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		<nameOfIssuer>AAC TECHNOLOGIES H</nameOfIssuer>
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		<cusip>000304105</cusip>
		<value>3685</value>
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			<None>0</None>
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		<nameOfIssuer>ABB LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>3215</value>
		<shrsOrPrnAmt>
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			<None>0</None>
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		<nameOfIssuer>ABIOMED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>003654100</cusip>
		<value>59196</value>
		<shrsOrPrnAmt>
			<sshPrnamt>227247</sshPrnamt>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ACUITY BRANDS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00508Y102</cusip>
		<value>10348</value>
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			<sshPrnamt>75037</sshPrnamt>
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		<nameOfIssuer>ADECCO GROUP AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>006754204</cusip>
		<value>4197</value>
		<shrsOrPrnAmt>
			<sshPrnamt>139534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139534</Sole>
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			<None>0</None>
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		<nameOfIssuer>ADVANCED MICRO DEVICES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>007903107</cusip>
		<value>55709</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1834351</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1834351</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AEROJET ROCKETDYNE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>007800105</cusip>
		<value>25710</value>
		<shrsOrPrnAmt>
			<sshPrnamt>574258</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>574258</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AFLAC INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001055102</cusip>
		<value>18938</value>
		<shrsOrPrnAmt>
			<sshPrnamt>345524</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>345524</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AGCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001084102</cusip>
		<value>13686</value>
		<shrsOrPrnAmt>
			<sshPrnamt>176438</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<None>0</None>
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		<nameOfIssuer>AGNC INVESTMENT CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>00123Q104</cusip>
		<value>152513</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9067334</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9067334</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>008474108</cusip>
		<value>13352</value>
		<shrsOrPrnAmt>
			<sshPrnamt>260572</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<None>0</None>
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		<nameOfIssuer>AIR LIQUIDE S.A.(L')</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>009126202</cusip>
		<value>2509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89534</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALASKA AIR GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>011659109</cusip>
		<value>33206</value>
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			<Sole>519568</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALBANY INTERNATIONAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012348108</cusip>
		<value>9623</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>12966</value>
		<shrsOrPrnAmt>
			<sshPrnamt>184152</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>184152</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ALLIANZ SOCIETAS EUROPAEA-SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>018805101</cusip>
		<value>19553</value>
		<shrsOrPrnAmt>
			<sshPrnamt>809888</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>ALLISON TRANSMISSION HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01973R101</cusip>
		<value>6537</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141031</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141031</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G037AX101</cusip>
		<value>5251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>118992</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>118992</Sole>
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			<None>0</None>
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		<nameOfIssuer>AMERICAN EAGLE OUTFITTER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02553E106</cusip>
		<value>16990</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1005306</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1005306</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMERICAN WATER WOR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>030420103</cusip>
		<value>41283</value>
		<shrsOrPrnAmt>
			<sshPrnamt>355885</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>355885</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMN HEALTHCARE SVS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001744101</cusip>
		<value>9209</value>
		<shrsOrPrnAmt>
			<sshPrnamt>169747</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>169747</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ANALOG DEVICES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032654105</cusip>
		<value>21372</value>
		<shrsOrPrnAmt>
			<sshPrnamt>189347</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>189347</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARCH CAPITAL GROUP LTD.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0450A105</cusip>
		<value>33069</value>
		<shrsOrPrnAmt>
			<sshPrnamt>891841</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>891841</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>040413106</cusip>
		<value>53648</value>
		<shrsOrPrnAmt>
			<sshPrnamt>206641</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>206641</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASPEN TECHNOLOGY, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>045327103</cusip>
		<value>17304</value>
		<shrsOrPrnAmt>
			<sshPrnamt>139234</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139234</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASTELLAS PHARMA INC.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04623U102</cusip>
		<value>4385</value>
		<shrsOrPrnAmt>
			<sshPrnamt>307783</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>307783</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASTRONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>046433108</cusip>
		<value>8787</value>
		<shrsOrPrnAmt>
			<sshPrnamt>218472</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>218472</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATMOS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>71415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>676538</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>676538</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATOS SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04962A105</cusip>
		<value>226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13479</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13479</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AVALONBAY COMMUNITIES, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>053484101</cusip>
		<value>48088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>236676</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>236676</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AXA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>054536107</cusip>
		<value>3526</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134041</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134041</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AXOS FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05465C100</cusip>
		<value>5706</value>
		<shrsOrPrnAmt>
			<sshPrnamt>209382</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>209382</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BALCHEM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>057665200</cusip>
