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		<nameOfIssuer>3-D SYS CORP DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>88554D205</cusip>
		<value>3231</value>
		<shrsOrPrnAmt>
			<sshPrnamt>241300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<votingAuthority>
			<Sole>241300</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>58 COM INC</nameOfIssuer>
		<titleOfClass>SPON ADR REP A</titleOfClass>
		<cusip>31680Q104</cusip>
		<value>52286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>828100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>828100</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00971T101</cusip>
		<value>22567</value>
		<shrsOrPrnAmt>
			<sshPrnamt>463200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>463200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALICO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>016230104</cusip>
		<value>17699</value>
		<shrsOrPrnAmt>
			<sshPrnamt>518266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>518266</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL C</titleOfClass>
		<cusip>02079K107</cusip>
		<value>152925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>159445</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>159445</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL A</titleOfClass>
		<cusip>02079K305</cusip>
		<value>23851</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24495</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMC ENTMT HLDGS INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>00165C104</cusip>
		<value>28736</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1954804</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1954804</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN AXLE &amp; MFG HLDGS IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>024061103</cusip>
		<value>15697</value>
		<shrsOrPrnAmt>
			<sshPrnamt>892900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>892900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>026874784</cusip>
		<value>18442</value>
		<shrsOrPrnAmt>
			<sshPrnamt>300400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>300400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMERICAN SUPERCONDUCTOR CORP</nameOfIssuer>
		<titleOfClass>SHS NEW</titleOfClass>
		<cusip>030111207</cusip>
		<value>141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>APOLLO GLOBAL MGMT LLC</nameOfIssuer>
		<titleOfClass>CL A SHS</titleOfClass>
		<cusip>037612306</cusip>
		<value>15987</value>
		<shrsOrPrnAmt>
			<sshPrnamt>531141</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>531141</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>APPTIO INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>03835C108</cusip>
		<value>29872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1617314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1617314</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARROW ELECTRS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>042735100</cusip>
		<value>106093</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1319400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1319400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>G0684D107</cusip>
		<value>24098</value>
		<shrsOrPrnAmt>
			<sshPrnamt>447586</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>447586</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>ATLAS FINANCIAL HOLDINGS INC</nameOfIssuer>
		<titleOfClass>SHS NEW</titleOfClass>
		<cusip>G06207115</cusip>
		<value>902</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AWARE INC MASS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05453N100</cusip>
		<value>114</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BAIDU INC</nameOfIssuer>
		<titleOfClass>SPON ADR REP A</titleOfClass>
		<cusip>056752108</cusip>
		<value>67278</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271620</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>271620</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANCOLOMBIA S A</nameOfIssuer>
		<titleOfClass>SPON ADR PREF</titleOfClass>
		<cusip>05968L102</cusip>
		<value>50936</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1112372</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1112372</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BARCLAYS BK PLC</nameOfIssuer>
		<titleOfClass>IPATH S&amp;P500 VIX</titleOfClass>
		<cusip>06746L422</cusip>
		<value>6035</value>
		<shrsOrPrnAmt>
			<sshPrnamt>153995</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>153995</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
		<titleOfClass>CL B NEW</titleOfClass>
		<cusip>084670702</cusip>
		<value>62475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>340800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>340800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BIG 5 SPORTING GOODS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>08915P101</cusip>
		<value>4566</value>
		<shrsOrPrnAmt>
			<sshPrnamt>596800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>596800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BIOGEN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09062X103</cusip>
		<value>91775</value>
		<shrsOrPrnAmt>
			<sshPrnamt>293100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>293100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BMC STK HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05591B109</cusip>
		<value>16376</value>
		<shrsOrPrnAmt>
			<sshPrnamt>767046</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>767046</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BOOT BARN HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>099406100</cusip>
		<value>3492</value>
		<shrsOrPrnAmt>
			<sshPrnamt>392376</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>392376</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>C&amp;J ENERGY SVCS INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12674R100</cusip>
		<value>9839</value>
		<shrsOrPrnAmt>
			<sshPrnamt>328300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>328300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CALATLANTIC GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>128195104</cusip>
		<value>39929</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1090055</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1090055</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<value>15365</value>
		<shrsOrPrnAmt>
			<sshPrnamt>459822</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>459822</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14040H105</cusip>
		<value>121233</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1432000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1432000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPSTONE TURBINE CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>14067D409</cusip>
		<value>191</value>
		<shrsOrPrnAmt>
			<sshPrnamt>274742</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>274742</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CASTLIGHT HEALTH INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>14862Q100</cusip>
		<value>3025</value>
		<shrsOrPrnAmt>
			<sshPrnamt>703487</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>703487</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CDW CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12514G108</cusip>
		<value>71848</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1088600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1088600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CELANESE CORP DEL</nameOfIssuer>
		<titleOfClass>COM SER A</titleOfClass>
		<cusip>150870103</cusip>
		<value>420604</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4033800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4033800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CEMEX SAB DE CV</nameOfIssuer>
