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		<nameOfIssuer>AAC TECHNOLOGIES H</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000304105</cusip>
		<value>1850</value>
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		<nameOfIssuer>ABB LIMITED</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>2857</value>
		<shrsOrPrnAmt>
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			<None>0</None>
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		<nameOfIssuer>ABIOMED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>003654100</cusip>
		<value>23109</value>
		<shrsOrPrnAmt>
			<sshPrnamt>83409</sshPrnamt>
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			<None>0</None>
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		<nameOfIssuer>ADAPTHEALTH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00653Q102</cusip>
		<value>7945</value>
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		<nameOfIssuer>ADECCO GROUP AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>006754204</cusip>
		<value>2920</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111319</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>111319</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>21390</value>
		<shrsOrPrnAmt>
			<sshPrnamt>260885</sshPrnamt>
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		<votingAuthority>
			<Sole>260885</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AEROJET ROCKETDYNE HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>007800105</cusip>
		<value>25298</value>
		<shrsOrPrnAmt>
			<sshPrnamt>634190</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>634190</Sole>
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			<None>0</None>
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		<nameOfIssuer>AFLAC INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001055102</cusip>
		<value>16784</value>
		<shrsOrPrnAmt>
			<sshPrnamt>461735</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>461735</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AGCO CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001084102</cusip>
		<value>19919</value>
		<shrsOrPrnAmt>
			<sshPrnamt>268191</sshPrnamt>
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			<None>0</None>
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		<nameOfIssuer>AGNC INVESTMENT CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>00123Q104</cusip>
		<value>22508</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1618131</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1618131</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>008474108</cusip>
		<value>14879</value>
		<shrsOrPrnAmt>
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			<None>0</None>
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		<nameOfIssuer>AGREE REALTY CORP</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>008492100</cusip>
		<value>22020</value>
		<shrsOrPrnAmt>
			<sshPrnamt>346006</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>346006</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AIR LIQUIDE S.A.(L')</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>009126202</cusip>
		<value>2856</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89774</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALASKA AIR GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>011659109</cusip>
		<value>22238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>607094</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<None>0</None>
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		<nameOfIssuer>ALBANY INTERNATIONAL CORP.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012348108</cusip>
		<value>4866</value>
		<shrsOrPrnAmt>
			<sshPrnamt>98284</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>59961</Sole>
			<Shared>0</Shared>
			<None>38323</None>
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		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>18086</value>
		<shrsOrPrnAmt>
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		<nameOfIssuer>ALIGN TECHNOLOGY I</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>016255101</cusip>
		<value>8388</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25622</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25622</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLIANT ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>018802108</cusip>
		<value>5505</value>
		<shrsOrPrnAmt>
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			<Sole>106574</Sole>
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			<None>0</None>
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		<nameOfIssuer>ALLIANZ SOCIETAS EUROPAEA-SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>018820100</cusip>
		<value>14377</value>
		<shrsOrPrnAmt>
			<sshPrnamt>750732</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>750732</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLISON TRANSMISSION HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01973R101</cusip>
		<value>6472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>184178</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>184178</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ALLY FINANCIAL INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02005N100</cusip>
		<value>51440</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2051837</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2051837</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G037AX101</cusip>
		<value>5228</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100182</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>61291</Sole>
			<Shared>0</Shared>
			<None>38891</None>
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		<nameOfIssuer>AMERCO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023586100</cusip>
		<value>16867</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47382</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47382</Sole>
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			<None>0</None>
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		<nameOfIssuer>AMERICAN EAGLE OUTFITTER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02553E106</cusip>
		<value>22874</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1544517</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1544517</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMERICOLD REALTY T</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>03064D108</cusip>
		<value>22660</value>
		<shrsOrPrnAmt>
			<sshPrnamt>633837</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>633837</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AMN HEALTHCARE SVS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>001744101</cusip>
		<value>9310</value>
		<shrsOrPrnAmt>
			<sshPrnamt>159260</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>97312</Sole>
			<Shared>0</Shared>
			<None>61948</None>
		</votingAuthority>
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		<nameOfIssuer>ANALOG DEVICES INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032654105</cusip>
		<value>11740</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100568</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100568</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>APPLIED INDL TECHS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03820C105</cusip>