		<value>9407</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94096</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94096</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANCO BILBAO VIZCAYA ARGENTARIA, S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05946K101</cusip>
		<value>3308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>594913</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<None>0</None>
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		<nameOfIssuer>BANCOLOMBIA S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05968L102</cusip>
		<value>17772</value>
		<shrsOrPrnAmt>
			<sshPrnamt>348205</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>348205</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BASF SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>055262505</cusip>
		<value>2720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>149443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149443</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>088606108</cusip>
		<value>18811</value>
		<shrsOrPrnAmt>
			<sshPrnamt>323711</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<None>0</None>
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		<nameOfIssuer>BIOMARIN PHARMACEUTICAL INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09061G101</cusip>
		<value>9975</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116463</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116463</Sole>
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			<None>0</None>
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		<nameOfIssuer>BIOTELEMETRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>090672106</cusip>
		<value>10052</value>
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			<sshPrnamt>208760</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208760</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BLUCORA, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>095229100</cusip>
		<value>6335</value>
		<shrsOrPrnAmt>
			<sshPrnamt>208607</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208607</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BNP PARIBAS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05565A202</cusip>
		<value>3109</value>
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			<sshPrnamt>130743</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>130743</Sole>
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			<None>0</None>
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		<nameOfIssuer>BRIT AMER TOBACCO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>110448107</cusip>
		<value>2947</value>
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			<sshPrnamt>84508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>84508</Sole>
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			<None>0</None>
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		<nameOfIssuer>BROWN &amp; BROWN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>115236101</cusip>
		<value>8409</value>
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			<sshPrnamt>251000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>251000</Sole>
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			<None>0</None>
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		<nameOfIssuer>BRUKER CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>116794108</cusip>
		<value>14186</value>
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			<sshPrnamt>284003</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>284003</Sole>
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			<None>0</None>
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		<nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05605H100</cusip>
		<value>32505</value>
		<shrsOrPrnAmt>
			<sshPrnamt>623902</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>623902</Sole>
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			<None>0</None>
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		<nameOfIssuer>CAMBREX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>132011107</cusip>
		<value>6644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141929</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141929</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CARBONITE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>141337105</cusip>
		<value>9475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>363868</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>363868</Sole>
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			<None>0</None>
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		<nameOfIssuer>CARETRUST REIT INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>14174T107</cusip>
		<value>5768</value>
		<shrsOrPrnAmt>
			<sshPrnamt>242567</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>242567</Sole>
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			<None>0</None>
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		<nameOfIssuer>CARPENTER TECHNOLOGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>144285103</cusip>
		<value>2963</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61745</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61745</Sole>
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			<None>0</None>
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		<nameOfIssuer>CASEYS GEN STORES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>147528103</cusip>
		<value>38499</value>
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			<sshPrnamt>246804</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>246804</Sole>
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			<None>0</None>
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		<nameOfIssuer>CENTENE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135B101</cusip>
		<value>72925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1390635</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1390635</Sole>
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			<None>0</None>
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		<nameOfIssuer>CF INDUSTRIES HOLDINGS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125269100</cusip>
		<value>27488</value>
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			<sshPrnamt>588487</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>588487</Sole>
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			<None>0</None>
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		<nameOfIssuer>CHART INDUSTRIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>16115Q308</cusip>
		<value>8620</value>
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			<sshPrnamt>112119</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112119</Sole>
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			<None>0</None>
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		<nameOfIssuer>CHEESECAKE FACTORY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>163072101</cusip>
		<value>5568</value>
		<shrsOrPrnAmt>
			<sshPrnamt>127353</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>127353</Sole>
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			<None>0</None>
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		<nameOfIssuer>CMS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>87346</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1508302</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CNO FINANCIAL GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12621E103</cusip>
		<value>4593</value>
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			<sshPrnamt>275330</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>275330</Sole>
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		<nameOfIssuer>COCA-COLA HBC AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>191223205</cusip>
		<value>2906</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73548</Sole>
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		<nameOfIssuer>COHEN &amp; STEERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>19247A100</cusip>
		<value>10136</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>197039</Sole>
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		<nameOfIssuer>COMERICA INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>200340107</cusip>