		<titleOfClass>SPON ADR NEW</titleOfClass>
		<cusip>151290889</cusip>
		<value>94265</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10381592</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10381592</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135B101</cusip>
		<value>61981</value>
		<shrsOrPrnAmt>
			<sshPrnamt>640500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>640500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHINA LODGING GROUP LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>16949N109</cusip>
		<value>27141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>228419</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>228419</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CIGNA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125509109</cusip>
		<value>59447</value>
		<shrsOrPrnAmt>
			<sshPrnamt>318000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>318000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>172967424</cusip>
		<value>191210</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2628675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2628675</Sole>
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			<None>0</None>
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		<nameOfIssuer>COEUR MNG INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>192108504</cusip>
		<value>113484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12348689</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12348689</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>COGENTIX MED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>19243A104</cusip>
		<value>55</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21304</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21304</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COVANTA HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22282E102</cusip>
		<value>27146</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1828000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1828000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DARLING INGREDIENTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237266101</cusip>
		<value>25945</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1480869</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1480869</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DAVITA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23918K108</cusip>
		<value>25633</value>
		<shrsOrPrnAmt>
			<sshPrnamt>431600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>431600</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>247361702</cusip>
		<value>69914</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1449900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1449900</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DSW INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>23334L102</cusip>
		<value>1562</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DYNAVAX TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>268158201</cusip>
		<value>65735</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3057437</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3057437</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>EASTMAN CHEM CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>277432100</cusip>
		<value>27129</value>
		<shrsOrPrnAmt>
			<sshPrnamt>299800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>299800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>287026</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9948900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9948900</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>6058</value>
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			<sshPrnamt>73900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73900</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>FINISAR CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>31787A507</cusip>
		<value>4716</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212700</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>FIRST CTZNS BANCSHARES INC N</nameOfIssuer>
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		<cusip>31946M103</cusip>
		<value>725</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1940</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>FLEX LTD</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>Y2573F102</cusip>
		<value>133730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8070600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8070600</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>FTD COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30281V108</cusip>
		<value>24666</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1891592</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1891592</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>375558103</cusip>
		<value>46894</value>
		<shrsOrPrnAmt>
			<sshPrnamt>578800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>578800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GRAN TIERRA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38500T101</cusip>
		<value>6788</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3000000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3000000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GRAN TIERRA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38500T101</cusip>
		<value>108694</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48034600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48034600</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>GRANA Y MONTERO S A A</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>38500P208</cusip>
		<value>1002</value>
		<shrsOrPrnAmt>
			<sshPrnamt>208358</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208358</Sole>
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			<None>0</None>
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		<nameOfIssuer>GREEN DOT CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>39304D102</cusip>
		<value>13178</value>
		<shrsOrPrnAmt>
			<sshPrnamt>265800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>265800</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>HABIT RESTAURANTS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>40449J103</cusip>
		<value>9023</value>
		<shrsOrPrnAmt>
			<sshPrnamt>691387</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>691387</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HCI GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40416E103</cusip>
		<value>639</value>
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			<sshPrnamt>16700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16700</Sole>
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			<None>0</None>
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		<nameOfIssuer>HELIX ENERGY SOLUTIONS GRP I</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42330P107</cusip>
		<value>52981</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7169223</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7169223</Sole>
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			<None>0</None>
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		<nameOfIssuer>HOUGHTON MIFFLIN HARCOURT CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44157R109</cusip>
		<value>16552</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1373600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1373600</Sole>
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			<None>0</None>
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		<nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44919P508</cusip>
		<value>36897</value>
		<shrsOrPrnAmt>
			<sshPrnamt>313800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>313800</Sole>
