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		<nameOfIssuer>AAC TECHNOLOGIES H</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000304105</cusip>
		<value>5614</value>
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		<nameOfIssuer>ABB LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>2536</value>
		<shrsOrPrnAmt>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ACUITY BRANDS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00508Y102</cusip>
		<value>5089</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36875</sshPrnamt>
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			<Sole>36875</Sole>
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			<None>0</None>
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		<nameOfIssuer>ADECCO GROUP AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>006754204</cusip>
		<value>4221</value>
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			<sshPrnamt>133415</sshPrnamt>
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			<Sole>133415</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>39622</value>
		<shrsOrPrnAmt>
			<sshPrnamt>863983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>863983</Sole>
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			<None>0</None>
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		<nameOfIssuer>AEROJET ROCKETDYNE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>007800105</cusip>
		<value>18448</value>
		<shrsOrPrnAmt>
			<sshPrnamt>404036</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>404036</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AFLAC INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001055102</cusip>
		<value>18039</value>
		<shrsOrPrnAmt>
			<sshPrnamt>341000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>341000</Sole>
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			<None>0</None>
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		<nameOfIssuer>AGCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001084102</cusip>
		<value>15941</value>
		<shrsOrPrnAmt>
			<sshPrnamt>206352</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>206352</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AGNC INVESTMENT CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>00123Q104</cusip>
		<value>91770</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5190614</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5190614</Sole>
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			<None>0</None>
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		<nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>008474108</cusip>
		<value>15217</value>
		<shrsOrPrnAmt>
			<sshPrnamt>246994</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>246994</Sole>
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			<None>0</None>
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		<nameOfIssuer>AGREE REALTY CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>008492100</cusip>
		<value>7557</value>
		<shrsOrPrnAmt>
			<sshPrnamt>107697</sshPrnamt>
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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>2937</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104710</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104710</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALASKA AIR GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>011659109</cusip>
		<value>20147</value>
		<shrsOrPrnAmt>
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			<Sole>297377</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALBANY INTERNATIONAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012348108</cusip>
		<value>8058</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106139</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALIGN TECHNOLOGY I</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>016255101</cusip>
		<value>9175</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32881</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32881</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>18212</value>
		<shrsOrPrnAmt>
			<sshPrnamt>752248</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>752248</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALLISON TRANSMISSION HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01973R101</cusip>
		<value>10008</value>
		<shrsOrPrnAmt>
			<sshPrnamt>207124</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>207124</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLY FINANCIAL INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02005N100</cusip>
		<value>61616</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2016231</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>2016231</Sole>
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			<None>0</None>
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		<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G037AX101</cusip>
		<value>6543</value>
		<shrsOrPrnAmt>
			<sshPrnamt>108040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>108040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMERCO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023586100</cusip>
		<value>27646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73561</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73561</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMERICAN EAGLE OUTFITTER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02553E106</cusip>
		<value>29502</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2006924</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2006924</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMERICOLD REALTY T</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>03064D108</cusip>
		<value>38541</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1099285</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1099285</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMN HEALTHCARE SVS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001744101</cusip>
		<value>9632</value>
		<shrsOrPrnAmt>
			<sshPrnamt>154584</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>154584</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ANALOG DEVICES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032654105</cusip>
		<value>30935</value>
		<shrsOrPrnAmt>
			<sshPrnamt>260307</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>260307</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>APPLIED INDL TECHS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03820C105</cusip>
		<value>5352</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80245</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80245</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>36108</value>
		<shrsOrPrnAmt>
			<sshPrnamt>841870</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>841870</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>040413106</cusip>
		<value>21272</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104581</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104581</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASTELLAS PHARMA INC.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04623U102</cusip>
		<value>4431</value>
		<shrsOrPrnAmt>
			<sshPrnamt>260199</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>260199</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASTRONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>046433108</cusip>
		<value>6102</value>
		<shrsOrPrnAmt>
			<sshPrnamt>218314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>218314</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATMOS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>37241</value>
		<shrsOrPrnAmt>
			<sshPrnamt>332922</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>332922</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ATOS SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04962A105</cusip>
		<value>290</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17320</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17320</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AVALONBAY COMMUNITIES, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>053484101</cusip>
		<value>21049</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100377</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100377</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AXA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>054536107</cusip>
		<value>3872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>137557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137557</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>5812</value>
