<?xml version="1.0" encoding="UTF-8"?>
<informationTable
	xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd"
	xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable"
	xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable"
	xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
	<infoTable>
		<nameOfIssuer>AAC TECHNOLOGIES H</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000304105</cusip>
		<value>3136</value>
		<shrsOrPrnAmt>
			<sshPrnamt>530032</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>530032</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ABB LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>2956</value>
		<shrsOrPrnAmt>
			<sshPrnamt>156652</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>156652</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ABIOMED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>003654100</cusip>
		<value>33360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116812</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116812</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ACUITY BRANDS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00508Y102</cusip>
		<value>17384</value>
		<shrsOrPrnAmt>
			<sshPrnamt>144858</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>144858</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ADECCO GROUP AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>006754204</cusip>
		<value>3428</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128529</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128529</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AEROJET ROCKETDYNE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>007800105</cusip>
		<value>21919</value>
		<shrsOrPrnAmt>
			<sshPrnamt>616927</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>616927</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AFLAC INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001055102</cusip>
		<value>18472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>369448</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>369448</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AGNC INVESTMENT CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>00123Q104</cusip>
		<value>103624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5756902</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5756902</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AIR LIQUIDE S.A.(L')</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>009126202</cusip>
		<value>2653</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104218</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104218</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALASKA AIR GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>011659109</cusip>
		<value>13943</value>
		<shrsOrPrnAmt>
			<sshPrnamt>248458</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>248458</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALBANY INTERNATIONAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012348108</cusip>
		<value>5034</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70319</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>70319</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>20030</value>
		<shrsOrPrnAmt>
			<sshPrnamt>244329</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>244329</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALIGN TECHNOLOGY I</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>016255101</cusip>
		<value>22547</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79298</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79298</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLIANZ SOCIETAS EUROPAEA-SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>018805101</cusip>
		<value>19095</value>
		<shrsOrPrnAmt>
			<sshPrnamt>857650</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>857650</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLISON TRANSMISSION HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01973R101</cusip>
		<value>10514</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234071</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234071</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G037AX101</cusip>
		<value>3099</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71743</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>71743</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN EAGLE OUTFITTER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02553E106</cusip>
		<value>22353</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1008266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1008266</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN WATER WOR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>030420103</cusip>
		<value>20197</value>
		<shrsOrPrnAmt>
			<sshPrnamt>193720</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>193720</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMN HEALTHCARE SVS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001744101</cusip>
		<value>4844</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102865</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102865</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANALOG DEVICES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032654105</cusip>
		<value>10226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97145</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97145</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARCH CAPITAL GROUP LTD.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0450A105</cusip>
		<value>16998</value>
		<shrsOrPrnAmt>
			<sshPrnamt>525917</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>525917</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>040413106</cusip>
		<value>153873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>489326</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>489326</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASPEN TECHNOLOGY, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>045327103</cusip>
		<value>12684</value>
		<shrsOrPrnAmt>
			<sshPrnamt>121657</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121657</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASTELLAS PHARMA INC.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04623U102</cusip>
		<value>3156</value>
		<shrsOrPrnAmt>
			<sshPrnamt>210640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>210640</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASTRONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>046433108</cusip>
		<value>4360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>133254</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>133254</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATMOS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>55145</value>
		<shrsOrPrnAmt>
			<sshPrnamt>535749</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>535749</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATOS SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04962A105</cusip>
		<value>260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13437</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13437</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVALONBAY COMMUNITIES, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>053484101</cusip>
		<value>48288</value>
		<shrsOrPrnAmt>
			<sshPrnamt>240564</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>240564</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AXA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>054536107</cusip>
		<value>3236</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128498</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128498</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AXOS FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05465C100</cusip>
		<value>3703</value>
		<shrsOrPrnAmt>
			<sshPrnamt>127852</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>127852</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BALCHEM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>057665200</cusip>
		<value>5286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>56963</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>56963</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANCO BILBAO VIZCAYA ARGENTARIA, S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05946K101</cusip>
		<value>3524</value>
		<shrsOrPrnAmt>
			<sshPrnamt>615028</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>615028</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BANCOLOMBIA S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05968L102</cusip>
		<value>16091</value>
		<shrsOrPrnAmt>
			<sshPrnamt>315146</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>315146</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BASF SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>055262505</cusip>
		<value>3029</value>
