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    <nameOfIssuer>Cheesecake Factory</nameOfIssuer>
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    <nameOfIssuer>China Ming Yang Wind Power</nameOfIssuer>
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      <Sole>50550</Sole>
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    <nameOfIssuer>Corp Office Pptys Tr</nameOfIssuer>
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      <sshPrnamt>342690</sshPrnamt>
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    <nameOfIssuer>Darden Restaurants</nameOfIssuer>
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    <nameOfIssuer>DaVita Inc</nameOfIssuer>
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    <cusip>23918K108</cusip>
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      <Sole>11080</Sole>
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      <None>19100</None>
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    <nameOfIssuer>Deckers Outdoor Corp</nameOfIssuer>
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      <Sole>188680</Sole>
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      <None>190310</None>
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    <value>231</value>
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    <nameOfIssuer>Delphi Automotive</nameOfIssuer>
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    <value>106088</value>
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      <Sole>779330</Sole>
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    <nameOfIssuer>Delta Air Lines</nameOfIssuer>
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    <cusip>247361702</cusip>
    <value>276045</value>
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      <sshPrnamt>6139790</sshPrnamt>
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      <Sole>3395150</Sole>
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      <None>2744640</None>
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    <nameOfIssuer>DHI Group</nameOfIssuer>
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    <cusip>23331S100</cusip>
    <value>2628</value>
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      <sshPrnamt>294670</sshPrnamt>
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      <Sole>294670</Sole>
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      <None>0</None>
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    <nameOfIssuer>DiamondRock Hosp</nameOfIssuer>
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    <cusip>252784301</cusip>
    <value>909</value>
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      <sshPrnamt>64300</sshPrnamt>
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      <Sole>27600</Sole>
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      <None>36700</None>
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    <nameOfIssuer>Digital Realty Trust</nameOfIssuer>
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    <value>14070</value>
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    <nameOfIssuer>Dillard's</nameOfIssuer>
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    <cusip>254067101</cusip>
    <value>6027</value>
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      <Sole>38400</Sole>
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      <None>5750</None>
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  <infoTable>
    <nameOfIssuer>Discover Finl Svcs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254709108</cusip>
    <value>159501</value>
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      <Sole>1511160</Sole>
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      <None>1319380</None>
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  <infoTable>
    <nameOfIssuer>Dominion Diamond</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>257287102</cusip>
    <value>13708</value>
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    <votingAuthority>
      <Sole>781310</Sole>
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      <None>20800</None>
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  <infoTable>
    <nameOfIssuer>Domino's</nameOfIssuer>
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    <nameOfIssuer>Endo Intl plc</nameOfIssuer>
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    <nameOfIssuer>Enersis  -Spon ADR</nameOfIssuer>
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    <nameOfIssuer>Equity LifeStyle Prp</nameOfIssuer>
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    <nameOfIssuer>Express Scripts</nameOfIssuer>
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    <nameOfIssuer>Flextronics Intl</nameOfIssuer>
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      <None>54900</None>
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    <nameOfIssuer>Foot Locker</nameOfIssuer>
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    <nameOfIssuer>Gafisa</nameOfIssuer>
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    <cusip>362607301</cusip>
    <value>1448</value>
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    <nameOfIssuer>Gain Capital Hldgs</nameOfIssuer>
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    <cusip>36268W100</cusip>
    <value>3293</value>
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    <value>1078</value>
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    <cusip>369385109</cusip>
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    <cusip>369550108</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>370334104</cusip>
    <value>10267</value>
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    <nameOfIssuer>General Motors Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
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    <votingAuthority>
      <Sole>2862180</Sole>
      <Shared>0</Shared>
      <None>1990540</None>
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    <cusip>375558103</cusip>
    <value>125601</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1279940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>761730</Sole>
      <Shared>0</Shared>
      <None>518210</None>
    </votingAuthority>
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    <nameOfIssuer>Global Cash Access</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>378967103</cusip>
    <value>6880</value>
    <shrsOrPrnAmt>
      <sshPrnamt>902870</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>902870</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Global Payments</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37940X102</cusip>
    <value>981</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>10700</None>
    </votingAuthority>
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    <nameOfIssuer>Goldman Sachs Group</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>132754</value>
    <shrsOrPrnAmt>
      <sshPrnamt>706250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>382300</Sole>
      <Shared>0</Shared>
      <None>323950</None>
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    <nameOfIssuer>Graham Holdings</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>384637104</cusip>