		<shrsOrPrnAmt>
			<sshPrnamt>191950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>191950</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05722G100</cusip>
		<value>50661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1976625</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1976625</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BALCHEM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>057665200</cusip>
		<value>8696</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85568</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85568</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>3789</value>
		<shrsOrPrnAmt>
			<sshPrnamt>678993</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>678993</Sole>
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			<None>0</None>
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		<nameOfIssuer>BANCOLOMBIA S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>05968L102</cusip>
		<value>18752</value>
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			<sshPrnamt>342258</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>342258</Sole>
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			<None>0</None>
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		<nameOfIssuer>BASF SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>055262505</cusip>
		<value>2398</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128129</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128129</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>23209</value>
		<shrsOrPrnAmt>
			<sshPrnamt>264335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>264335</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>088606108</cusip>
		<value>18273</value>
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			<sshPrnamt>333992</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>333992</Sole>
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			<None>0</None>
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		<nameOfIssuer>BIOMARIN PHARMACEUTICAL INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09061G101</cusip>
		<value>33917</value>
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			<sshPrnamt>401147</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>401147</Sole>
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			<None>0</None>
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		<nameOfIssuer>BIOTELEMETRY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>090672106</cusip>
		<value>8832</value>
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			<sshPrnamt>190754</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>190754</Sole>
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			<None>0</None>
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		<nameOfIssuer>BLUCORA, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>095229100</cusip>
		<value>5313</value>
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			<sshPrnamt>203253</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>203253</Sole>
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			<None>0</None>
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		<nameOfIssuer>BNP PARIBAS</nameOfIssuer>
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		<cusip>05565A202</cusip>
		<value>4200</value>
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			<sshPrnamt>141463</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141463</Sole>
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			<None>0</None>
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		<nameOfIssuer>BRIT AMER TOBACCO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>110448107</cusip>
		<value>3823</value>
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			<sshPrnamt>90028</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90028</Sole>
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			<None>0</None>
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		<nameOfIssuer>BROWN &amp; BROWN INC</nameOfIssuer>
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		<cusip>115236101</cusip>
		<value>37309</value>
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			<sshPrnamt>945000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>945000</Sole>
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			<None>0</None>
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		<nameOfIssuer>BRUKER CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>116794108</cusip>
		<value>12364</value>
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			<sshPrnamt>242576</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>242576</Sole>
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		<nameOfIssuer>BURLINGTON STORES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>122017106</cusip>
		<value>19118</value>
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			<sshPrnamt>83841</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83841</Sole>
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		<nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05605H100</cusip>
		<value>20874</value>
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			<sshPrnamt>336251</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>336251</Sole>
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			<None>0</None>
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		<nameOfIssuer>CABOT OIL &amp; GAS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>127097103</cusip>
		<value>7697</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>442111</Sole>
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		<nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<value>288</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8916</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8916</Sole>
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		<nameOfIssuer>CANTEL MEDCORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>138098108</cusip>
		<value>3316</value>
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			<sshPrnamt>46766</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46766</Sole>
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			<None>0</None>
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		<nameOfIssuer>CARETRUST REIT INC</nameOfIssuer>
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		<cusip>14174T107</cusip>
		<value>4553</value>
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			<sshPrnamt>220676</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>220676</Sole>
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			<None>0</None>
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		<nameOfIssuer>CARLISLE COMPANIES INCORPORATED</nameOfIssuer>
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		<cusip>142339100</cusip>
		<value>10824</value>
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			<sshPrnamt>66883</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66883</Sole>
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			<None>0</None>
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		<nameOfIssuer>CARPENTER TECHNOLOGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>144285103</cusip>
		<value>2801</value>
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			<sshPrnamt>56273</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>56273</Sole>
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		<nameOfIssuer>CASEYS GEN STORES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>147528103</cusip>
		<value>70408</value>
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			<sshPrnamt>442845</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>442845</Sole>
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		<nameOfIssuer>CENTENE CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135B101</cusip>
		<value>20537</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CF INDUSTRIES HOLDINGS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125269100</cusip>
		<value>18855</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CHART INDUSTRIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>16115Q308</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117578</Sole>
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		<nameOfIssuer>CHEESECAKE FACTORY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>163072101</cusip>
		<value>4508</value>
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			<sshPrnamt>116011</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116011</Sole>
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		<nameOfIssuer>CHIPOTLE MEXICAN G</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>169656105</cusip>