		<value>5254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95359</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>58458</Sole>
			<Shared>0</Shared>
			<None>36901</None>
		</votingAuthority>
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		<nameOfIssuer>APTIV PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G6095L109</cusip>
		<value>3667</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39999</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>10578</value>
		<shrsOrPrnAmt>
			<sshPrnamt>361637</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>361637</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>040413106</cusip>
		<value>10940</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52870</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>52870</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ASTELLAS PHARMA INC.</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>04623U102</cusip>
		<value>3363</value>
		<shrsOrPrnAmt>
			<sshPrnamt>225581</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>225581</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATMOS ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>28904</value>
		<shrsOrPrnAmt>
			<sshPrnamt>302373</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>302373</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AXA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>054536107</cusip>
		<value>3930</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212090</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212090</Sole>
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		<nameOfIssuer>AXOS FINANCIAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05465C100</cusip>
		<value>4073</value>
		<shrsOrPrnAmt>
			<sshPrnamt>174721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>105809</Sole>
			<Shared>0</Shared>
			<None>68912</None>
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		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05722G100</cusip>
		<value>29953</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2253834</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2253834</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BALCHEM CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>057665200</cusip>
		<value>7688</value>
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			<sshPrnamt>78749</sshPrnamt>
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		<nameOfIssuer>BANCO BILBAO VIZCAYA ARGENTARIA, S.A.</nameOfIssuer>
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		<value>3595</value>
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			<sshPrnamt>1312121</sshPrnamt>
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		<nameOfIssuer>BANCOLOMBIA S.A.</nameOfIssuer>
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			<sshPrnamt>495224</sshPrnamt>
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		<votingAuthority>
			<Sole>495224</Sole>
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		<nameOfIssuer>BASF SE</nameOfIssuer>
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		<cusip>055262505</cusip>
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			<sshPrnamt>143036</sshPrnamt>
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		<votingAuthority>
			<Sole>143036</Sole>
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		<nameOfIssuer>BEST BUY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
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			<sshPrnamt>269010</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>269010</Sole>
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		<nameOfIssuer>BHP GROUP LTD</nameOfIssuer>
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			<sshPrnamt>208087</sshPrnamt>
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		<nameOfIssuer>BIOMARIN PHARMACEUTICAL INC.</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>361828</Sole>
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		<nameOfIssuer>BIOTELEMETRY INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>BLACK KNIGHT INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>BLUCORA, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>BNP PARIBAS</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>BOOKING HOLDINGS INC</nameOfIssuer>
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		<nameOfIssuer>BOSTON BEER CO INC</nameOfIssuer>
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		<nameOfIssuer>BOX INC.</nameOfIssuer>
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		<nameOfIssuer>BRIT AMER TOBACCO</nameOfIssuer>
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		<nameOfIssuer>BROWN &amp; BROWN INC</nameOfIssuer>
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		<nameOfIssuer>BRUKER CORPORATION</nameOfIssuer>
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		<nameOfIssuer>BRUNSWICK CORPORATION</nameOfIssuer>
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		<nameOfIssuer>CABOT OIL &amp; GAS CO</nameOfIssuer>
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		<nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>CANTEL MEDCORP</nameOfIssuer>
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		<nameOfIssuer>CARETRUST REIT INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>CARLISLE COMPANIES INCORPORATED</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>CARNIVAL CORP.</nameOfIssuer>
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		<nameOfIssuer>CASEYS GEN STORES</nameOfIssuer>
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		<nameOfIssuer>CENTENE CORPORATION</nameOfIssuer>
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		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
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		<nameOfIssuer>CF INDUSTRIES HOLDINGS, INC.</nameOfIssuer>
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		<nameOfIssuer>CHART INDUSTRIES INC</nameOfIssuer>
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		<nameOfIssuer>CHEESECAKE FACTORY</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>CHIPOTLE MEXICAN G</nameOfIssuer>
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		<cusip>169656105</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>CMS ENERGY CORPORATION</nameOfIssuer>
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		<nameOfIssuer>CNO FINANCIAL GROUP, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>COCA-COLA HBC AG</nameOfIssuer>
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		<nameOfIssuer>COHEN &amp; STEERS INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<titleOfClass>ADR</titleOfClass>
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		<value>231</value>
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			<sshPrnamt>14663</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>14663</Sole>
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			<None>0</None>
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		<nameOfIssuer>COMPASS GROUP PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>20449X401</cusip>
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			<sshPrnamt>215422</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>215422</Sole>
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			<None>0</None>