		<shrsOrPrnAmt>
			<sshPrnamt>164685</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>164685</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>37709</value>
		<shrsOrPrnAmt>
			<sshPrnamt>530667</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>530667</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>088606108</cusip>
		<value>16183</value>
		<shrsOrPrnAmt>
			<sshPrnamt>296011</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>296011</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BIOMARIN PHARMACEUTICAL INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09061G101</cusip>
		<value>17634</value>
		<shrsOrPrnAmt>
			<sshPrnamt>198515</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>198515</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BIOTELEMETRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>090672106</cusip>
		<value>7920</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126479</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126479</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BLUCORA, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>095229100</cusip>
		<value>4258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>127556</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>127556</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BNP PARIBAS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05565A202</cusip>
		<value>3211</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134227</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134227</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BRIT AMER TOBACCO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>110448107</cusip>
		<value>2920</value>
		<shrsOrPrnAmt>
			<sshPrnamt>69991</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>69991</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BRUKER CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>116794108</cusip>
		<value>6757</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175788</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>175788</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BURLINGTON STORES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>122017106</cusip>
		<value>4187</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26725</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26725</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05605H100</cusip>
		<value>31432</value>
		<shrsOrPrnAmt>
			<sshPrnamt>633972</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>633972</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAMBREX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>132011107</cusip>
		<value>3364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86596</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86596</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<value>216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7839</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7839</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARBONITE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>141337105</cusip>
		<value>4598</value>
		<shrsOrPrnAmt>
			<sshPrnamt>185338</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>185338</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARETRUST REIT INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>14174T107</cusip>
		<value>3446</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146889</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146889</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CARPENTER TECHNOLOGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>144285103</cusip>
		<value>1703</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37151</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37151</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CASEYS GEN STORES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>147528103</cusip>
		<value>17665</value>
		<shrsOrPrnAmt>
			<sshPrnamt>137185</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137185</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CENTENE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135B101</cusip>
		<value>12929</value>
		<shrsOrPrnAmt>
			<sshPrnamt>243483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>243483</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CF INDUSTRIES HOLDINGS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125269100</cusip>
		<value>5515</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134896</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134896</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHART INDUSTRIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>16115Q308</cusip>
		<value>4701</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51937</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>51937</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHEESECAKE FACTORY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>163072101</cusip>
		<value>3757</value>
		<shrsOrPrnAmt>
			<sshPrnamt>76793</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76793</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CMS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>48584</value>
		<shrsOrPrnAmt>
			<sshPrnamt>874753</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>874753</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CNO FINANCIAL GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12621E103</cusip>
		<value>2702</value>
		<shrsOrPrnAmt>
			<sshPrnamt>166976</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>166976</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COCA-COLA HBC AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>191223205</cusip>
		<value>2118</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61916</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61916</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COGNEX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>192422103</cusip>
		<value>13115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>257870</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>257870</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COHEN &amp; STEERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>19247A100</cusip>
		<value>5034</value>
		<shrsOrPrnAmt>
			<sshPrnamt>119096</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>119096</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COMPASS GROUP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>20449X401</cusip>
		<value>3164</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134568</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134568</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CONTINENTAL AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>210771200</cusip>
		<value>3622</value>
		<shrsOrPrnAmt>
			<sshPrnamt>240378</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>240378</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CORE LABORATORIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N22717107</cusip>
		<value>3364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48803</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48803</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COUSINS PROPERTIES INCORPORATED</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>222795106</cusip>
		<value>42443</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4393733</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4393733</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CRACKER BARREL OLD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22410J106</cusip>
		<value>4159</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25736</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25736</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CREDICORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G2519Y108</cusip>
		<value>16191</value>
		<shrsOrPrnAmt>
			<sshPrnamt>67478</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>67478</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CSL</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>12637N204</cusip>
		<value>2791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40308</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40308</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>D.R. HORTON, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23331A109</cusip>
		<value>21772</value>
		<shrsOrPrnAmt>
			<sshPrnamt>526155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>526155</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DARDEN RESTAURANTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>26782</value>
		<shrsOrPrnAmt>
			<sshPrnamt>220479</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>220479</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DASSAULT SYSTEMES</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>237545108</cusip>