		<value>19376</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CMS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>43312</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CNO FINANCIAL GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12621E103</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>COCA-COLA HBC AG</nameOfIssuer>
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		<cusip>191223205</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>COHEN &amp; STEERS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>19247A100</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178602</Sole>
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		<nameOfIssuer>COMPASS GROUP PLC</nameOfIssuer>
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		<cusip>20449X401</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CONTINENTAL AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>210771200</cusip>
		<value>3204</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>249812</Sole>
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		<nameOfIssuer>COPART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>217204106</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CORE LABORATORIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N22717107</cusip>
		<value>2776</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>COSTAR GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160N109</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48468</Sole>
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		<nameOfIssuer>COUSINS PROPERTIES INCORPORATED</nameOfIssuer>
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		<cusip>222795502</cusip>
		<value>42421</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CRACKER BARREL OLD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22410J106</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38917</Sole>
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		<nameOfIssuer>CREDICORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G2519Y108</cusip>
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		<shrsOrPrnAmt>
			<sshPrnamt>82575</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>CSL</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>12637N204</cusip>
		<value>3718</value>
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			<sshPrnamt>38235</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>DARDEN RESTAURANTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>27133</value>
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			<sshPrnamt>248906</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>248906</Sole>
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			<None>0</None>
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		<nameOfIssuer>DARLING INGREDIENTS, INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237266101</cusip>
		<value>8575</value>
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			<sshPrnamt>305378</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>305378</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DASSAULT SYSTEMES</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>237545108</cusip>
		<value>2301</value>
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			<sshPrnamt>13990</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13990</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DAVE &amp; BUSTER'S ENTERTAINMENT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>238337109</cusip>
		<value>5405</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134541</Sole>
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			<None>0</None>
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		<nameOfIssuer>DESCARTES SYS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>249906108</cusip>
		<value>7821</value>
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			<sshPrnamt>183078</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>183078</Sole>
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		<nameOfIssuer>DIAGEO PLC</nameOfIssuer>
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		<cusip>25243Q205</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89503</Sole>
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		<nameOfIssuer>DNB ASA</nameOfIssuer>
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		<cusip>23328E106</cusip>
		<value>4105</value>
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			<sshPrnamt>220246</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>220246</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256163106</cusip>
		<value>40814</value>
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			<sshPrnamt>550723</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>550723</Sole>
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			<None>0</None>
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		<nameOfIssuer>DOLLAR GENERAL CORPORATION</nameOfIssuer>
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		<cusip>256677105</cusip>
		<value>83680</value>
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			<sshPrnamt>536476</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>536476</Sole>
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		<nameOfIssuer>DXC TECHNOLOGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23355L106</cusip>
		<value>21838</value>
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			<sshPrnamt>580947</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>580947</Sole>
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			<None>0</None>
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		<nameOfIssuer>DYCOM INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>5470</value>
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			<sshPrnamt>116005</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116005</Sole>
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		<nameOfIssuer>EAGLE MATERIALS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26969P108</cusip>
		<value>27923</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>307995</Sole>
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			<None>0</None>
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		<nameOfIssuer>EAGLE PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>269796108</cusip>
		<value>5398</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89850</Sole>
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		<nameOfIssuer>EBAY INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278642103</cusip>
		<value>22725</value>
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			<sshPrnamt>629330</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>629330</Sole>
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		<nameOfIssuer>EDWARDS LIFESCIENCES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>28176E108</cusip>
		<value>28732</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123162</Sole>
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		<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29250N105</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>341350</Sole>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>170282</Sole>
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		<nameOfIssuer>ENVESTNET INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29404K106</cusip>
		<value>9094</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>130607</Sole>
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		<nameOfIssuer>EPLUS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294268107</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78246</Sole>
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		<nameOfIssuer>EPR PROPERTIES</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>26884U109</cusip>
		<value>39467</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>ESSITY AKTIEBOLAG (PUBL)</nameOfIssuer>
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		<value>3781</value>
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		<nameOfIssuer>EURONET WORLDWIDE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>298736109</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>193832</Sole>
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		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29977A105</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>443844</Sole>
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		<nameOfIssuer>EVEREST RE GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3223R108</cusip>
		<value>11518</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41607</Sole>