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		<nameOfIssuer>CONTINENTAL AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>210771200</cusip>
		<value>2449</value>
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			<sshPrnamt>226577</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>226577</Sole>
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			<None>0</None>
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		<nameOfIssuer>COPART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>217204106</cusip>
		<value>23617</value>
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			<sshPrnamt>224580</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>224580</Sole>
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		<nameOfIssuer>CORE LABORATORIES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N22717107</cusip>
		<value>1049</value>
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			<sshPrnamt>68716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
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			<Sole>41916</Sole>
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			<None>26800</None>
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		<nameOfIssuer>COSTAR GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160N109</cusip>
		<value>18578</value>
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			<sshPrnamt>21895</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21895</Sole>
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			<None>0</None>
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		<nameOfIssuer>COUSINS PROPERTIES INCORPORATED</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>222795502</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>252600</Sole>
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			<None>0</None>
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		<nameOfIssuer>CRACKER BARREL OLD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22410J106</cusip>
		<value>4700</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
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			<Sole>24959</Sole>
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			<None>16033</None>
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		<nameOfIssuer>CREDICORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G2519Y108</cusip>
		<value>10240</value>
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			<sshPrnamt>82588</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>82588</Sole>
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		<nameOfIssuer>CSL</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>12637N204</cusip>
		<value>2976</value>
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			<sshPrnamt>28786</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28786</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Chewy Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>16679L109</cusip>
		<value>17281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>315172</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>315172</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Crowdstrike Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22788C105</cusip>
		<value>71953</value>
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			<sshPrnamt>523979</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>523979</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>D.R. HORTON, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23331A109</cusip>
		<value>49354</value>
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			<sshPrnamt>652574</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>652574</Sole>
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			<None>0</None>
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		<nameOfIssuer>DARDEN RESTAURANTS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>28098</value>
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			<sshPrnamt>278918</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>278918</Sole>
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		<nameOfIssuer>DARLING INGREDIENTS, INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>23376</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>648789</Sole>
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			<None>0</None>
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		<nameOfIssuer>DASSAULT SYSTEMES</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>237545108</cusip>
		<value>1936</value>
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			<sshPrnamt>10325</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10325</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DELTA AIR LINES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>247361702</cusip>
		<value>14304</value>
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			<sshPrnamt>467764</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>467764</Sole>
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		<nameOfIssuer>DESCARTES SYS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>249906108</cusip>
		<value>9519</value>
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			<sshPrnamt>167050</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
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		<nameOfIssuer>DEXCOM INC</nameOfIssuer>
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		<value>7149</value>
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			<sshPrnamt>17343</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17343</Sole>
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		<nameOfIssuer>DIAGEO PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>25243Q205</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95584</Sole>
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		<nameOfIssuer>DISCOVER FINANCIAL SERVICES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>254709108</cusip>
		<value>3668</value>
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			<sshPrnamt>63487</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63487</Sole>
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			<None>0</None>
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		<nameOfIssuer>DNB ASA</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>23328E106</cusip>
		<value>3466</value>
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			<sshPrnamt>252054</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>252054</Sole>
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			<None>0</None>
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		<nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256163106</cusip>
		<value>22963</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106684</Sole>
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		<nameOfIssuer>DOLLAR GENERAL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256677105</cusip>
		<value>31428</value>
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			<sshPrnamt>149930</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149930</Sole>
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		<nameOfIssuer>DXC TECHNOLOGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23355L106</cusip>
		<value>18789</value>