		<value>1806</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12114</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12114</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DAVE &amp; BUSTER'S ENTERTAINMENT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>238337109</cusip>
		<value>4459</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89418</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89418</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DESCARTES SYS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>249906108</cusip>
		<value>4428</value>
		<shrsOrPrnAmt>
			<sshPrnamt>121716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121716</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DIAGEO PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>25243Q205</cusip>
		<value>17103</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104538</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104538</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>19653</value>
		<shrsOrPrnAmt>
			<sshPrnamt>193567</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>193567</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DNB ASA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>23328E106</cusip>
		<value>3247</value>
		<shrsOrPrnAmt>
			<sshPrnamt>176108</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>176108</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DXC TECHNOLOGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23355L106</cusip>
		<value>47154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>733233</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>733233</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DYCOM INDUSTRIES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>10690</value>
		<shrsOrPrnAmt>
			<sshPrnamt>232704</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232704</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EAGLE MATERIALS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26969P108</cusip>
		<value>8355</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99110</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>99110</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EAGLE PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>269796108</cusip>
		<value>2777</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54995</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54995</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EBAY INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278642103</cusip>
		<value>33081</value>
		<shrsOrPrnAmt>
			<sshPrnamt>890717</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>890717</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EDWARDS LIFESCIENCES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>28176E108</cusip>
		<value>23657</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123647</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123647</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ELECTRONICS FOR IMAGING</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>286082102</cusip>
		<value>2538</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94356</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94356</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29250N105</cusip>
		<value>13455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>371071</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>371071</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENCANA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>292505104</cusip>
		<value>37358</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5159989</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5159989</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>4047</value>
		<shrsOrPrnAmt>
			<sshPrnamt>113406</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>113406</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENVESTNET INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29404K106</cusip>
		<value>5671</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86725</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86725</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EPLUS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294268107</cusip>
		<value>4605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52009</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52009</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EPR PROPERTIES</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>26884U109</cusip>
		<value>57885</value>
		<shrsOrPrnAmt>
			<sshPrnamt>752733</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>752733</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESSITY AKTIEBOLAG (PUBL)</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>29729L102</cusip>
		<value>3084</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106706</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106706</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29977A105</cusip>
		<value>27596</value>
		<shrsOrPrnAmt>
			<sshPrnamt>303248</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>303248</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30212P303</cusip>
		<value>17718</value>
		<shrsOrPrnAmt>
			<sshPrnamt>148891</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>148891</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FABRINET</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3323L100</cusip>
		<value>4134</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78957</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78957</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FANUC CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>307305102</cusip>
		<value>2065</value>
		<shrsOrPrnAmt>
			<sshPrnamt>121036</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121036</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST HORIZON NATIONAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>320517105</cusip>
		<value>30134</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2155496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2155496</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLOOR AND DECOR HOLDING INCORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>339750101</cusip>
		<value>30137</value>
		<shrsOrPrnAmt>
			<sshPrnamt>731123</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>731123</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>344849104</cusip>
		<value>20011</value>
		<shrsOrPrnAmt>
			<sshPrnamt>330213</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>330213</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FRESENIUS SE &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>35804M105</cusip>
		<value>3331</value>
		<shrsOrPrnAmt>
			<sshPrnamt>238444</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>238444</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>G-III APPAREL GP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>36237H101</cusip>
		<value>4044</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101195</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101195</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GARMIN LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>H2906T109</cusip>
		<value>27223</value>
		<shrsOrPrnAmt>
			<sshPrnamt>315269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>315269</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENOMIC HEALTH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37244C101</cusip>
		<value>4616</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65893</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65893</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GILDAN ACTIVEWEAR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>375916103</cusip>
		<value>222</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6170</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6170</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GIVAUDAN SA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>37636P108</cusip>
		<value>2498</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48891</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48891</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GPO FIN BANORTE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>40052P107</cusip>
		<value>3706</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136347</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136347</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>384802104</cusip>
		<value>24092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80060</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80060</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GREEN DOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>39304D102</cusip>
		<value>3355</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55316</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55316</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HARRIS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>413875105</cusip>