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		<nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
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		<value>41525</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FABRINET</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>8938</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FANUC CORPORATION</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FIRST HORIZON NATIONAL CORPORATION</nameOfIssuer>
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		<cusip>320517105</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1191869</Sole>
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		<nameOfIssuer>FLEETCOR TECHNOLO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>339041105</cusip>
		<value>37505</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>13225</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FORWARD AIR CORPN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>349853101</cusip>
		<value>6540</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93500</Sole>
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			<None>0</None>
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		<nameOfIssuer>FRESENIUS SE &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>35804M105</cusip>
		<value>3621</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>FTI CONSULTING, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>302941109</cusip>
		<value>37687</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>340568</Sole>
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		<nameOfIssuer>G-III APPAREL GP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>36237H101</cusip>
		<value>5114</value>
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			<sshPrnamt>152660</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>152660</Sole>
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		<nameOfIssuer>GARMIN LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>H2906T109</cusip>
		<value>8554</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>87676</Sole>
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		<nameOfIssuer>GENERAC HLDGS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>368736104</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>GIVAUDAN SA</nameOfIssuer>
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			<Sole>49893</Sole>
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			<None>0</None>
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		<nameOfIssuer>GPO FIN BANORTE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>40052P107</cusip>
		<value>4413</value>
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			<sshPrnamt>158295</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158295</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>384802104</cusip>
		<value>7200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21268</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21268</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GREEN DOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>39304D102</cusip>
		<value>2272</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97503</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97503</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HEALTHCARE REALTY TRUST INCORPORATED</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>421946104</cusip>
		<value>20283</value>
		<shrsOrPrnAmt>
			<sshPrnamt>607823</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>607823</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HEALTHCARE SERVICE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>421906108</cusip>
		<value>4111</value>
		<shrsOrPrnAmt>
			<sshPrnamt>169018</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>169018</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HEALTHEQUITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42226A107</cusip>
		<value>8672</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117085</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HENKEL AG &amp; CO. KGAA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>42550U208</cusip>
		<value>14434</value>
		<shrsOrPrnAmt>
			<sshPrnamt>560640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>560640</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HEXCEL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>428291108</cusip>
		<value>20415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>278481</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>278481</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HILLTOP HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>432748101</cusip>
		<value>5169</value>
		<shrsOrPrnAmt>
			<sshPrnamt>207337</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>207337</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HMS HOLDINGS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40425J101</cusip>
		<value>6092</value>
		<shrsOrPrnAmt>
			<sshPrnamt>205810</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>205810</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>44107P104</cusip>
		<value>36628</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1974535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1974535</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HUMANA INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>30714</value>
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			<sshPrnamt>83799</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>83799</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HUNTINGTON INGALLS INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446413106</cusip>
		<value>27602</value>
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			<sshPrnamt>110021</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>110021</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HUNTSMAN CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>447011107</cusip>
		<value>38385</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1588794</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1588794</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IAA Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>449253103</cusip>
		<value>8997</value>
		<shrsOrPrnAmt>
			<sshPrnamt>191179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>191179</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ICU MEDICAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44930G107</cusip>
		<value>9273</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49559</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49559</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IHS MARKIT LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G47567105</cusip>
		<value>67099</value>
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			<sshPrnamt>890502</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>890502</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>II-VI INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902104108</cusip>
		<value>8047</value>
		<shrsOrPrnAmt>
			<sshPrnamt>238996</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>238996</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453038408</cusip>
		<value>3770</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142434</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142434</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IMPINJ INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453204109</cusip>
		<value>3443</value>
		<shrsOrPrnAmt>
			<sshPrnamt>133153</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>133153</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INPHI CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45772F107</cusip>
		<value>6404</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86519</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86519</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INSPERITY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45778Q107</cusip>
		<value>11308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>131426</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>131426</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INSTALLED BUILDING PRODUCTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45780R101</cusip>
		<value>8249</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>119770</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>INTEGER HOLDINGS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45826H109</cusip>
		<value>6563</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81600</Sole>
