long-term and short-term purchases, option writing, and advice on various types of securities, such as equity securities, fixed income securities, mutual funds, ETFs, and options. Dock Street charges a flat fee of 0.70% of household assets annually for new clients, with legacy clients potentially on a different fee schedule. The firm generally requires a minimum investment of $10 million to establish a client relationship, which may be waived or reduced at the firm's discretion. The firm acts as a fiduciary when providing investment advice, ensuring that client interests are prioritized. Clients have the option to grant discretionary authority over their accounts, allowing the firm to manage investments on their behalf. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive quarterly reports detailing account holdings, performance, and realized gains and losses. Dock Street does not receive soft dollar benefits from custodial arrangements or trading commissions. The firm's brokerage practices involve recommending custodial services from various providers, including Charles Schwab & Co. The firm may engage in block trading and does not receive client referrals for compensation. Clients' privacy and data security are prioritized, with policies in place to safeguard personal information. In case of trade errors, corrective actions are taken to restore clients' accounts. The firm does not participate in class action lawsuits on behalf of clients.

Harvey Capital Management, Inc. is an independent investment advisory firm established in 1996 and registered with the SEC. Based in Palm Beach, Florida, the firm specializes in providing tailored investment strategies for high net-worth individuals, trusts, estates, retirement accounts, and more. The firm offers discretionary investment management services, allowing them to manage client portfolios without constant approval. Clients are required to enter into an Investment Management Agreement, with a minimum annual fee of $3,000. The firm charges investment management fees based on the market value of the account, with an annualized fee starting at 1.00% for the first $2,000,000. The minimum initial investment is typically $1 million but may be waived at the firm's discretion. Harvey Capital Management uses fundamental and technical analysis for investment decisions and offers various investment strategies based on client objectives, including growth, income, and balanced portfolios. The firm emphasizes personalized service and long-term client relationships. Clients have the option to direct brokerage practices and custody of assets, with Fidelity recommended as a custodian. The firm does not charge performance-based fees, and the investment team has no disciplinary events. The firm's investment advisors hold relevant qualifications and adhere to a Code of Ethics. Clients receive regular account reviews and have the option for discretionary investment management.

GenRock Capital Management, LP is an SEC-registered investment adviser founded in April 2017, based in Palm Beach, Florida. The firm primarily serves pooled investment vehicles, including GenRock Investment Fund I and GenRock Investment Fund II. GenRock tailors its investment advice to meet the needs and objectives of its clients, exercising discretion over client assets within the parameters set by operating agreements. The minimum investment required for Fund I is $500,000, which may be waived at the GP's discretion, while Fund II requires a minimum of $5,000,000, also subject to waiver. GenRock's investment strategies include consolidating Quick Service Restaurant (QSR) platforms for Fund I and building investment platforms in consumer and business services industries for Fund II. The firm emphasizes risk management and potential returns, acknowledging risks such as lack of diversification, illiquidity, and reliance on third-party management. GenRock charges an annual management fee and may receive performance distributions based on profits. The firm does not participate in wrap fee programs and maintains custody of client assets with qualified custodians. GenRock has not disclosed any material changes or disciplinary events and has implemented a code of ethics to guide business conduct and personal investing activities. Clients may request additional information on the firm's proxy voting process and financial policies.