		<value>13688</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>COMPASS GROUP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>20449X401</cusip>
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		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141654</Sole>
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		<nameOfIssuer>CONTINENTAL AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>210771200</cusip>
		<value>3866</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>264739</Sole>
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		<nameOfIssuer>COPART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>217204106</cusip>
		<value>14902</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>199380</Sole>
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		<nameOfIssuer>CORE LABORATORIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N22717107</cusip>
		<value>4231</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80926</Sole>
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			<None>0</None>
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		<nameOfIssuer>COUSINS PROPERTIES INCORPORATED</nameOfIssuer>
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		<cusip>222795502</cusip>
		<value>39547</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1093367</Sole>
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		<nameOfIssuer>CRACKER BARREL OLD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22410J106</cusip>
		<value>7280</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42643</Sole>
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		<nameOfIssuer>CREDICORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G2519Y108</cusip>
		<value>19391</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>84709</Sole>
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		<nameOfIssuer>CSL</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>12637N204</cusip>
		<value>3349</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44392</Sole>
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		<nameOfIssuer>D.R. HORTON, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23331A109</cusip>
		<value>31494</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<None>0</None>
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		<nameOfIssuer>DARDEN RESTAURANTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>32849</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>269852</Sole>
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		<nameOfIssuer>DASSAULT SYSTEMES</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>237545108</cusip>
		<value>1826</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11427</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11427</Sole>
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	<infoTable>
		<nameOfIssuer>DAVE &amp; BUSTER'S ENTERTAINMENT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>238337109</cusip>
		<value>6005</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>148380</Sole>
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		<nameOfIssuer>DESCARTES SYS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>249906108</cusip>
		<value>7374</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>199556</Sole>
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		<nameOfIssuer>DIAGEO PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>25243Q205</cusip>
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			<sshPrnamt>92926</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92926</Sole>
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		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>22695</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208270</Sole>
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		<nameOfIssuer>DNB ASA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>23328E106</cusip>
		<value>3822</value>
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			<sshPrnamt>205337</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>DXC TECHNOLOGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23355L106</cusip>
		<value>32153</value>
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			<sshPrnamt>583014</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>583014</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DYCOM INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>16538</value>
		<shrsOrPrnAmt>
			<sshPrnamt>280916</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>280916</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EAGLE MATERIALS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26969P108</cusip>
		<value>41927</value>
		<shrsOrPrnAmt>
			<sshPrnamt>452290</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>452290</Sole>
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			<None>0</None>
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		<nameOfIssuer>EAGLE PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>269796108</cusip>
		<value>5502</value>
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			<sshPrnamt>98810</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>98810</Sole>
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			<None>0</None>
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		<nameOfIssuer>EBAY INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278642103</cusip>
		<value>43674</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1105671</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1105671</Sole>
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			<None>0</None>
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		<nameOfIssuer>EDWARDS LIFESCIENCES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>28176E108</cusip>
		<value>17985</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97351</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97351</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29250N105</cusip>
		<value>11957</value>
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			<sshPrnamt>331402</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>331402</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ENCANA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>292505104</cusip>
		<value>18658</value>
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			<sshPrnamt>3636991</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3636991</Sole>
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			<None>0</None>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>7017</value>
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			<sshPrnamt>188027</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>188027</Sole>
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			<None>0</None>
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		<nameOfIssuer>ENVESTNET INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29404K106</cusip>
		<value>9783</value>
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			<sshPrnamt>143083</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>143083</Sole>
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			<None>0</None>
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		<nameOfIssuer>EPLUS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294268107</cusip>
		<value>5857</value>
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			<sshPrnamt>84956</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>84956</Sole>
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			<None>0</None>
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		<nameOfIssuer>EPR PROPERTIES</nameOfIssuer>
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		<cusip>26884U109</cusip>
		<value>55138</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>739215</Sole>
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			<None>0</None>
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		<nameOfIssuer>ESSITY AKTIEBOLAG (PUBL)</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>29729L102</cusip>
		<value>3313</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29977A105</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>494478</Sole>
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			<None>0</None>