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			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IONIS PHARMACEUTICALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462222100</cusip>
		<value>15635</value>
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			<sshPrnamt>258813</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>258813</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IROBOT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>462726100</cusip>
		<value>3162</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62451</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62451</Sole>
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			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>J2 GLOBAL, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48123V102</cusip>
		<value>10892</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116227</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116227</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>JETBLUE AIRWAYS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>477143101</cusip>
		<value>13635</value>
		<shrsOrPrnAmt>
			<sshPrnamt>728373</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>728373</Sole>
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		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JGC HOLDINGS CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>466140100</cusip>
		<value>3737</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117325</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117325</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>KANSAS CITY SOUTHERN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>485170302</cusip>
		<value>42604</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>278168</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>KERING S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>492089107</cusip>
		<value>3891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59538</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>59538</Sole>
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			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KEYSIGHT TECHNOLOGIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49338L103</cusip>
		<value>18599</value>
		<shrsOrPrnAmt>
			<sshPrnamt>181224</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>181224</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KIRBY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>497266106</cusip>
		<value>2326</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25975</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25975</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>KIRKLAND LAKE GO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49741E100</cusip>
		<value>32878</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>746049</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KLA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>482480100</cusip>
		<value>38455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>215835</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>215835</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>KNIGHT SWIFT TRANSN HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>499049104</cusip>
		<value>13425</value>
		<shrsOrPrnAmt>
			<sshPrnamt>374588</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>374588</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>KOMATSU LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>500458401</cusip>
		<value>3810</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>158483</Sole>
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			<None>0</None>
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		<nameOfIssuer>KRATOS DEFENSE &amp; SECURITY SOLUTIONS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50077B207</cusip>
		<value>6446</value>
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		<nameOfIssuer>KUBOTA CORP</nameOfIssuer>
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		<cusip>501173207</cusip>
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		<nameOfIssuer>L'OREAL S.A.</nameOfIssuer>
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		<cusip>502117203</cusip>
		<value>2747</value>
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			<sshPrnamt>46662</sshPrnamt>
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		<nameOfIssuer>L3HARRIS TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>502431109</cusip>
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		<nameOfIssuer>LAM RESEARCH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>512807108</cusip>
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		<nameOfIssuer>LAMAR ADVERTISING COMPANY</nameOfIssuer>
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		<cusip>512816109</cusip>
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		<nameOfIssuer>LAMB WESTON HOLDINGS INC</nameOfIssuer>
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		<nameOfIssuer>LEAR CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>521865204</cusip>
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		<nameOfIssuer>LENDINGTREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>52603B107</cusip>
		<value>13350</value>
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		<nameOfIssuer>LGI HOMES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187T106</cusip>
		<value>6798</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LHC GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187A107</cusip>
		<value>12499</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LINCOLN NATIONAL CORPORATION</nameOfIssuer>
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		<cusip>534187109</cusip>
		<value>85044</value>
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		<nameOfIssuer>LINDBLAD EXPEDITIONS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>535219109</cusip>
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		<nameOfIssuer>LIVE NATION ENTERTAINMENT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>3389</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LULULEMON ATHLETIC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>550021109</cusip>
		<value>19331</value>
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		<votingAuthority>
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		<nameOfIssuer>MARATHON PETROLEUM COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<value>30514</value>
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		<nameOfIssuer>MARKETAXESS HLDGS</nameOfIssuer>
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		<cusip>57060D108</cusip>
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		<nameOfIssuer>MARSH &amp; MCLENNAN COMPANIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
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		<nameOfIssuer>MARTIN MARIETTA MATERIALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>573284106</cusip>
		<value>31512</value>
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		<nameOfIssuer>MARVELL TECH GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G5876H105</cusip>
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		<nameOfIssuer>MASCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>MASIMO CORPORATION</nameOfIssuer>
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		<nameOfIssuer>MATCH GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57665R106</cusip>
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		<nameOfIssuer>MEDPACE HOLDINGS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58506Q109</cusip>
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		<nameOfIssuer>METTLER-TOLEDO INTERNATIONAL INC</nameOfIssuer>
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		<nameOfIssuer>MID-AMERICA APARTMENT COMMUNITIES, INC.</nameOfIssuer>
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		<cusip>59522J103</cusip>
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		<nameOfIssuer>MOLINA HEALTHCARE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>60855R100</cusip>
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		<nameOfIssuer>MONOLITHIC PWR SYS</nameOfIssuer>
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		<cusip>609839105</cusip>
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		<nameOfIssuer>MONRO INC</nameOfIssuer>
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		<nameOfIssuer>MOODYS CORP</nameOfIssuer>
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		<nameOfIssuer>MOTOROLA SOLUTIONS INC</nameOfIssuer>
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		<nameOfIssuer>MTN GROUP LTD</nameOfIssuer>
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		<nameOfIssuer>MUNICH REINSURANCE</nameOfIssuer>