    <value>10874</value>
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      <sshPrnamt>10360</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4970</Sole>
      <Shared>0</Shared>
      <None>5390</None>
    </votingAuthority>
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    <nameOfIssuer>Great Plains Energy</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>391164100</cusip>
    <value>4974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>186440</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>173240</Sole>
      <Shared>0</Shared>
      <None>13200</None>
    </votingAuthority>
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    <nameOfIssuer>Griffon Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>398433102</cusip>
    <value>387</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Group 1 Automotive</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>398905109</cusip>
    <value>5714</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66190</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Grt Lakes Dredge&amp;Dock</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>390607109</cusip>
    <value>6189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1029710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1029710</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Grupo Aeroportuario Centro Nor</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>400501102</cusip>
    <value>863</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22175</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22175</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Grupo Aeroportuario del Pacifi</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>400506101</cusip>
    <value>3231</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>49300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Halliburton</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>1518</value>
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      <sshPrnamt>34600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34600</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Hartford Financial</nameOfIssuer>
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    <value>61481</value>
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      <sshPrnamt>1470140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>806720</Sole>
      <Shared>0</Shared>
      <None>663420</None>
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    <nameOfIssuer>Hawaiian Holdings</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>419879101</cusip>
    <value>6245</value>
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      <sshPrnamt>283530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>283530</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>HCA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40412C101</cusip>
    <value>34189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>454460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>285680</Sole>
      <Shared>0</Shared>
      <None>168780</None>
    </votingAuthority>
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    <nameOfIssuer>HCC Insurance Hldgs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>404132102</cusip>
    <value>765</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13500</None>
    </votingAuthority>
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    <nameOfIssuer>HCI Group</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40416E103</cusip>
    <value>15165</value>
    <shrsOrPrnAmt>
      <sshPrnamt>330600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>326500</Sole>
      <Shared>0</Shared>
      <None>4100</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HCP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40414L109</cusip>
    <value>20008</value>
    <shrsOrPrnAmt>
      <sshPrnamt>463040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>91740</Sole>
      <Shared>0</Shared>
      <None>371300</None>
    </votingAuthority>
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    <nameOfIssuer>Health Care REIT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42217K106</cusip>
    <value>17606</value>
    <shrsOrPrnAmt>
      <sshPrnamt>227590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55300</Sole>
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      <None>172290</None>
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    <nameOfIssuer>Health Net</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42222G108</cusip>
    <value>154133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2548070</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1589660</Sole>
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      <None>958410</None>
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    <nameOfIssuer>Healthcare Realty Trust</nameOfIssuer>
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    <cusip>421946104</cusip>
    <value>2764</value>
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      <sshPrnamt>99500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>99500</None>
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  <infoTable>
    <nameOfIssuer>Henry (Jack) &amp; Assoc</nameOfIssuer>
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    <cusip>426281101</cusip>
    <value>964</value>
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      <sshPrnamt>13800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>13800</None>
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  <infoTable>
    <nameOfIssuer>Henry Schein</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806407102</cusip>
    <value>5452</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11750</Sole>
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      <None>27300</None>
    </votingAuthority>
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    <nameOfIssuer>Hersha Hospitality</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>427825104</cusip>
    <value>12544</value>
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      <sshPrnamt>1938830</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1938830</Sole>
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      <None>0</None>
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    <nameOfIssuer>Hershey Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>1604</value>
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      <sshPrnamt>15900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>15900</None>
    </votingAuthority>
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    <nameOfIssuer>Hewlett-Packard</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>428236103</cusip>
    <value>6252</value>
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      <sshPrnamt>200630</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200630</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Highwoods Properties</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>431284108</cusip>
    <value>18503</value>
    <shrsOrPrnAmt>
      <sshPrnamt>404180</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>88600</Sole>