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			<None>0</None>
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		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>453038408</cusip>
		<value>2327</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>INTELLIA THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45826J105</cusip>
		<value>8214</value>
		<shrsOrPrnAmt>
			<sshPrnamt>330533</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>330533</Sole>
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			<None>0</None>
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		<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<value>34747</value>
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			<sshPrnamt>363800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>363800</Sole>
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			<None>0</None>
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		<nameOfIssuer>KBR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48242W106</cusip>
		<value>45644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2552800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2552800</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>KIMCO RLTY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49446R109</cusip>
		<value>6295</value>
		<shrsOrPrnAmt>
			<sshPrnamt>322000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>322000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KKR &amp; CO L P DEL</nameOfIssuer>
		<titleOfClass>COM UNITS</titleOfClass>
		<cusip>48248M102</cusip>
		<value>12391</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>609500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>512807108</cusip>
		<value>66910</value>
		<shrsOrPrnAmt>
			<sshPrnamt>361600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>361600</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>59646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1369600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1369600</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LKQ CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>501889208</cusip>
		<value>49810</value>
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			<sshPrnamt>1384000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1384000</Sole>
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			<None>0</None>
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		<nameOfIssuer>LUXFER HLDGS PLC</nameOfIssuer>
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		<cusip>550678106</cusip>
		<value>4970</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>399202</Sole>
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			<None>0</None>
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		<nameOfIssuer>LYON WILLIAM HOMES</nameOfIssuer>
		<titleOfClass>CL A NEW</titleOfClass>
		<cusip>552074700</cusip>
		<value>86240</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3751217</Sole>
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			<None>0</None>
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		<nameOfIssuer>MAKEMYTRIP LIMITED MAURITIUS</nameOfIssuer>
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		<cusip>V5633W109</cusip>
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		<shrsOrPrnAmt>
			<sshPrnamt>1622292</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1622292</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>MATCH GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57665R106</cusip>
		<value>14197</value>
		<shrsOrPrnAmt>
			<sshPrnamt>612200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>612200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MDC PARTNERS INC</nameOfIssuer>
		<titleOfClass>CL A SUB VTG</titleOfClass>
		<cusip>552697104</cusip>
		<value>4160</value>
		<shrsOrPrnAmt>
			<sshPrnamt>378153</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>378153</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MGM RESORTS INTERNATIONAL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>552953101</cusip>
		<value>106452</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3266400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3266400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MYLAN N V</nameOfIssuer>
		<titleOfClass>SHS EURO</titleOfClass>
		<cusip>N59465109</cusip>
		<value>30172</value>
		<shrsOrPrnAmt>
			<sshPrnamt>961800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>961800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NABORS INDUSTRIES LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6359F103</cusip>
		<value>11099</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1375400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1375400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NATURAL GROCERS BY VITAMIN C</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>63888U108</cusip>
		<value>509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>91298</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91298</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NEW ORIENTAL ED &amp; TECH GRP I</nameOfIssuer>
		<titleOfClass>SPON ADR</titleOfClass>
		<cusip>647581107</cusip>
		<value>24536</value>
		<shrsOrPrnAmt>
			<sshPrnamt>278000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>278000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NOMAD FOODS LTD</nameOfIssuer>
		<titleOfClass>USD ORD SHS</titleOfClass>
		<cusip>G6564A105</cusip>
		<value>48329</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3317000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3317000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NORWEGIAN CRUISE LINE HLDGS</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G66721104</cusip>
		<value>16793</value>
		<shrsOrPrnAmt>
			<sshPrnamt>310700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>310700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67011P100</cusip>
		<value>3610</value>
		<shrsOrPrnAmt>
			<sshPrnamt>261400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>261400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67020Y100</cusip>
		<value>34226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2177200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2177200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OASIS PETE INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674215108</cusip>
		<value>19487</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2136700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2136700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OBSIDIAN ENERGY LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674482104</cusip>
		<value>1323</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1260081</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1260081</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>OVASCIENCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69014Q101</cusip>
		<value>1138</value>
		<shrsOrPrnAmt>
			<sshPrnamt>801345</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>801345</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PRA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354N106</cusip>
		<value>4902</value>
		<shrsOrPrnAmt>
			<sshPrnamt>171100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>171100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PRICELINE GRP INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>741503403</cusip>
		<value>90909</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49655</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49655</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RANGE RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75281A109</cusip>
		<value>38674</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1976200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1976200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REAL IND INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75601W104</cusip>