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			<sshPrnamt>1052627</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>DYCOM INDUSTRIES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>5663</value>
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			<sshPrnamt>107213</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
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			<Sole>65454</Sole>
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			<None>41759</None>
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		<nameOfIssuer>EAGLE MATERIALS INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26969P108</cusip>
		<value>37468</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>434056</Sole>
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		<nameOfIssuer>EAGLE PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>269796108</cusip>
		<value>5457</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>EBAY INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278642103</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>481688</Sole>
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		<nameOfIssuer>EDWARDS LIFESCIENCES CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>28176E108</cusip>
		<value>22445</value>
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		<votingAuthority>
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		<nameOfIssuer>EMERGENT BIOSOLUTI</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29089Q105</cusip>
		<value>12534</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121299</Sole>
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		<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29250N105</cusip>
		<value>11750</value>
		<shrsOrPrnAmt>
			<sshPrnamt>402390</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>402390</Sole>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>10270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>138147</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>84297</Sole>
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			<None>53850</None>
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		<nameOfIssuer>ENVESTNET INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29404K106</cusip>
		<value>8421</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109143</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>66660</Sole>
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			<None>42483</None>
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	<infoTable>
		<nameOfIssuer>EOG RESOURCES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26875P101</cusip>
		<value>13725</value>
		<shrsOrPrnAmt>
			<sshPrnamt>381899</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>381899</Sole>
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			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EPLUS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294268107</cusip>
		<value>5276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72071</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>44041</Sole>
			<Shared>0</Shared>
			<None>28030</None>
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	<infoTable>
		<nameOfIssuer>ETSY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29786A106</cusip>
		<value>3769</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30985</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30985</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>EURONET WORLDWIDE, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>EVERCORE INC</nameOfIssuer>
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		<nameOfIssuer>EVEREST RE GROUP</nameOfIssuer>
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		<nameOfIssuer>EVERGY INC</nameOfIssuer>
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		<nameOfIssuer>EXELIXIS, INC.</nameOfIssuer>
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		<nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
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		<nameOfIssuer>FABRINET</nameOfIssuer>
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		<nameOfIssuer>FANUC CORPORATION</nameOfIssuer>
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		<nameOfIssuer>FLOOR AND DECOR HOLDING INCORPORATION</nameOfIssuer>
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		<nameOfIssuer>FORWARD AIR CORPN</nameOfIssuer>
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		<nameOfIssuer>FRESENIUS SE &amp; CO. KGAA</nameOfIssuer>
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		<nameOfIssuer>G-III APPAREL GP</nameOfIssuer>
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		<nameOfIssuer>GARMIN LTD</nameOfIssuer>
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		<nameOfIssuer>GENERAC HLDGS</nameOfIssuer>
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		<nameOfIssuer>HALOZYME THERAPEUT</nameOfIssuer>
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		<nameOfIssuer>HEALTHCARE REALTY TRUST INCORPORATED</nameOfIssuer>
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		<nameOfIssuer>HENRY SCHEIN, INC.</nameOfIssuer>
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		<nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
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		<nameOfIssuer>HUNTINGTON INGALLS INDUSTRIES, INC.</nameOfIssuer>
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		<nameOfIssuer>IDEXX LABORATORIES</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>19647</Sole>
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		<nameOfIssuer>IHS MARKIT LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G47567105</cusip>
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			<Sole>140740</Sole>
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		<nameOfIssuer>II-VI INCORPORATED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902104108</cusip>
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			<Sole>115723</Sole>
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		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>197744</Sole>
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		<nameOfIssuer>IMPINJ INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>3225</value>
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			<Sole>74576</Sole>
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		<nameOfIssuer>INPHI CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>42281</Sole>
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		<nameOfIssuer>INSMED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>INSPERITY INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<None>47303</None>
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		<nameOfIssuer>INSTALLED BUILDING PRODUCTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45780R101</cusip>
		<value>11244</value>
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			<sshPrnamt>110510</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>67372</Sole>
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		<nameOfIssuer>INSULET CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45784P101</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114854</Sole>
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		<nameOfIssuer>INTEGER HOLDINGS CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>6336</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>65570</Sole>