		<value>8401</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52602</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52602</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HEALTHCARE REALTY TRUST INCORPORATED</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>421946104</cusip>
		<value>31214</value>
		<shrsOrPrnAmt>
			<sshPrnamt>972095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>972095</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HEALTHCARE SERVICE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>421906108</cusip>
		<value>3216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97494</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97494</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HEALTHEQUITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42226A107</cusip>
		<value>5137</value>
		<shrsOrPrnAmt>
			<sshPrnamt>69441</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>69441</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HENKEL AG &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>42550U208</cusip>
		<value>17646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>690772</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>690772</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HEXCEL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>428291108</cusip>
		<value>20166</value>
		<shrsOrPrnAmt>
			<sshPrnamt>291587</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>291587</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HILLTOP HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>432748101</cusip>
		<value>2496</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136757</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136757</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HILTON GRAND VACATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>43283X105</cusip>
		<value>22163</value>
		<shrsOrPrnAmt>
			<sshPrnamt>718404</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>718404</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HMS HOLDINGS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40425J101</cusip>
		<value>4061</value>
		<shrsOrPrnAmt>
			<sshPrnamt>137157</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137157</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HORMEL FOODS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>440452100</cusip>
		<value>14343</value>
		<shrsOrPrnAmt>
			<sshPrnamt>320433</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>320433</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>44107P104</cusip>
		<value>61828</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3271304</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3271304</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUMANA INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>3900</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14662</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14662</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUNTINGTON INGALLS INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446413106</cusip>
		<value>19492</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94075</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94075</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUNTSMAN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>447011107</cusip>
		<value>35789</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1591335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1591335</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44919P508</cusip>
		<value>27194</value>
		<shrsOrPrnAmt>
			<sshPrnamt>129428</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>129428</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ICU MEDICAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44930G107</cusip>
		<value>7849</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32796</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32796</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>II-VI INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902104108</cusip>
		<value>5903</value>
		<shrsOrPrnAmt>
			<sshPrnamt>158500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453038408</cusip>
		<value>2449</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89467</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89467</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IMPINJ INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453204109</cusip>
		<value>1484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88548</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88548</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INCYTE CORPORATION.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45337C102</cusip>
		<value>4448</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51718</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>51718</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INPHI CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45772F107</cusip>
		<value>3063</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>70025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INSPERITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45778Q107</cusip>
		<value>9352</value>
		<shrsOrPrnAmt>
			<sshPrnamt>75624</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75624</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INSTALLED BUILDING PRODUCTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45780R101</cusip>
		<value>3855</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79485</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79485</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IONIS PHARMACEUTICALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462222100</cusip>
		<value>24174</value>
		<shrsOrPrnAmt>
			<sshPrnamt>297815</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>297815</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IPG PHOTONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44980X109</cusip>
		<value>21413</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141076</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141076</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IROBOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462726100</cusip>
		<value>4882</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41483</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>J2 GLOBAL, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48123V102</cusip>
		<value>6837</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78947</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78947</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JACK HENRY &amp; ASSOC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>426281101</cusip>
		<value>20487</value>
		<shrsOrPrnAmt>
			<sshPrnamt>147663</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>147663</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JAZZ PHARMACEUTICALS PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G50871105</cusip>
		<value>31774</value>
		<shrsOrPrnAmt>
			<sshPrnamt>222273</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>222273</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JETBLUE AIRWAYS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>477143101</cusip>
		<value>30288</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1851339</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1851339</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JGC CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>466140100</cusip>
		<value>2418</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90960</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90960</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KEYCORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>493267108</cusip>
		<value>35525</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2255557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2255557</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KEYSIGHT TECHNOLOGIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49338L103</cusip>
		<value>81329</value>
		<shrsOrPrnAmt>
			<sshPrnamt>932667</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>932667</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KIRBY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>497266106</cusip>
		<value>13980</value>
		<shrsOrPrnAmt>
			<sshPrnamt>186126</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>186126</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KIRKLAND LAKE GO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49741E100</cusip>
		<value>25092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>825111</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>825111</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KOMATSU LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>500458401</cusip>