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		<nameOfIssuer>EVEREST RE GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3223R108</cusip>
		<value>48411</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>195855</Sole>
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		<nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30212P303</cusip>
		<value>18871</value>
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			<sshPrnamt>141853</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141853</Sole>
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			<None>0</None>
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		<nameOfIssuer>FABRINET</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3323L100</cusip>
		<value>7500</value>
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			<sshPrnamt>150990</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150990</Sole>
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			<None>0</None>
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		<nameOfIssuer>FANUC CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>307305102</cusip>
		<value>2173</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117479</Sole>
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			<None>0</None>
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		<nameOfIssuer>FIRST HORIZON NATIONAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>320517105</cusip>
		<value>30711</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FLOOR AND DECOR HOLDING INCORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>339750101</cusip>
		<value>45286</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>FRESENIUS SE &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>35804M105</cusip>
		<value>3909</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>287979</Sole>
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		<nameOfIssuer>G-III APPAREL GP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>36237H101</cusip>
		<value>4939</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167886</Sole>
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		<nameOfIssuer>GENOMIC HEALTH INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37244C101</cusip>
		<value>6356</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>109268</Sole>
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			<None>0</None>
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		<nameOfIssuer>GILDAN ACTIVEWEAR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>375916103</cusip>
		<value>224</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5783</Sole>
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		<nameOfIssuer>GIVAUDAN SA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>37636P108</cusip>
		<value>3039</value>
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			<sshPrnamt>53763</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53763</Sole>
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		<nameOfIssuer>GPO FIN BANORTE</nameOfIssuer>
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		<cusip>40052P107</cusip>
		<value>4512</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>155496</Sole>
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		<nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>384802104</cusip>
		<value>12215</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>45541</Sole>
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		<nameOfIssuer>GREEN DOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>39304D102</cusip>
		<value>5248</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>107325</Sole>
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		<nameOfIssuer>GREENSKY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>39572G100</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>219497</Sole>
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		<nameOfIssuer>HARRIS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>502431109</cusip>
		<value>52427</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>277200</Sole>
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		<nameOfIssuer>HEALTHCARE REALTY TRUST INCORPORATED</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>421946104</cusip>
		<value>25163</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>803425</Sole>
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		<nameOfIssuer>HEALTHCARE SERVICE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>421906108</cusip>
		<value>5640</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>HEALTHEQUITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42226A107</cusip>
		<value>7535</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>115210</Sole>
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			<None>0</None>
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		<nameOfIssuer>HENKEL AG &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>42550U208</cusip>
		<value>16735</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>HEXCEL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>428291108</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>HILLTOP HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>432748101</cusip>
		<value>4801</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>HILTON GRAND VACATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>43283X105</cusip>
		<value>17344</value>
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		<nameOfIssuer>HMS HOLDINGS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40425J101</cusip>
		<value>7288</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>44107P104</cusip>
		<value>70248</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3855543</Sole>
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		<nameOfIssuer>HUMANA INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>21016</value>
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			<sshPrnamt>79217</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79217</Sole>
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			<None>0</None>
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		<nameOfIssuer>HUNTINGTON INGALLS INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446413106</cusip>
		<value>19551</value>
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			<sshPrnamt>86993</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86993</Sole>
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		<nameOfIssuer>HUNTSMAN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>447011107</cusip>
		<value>22388</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1095299</Sole>
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		<nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44919P508</cusip>
		<value>27722</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>127439</Sole>
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		<nameOfIssuer>ICU MEDICAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44930G107</cusip>
		<value>13613</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54038</Sole>
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		<nameOfIssuer>II-VI INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902104108</cusip>
		<value>9614</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>262966</Sole>
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		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453038408</cusip>
		<value>2634</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95208</Sole>
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			<None>0</None>
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		<nameOfIssuer>IMPINJ INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453204109</cusip>
		<value>4189</value>
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			<sshPrnamt>146365</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146365</Sole>
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			<None>0</None>
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		<nameOfIssuer>INPHI CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45772F107</cusip>
		<value>5817</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116105</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116105</Sole>