      <Shared>0</Shared>
      <None>315580</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hill-Rom Holdings</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>431475102</cusip>
    <value>18814</value>
    <shrsOrPrnAmt>
      <sshPrnamt>383960</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>86200</Sole>
      <Shared>0</Shared>
      <None>297760</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hilltop Holdings</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>432748101</cusip>
    <value>4356</value>
    <shrsOrPrnAmt>
      <sshPrnamt>224080</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>224080</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HollyFrontier Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436106108</cusip>
    <value>564</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hologic</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436440101</cusip>
    <value>20273</value>
    <shrsOrPrnAmt>
      <sshPrnamt>613870</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>143660</Sole>
      <Shared>0</Shared>
      <None>470210</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>6629</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58350</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58350</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Home Properties</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437306103</cusip>
    <value>2910</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>42000</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HomeStreet</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43785V102</cusip>
    <value>2416</value>
    <shrsOrPrnAmt>
      <sshPrnamt>131860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>131860</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hospitality Properties Tr</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44106M102</cusip>
    <value>52724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1598170</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1066980</Sole>
      <Shared>0</Shared>
      <None>531190</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Host Hotels &amp; Resorts</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44107P104</cusip>
    <value>19172</value>
    <shrsOrPrnAmt>
      <sshPrnamt>950050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>379880</Sole>
      <Shared>0</Shared>
      <None>570170</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HSN Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>404303109</cusip>
    <value>5299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6220</Sole>
      <Shared>0</Shared>
      <None>71450</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Humana Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>444859102</cusip>
    <value>250430</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1406750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>746780</Sole>
      <Shared>0</Shared>
      <None>659970</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Huntington Bancshares</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446150104</cusip>
    <value>135792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12288890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7112920</Sole>
      <Shared>0</Shared>
      <None>5175970</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Huntington Ingalls Inds</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446413106</cusip>
    <value>132400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>944700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>589660</Sole>
      <Shared>0</Shared>
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    <cusip>G4705A100</cusip>
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      <Sole>52900</Sole>
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      <None>129850</None>
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      <Sole>34200</Sole>
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      <None>0</None>
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    <nameOfIssuer>IDEXX Labs</nameOfIssuer>
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    <cusip>45168D104</cusip>
    <value>1468</value>
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      <Sole>0</Sole>
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      <None>9500</None>
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    <nameOfIssuer>Industrias Bachoco</nameOfIssuer>
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    <value>534</value>
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      <Sole>10712</Sole>
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      <Sole>243360</Sole>
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      <None>10800</None>
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    <nameOfIssuer>Ingredion</nameOfIssuer>
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    <value>5086</value>
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    <votingAuthority>
      <Sole>48350</Sole>
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      <None>17000</None>
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    <value>1214</value>
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      <sshPrnamt>42580</sshPrnamt>
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      <Sole>42580</Sole>
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      <None>0</None>
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      <sshPrnamt>8661510</sshPrnamt>
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    <votingAuthority>
      <Sole>4917000</Sole>
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      <None>3744510</None>
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    <nameOfIssuer>Inteliquent</nameOfIssuer>
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    <value>2635</value>
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      <sshPrnamt>167380</sshPrnamt>
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    <votingAuthority>
      <Sole>167380</Sole>
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      <None>0</None>
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    <nameOfIssuer>Intl Bus Machines</nameOfIssuer>
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    <cusip>459200101</cusip>
    <value>22338</value>
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      <sshPrnamt>139180</sshPrnamt>
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    <votingAuthority>
      <Sole>57630</Sole>
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      <None>81550</None>
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    <nameOfIssuer>Intl Paper Co</nameOfIssuer>
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    <cusip>460146103</cusip>
    <value>62968</value>
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      <sshPrnamt>1134760</sshPrnamt>
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    <votingAuthority>
      <Sole>713380</Sole>
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      <None>421380</None>