		<value>3141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>135241</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>135241</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KOSE CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>500679105</cusip>
		<value>266</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7237</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7237</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KUBOTA CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>501173207</cusip>
		<value>2256</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>31220</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>L'OREAL S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>502117203</cusip>
		<value>2251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41803</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41803</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>L3 TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>502413107</cusip>
		<value>6241</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30240</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30240</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LAM RESEARCH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>512807108</cusip>
		<value>28321</value>
		<shrsOrPrnAmt>
			<sshPrnamt>158209</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158209</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LAMAR ADVERTISING COMPANY</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>512816109</cusip>
		<value>18604</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234727</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234727</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LEAR CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>521865204</cusip>
		<value>4149</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30570</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LENDINGTREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>52603B107</cusip>
		<value>22666</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64474</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64474</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LGI HOMES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187T106</cusip>
		<value>3852</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63937</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63937</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LHC GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187A107</cusip>
		<value>6687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60320</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60320</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LINCOLN NATIONAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>534187109</cusip>
		<value>32006</value>
		<shrsOrPrnAmt>
			<sshPrnamt>545240</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>545240</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LINDBLAD EXPEDITIONS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>535219109</cusip>
		<value>2977</value>
		<shrsOrPrnAmt>
			<sshPrnamt>195201</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>195201</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LIVE NATION ENTERTAINMENT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>13879</value>
		<shrsOrPrnAmt>
			<sshPrnamt>218435</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>218435</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LULULEMON ATHLETIC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>550021109</cusip>
		<value>15977</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97496</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MACQUARIE GROUP LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>55607P204</cusip>
		<value>3946</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42921</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42921</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MADISON SQUARE GARDEN CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55825T103</cusip>
		<value>41882</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142877</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142877</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARTIN MARIETTA MATERIALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>10067</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50042</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50042</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MASCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>574599106</cusip>
		<value>20577</value>
		<shrsOrPrnAmt>
			<sshPrnamt>523443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>523443</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MASIMO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>574795100</cusip>
		<value>46412</value>
		<shrsOrPrnAmt>
			<sshPrnamt>335636</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>335636</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MATCH GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57665R106</cusip>
		<value>15645</value>
		<shrsOrPrnAmt>
			<sshPrnamt>276357</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>276357</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MEDPACE HOLDINGS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58506Q109</cusip>
		<value>3575</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60625</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60625</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>METTLER-TOLEDO INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>592688105</cusip>
		<value>18773</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25966</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25966</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MID-AMERICA APARTMENT COMMUNITIES, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>59522J103</cusip>
		<value>69222</value>
		<shrsOrPrnAmt>
			<sshPrnamt>633148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>633148</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MOLINA HEALTHCARE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>60855R100</cusip>
		<value>25014</value>
		<shrsOrPrnAmt>
			<sshPrnamt>176208</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>176208</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MONRO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>610236101</cusip>
		<value>8994</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103957</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103957</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MOODYS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>615369105</cusip>
		<value>33058</value>
		<shrsOrPrnAmt>
			<sshPrnamt>182552</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>182552</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MTN GROUP LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>62474M108</cusip>
		<value>1690</value>
		<shrsOrPrnAmt>
			<sshPrnamt>275046</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>275046</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MUNICH REINSURANCE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>626188106</cusip>
		<value>2954</value>
		<shrsOrPrnAmt>
			<sshPrnamt>124677</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>124677</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NESTLE SA/AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>641069406</cusip>
		<value>16009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167997</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167997</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEWMONT MINING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>651639106</cusip>
		<value>21291</value>
		<shrsOrPrnAmt>
			<sshPrnamt>595231</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>595231</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NITTO ELECTRIC INDUSTRIAL CO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>654802206</cusip>
		<value>2452</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93355</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93355</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NORFOLK SOUTHERN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>655844108</cusip>
		<value>13461</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NOVARTIS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>66987V109</cusip>
		<value>13281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>138147</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>138147</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NOVO-NORDISK AS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>670100205</cusip>
		<value>17868</value>
		<shrsOrPrnAmt>
			<sshPrnamt>341577</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>341577</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OLD DOMINION FGHT</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>679580100</cusip>