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		<cusip>626188106</cusip>
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		<nameOfIssuer>NESTLE SA/AG</nameOfIssuer>
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		<nameOfIssuer>NEWMONT GOLDCORP CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>NITTO ELECTRIC INDUSTRIAL CO</nameOfIssuer>
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		<nameOfIssuer>NORWEGIAN CRUISE LINE HOLDINGS LTD</nameOfIssuer>
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			<sshPrnamt>138069</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>138069</Sole>
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			<None>0</None>
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		<nameOfIssuer>NOVO NORDISK A/S</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>670100205</cusip>
		<value>17519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>302670</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>302670</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OLD DOMINION FGHT</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>679580100</cusip>
		<value>5176</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27272</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27272</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OMEGA HEALTHCARE INVESTORS, INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>681936100</cusip>
		<value>40891</value>
		<shrsOrPrnAmt>
			<sshPrnamt>965546</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>965546</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OMNICELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68213N109</cusip>
		<value>14568</value>
		<shrsOrPrnAmt>
			<sshPrnamt>178266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178266</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ON SEMICONDUCTOR CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682189105</cusip>
		<value>14476</value>
		<shrsOrPrnAmt>
			<sshPrnamt>593752</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>593752</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ONE GAS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68235P108</cusip>
		<value>39738</value>
		<shrsOrPrnAmt>
			<sshPrnamt>424683</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>424683</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ONEOK INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682680103</cusip>
		<value>32611</value>
		<shrsOrPrnAmt>
			<sshPrnamt>430962</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>430962</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>OREILLY AUTOMOTIVE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>12765</value>
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			<sshPrnamt>29127</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29127</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ORIX CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>686330101</cusip>
		<value>4068</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48772</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48772</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OWENS CORNING</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>690742101</cusip>
		<value>39834</value>
		<shrsOrPrnAmt>
			<sshPrnamt>611699</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>611699</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PATTERSON UTI ENEG</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>703481101</cusip>
		<value>19896</value>
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			<sshPrnamt>1894855</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1894855</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PAYCHEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
		<value>14085</value>
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			<sshPrnamt>165594</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165594</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PEGASYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>705573103</cusip>
		<value>11190</value>
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			<sshPrnamt>140484</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140484</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PERFORMANCE FOOD GROUP COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>71377A103</cusip>
		<value>11866</value>
		<shrsOrPrnAmt>
			<sshPrnamt>230488</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>230488</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PERSIMMON</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>715318101</cusip>
		<value>455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6269</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PETMED EXPRESS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>716382106</cusip>
		<value>2835</value>
		<shrsOrPrnAmt>
			<sshPrnamt>120536</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>120536</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PLEXUS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>729132100</cusip>
		<value>7341</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95413</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95413</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PORTLAND GENERAL ELECTRIC COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>736508847</cusip>
		<value>45627</value>
		<shrsOrPrnAmt>
			<sshPrnamt>817841</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>817841</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>POWER INTEGRATIONS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>739276103</cusip>
		<value>8536</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86299</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86299</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PRA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354N106</cusip>
		<value>4823</value>
		<shrsOrPrnAmt>
			<sshPrnamt>132869</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>132869</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PRA HEALTH SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354M108</cusip>
		<value>10225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>91995</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91995</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROOFPOINT, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743424103</cusip>
		<value>8325</value>
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			<sshPrnamt>72527</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72527</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PROTO LABS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743713109</cusip>
		<value>9455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93107</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93107</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PRUDENTIAL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>74435K204</cusip>
		<value>19961</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>524053</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>745867101</cusip>
		<value>18370</value>
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			<sshPrnamt>473446</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>473446</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PURE STORAGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74624M102</cusip>
		<value>25785</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1506991</Sole>
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			<None>0</None>
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		<nameOfIssuer>QTS REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>74736A103</cusip>
		<value>5592</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103043</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103043</Sole>
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		<nameOfIssuer>QUALYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74758T303</cusip>
		<value>6181</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74135</Sole>
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			<None>0</None>
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		<nameOfIssuer>QUIDEL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74838J101</cusip>
		<value>7007</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93388</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>RADIANT LOGISTICS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75025X100</cusip>
		<value>2807</value>
		<shrsOrPrnAmt>
			<sshPrnamt>503961</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>503961</Sole>