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    <cusip>461202103</cusip>
    <value>8468</value>
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      <sshPrnamt>87330</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>87330</Sole>
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      <None>0</None>
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    <nameOfIssuer>IShares MSCI India ETF</nameOfIssuer>
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    <cusip>46429B598</cusip>
    <value>11880</value>
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      <sshPrnamt>371417</sshPrnamt>
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    <votingAuthority>
      <Sole>371417</Sole>
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      <None>0</None>
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    <nameOfIssuer>iShares Russell 1000 Val</nameOfIssuer>
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    <value>244</value>
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    <votingAuthority>
      <Sole>2370</Sole>
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      <None>0</None>
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    <cusip>465562106</cusip>
    <value>19189</value>
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      <sshPrnamt>1735033</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>j2 Global</nameOfIssuer>
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    <value>1360</value>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>Jabil Circuit</nameOfIssuer>
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    <value>169549</value>
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      <Sole>4397460</Sole>
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    <nameOfIssuer>Jack in the Box</nameOfIssuer>
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    <cusip>466367109</cusip>
    <value>13920</value>
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      <sshPrnamt>145120</sshPrnamt>
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      <Sole>29900</Sole>
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      <None>115220</None>
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    <nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
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      <sshPrnamt>31700</sshPrnamt>
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    <votingAuthority>
      <Sole>22800</Sole>
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      <None>8900</None>
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    <nameOfIssuer>Jones Lang LaSalle</nameOfIssuer>
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    <nameOfIssuer>Just Energy Group</nameOfIssuer>
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    <value>1913</value>
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      <Sole>6500</Sole>
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      <None>22500</None>
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    <nameOfIssuer>KeyCorp</nameOfIssuer>
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      <sshPrnamt>735550</sshPrnamt>
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      <Sole>553150</Sole>
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    <nameOfIssuer>Kimberly-Clark</nameOfIssuer>
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    <value>1346</value>
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      <sshPrnamt>12570</sshPrnamt>
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      <None>3500</None>
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    <nameOfIssuer>Kohl's Corp</nameOfIssuer>
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      <None>842580</None>
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      <sshPrnamt>3821060</sshPrnamt>
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      <Sole>2119180</Sole>
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    <nameOfIssuer>L-3 Communications</nameOfIssuer>
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    <value>2818</value>
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      <None>12700</None>
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    <nameOfIssuer>Lab Corp of Amer</nameOfIssuer>
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      <None>125690</None>
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    <nameOfIssuer>Lam Research</nameOfIssuer>
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    <value>33881</value>
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      <Sole>365650</Sole>
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      <None>116750</None>
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    <cusip>515098101</cusip>
    <value>1604</value>
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      <None>24200</None>
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    <cusip>51817R106</cusip>
    <value>150</value>
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      <sshPrnamt>18620</sshPrnamt>
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    <votingAuthority>
      <Sole>18620</Sole>
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      <None>0</None>
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    <nameOfIssuer>Lear Corp</nameOfIssuer>
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    <cusip>521865204</cusip>
    <value>230642</value>
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      <sshPrnamt>2081230</sshPrnamt>
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      <Sole>1195770</Sole>
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      <None>885460</None>
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    <nameOfIssuer>Lexmark Intl</nameOfIssuer>
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    <cusip>529771107</cusip>
    <value>96481</value>
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      <sshPrnamt>2278710</sshPrnamt>
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      <Sole>1341610</Sole>
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      <None>937100</None>
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    <nameOfIssuer>Lilly (Eli) &amp; Co</nameOfIssuer>
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    <cusip>532457108</cusip>
    <value>225</value>
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      <None>0</None>
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    <nameOfIssuer>Lincoln Natl</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>534187109</cusip>
    <value>148987</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>33350</value>
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      <None>60040</None>
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    <nameOfIssuer>Lorillard</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>544147101</cusip>
    <value>235454</value>
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      <sshPrnamt>3602970</sshPrnamt>
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    <nameOfIssuer>Lowe's Cos</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>548661107</cusip>
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