		<value>16252</value>
		<shrsOrPrnAmt>
			<sshPrnamt>112558</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112558</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OMEGA HEALTHCARE INVESTORS, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>681936100</cusip>
		<value>43502</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1140288</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1140288</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OMNICELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68213N109</cusip>
		<value>9990</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123574</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123574</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ON SEMICONDUCTOR CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682189105</cusip>
		<value>15922</value>
		<shrsOrPrnAmt>
			<sshPrnamt>774019</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>774019</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ONE GAS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68235P108</cusip>
		<value>46769</value>
		<shrsOrPrnAmt>
			<sshPrnamt>525322</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>525322</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OREILLY AUTOMOTIVE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>40254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103667</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103667</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ORIX CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>686330101</cusip>
		<value>3054</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42491</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42491</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>697435105</cusip>
		<value>34855</value>
		<shrsOrPrnAmt>
			<sshPrnamt>143506</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>143506</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PARKER-HANNIFIN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701094104</cusip>
		<value>33768</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196761</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196761</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PARSLEY ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701877102</cusip>
		<value>11976</value>
		<shrsOrPrnAmt>
			<sshPrnamt>620526</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>620526</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PATTERSON UTI ENEG</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>703481101</cusip>
		<value>29366</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2094601</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2094601</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PAYCHEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
		<value>18624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>232218</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232218</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69318G106</cusip>
		<value>13480</value>
		<shrsOrPrnAmt>
			<sshPrnamt>432886</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>432886</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PEGASYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>705573103</cusip>
		<value>6238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95963</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95963</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PERFORMANCE FOOD GROUP COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>71377A103</cusip>
		<value>6061</value>
		<shrsOrPrnAmt>
			<sshPrnamt>152891</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>152891</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PERSIMMON</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>715318101</cusip>
		<value>249</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4402</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4402</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PETMED EXPRESS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>716382106</cusip>
		<value>1845</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80979</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80979</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PLEXUS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>729132100</cusip>
		<value>2049</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33614</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>33614</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PORTLAND GENERAL ELECTRIC COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>736508847</cusip>
		<value>29308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>565352</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>565352</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>POWER INTEGRATIONS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>739276103</cusip>
		<value>4007</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57299</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>57299</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354N106</cusip>
		<value>2373</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88503</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88503</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRA HEALTH SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354M108</cusip>
		<value>6745</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61159</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61159</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROOFPOINT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743424103</cusip>
		<value>23398</value>
		<shrsOrPrnAmt>
			<sshPrnamt>192683</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>192683</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROTO LABS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743713109</cusip>
		<value>6509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61907</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61907</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRUDENTIAL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>74435K204</cusip>
		<value>16617</value>
		<shrsOrPrnAmt>
			<sshPrnamt>413161</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>413161</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>745867101</cusip>
		<value>19785</value>
		<shrsOrPrnAmt>
			<sshPrnamt>707605</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>707605</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>QTS REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>74736A103</cusip>
		<value>2659</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59094</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>59094</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RADIANT LOGISTICS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75025X100</cusip>
		<value>2108</value>
		<shrsOrPrnAmt>
			<sshPrnamt>334583</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>334583</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RALPH LAUREN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>751212101</cusip>
		<value>22561</value>
		<shrsOrPrnAmt>
			<sshPrnamt>173976</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>173976</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RBS CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>59305</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1824771</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1824771</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>REALPAGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75606N109</cusip>
		<value>29274</value>
		<shrsOrPrnAmt>
			<sshPrnamt>482345</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>482345</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RECKITT BENCK GRP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>756255204</cusip>
		<value>2916</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175315</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>175315</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROCHE HOLDINGS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>771195104</cusip>
		<value>3082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89495</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROCKWELL AUTOMATION, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>773903109</cusip>
		<value>32790</value>
		<shrsOrPrnAmt>
			<sshPrnamt>186878</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>186878</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROSS STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>778296103</cusip>
		<value>8730</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93771</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93771</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>V7780T103</cusip>