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		<nameOfIssuer>INSPERITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45778Q107</cusip>
		<value>15234</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>124727</Sole>
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		<nameOfIssuer>INSTALLED BUILDING PRODUCTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45780R101</cusip>
		<value>7775</value>
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			<sshPrnamt>131298</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>131298</Sole>
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			<None>0</None>
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		<nameOfIssuer>IONIS PHARMACEUTICALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462222100</cusip>
		<value>5212</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81088</Sole>
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		<nameOfIssuer>IROBOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462726100</cusip>
		<value>6279</value>
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			<sshPrnamt>68517</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68517</Sole>
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			<None>0</None>
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		<nameOfIssuer>J2 GLOBAL, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48123V102</cusip>
		<value>11641</value>
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			<sshPrnamt>130965</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>130965</Sole>
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		<nameOfIssuer>JACK HENRY &amp; ASSOC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>426281101</cusip>
		<value>11423</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85294</Sole>
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			<None>0</None>
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		<nameOfIssuer>JAZZ PHARMACEUTICALS PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G50871105</cusip>
		<value>12990</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91123</Sole>
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		<nameOfIssuer>JETBLUE AIRWAYS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>477143101</cusip>
		<value>32652</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>JGC CORP</nameOfIssuer>
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		<cusip>466140100</cusip>
		<value>3133</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>KEYSIGHT TECHNOLOGIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49338L103</cusip>
		<value>18089</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>KIRBY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>497266106</cusip>
		<value>5880</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74432</Sole>
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		<nameOfIssuer>KIRKLAND LAKE GO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49741E100</cusip>
		<value>64072</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1492823</Sole>
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		<nameOfIssuer>KOMATSU LTD</nameOfIssuer>
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		<cusip>500458401</cusip>
		<value>3613</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>KOSE CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>500679105</cusip>
		<value>213</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>KUBOTA CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>501173207</cusip>
		<value>2922</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>L'OREAL S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>502117203</cusip>
		<value>2472</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LAMAR ADVERTISING COMPANY</nameOfIssuer>
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		<cusip>512816109</cusip>
		<value>18446</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LEAR CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>521865204</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LENDINGTREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>52603B107</cusip>
		<value>27793</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66169</Sole>
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		<nameOfIssuer>LGI HOMES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187T106</cusip>
		<value>7540</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LHC GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187A107</cusip>
		<value>11908</value>
		<shrsOrPrnAmt>
			<sshPrnamt>99580</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>99580</Sole>
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		<nameOfIssuer>LINCOLN NATIONAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>534187109</cusip>
		<value>19413</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LINDBLAD EXPEDITIONS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>535219109</cusip>
		<value>5736</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LIVE NATION ENTERTAINMENT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>14407</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LULULEMON ATHLETIC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>550021109</cusip>
		<value>26936</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149471</Sole>
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		<nameOfIssuer>MADISON SQUARE GARDEN CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55825T103</cusip>
		<value>35253</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MARSH &amp; MCLENNAN COMPANIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
		<value>93139</value>
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			<sshPrnamt>933724</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>933724</Sole>
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			<None>0</None>
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		<nameOfIssuer>MARTIN MARIETTA MATERIALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>30858</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134103</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134103</Sole>
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			<None>0</None>
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		<nameOfIssuer>MASCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>574599106</cusip>
		<value>20030</value>
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			<sshPrnamt>510446</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MASIMO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>574795100</cusip>
		<value>34653</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232854</Sole>
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			<None>0</None>
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		<nameOfIssuer>MATCH GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57665R106</cusip>
		<value>18032</value>
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			<sshPrnamt>268061</sshPrnamt>
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		<nameOfIssuer>MEDPACE HOLDINGS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58506Q109</cusip>
		<value>6949</value>
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			<sshPrnamt>106217</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>METTLER-TOLEDO INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>592688105</cusip>
		<value>18619</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>MID-AMERICA APARTMENT COMMUNITIES, INC.</nameOfIssuer>
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		<cusip>59522J103</cusip>
		<value>73509</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>MOLINA HEALTHCARE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>60855R100</cusip>
		<value>31450</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>219718</Sole>
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		<nameOfIssuer>MONRO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>610236101</cusip>
		<value>14716</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>172516</Sole>
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		<nameOfIssuer>MOODYS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>615369105</cusip>
		<value>20846</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MTN GROUP LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>62474M108</cusip>