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		<nameOfIssuer>IROBOT CORP</nameOfIssuer>
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		<nameOfIssuer>J2 GLOBAL, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48123V102</cusip>
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		<nameOfIssuer>JETBLUE AIRWAYS CORPORATION</nameOfIssuer>
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			<Sole>2930455</Sole>
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		<nameOfIssuer>JGC HOLDINGS CORPORATION</nameOfIssuer>
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		<cusip>466140100</cusip>
		<value>2978</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>141457</Sole>
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		<nameOfIssuer>KANSAS CITY SOUTHERN</nameOfIssuer>
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		<cusip>485170302</cusip>
		<value>36984</value>
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		<nameOfIssuer>KAO CORP</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>KDDI CORP</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>KERING S.A.</nameOfIssuer>
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		<cusip>492089107</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43463</Sole>
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		<nameOfIssuer>KEYSIGHT TECHNOLOGIES, INC.</nameOfIssuer>
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		<nameOfIssuer>KIRKLAND LAKE GO</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>KLA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>KNIGHT SWIFT TRANSN HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>KOMATSU LTD</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>128157</Sole>
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		<nameOfIssuer>KOSE CORPORATION</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>KRATOS DEFENSE &amp; SEC SOLUTIONS INC</nameOfIssuer>
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		<cusip>50077B207</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>248131</Sole>
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		<nameOfIssuer>KUBOTA CORP</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>L'OREAL S.A.</nameOfIssuer>
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		<nameOfIssuer>L3HARRIS TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LAM RESEARCH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>512807108</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LAMAR ADVERTISING COMPANY</nameOfIssuer>
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		<cusip>512816109</cusip>
		<value>14329</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LAMB WESTON HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>513272104</cusip>
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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>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LGI HOMES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50187T106</cusip>
		<value>10346</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>LHC GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>LIVE NATION ENTERTAINMENT, INC.</nameOfIssuer>
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		<nameOfIssuer>LULULEMON ATHLETIC</nameOfIssuer>
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		<nameOfIssuer>LUMENTUM HOLDINGS INCORPORATION</nameOfIssuer>
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		<nameOfIssuer>MARVELL TECH GROUP</nameOfIssuer>
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		<nameOfIssuer>MATCH GROUP INC NEW</nameOfIssuer>
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		<nameOfIssuer>METTLER-TOLEDO INTERNATIONAL INC</nameOfIssuer>
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		<nameOfIssuer>MID-AMER APT CMNTYS INC</nameOfIssuer>
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		<nameOfIssuer>MOLINA HEALTHCARE, INC.</nameOfIssuer>
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		<nameOfIssuer>MONOLITHIC PWR SYS</nameOfIssuer>
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		<nameOfIssuer>MOODYS CORP</nameOfIssuer>
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		<nameOfIssuer>MUNICH REINSURANCE</nameOfIssuer>
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		<nameOfIssuer>NXP SEMICONDUCTORS NV</nameOfIssuer>
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		<nameOfIssuer>ON SEMICONDUCTOR CORP.</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>ONE GAS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>OREILLY AUTOMOTIVE, INC.</nameOfIssuer>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27269</Sole>
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			<None>0</None>
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		<nameOfIssuer>ORIX CORPORATION</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>686330101</cusip>
		<value>3766</value>
		<shrsOrPrnAmt>
			<sshPrnamt>60187</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>60187</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OWENS CORNING</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>690742101</cusip>
		<value>41126</value>
		<shrsOrPrnAmt>
			<sshPrnamt>597676</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>597676</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PAN PACIFIC INTL HLDGS CORP</nameOfIssuer>
		<titleOfClass>ADR/GDR</titleOfClass>
		<cusip>69807K105</cusip>
		<value>3022</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128863</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128863</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PAYCHEX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
		<value>20937</value>
		<shrsOrPrnAmt>
			<sshPrnamt>262472</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>262472</Sole>
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			<None>0</None>
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		<nameOfIssuer>PELOTON INTERACTIVE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70614W100</cusip>
		<value>3723</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37511</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37511</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PENTAIR PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G7S00T104</cusip>
		<value>21897</value>
		<shrsOrPrnAmt>
			<sshPrnamt>478408</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>478408</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PERFORMANCE FOOD GROUP COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>71377A103</cusip>
		<value>7355</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212447</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>129664</Sole>
			<Shared>0</Shared>
			<None>82783</None>
		</votingAuthority>
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		<nameOfIssuer>PERSIMMON</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>715318101</cusip>
		<value>289</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4458</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4458</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PETMED EXPRESS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>716382106</cusip>
		<value>4013</value>
		<shrsOrPrnAmt>
			<sshPrnamt>126908</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>77387</Sole>
			<Shared>0</Shared>