		<value>12083</value>
		<shrsOrPrnAmt>
			<sshPrnamt>105421</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>105421</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>780259107</cusip>
		<value>16732</value>
		<shrsOrPrnAmt>
			<sshPrnamt>261640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>261640</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>783513203</cusip>
		<value>20354</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271603</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>271603</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SANDVIK A/B</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>800212201</cusip>
		<value>3333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>204723</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>204723</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SAP SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>803054204</cusip>
		<value>13160</value>
		<shrsOrPrnAmt>
			<sshPrnamt>113983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>113983</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SCIENCE APPLICATNS INTL CP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>808625107</cusip>
		<value>16535</value>
		<shrsOrPrnAmt>
			<sshPrnamt>214874</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>214874</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEMTECH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816850101</cusip>
		<value>7656</value>
		<shrsOrPrnAmt>
			<sshPrnamt>150390</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150390</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SERVICENOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81762P102</cusip>
		<value>92402</value>
		<shrsOrPrnAmt>
			<sshPrnamt>374873</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>374873</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHISEIDO COMPANY LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>824841407</cusip>
		<value>221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3069</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3069</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIEMENS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>826197501</cusip>
		<value>2272</value>
		<shrsOrPrnAmt>
			<sshPrnamt>42190</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42190</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SINGAPORE TELECOMMUNICATIONS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>82929R304</cusip>
		<value>4342</value>
		<shrsOrPrnAmt>
			<sshPrnamt>194758</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>194758</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIX FLAGS ENTERTAINMENT CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83001A102</cusip>
		<value>18076</value>
		<shrsOrPrnAmt>
			<sshPrnamt>366273</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>366273</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SKYWORKS SOLUTIONS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83088M102</cusip>
		<value>35163</value>
		<shrsOrPrnAmt>
			<sshPrnamt>426321</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>426321</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SOUTHWEST AIRLINES CO.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>844741108</cusip>
		<value>11261</value>
		<shrsOrPrnAmt>
			<sshPrnamt>216929</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>216929</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPIRIT AIRLINES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848577102</cusip>
		<value>9131</value>
		<shrsOrPrnAmt>
			<sshPrnamt>172730</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172730</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPLUNK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848637104</cusip>
		<value>48339</value>
		<shrsOrPrnAmt>
			<sshPrnamt>387950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>387950</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPRINT CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85207U105</cusip>
		<value>32795</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5804497</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5804497</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STAMPSCOM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>852857200</cusip>
		<value>1865</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22909</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22909</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STEEL DYNAMICS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>858119100</cusip>
		<value>18339</value>
		<shrsOrPrnAmt>
			<sshPrnamt>519970</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>519970</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STONERIDGE INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86183P102</cusip>
		<value>3890</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134774</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134774</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SUPERNUS PHARMACEUTICALS, INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>868459108</cusip>
		<value>26893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>767504</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>767504</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SVB FINANCIAL GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78486Q101</cusip>
		<value>16354</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73547</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73547</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYSMEX CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>87184P109</cusip>
		<value>2201</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72814</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72814</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYSTEMAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>871851101</cusip>
		<value>3088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136417</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136417</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFACTURING CO.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>874039100</cusip>
		<value>5855</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142949</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142949</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAPESTRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>876030107</cusip>
		<value>16305</value>
		<shrsOrPrnAmt>
			<sshPrnamt>501844</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>501844</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879360105</cusip>
		<value>8644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36472</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36472</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELEFLEX INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879369106</cusip>
		<value>21594</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71465</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>71465</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TENNECO INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>880349105</cusip>
		<value>12714</value>
		<shrsOrPrnAmt>
			<sshPrnamt>573724</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>573724</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEXAS ROADHOUSE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>882681109</cusip>
		<value>5799</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93248</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93248</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEXTRON INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883203101</cusip>
		<value>19414</value>
		<shrsOrPrnAmt>
			<sshPrnamt>383220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>383220</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE CHEMOURS COMPANY LLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>163851108</cusip>
		<value>20085</value>
		<shrsOrPrnAmt>
			<sshPrnamt>540497</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>540497</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE CLOROX COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>189054109</cusip>
		<value>20745</value>
		<shrsOrPrnAmt>
			<sshPrnamt>129287</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>129287</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE HANOVER INSURANCE GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>410867105</cusip>
		<value>17694</value>
		<shrsOrPrnAmt>
			<sshPrnamt>154983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>154983</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE HARTFORD FINANCIAL SERVICES GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>416515104</cusip>
		<value>12349</value>
		<shrsOrPrnAmt>