		<value>1947</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>MUNICH REINSURANCE</nameOfIssuer>
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		<cusip>626188106</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NESTLE SA/AG</nameOfIssuer>
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		<cusip>641069406</cusip>
		<value>15836</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>152783</Sole>
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		<nameOfIssuer>NEWMONT GOLDCORP CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>651639106</cusip>
		<value>26016</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>676256</Sole>
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		<nameOfIssuer>NITTO ELECTRIC INDUSTRIAL CO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>654802206</cusip>
		<value>2634</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NOVARTIS AG</nameOfIssuer>
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		<cusip>66987V109</cusip>
		<value>15759</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NOVO NORDISK A/S</nameOfIssuer>
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		<cusip>670100205</cusip>
		<value>17348</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>339890</Sole>
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			<None>0</None>
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		<nameOfIssuer>OMEGA HEALTHCARE INVESTORS, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>681936100</cusip>
		<value>37159</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>OMNICELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68213N109</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196336</Sole>
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		<nameOfIssuer>ON SEMICONDUCTOR CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682189105</cusip>
		<value>16648</value>
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		<votingAuthority>
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		<nameOfIssuer>ONE GAS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68235P108</cusip>
		<value>51025</value>
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		<votingAuthority>
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		<nameOfIssuer>OREILLY AUTOMOTIVE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>12758</value>
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		<votingAuthority>
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		<nameOfIssuer>ORIX CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>686330101</cusip>
		<value>4180</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>OWENS CORNING</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>690742101</cusip>
		<value>17004</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>697435105</cusip>
		<value>12840</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PARSLEY ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701877102</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PATTERSON UTI ENEG</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>703481101</cusip>
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		<nameOfIssuer>PAYCHEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69318G106</cusip>
		<value>22222</value>
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		<nameOfIssuer>PEGASYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>705573103</cusip>
		<value>11269</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PERFORMANCE FOOD GROUP COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>71377A103</cusip>
		<value>10160</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PERSIMMON</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>715318101</cusip>
		<value>306</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>PETMED EXPRESS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>716382106</cusip>
		<value>2079</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PIONEER NATURAL RESOURCES COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723787107</cusip>
		<value>14689</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>PLEXUS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>729132100</cusip>
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		<nameOfIssuer>PORTLAND GENERAL ELECTRIC COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>736508847</cusip>
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		<nameOfIssuer>POWER INTEGRATIONS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>739276103</cusip>
		<value>7523</value>
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			<sshPrnamt>93822</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93822</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PRA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354N106</cusip>
		<value>4113</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146167</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146167</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PRA HEALTH SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354M108</cusip>
		<value>10061</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101477</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101477</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROOFPOINT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743424103</cusip>
		<value>32102</value>
		<shrsOrPrnAmt>
			<sshPrnamt>266959</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>266959</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROTO LABS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743713109</cusip>
		<value>11858</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102207</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102207</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PRUDENTIAL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>74435K204</cusip>
		<value>17479</value>
		<shrsOrPrnAmt>
			<sshPrnamt>398882</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>398882</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>745867101</cusip>
		<value>28221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>892505</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>892505</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>QTS REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>74736A103</cusip>
		<value>4507</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97602</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97602</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>QUALYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74758T303</cusip>
		<value>7055</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81014</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81014</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RADIANT LOGISTICS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75025X100</cusip>
		<value>3397</value>
		<shrsOrPrnAmt>
			<sshPrnamt>553288</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>553288</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RALPH LAUREN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>751212101</cusip>
		<value>7776</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68456</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68456</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RBS CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>53520</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1513582</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1513582</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REALPAGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75606N109</cusip>
		<value>19182</value>
		<shrsOrPrnAmt>
			<sshPrnamt>325946</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>325946</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>RECKITT BENCK GRP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>756255204</cusip>
		<value>3141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>198590</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>198590</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ROBERT HALF INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>770323103</cusip>
		<value>11072</value>