			<None>49521</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PLEXUS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>729132100</cusip>
		<value>6225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88139</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>53957</Sole>
			<Shared>0</Shared>
			<None>34182</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>POOL CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>73278L105</cusip>
		<value>9935</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29696</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29696</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>POWER INTEGRATIONS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>739276103</cusip>
		<value>6522</value>
		<shrsOrPrnAmt>
			<sshPrnamt>117719</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>71731</Sole>
			<Shared>0</Shared>
			<None>45988</None>
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		<nameOfIssuer>PRA GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354N106</cusip>
		<value>4883</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122225</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>74573</Sole>
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			<None>47652</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PRA HEALTH SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69354M108</cusip>
		<value>8668</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85452</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>52324</Sole>
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			<None>33128</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>74340W103</cusip>
		<value>26433</value>
		<shrsOrPrnAmt>
			<sshPrnamt>262703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>262703</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>12547</value>
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			<sshPrnamt>118876</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>118876</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>11183</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86352</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>52847</Sole>
			<Shared>0</Shared>
			<None>33505</None>
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		<nameOfIssuer>PRUDENTIAL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>74435K204</cusip>
		<value>15184</value>
		<shrsOrPrnAmt>
			<sshPrnamt>531110</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>531110</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>39230</value>
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			<sshPrnamt>847478</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>847478</Sole>
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			<None>0</None>
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		<nameOfIssuer>PURE STORAGE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74624M102</cusip>
		<value>29919</value>
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			<sshPrnamt>1944045</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1944045</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>QTS REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>REIT</titleOfClass>
		<cusip>74736A103</cusip>
		<value>6500</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103135</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>62868</Sole>
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			<None>40267</None>
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		<nameOfIssuer>QUALYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74758T303</cusip>
		<value>6681</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68167</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>41624</Sole>
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			<None>26543</None>
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		<nameOfIssuer>RBS CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>30300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1198562</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1198562</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>RECKITT BENCK GRP</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>756255204</cusip>
		<value>3332</value>
		<shrsOrPrnAmt>
			<sshPrnamt>169589</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>169589</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ROBERT HALF INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>770323103</cusip>
		<value>30377</value>
		<shrsOrPrnAmt>
			<sshPrnamt>573800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>573800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ROCHE HOLDINGS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>771195104</cusip>
		<value>2996</value>
		<shrsOrPrnAmt>
			<sshPrnamt>69983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>69983</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ROKU INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>77543R102</cusip>
		<value>54088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>286483</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>286483</Sole>
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			<None>0</None>
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		<nameOfIssuer>ROYAL CARIBBEAN GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>V7780T103</cusip>
		<value>68331</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1055632</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1055632</Sole>
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			<None>0</None>
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		<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>780259107</cusip>
		<value>13700</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>565654</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>783513203</cusip>
		<value>10532</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128813</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128813</Sole>
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			<None>0</None>
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		<nameOfIssuer>SANDVIK A/B</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>800212201</cusip>
		<value>3226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>163658</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>163658</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SAP SE</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>803054204</cusip>
		<value>11220</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72012</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72012</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEMTECH CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816850101</cusip>
		<value>8806</value>
		<shrsOrPrnAmt>
			<sshPrnamt>166269</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<otherManager>1</otherManager>
		<votingAuthority>
			<Sole>100786</Sole>
			<Shared>0</Shared>
			<None>65483</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SERVICENOW INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81762P102</cusip>
		<value>11240</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23175</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23175</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SIEMENS AG</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>826197501</cusip>
