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    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
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    <titleOfClass>SHS CLASS A</titleOfClass>
    <cusip>G1151C101</cusip>
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    <cusip>H0023R105</cusip>
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    <nameOfIssuer>ACHILLION PHARMACEUTICALS IN</nameOfIssuer>
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    <cusip>00448Q201</cusip>
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    <cusip>G0083B108</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <cusip>N00985106</cusip>
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    <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00846U101</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>001204106</cusip>
    <value>9877</value>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>150041</Sole>
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    <nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>009158106</cusip>
    <value>59259</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>009363102</cusip>
    <value>10758</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>001547108</cusip>
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      <Sole>2598187</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00971T101</cusip>
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    <titleOfClass>PERP PFD CONV SE</titleOfClass>
    <cusip>01449J204</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>SHS</titleOfClass>
    <cusip>G01767105</cusip>
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      <Sole>310393</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>01741R102</cusip>
    <value>1638</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>018490102</cusip>
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    <titleOfClass>COM NEW</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>018581108</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>018804104</cusip>
    <value>23835</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>020002101</cusip>
    <value>44415</value>
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      <sshPrnamt>632248</sshPrnamt>
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    <nameOfIssuer>ALPHA NATURAL RESOURCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02076X102</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>021441100</cusip>
    <value>16933</value>
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      <sshPrnamt>458400</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>02209S103</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>AMER RLTY CAP HEALTHCAR TR I</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
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    <nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
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    <nameOfIssuer>ASML HOLDING N V</nameOfIssuer>
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    <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
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    <nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <cusip>14159U301</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>142339100</cusip>
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    <nameOfIssuer>CARMIKE CINEMAS INC</nameOfIssuer>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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    <cusip>143658300</cusip>
    <value>30466</value>
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    <nameOfIssuer>CASTLIGHT HEALTH INC</nameOfIssuer>
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    <cusip>14862Q100</cusip>
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    <nameOfIssuer>CBS CORP NEW</nameOfIssuer>
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    <nameOfIssuer>CDW CORP</nameOfIssuer>
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    <value>10551</value>
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      <Sole>300000</Sole>
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    <nameOfIssuer>CELGENE CORP</nameOfIssuer>
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    <cusip>151020104</cusip>
    <value>196643</value>
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      <Sole>1757938</Sole>
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    <nameOfIssuer>CELLULAR DYNAMICS INTL INC</nameOfIssuer>
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    <nameOfIssuer>CEMEX SAB DE CV</nameOfIssuer>
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      <Sole>8000000</Sole>
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    <nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
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    <cusip>15189T107</cusip>
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      <sshPrnamt>663737</sshPrnamt>
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    <nameOfIssuer>CENTURYLINK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156700106</cusip>
    <value>33576</value>
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      <Sole>848300</Sole>
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    <nameOfIssuer>CERNER CORP</nameOfIssuer>
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    <cusip>156782104</cusip>
    <value>29597</value>
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      <Sole>457720</Sole>
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    <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125269100</cusip>
    <value>188598</value>
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      <Sole>692000</Sole>
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    <nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
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    <cusip>16411R208</cusip>
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    <nameOfIssuer>CHENIERE ENERGY PTNRS LP HLD</nameOfIssuer>
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    <nameOfIssuer>CHESAPEAKE UTILS CORP</nameOfIssuer>
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    <nameOfIssuer>CHIPOTLE MEXICAN GRILL INC</nameOfIssuer>
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    <nameOfIssuer>CHUBB CORP</nameOfIssuer>
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    <nameOfIssuer>CIGNA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125509109</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>171798101</cusip>
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    <nameOfIssuer>CINCINNATI FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>17243V102</cusip>
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    <nameOfIssuer>CIRRUS LOGIC INC</nameOfIssuer>
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    <value>1329</value>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>177376100</cusip>
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    <nameOfIssuer>CITY NATL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>178566105</cusip>
    <value>3152</value>
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      <Sole>39000</Sole>
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    <nameOfIssuer>CLECO CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12561W105</cusip>
    <value>84537</value>
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      <Sole>1550000</Sole>
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    <nameOfIssuer>CLOUD PEAK ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>18911Q102</cusip>
    <value>12714</value>
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      <Sole>1385000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CME GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12572Q105</cusip>
    <value>32919</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>371331</Sole>
