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    <nameOfIssuer>Discover Finl Svcs</nameOfIssuer>
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    <nameOfIssuer>Equity LifeStyle Prp</nameOfIssuer>
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    <nameOfIssuer>Express Scripts</nameOfIssuer>
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      <None>1400</None>
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    <cusip>391164100</cusip>
    <value>9595</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>13200</None>
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    <value>5315</value>
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    <votingAuthority>
      <Sole>214480</Sole>
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      <None>0</None>
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    <value>670</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50400</Sole>
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      <None>0</None>
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    <nameOfIssuer>Grt Lakes Dredge&amp;Dock</nameOfIssuer>
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    <cusip>390607109</cusip>
    <value>9893</value>
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    <votingAuthority>
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      <None>0</None>
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    <cusip>400501102</cusip>
    <value>682</value>
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    <votingAuthority>
      <Sole>18778</Sole>
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      <None>0</None>
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    <cusip>400506101</cusip>
    <value>733</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11600</Sole>
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      <None>0</None>
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      <None>1455000</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <Shared>0</Shared>
      <None>11500</None>
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    <value>5819</value>
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    <votingAuthority>
      <Sole>71300</Sole>
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      <None>68270</None>
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    <nameOfIssuer>Hawaiian Holdings</nameOfIssuer>
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    <value>15966</value>
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      <sshPrnamt>612900</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>612900</Sole>
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      <None>0</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1685980</Sole>
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      <None>1321030</None>
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    <cusip>404132102</cusip>
    <value>723</value>
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    <votingAuthority>
      <Sole>0</Sole>
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      <None>13500</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>333600</Sole>
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      <None>4100</None>
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    <value>15756</value>
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    <votingAuthority>
      <Sole>82540</Sole>
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      <None>275300</None>
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    <nameOfIssuer>Health Care REIT</nameOfIssuer>
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    <value>17518</value>
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      <sshPrnamt>231500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55300</Sole>
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      <None>176200</None>
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    <nameOfIssuer>Health Net</nameOfIssuer>
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    <cusip>42222G108</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>954990</None>
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    <nameOfIssuer>Henry (Jack) &amp; Assoc</nameOfIssuer>
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    <value>858</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
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      <None>13800</None>
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    <nameOfIssuer>Henry Schein</nameOfIssuer>
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    <cusip>806407102</cusip>
    <value>5221</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11750</Sole>
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      <None>26600</None>
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    <nameOfIssuer>Herbalife Ltd</nameOfIssuer>
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    <cusip>G4412G101</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27710</Sole>
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      <None>59150</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>15900</None>
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    <nameOfIssuer>Hewlett-Packard</nameOfIssuer>
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    <cusip>428236103</cusip>
    <value>48542</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>880300</Sole>
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      <None>329310</None>
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    <nameOfIssuer>Hologic</nameOfIssuer>
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    <value>16647</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>143660</Sole>
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      <None>478900</None>
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    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
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    <value>4033</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38420</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Home Properties</nameOfIssuer>
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    <value>1627</value>
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      <sshPrnamt>24800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>24800</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hospitality Properties Tr</nameOfIssuer>
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    <cusip>44106M102</cusip>
    <value>50667</value>
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      <sshPrnamt>1634410</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1125110</Sole>
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      <None>509300</None>
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  <infoTable>
    <nameOfIssuer>Host Hotels &amp; Resorts</nameOfIssuer>
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      <sshPrnamt>155140</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>41440</Sole>
      <Shared>0</Shared>
      <None>113700</None>
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  <infoTable>
    <nameOfIssuer>Humana Inc</nameOfIssuer>
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    <value>243617</value>
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      <sshPrnamt>1696140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>946060</Sole>
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      <None>750080</None>
    </votingAuthority>
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    <nameOfIssuer>Huntington Bancshares</nameOfIssuer>
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    <value>72688</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6909470</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3752150</Sole>
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      <None>3157320</None>
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  <infoTable>
    <nameOfIssuer>Huntington Ingalls Inds</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446413106</cusip>
    <value>115209</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1024440</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>650810</Sole>
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      <None>373630</None>
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  <infoTable>
    <nameOfIssuer>Huntsman Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>447011107</cusip>
    <value>14094</value>
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      <sshPrnamt>618700</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>618700</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ICON</nameOfIssuer>
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    <cusip>G4705A100</cusip>
    <value>9183</value>
    <shrsOrPrnAmt>
      <sshPrnamt>180100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52900</Sole>
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      <None>127200</None>
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  <infoTable>
    <nameOfIssuer>IDEXX Labs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45168D104</cusip>
    <value>1409</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>9500</None>
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  <infoTable>
    <nameOfIssuer>Industrias Bachoco</nameOfIssuer>
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    <cusip>456463108</cusip>
    <value>632</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12662</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12662</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Ingram Micro (A)</nameOfIssuer>
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    <cusip>457153104</cusip>
    <value>1084</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>39220</None>
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  <infoTable>
    <nameOfIssuer>Ingredion</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>457187102</cusip>
    <value>10543</value>
    <shrsOrPrnAmt>
      <sshPrnamt>124270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>104070</Sole>
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      <None>20200</None>
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  <infoTable>
    <nameOfIssuer>Insight Enterprises</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45765U103</cusip>
    <value>4123</value>
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      <sshPrnamt>159260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>159260</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Intel Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>426282</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11746530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6379540</Sole>
      <Shared>0</Shared>
      <None>5366990</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Inteliquent</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45825N107</cusip>
    <value>2496</value>
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      <sshPrnamt>127130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>127130</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Intl Bus Machines</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>19771</value>
    <shrsOrPrnAmt>
      <sshPrnamt>123230</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32930</Sole>
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    <nameOfIssuer>Meritor</nameOfIssuer>
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    <cusip>V7780T103</cusip>
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      <Sole>35400</Sole>
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