		<shrsOrPrnAmt>
			<sshPrnamt>194208</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>194208</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROCHE HOLDINGS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>771195104</cusip>
		<value>3651</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103699</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103699</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROSS STORES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>778296103</cusip>
		<value>41416</value>
		<shrsOrPrnAmt>
			<sshPrnamt>417840</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>417840</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>V7780T103</cusip>
		<value>24538</value>
		<shrsOrPrnAmt>
			<sshPrnamt>202439</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>202439</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>780259107</cusip>
		<value>16259</value>
		<shrsOrPrnAmt>
			<sshPrnamt>247330</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>247330</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>783513203</cusip>
		<value>19014</value>
		<shrsOrPrnAmt>
			<sshPrnamt>296449</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>296449</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SANDVIK A/B</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>800212201</cusip>
		<value>3900</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212125</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212125</Sole>
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			<None>0</None>
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		<nameOfIssuer>SAP SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>803054204</cusip>
		<value>13718</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100276</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100276</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SCIENCE APPLICATNS INTL CP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>808625107</cusip>
		<value>18086</value>
		<shrsOrPrnAmt>
			<sshPrnamt>208940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208940</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SEMTECH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816850101</cusip>
		<value>11928</value>
		<shrsOrPrnAmt>
			<sshPrnamt>248237</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>248237</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SERVICENOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81762P102</cusip>
		<value>56045</value>
		<shrsOrPrnAmt>
			<sshPrnamt>204120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>204120</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SIEMENS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>826197501</cusip>
		<value>2756</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46274</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46274</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SINGAPORE TELECOMMUNICATIONS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>82929R304</cusip>
		<value>4869</value>
		<shrsOrPrnAmt>
			<sshPrnamt>188201</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>188201</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SOUTHWEST AIRLINES CO.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>844741108</cusip>
		<value>9968</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196301</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196301</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SPIRIT AIRLINES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848577102</cusip>
		<value>43012</value>
		<shrsOrPrnAmt>
			<sshPrnamt>901161</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>901161</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SPLUNK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848637104</cusip>
		<value>75499</value>
		<shrsOrPrnAmt>
			<sshPrnamt>600392</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>600392</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SPRINT CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85207U105</cusip>
		<value>17383</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2645784</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2645784</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>STONERIDGE INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86183P102</cusip>
		<value>6946</value>
		<shrsOrPrnAmt>
			<sshPrnamt>220148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>220148</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SUPERNUS PHARMACEUTICALS, INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>868459108</cusip>
		<value>21816</value>
		<shrsOrPrnAmt>
			<sshPrnamt>659281</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>659281</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SYNOVUS FINANCIAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87161C501</cusip>
		<value>8723</value>
		<shrsOrPrnAmt>
			<sshPrnamt>249215</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>249215</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SYSMEX CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>87184P109</cusip>
		<value>2397</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73508</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SYSTEMAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>871851101</cusip>
		<value>5925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>267369</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>267369</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFACTURING CO.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>874039100</cusip>
		<value>5114</value>
		<shrsOrPrnAmt>
			<sshPrnamt>130550</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>130550</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TAPESTRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>876030107</cusip>
		<value>2854</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89935</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89935</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879360105</cusip>
		<value>14421</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52655</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52655</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELEFLEX INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879369106</cusip>
		<value>23353</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70522</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>70522</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEXTRON INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883203101</cusip>
		<value>20116</value>
		<shrsOrPrnAmt>
			<sshPrnamt>379265</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>379265</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE HANOVER INSURANCE GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>410867105</cusip>
		<value>19335</value>
		<shrsOrPrnAmt>
			<sshPrnamt>150705</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150705</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>12484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224050</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE TIMKEN COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>887389104</cusip>
		<value>31383</value>
		<shrsOrPrnAmt>
			<sshPrnamt>611287</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>611287</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THOR INDUSTRIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>885160101</cusip>
		<value>28254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>483386</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>483386</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOKYO ELECTRON LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>889110102</cusip>
		<value>3568</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101709</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101709</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOTAL S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>89151E109</cusip>
		<value>3801</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68136</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68136</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TPI COMPOSITES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87266J104</cusip>