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      <None>0</None>
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    <nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125896100</cusip>
    <value>48347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1391296</sshPrnamt>
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      <Sole>1391296</Sole>
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    <nameOfIssuer>COBALT INTL ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19075F106</cusip>
    <value>27065</value>
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    <cusip>25179M103</cusip>
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    <nameOfIssuer>DIAMOND OFFSHORE DRILLING IN</nameOfIssuer>
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    <cusip>25271C102</cusip>
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    <nameOfIssuer>DIPLOMAT PHARMACY INC</nameOfIssuer>
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    <cusip>25456K101</cusip>
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    <nameOfIssuer>DIRECTV</nameOfIssuer>
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    <nameOfIssuer>DISCOVER FINL SVCS</nameOfIssuer>
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    <value>51318</value>
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    <nameOfIssuer>DISCOVERY COMMUNICATNS NEW</nameOfIssuer>
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    <nameOfIssuer>DISH NETWORK CORP</nameOfIssuer>
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    <cusip>25470M109</cusip>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
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    <nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
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    <value>45997</value>
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    <nameOfIssuer>DR PEPPER SNAPPLE GROUP INC</nameOfIssuer>
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    <cusip>26138E109</cusip>
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    <nameOfIssuer>DTE ENERGY CO</nameOfIssuer>
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    <cusip>233331107</cusip>
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      <Sole>266122</Sole>
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    <nameOfIssuer>DU PONT E I DE NEMOURS &amp; CO</nameOfIssuer>
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    <nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
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    <cusip>26441C204</cusip>
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      <Sole>671312</Sole>
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    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
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    <cusip>26483E100</cusip>
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      <sshPrnamt>57650</sshPrnamt>
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      <Sole>57650</Sole>
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    <nameOfIssuer>DYAX CORP</nameOfIssuer>
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    <cusip>26746E103</cusip>
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    <nameOfIssuer>DYNEGY INC NEW DEL</nameOfIssuer>
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    <cusip>26817R108</cusip>
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    <nameOfIssuer>E M C CORP MASS</nameOfIssuer>
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    <nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
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    <cusip>269246401</cusip>
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    <nameOfIssuer>EAGLE MATERIALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26969P108</cusip>
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    <nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
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    <cusip>27579R104</cusip>
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    <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
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    <nameOfIssuer>ECOLAB INC</nameOfIssuer>
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    <nameOfIssuer>EDISON INTL</nameOfIssuer>
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    <nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
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    <cusip>28176E108</cusip>
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    <nameOfIssuer>EL PASO ELEC CO</nameOfIssuer>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>21730</value>
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    <nameOfIssuer>ELECTRONICS FOR IMAGING INC</nameOfIssuer>
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    <nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29084Q100</cusip>
    <value>37061</value>
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      <sshPrnamt>833014</sshPrnamt>
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      <Sole>833014</Sole>
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    <nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29250N105</cusip>
    <value>51410</value>
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      <Sole>1000000</Sole>
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    <nameOfIssuer>ENDOLOGIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29266S106</cusip>
    <value>13761</value>
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    <nameOfIssuer>ENERGIZER HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29266R108</cusip>
    <value>102848</value>
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    <nameOfIssuer>ENERGY XXI LTD</nameOfIssuer>
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    <cusip>G10082140</cusip>
    <value>329</value>
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    <nameOfIssuer>ENSCO PLC</nameOfIssuer>
    <titleOfClass>SHS CLASS A</titleOfClass>
    <cusip>G3157S106</cusip>
    <value>20016</value>
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      <Sole>668312</Sole>
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    <nameOfIssuer>EOG RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26875P101</cusip>
    <value>64965</value>
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      <sshPrnamt>705600</sshPrnamt>
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      <Sole>705600</Sole>
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    <nameOfIssuer>EPAM SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29414B104</cusip>
    <value>8118</value>
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      <sshPrnamt>170000</sshPrnamt>
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    <votingAuthority>
      <Sole>170000</Sole>
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    <cusip>29428P107</cusip>
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      <sshPrnamt>522007</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>522007</Sole>
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      <None>0</None>
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    <nameOfIssuer>EQT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>151465</value>
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      <sshPrnamt>2000862</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2000862</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EQUIFAX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>294429105</cusip>
    <value>14468</value>
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      <sshPrnamt>178900</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>178900</Sole>
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      <None>0</None>
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    <cusip>29444UAH9</cusip>
    <value>37468</value>
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      <sshPrnamt>13328000</sshPrnamt>