		<value>2875</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41280</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41280</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SINGAPORE TELECOMMUNICATIONS</nameOfIssuer>
		<titleOfClass>ADR</titleOfClass>
		<cusip>82929R304</cusip>
		<value>3725</value>
		<shrsOrPrnAmt>
			<sshPrnamt>237887</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>237887</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SKYWORKS SOLUTIONS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83088M102</cusip>
		<value>37017</value>
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		<nameOfIssuer>SOLAREDGE TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>83417M104</cusip>
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			<sshPrnamt>91402</sshPrnamt>
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		<nameOfIssuer>SPLUNK INC</nameOfIssuer>
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			<sshPrnamt>126428</sshPrnamt>
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		<nameOfIssuer>SPOTIFY TECHNOLOGY S.A.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>L8681T102</cusip>
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			<sshPrnamt>72543</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>STONERIDGE INC.</nameOfIssuer>
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		<cusip>86183P102</cusip>
		<value>4036</value>
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			<sshPrnamt>219700</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>SUPERNUS PHARMACEUTICALS, INC</nameOfIssuer>
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		<nameOfIssuer>SVB FINANCIAL GROUP</nameOfIssuer>
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		<nameOfIssuer>SYNOVUS FINANCIAL CORP.</nameOfIssuer>
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		<cusip>87161C501</cusip>
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		<nameOfIssuer>SYSMEX CORP</nameOfIssuer>
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		<cusip>87184P109</cusip>
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		<nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
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		<nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWARE INC.</nameOfIssuer>
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		<nameOfIssuer>TANDEM DIABETES CARE INC</nameOfIssuer>
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		<nameOfIssuer>TELADOC HEALTH INC</nameOfIssuer>
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		<cusip>87918A105</cusip>
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		<nameOfIssuer>TELEFLEX INCORPORATED</nameOfIssuer>
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		<nameOfIssuer>TEXAS ROADHOUSE</nameOfIssuer>
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		<nameOfIssuer>TEXTRON INC.</nameOfIssuer>
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		<nameOfIssuer>THE CLOROX COMPANY</nameOfIssuer>
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		<nameOfIssuer>THE TIMKEN COMPANY</nameOfIssuer>
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		<nameOfIssuer>THE TRADE DESK INC</nameOfIssuer>
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		<nameOfIssuer>THOR INDUSTRIES</nameOfIssuer>
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		<nameOfIssuer>TOKYO ELECTRON LTD</nameOfIssuer>
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		<votingAuthority>
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		<nameOfIssuer>TOTAL SE</nameOfIssuer>
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		<cusip>89151E109</cusip>
		<value>2862</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>TPI COMPOSITES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87266J104</cusip>
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		<nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
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		<nameOfIssuer>TYSON FOODS, INC.</nameOfIssuer>
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		<nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
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		<nameOfIssuer>UNICHARM CORP</nameOfIssuer>
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		<nameOfIssuer>UNITED OVERSEAS BANK LIMITED</nameOfIssuer>
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		<nameOfIssuer>UNITED RENTALS, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>UNIVERSAL DISPLAY</nameOfIssuer>
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		<cusip>91347P105</cusip>
		<value>14926</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>UNIVERSAL HEALTH SERVICES, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>913903100</cusip>
		<value>9820</value>
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		<nameOfIssuer>UPLAND SOFTWARE INC</nameOfIssuer>
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		<nameOfIssuer>US PHYSICAL THERAP</nameOfIssuer>
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		<nameOfIssuer>VAIL RESORTS, INC.</nameOfIssuer>
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		<nameOfIssuer>VAREX IMAGING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92214X106</cusip>
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		<nameOfIssuer>VEEVA SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922475108</cusip>
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		<nameOfIssuer>VERISK ANALYTICS, INC.</nameOfIssuer>
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		<nameOfIssuer>VOLKSWAGEN AKTIENGESELLSCHAFT</nameOfIssuer>
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		<nameOfIssuer>VOYA FINANCIAL INC</nameOfIssuer>
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		<nameOfIssuer>VULCAN MATERIALS COMPANY</nameOfIssuer>
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		<nameOfIssuer>W.R. BERKLEY CORPORATION</nameOfIssuer>
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		<nameOfIssuer>WAL-MART DE MEXICO</nameOfIssuer>
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		<nameOfIssuer>WEC ENERGY GROUP INCORPORATION</nameOfIssuer>
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		<nameOfIssuer>WESTLAKE CHEMICAL CORPORATION</nameOfIssuer>
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			<Sole>125423</Sole>
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		<nameOfIssuer>WHITE MOUNTNS INSU</nameOfIssuer>
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		<cusip>G9618E107</cusip>
		<value>7280</value>
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		<nameOfIssuer>WOODSIDE PETROLEUM LTD.</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>104379</Sole>
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		<nameOfIssuer>WPP PLC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>69381</Sole>
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		<nameOfIssuer>XILINX INC.</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>126287</Sole>
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		<nameOfIssuer>XYLEM, INC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<nameOfIssuer>ZEBRA TECHNOLOGIES CORPORATION</nameOfIssuer>
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		<nameOfIssuer>ZOOM VIDEO COMMUNICATIONS INC</nameOfIssuer>
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