		<value>262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>145580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>145580</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REALOGY HLDGS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75605Y106</cusip>
		<value>57639</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1749300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1749300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REGENXBIO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75901B107</cusip>
		<value>29591</value>
		<shrsOrPrnAmt>
			<sshPrnamt>898067</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>898067</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SEAWORLD ENTMT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81282V100</cusip>
		<value>21543</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1658464</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1658464</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SHIRE PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>82481R106</cusip>
		<value>15714</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102610</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102610</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SUMMIT MATLS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>86614U100</cusip>
		<value>31149</value>
		<shrsOrPrnAmt>
			<sshPrnamt>972500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>972500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SUPERIOR ENERGY SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>868157108</cusip>
		<value>29454</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2757830</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2757830</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>878742204</cusip>
		<value>135079</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6404900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6404900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TOPBUILD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89055F103</cusip>
		<value>21656</value>
		<shrsOrPrnAmt>
			<sshPrnamt>332305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>332305</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TORONTO DOMINION BK ONT</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>891160509</cusip>
		<value>223</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3960</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3960</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TRILOGY METALS INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89621C105</cusip>
		<value>628</value>
		<shrsOrPrnAmt>
			<sshPrnamt>664006</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>664006</Sole>
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			<None>0</None>
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		<nameOfIssuer>TRUEBLUE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89785X101</cusip>
		<value>38533</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1716373</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1716373</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TUTOR PERINI CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>901109108</cusip>
		<value>12092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>425767</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>425767</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TWITTER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90184L102</cusip>
		<value>1930</value>
		<shrsOrPrnAmt>
			<sshPrnamt>114400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114400</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>U S G CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>903293405</cusip>
		<value>48505</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1485600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1485600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>UNDER ARMOUR INC</nameOfIssuer>
		<titleOfClass>CL C</titleOfClass>
		<cusip>904311206</cusip>
		<value>9381</value>
		<shrsOrPrnAmt>
			<sshPrnamt>624598</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>624598</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>UNDER ARMOUR INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>904311107</cusip>
		<value>7302</value>
		<shrsOrPrnAmt>
			<sshPrnamt>443100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>443100</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>UNITED CONTL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<value>22009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>361515</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>361515</Sole>
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			<None>0</None>
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		<nameOfIssuer>VIAD CORP</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>92552R406</cusip>
		<value>64591</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1060612</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1060612</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VIDEOCON D2H LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>92657J101</cusip>
		<value>30943</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3476741</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3476741</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VITAMIN SHOPPE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92849E101</cusip>
		<value>3423</value>
		<shrsOrPrnAmt>
			<sshPrnamt>639837</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>639837</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VMWARE INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>928563402</cusip>
		<value>128790</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1179500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1179500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WALGREENS BOOTS ALLIANCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931427108</cusip>
		<value>37598</value>
		<shrsOrPrnAmt>
			<sshPrnamt>486900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>486900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WEATHERFORD INTL PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G48833100</cusip>
		<value>12672</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2766800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2766800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WHITING PETE CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>966387102</cusip>
		<value>2829</value>
		<shrsOrPrnAmt>
			<sshPrnamt>518100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>518100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WILLIS TOWERS WATSON PUB LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G96629103</cusip>
		<value>17382</value>
		<shrsOrPrnAmt>
			<sshPrnamt>112700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>YIELD10 BIOSCIENCE INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>98585K201</cusip>
		<value>107</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33559</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33559</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>YINGLI GREEN ENERGY HLDG CO</nameOfIssuer>
		<titleOfClass>ADR NEW</titleOfClass>
		<cusip>98584B202</cusip>
		<value>506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>222726</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>222726</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZIX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98974P100</cusip>
		<value>801</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163860</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163860</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