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    <votingAuthority>
      <Sole>13328000</Sole>
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      <None>0</None>
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    <nameOfIssuer>EQUITY RESIDENTIAL</nameOfIssuer>
    <titleOfClass>SH BEN INT</titleOfClass>
    <cusip>29476L107</cusip>
    <value>38775</value>
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      <sshPrnamt>539733</sshPrnamt>
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    <votingAuthority>
      <Sole>539733</Sole>
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      <None>0</None>
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    <nameOfIssuer>ESSEX PPTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>297178105</cusip>
    <value>19276</value>
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      <sshPrnamt>93300</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>93300</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXAR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>300645108</cusip>
    <value>3570</value>
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      <sshPrnamt>350000</sshPrnamt>
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    <votingAuthority>
      <Sole>350000</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXELIS INC</nameOfIssuer>
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    <cusip>30162A108</cusip>
    <value>95839</value>
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      <sshPrnamt>5467150</sshPrnamt>
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      <Sole>5467150</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXELON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>164190</value>
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      <sshPrnamt>4428000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4428000</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDIA INC DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>12360</value>
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      <sshPrnamt>144800</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>144800</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
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    <cusip>302130109</cusip>
    <value>5544</value>
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      <sshPrnamt>124287</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>124287</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPRESS SCRIPTS HLDG CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30219G108</cusip>
    <value>77591</value>
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      <sshPrnamt>916394</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>916394</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>500061</value>
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      <sshPrnamt>5408992</sshPrnamt>
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      <Sole>5408992</Sole>
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      <None>0</None>
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    <nameOfIssuer>F5 NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>315616102</cusip>
    <value>14429</value>
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      <sshPrnamt>110600</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>110600</Sole>
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      <None>0</None>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>273928</value>
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    <votingAuthority>
      <Sole>3511000</Sole>
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      <None>0</None>
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    <nameOfIssuer>FAMILY DLR STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>307000109</cusip>
    <value>29426</value>
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      <sshPrnamt>371500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>371500</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FASTENAL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>311900104</cusip>
    <value>372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7818</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7818</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FEDEX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31428X106</cusip>
    <value>62970</value>
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      <sshPrnamt>362604</sshPrnamt>
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    <votingAuthority>
      <Sole>362604</Sole>
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    <nameOfIssuer>FIBROGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31572Q808</cusip>
    <value>68156</value>
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    <nameOfIssuer>FIDELITY NATIONAL FINANCIAL</nameOfIssuer>
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    <votingAuthority>
      <Sole>200000</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
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      <sshPrnamt>852566</sshPrnamt>
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    <nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
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    <nameOfIssuer>FIRST HORIZON NATL CORP</nameOfIssuer>
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    <nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
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    <votingAuthority>
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    <cusip>337738108</cusip>
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    <nameOfIssuer>FIVE PRIME THERAPEUTICS INC</nameOfIssuer>
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    <cusip>34354P105</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
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    <value>89967</value>
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      <sshPrnamt>5804315</sshPrnamt>
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      <Sole>5804315</Sole>
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    <nameOfIssuer>FORTUNE BRANDS HOME &amp; SEC IN</nameOfIssuer>
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    <cusip>34964C106</cusip>
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      <Sole>250000</Sole>
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      <None>0</None>
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    <nameOfIssuer>FRANKLIN RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>354613101</cusip>
    <value>33359</value>
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      <Sole>602471</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FRANKS INTL N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N33462107</cusip>
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  <infoTable>
    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
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    <cusip>35671D857</cusip>
    <value>26794</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>1147000</Sole>
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      <None>0</None>
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    <nameOfIssuer>FRESHPET INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>358039105</cusip>
    <value>5666</value>
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      <sshPrnamt>332100</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>332100</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FRONTIER COMMUNICATIONS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35906A108</cusip>
    <value>50037</value>
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      <sshPrnamt>7501702</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7501702</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GAMESTOP CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>36467W109</cusip>