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		<nameOfIssuer>RBS CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>51005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1255983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1255983</Sole>
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			<None>0</None>
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		<nameOfIssuer>RECKITT BENCK GRP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>756255204</cusip>
		<value>3255</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196550</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196550</Sole>
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			<None>0</None>
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		<nameOfIssuer>ROBERT HALF INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>770323103</cusip>
		<value>22084</value>
		<shrsOrPrnAmt>
			<sshPrnamt>349712</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>349712</Sole>
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			<None>0</None>
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		<nameOfIssuer>ROCHE HOLDINGS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>771195104</cusip>
		<value>3932</value>
		<shrsOrPrnAmt>
			<sshPrnamt>96713</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>96713</Sole>
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			<None>0</None>
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		<nameOfIssuer>ROKU INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>77543R102</cusip>
		<value>48738</value>
		<shrsOrPrnAmt>
			<sshPrnamt>363985</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>363985</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>V7780T103</cusip>
		<value>96318</value>
		<shrsOrPrnAmt>
			<sshPrnamt>721428</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>721428</Sole>
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		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>780259107</cusip>
		<value>16785</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>279886</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>783513203</cusip>
		<value>24623</value>
		<shrsOrPrnAmt>
			<sshPrnamt>281056</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>281056</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SANDERSON FARM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>800013104</cusip>
		<value>9463</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53698</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53698</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SANDVIK A/B</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>800212201</cusip>
		<value>4326</value>
		<shrsOrPrnAmt>
			<sshPrnamt>222569</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>222569</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SAP SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>803054204</cusip>
		<value>14056</value>
		<shrsOrPrnAmt>
			<sshPrnamt>104906</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>104906</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SEMTECH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816850101</cusip>
		<value>11312</value>
		<shrsOrPrnAmt>
			<sshPrnamt>213834</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>213834</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SERVICENOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81762P102</cusip>
		<value>23787</value>
		<shrsOrPrnAmt>
			<sshPrnamt>84256</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>84256</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIEMENS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>826197501</cusip>
		<value>3205</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49325</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49325</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SINGAPORE TELECOMMUNICATIONS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>82929R304</cusip>
		<value>4215</value>
		<shrsOrPrnAmt>
			<sshPrnamt>168179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>168179</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SKYWORKS SOLUTIONS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83088M102</cusip>
		<value>90826</value>
		<shrsOrPrnAmt>
			<sshPrnamt>751372</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>751372</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPIRIT AIRLINES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848577102</cusip>
		<value>25838</value>
		<shrsOrPrnAmt>
			<sshPrnamt>640991</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>640991</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPLUNK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>848637104</cusip>
		<value>42266</value>
		<shrsOrPrnAmt>
			<sshPrnamt>282204</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>282204</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPRINT CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>85207U105</cusip>
		<value>13540</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2598885</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2598885</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STONERIDGE INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>86183P102</cusip>
		<value>5945</value>
		<shrsOrPrnAmt>
			<sshPrnamt>202757</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>202757</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SUPERNUS PHARMACEUTICALS, INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>868459108</cusip>
		<value>5775</value>
		<shrsOrPrnAmt>
			<sshPrnamt>243455</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>243455</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SVB FINANCIAL GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78486Q101</cusip>
		<value>9248</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36840</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36840</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYNOVUS FINANCIAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87161C501</cusip>
		<value>41609</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1061447</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1061447</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYSMEX CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>87184P109</cusip>
		<value>2631</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77371</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>77371</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SYSTEMAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>871851101</cusip>
		<value>6380</value>
		<shrsOrPrnAmt>
			<sshPrnamt>253565</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>253565</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFACTURING CO.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>874039100</cusip>
		<value>7337</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126275</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126275</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELEFLEX INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879369106</cusip>
		<value>71841</value>
		<shrsOrPrnAmt>
			<sshPrnamt>190843</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>190843</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEXTRON INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883203101</cusip>
		<value>16202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>363264</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>363264</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE HANOVER INSURANCE GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>410867105</cusip>
		<value>10119</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74040</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>49444</value>
		<shrsOrPrnAmt>
			<sshPrnamt>813621</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>813621</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE TIMKEN COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>887389104</cusip>
		<value>25460</value>
		<shrsOrPrnAmt>
			<sshPrnamt>452143</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>452143</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THOR INDUSTRIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>885160101</cusip>
		<value>16296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>219353</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>219353</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOKYO ELECTRON LTD</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>889110102</cusip>