			<sshPrnamt>248365</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>248365</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE TIMKEN COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>887389104</cusip>
		<value>27070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>620586</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>620586</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE TRADE DESK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88339J105</cusip>
		<value>9835</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49686</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49686</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THOR INDUSTRIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>885160101</cusip>
		<value>42098</value>
		<shrsOrPrnAmt>
			<sshPrnamt>674971</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>674971</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOKYO ELECTRON LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>889110102</cusip>
		<value>3605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99743</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>99743</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOTAL S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>89151E109</cusip>
		<value>3275</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58843</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58843</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>892356106</cusip>
		<value>27750</value>
		<shrsOrPrnAmt>
			<sshPrnamt>283859</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>283859</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TURKIYE GARANTI BANKASI A.S.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>900148701</cusip>
		<value>5787</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3920666</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3920666</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TYSON FOODS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902494103</cusip>
		<value>7380</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106301</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106301</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90384S303</cusip>
		<value>23076</value>
		<shrsOrPrnAmt>
			<sshPrnamt>66172</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66172</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UMPQUA HOLDINGS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>904214103</cusip>
		<value>23500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1424217</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1424217</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNICHARM CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>90460M204</cusip>
		<value>136</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20488</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20488</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED RENTALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911363109</cusip>
		<value>70087</value>
		<shrsOrPrnAmt>
			<sshPrnamt>613455</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>613455</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNIVERSAL DISPLAY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91347P105</cusip>
		<value>27721</value>
		<shrsOrPrnAmt>
			<sshPrnamt>181362</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>181362</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US PHYSICAL THERAP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90337L108</cusip>
		<value>6846</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65179</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VAIL RESORTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91879Q109</cusip>
		<value>16144</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74294</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74294</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VALERO ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91913Y100</cusip>
		<value>60786</value>
		<shrsOrPrnAmt>
			<sshPrnamt>716560</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>716560</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VAREX IMAGING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92214X106</cusip>
		<value>2946</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86948</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86948</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VEEVA SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922475108</cusip>
		<value>4471</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35241</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35241</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VIRTUSA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92827P102</cusip>
		<value>3653</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68339</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68339</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VOLKSWAGEN AKTIENGESELLSCHAFT</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>928662600</cusip>
		<value>4235</value>
		<shrsOrPrnAmt>
			<sshPrnamt>259910</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>259910</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929089100</cusip>
		<value>116726</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2336388</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2336388</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VULCAN MATERIALS COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929160109</cusip>
		<value>18133</value>
		<shrsOrPrnAmt>
			<sshPrnamt>153154</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>153154</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>W.R. BERKLEY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>084423102</cusip>
		<value>38088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>449580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>449580</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WAGEWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>930427109</cusip>
		<value>3250</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86083</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86083</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WAL-MART DE MEXICO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>93114W107</cusip>
		<value>15882</value>
		<shrsOrPrnAmt>
			<sshPrnamt>593693</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>593693</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WEC ENERGY GROUP INCORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92939U106</cusip>
		<value>72372</value>
		<shrsOrPrnAmt>
			<sshPrnamt>915177</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>915177</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESTLAKE CHEMICAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>960413102</cusip>
		<value>13560</value>
		<shrsOrPrnAmt>
			<sshPrnamt>199820</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>199820</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WHITE MOUNTNS INSU</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G9618E107</cusip>
		<value>22851</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24691</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24691</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WOODSIDE PETROLEUM LTD.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>980228308</cusip>
		<value>2379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>96752</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>96752</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WORKDAY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98138H101</cusip>
		<value>50170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>260148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>260148</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WPP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>92937A102</cusip>
		<value>2906</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55035</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55035</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>37362</value>
		<shrsOrPrnAmt>
			<sshPrnamt>664687</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>664687</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XILINX INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983919101</cusip>
		<value>68645</value>
		<shrsOrPrnAmt>
			<sshPrnamt>541404</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>541404</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XYLEM, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98419M100</cusip>
		<value>47123</value>
		<shrsOrPrnAmt>
			<sshPrnamt>596193</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>596193</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>989207105</cusip>
		<value>71152</value>
		<shrsOrPrnAmt>
			<sshPrnamt>339580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>339580</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