		<value>5949</value>
		<shrsOrPrnAmt>
			<sshPrnamt>240636</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>240636</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>892356106</cusip>
		<value>23508</value>
		<shrsOrPrnAmt>
			<sshPrnamt>216070</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>216070</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TURKIYE GARANTI BANKASI A.S.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>900148701</cusip>
		<value>9060</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5759726</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5759726</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TWITTER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90184L102</cusip>
		<value>18441</value>
		<shrsOrPrnAmt>
			<sshPrnamt>528405</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>528405</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TYSON FOODS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902494103</cusip>
		<value>20437</value>
		<shrsOrPrnAmt>
			<sshPrnamt>253127</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>253127</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90384S303</cusip>
		<value>30587</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88174</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88174</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UMPQUA HOLDINGS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>904214103</cusip>
		<value>15472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>932591</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>932591</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNICHARM CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>90460M204</cusip>
		<value>154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25529</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25529</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED OVERSEAS BANK LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>911271302</cusip>
		<value>2356</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60988</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60988</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED RENTALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911363109</cusip>
		<value>64728</value>
		<shrsOrPrnAmt>
			<sshPrnamt>488035</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>488035</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNIVERSAL DISPLAY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91347P105</cusip>
		<value>14135</value>
		<shrsOrPrnAmt>
			<sshPrnamt>75160</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75160</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US PHYSICAL THERAP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90337L108</cusip>
		<value>12917</value>
		<shrsOrPrnAmt>
			<sshPrnamt>105386</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>105386</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VAIL RESORTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91879Q109</cusip>
		<value>16402</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73491</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73491</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VALERO ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91913Y100</cusip>
		<value>52201</value>
		<shrsOrPrnAmt>
			<sshPrnamt>609759</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>609759</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VAREX IMAGING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92214X106</cusip>
		<value>4667</value>
		<shrsOrPrnAmt>
			<sshPrnamt>152280</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>152280</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VERINT SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343X100</cusip>
		<value>5589</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103916</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103916</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VIRTUSA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92827P102</cusip>
		<value>6156</value>
		<shrsOrPrnAmt>
			<sshPrnamt>138554</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>138554</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VOLKSWAGEN AKTIENGESELLSCHAFT</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>928662600</cusip>
		<value>4552</value>
		<shrsOrPrnAmt>
			<sshPrnamt>264425</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>264425</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929089100</cusip>
		<value>68987</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1247501</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1247501</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VULCAN MATERIALS COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929160109</cusip>
		<value>32451</value>
		<shrsOrPrnAmt>
			<sshPrnamt>236336</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>236336</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>W.R. BERKLEY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>084423102</cusip>
		<value>43418</value>
		<shrsOrPrnAmt>
			<sshPrnamt>658549</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>658549</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WAL-MART DE MEXICO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>93114W107</cusip>
		<value>15115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>554288</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>554288</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WEC ENERGY GROUP INCORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92939U106</cusip>
		<value>141084</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1692263</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1692263</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESTLAKE CHEMICAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>960413102</cusip>
		<value>29802</value>
		<shrsOrPrnAmt>
			<sshPrnamt>429052</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>429052</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WHITE MOUNTNS INSU</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G9618E107</cusip>
		<value>24673</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24155</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WOODSIDE PETROLEUM LTD.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>980228308</cusip>
		<value>2687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>105289</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>105289</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WORKDAY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98138H101</cusip>
		<value>30453</value>
		<shrsOrPrnAmt>
			<sshPrnamt>148131</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>148131</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WPP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>92937A102</cusip>
		<value>3658</value>
		<shrsOrPrnAmt>
			<sshPrnamt>58139</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58139</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WPX ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98212B103</cusip>
		<value>4377</value>
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		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>117067</value>
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			<sshPrnamt>1967843</sshPrnamt>
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		<nameOfIssuer>XILINX INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983919101</cusip>
		<value>16993</value>
		<shrsOrPrnAmt>
			<sshPrnamt>144108</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>144108</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XYLEM, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98419M100</cusip>
		<value>39803</value>
		<shrsOrPrnAmt>
			<sshPrnamt>475883</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>475883</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>989207105</cusip>
		<value>32594</value>
		<shrsOrPrnAmt>
			<sshPrnamt>155589</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>155589</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