		<value>4306</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78830</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78830</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TOTAL S.A.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>89151E109</cusip>
		<value>3587</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64869</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64869</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TPI COMPOSITES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87266J104</cusip>
		<value>5607</value>
		<shrsOrPrnAmt>
			<sshPrnamt>302937</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>302937</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>892356106</cusip>
		<value>13174</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140990</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140990</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TWITTER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90184L102</cusip>
		<value>9150</value>
		<shrsOrPrnAmt>
			<sshPrnamt>285504</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>285504</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TYSON FOODS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902494103</cusip>
		<value>30507</value>
		<shrsOrPrnAmt>
			<sshPrnamt>335094</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>335094</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UMPQUA HOLDINGS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>904214103</cusip>
		<value>9250</value>
		<shrsOrPrnAmt>
			<sshPrnamt>522620</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>522620</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNICHARM CORP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>90460M204</cusip>
		<value>179</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26242</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26242</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED OVERSEAS BANK LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>911271302</cusip>
		<value>3825</value>
		<shrsOrPrnAmt>
			<sshPrnamt>97283</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>97283</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNITED RENTALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911363109</cusip>
		<value>44574</value>
		<shrsOrPrnAmt>
			<sshPrnamt>267278</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>267278</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNIVERSAL DISPLAY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91347P105</cusip>
		<value>9515</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46176</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46176</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US PHYSICAL THERAP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90337L108</cusip>
		<value>10973</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95963</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95963</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VAIL RESORTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91879Q109</cusip>
		<value>21403</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89242</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89242</Sole>
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			<None>0</None>
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		<nameOfIssuer>VAREX IMAGING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92214X106</cusip>
		<value>4510</value>
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			<sshPrnamt>151297</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>151297</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VERINT SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343X100</cusip>
		<value>5853</value>
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			<sshPrnamt>105721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>105721</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VIRTUSA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92827P102</cusip>
		<value>6479</value>
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			<sshPrnamt>142919</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142919</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VOLKSWAGEN AKTIENGESELLSCHAFT</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>928662600</cusip>
		<value>5213</value>
		<shrsOrPrnAmt>
			<sshPrnamt>270257</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>270257</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929089100</cusip>
		<value>30804</value>
		<shrsOrPrnAmt>
			<sshPrnamt>505143</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>505143</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>VULCAN MATERIALS COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929160109</cusip>
		<value>32364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>224767</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224767</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>W.R. BERKLEY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>084423102</cusip>
		<value>21338</value>
		<shrsOrPrnAmt>
			<sshPrnamt>308801</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>308801</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WAL-MART DE MEXICO</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>93114W107</cusip>
		<value>14234</value>
		<shrsOrPrnAmt>
			<sshPrnamt>497849</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>497849</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WEC ENERGY GROUP INCORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92939U106</cusip>
		<value>71827</value>
		<shrsOrPrnAmt>
			<sshPrnamt>778784</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>778784</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WESTLAKE CHEMICAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>960413102</cusip>
		<value>13833</value>
		<shrsOrPrnAmt>
			<sshPrnamt>197185</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>197185</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WHITE MOUNTNS INSU</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G9618E107</cusip>
		<value>24193</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21688</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21688</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WOODSIDE PETROLEUM LTD.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>980228308</cusip>
		<value>2766</value>
		<shrsOrPrnAmt>
			<sshPrnamt>115083</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>115083</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WORKDAY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98138H101</cusip>
		<value>16487</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100254</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>100254</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>WPP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>92937A102</cusip>
		<value>3523</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50119</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>2</otherManager>
		<votingAuthority>
			<Sole>50119</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XILINX INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983919101</cusip>
		<value>20873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>213490</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>3</otherManager>
		<votingAuthority>
			<Sole>213490</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XYLEM, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98419M100</cusip>
		<value>33872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>429896</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>4</otherManager>
		<votingAuthority>
			<Sole>429896</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>42779</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167472</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>5</otherManager>
		<votingAuthority>
			<Sole>167472</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ZSCALER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98980G102</cusip>
		<value>33617</value>
		<shrsOrPrnAmt>
			<sshPrnamt>722943</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>6</otherManager>
		<votingAuthority>
			<Sole>722943</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ZYNGA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98986T108</cusip>
		<value>53386</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8723198</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>7</otherManager>
		<votingAuthority>
			<Sole>8723198</Sole>
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			<None>0</None>
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</informationTable>