    <value>5732</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>169600</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GANNETT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>364730101</cusip>
    <value>10824</value>
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      <sshPrnamt>338990</sshPrnamt>
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    <votingAuthority>
      <Sole>338990</Sole>
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      <None>0</None>
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    <nameOfIssuer>JACOBS ENGR GROUP INC DEL</nameOfIssuer>
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    <nameOfIssuer>JOY GLOBAL INC</nameOfIssuer>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
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    <nameOfIssuer>JUNIPER NETWORKS INC</nameOfIssuer>
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    <nameOfIssuer>KANSAS CITY SOUTHERN</nameOfIssuer>
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    <nameOfIssuer>KAR AUCTION SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>KELLOGG CO</nameOfIssuer>
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    <nameOfIssuer>KEURIG GREEN MTN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>49271M100</cusip>
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    <nameOfIssuer>KYTHERA BIOPHARMACEUTICALS I</nameOfIssuer>
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    <cusip>546347105</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>61945C103</cusip>
    <value>26300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>576132</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>576132</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MOTOROLA SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>620076307</cusip>
    <value>20223</value>
    <shrsOrPrnAmt>
      <sshPrnamt>301476</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>301476</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MUELLER WTR PRODS INC</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>624758108</cusip>
    <value>16360</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1597609</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1597609</Sole>
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      <None>0</None>
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    <nameOfIssuer>MYLAN INC</nameOfIssuer>
    <titleOfClass>NOTE 3.750% 9/1</titleOfClass>
    <cusip>628530AJ6</cusip>
    <value>31697</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7500000</sshPrnamt>
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    <votingAuthority>
      <Sole>7500000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NABORS INDUSTRIES LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G6359F103</cusip>
    <value>4400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>339000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>339000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NASDAQ OMX GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>631103108</cusip>
    <value>8330</value>
    <shrsOrPrnAmt>
      <sshPrnamt>173680</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>173680</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NATIONAL OILWELL VARCO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>637071101</cusip>
    <value>25508</value>
    <shrsOrPrnAmt>
      <sshPrnamt>389263</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>389263</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NAVIENT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>63938C108</cusip>
    <value>17699</value>
    <shrsOrPrnAmt>
      <sshPrnamt>819006</sshPrnamt>
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    <votingAuthority>
      <Sole>819006</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEOVASC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64065J106</cusip>
    <value>19109</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2801843</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2801843</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETAPP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110D104</cusip>
    <value>19295</value>
    <shrsOrPrnAmt>
      <sshPrnamt>465500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>465500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>30258</value>
    <shrsOrPrnAmt>
      <sshPrnamt>88575</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>88575</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEURODERM LTD</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>M74231107</cusip>
    <value>10530</value>
    <shrsOrPrnAmt>
      <sshPrnamt>750000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>750000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEVRO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64157F103</cusip>
    <value>6977</value>
    <shrsOrPrnAmt>
      <sshPrnamt>180417</sshPrnamt>
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    <votingAuthority>
      <Sole>180417</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEW SR INVT GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>648691103</cusip>
    <value>4935</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>300000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NEWCASTLE INVT CORP NEW</nameOfIssuer>
    <titleOfClass>COM PAR $0.01</titleOfClass>
    <cusip>65105M603</cusip>
    <value>1347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>300000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NEWELL RUBBERMAID INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651229106</cusip>
    <value>112373</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2950209</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2950209</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NEWFIELD EXPL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651290108</cusip>
    <value>3965</value>
    <shrsOrPrnAmt>
      <sshPrnamt>146200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>146200</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NEWMONT MINING CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651639106</cusip>
    <value>14073</value>
    <shrsOrPrnAmt>
      <sshPrnamt>744600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>744600</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NEXSTAR BROADCASTING GROUP I</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>65336K103</cusip>
    <value>2590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65339F101</cusip>
    <value>289027</value>
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      <None>0</None>
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    <nameOfIssuer>NEXTERA ENERGY PARTNERS LP</nameOfIssuer>
    <titleOfClass>COM UNIT PART IN</titleOfClass>
    <cusip>65341B106</cusip>
    <value>45587</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1350700</sshPrnamt>
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    <votingAuthority>
      <Sole>1350700</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIELSEN N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N63218106</cusip>
    <value>6325</value>
    <shrsOrPrnAmt>
      <sshPrnamt>141400</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>141400</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>87768</value>
    <shrsOrPrnAmt>
      <sshPrnamt>912820</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>912820</Sole>
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      <None>0</None>
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    <nameOfIssuer>NISOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65473P105</cusip>
    <value>215987</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5091625</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5091625</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOBLE CORP PLC</nameOfIssuer>
    <titleOfClass>SHS USD</titleOfClass>
    <cusip>G65431101</cusip>
    <value>6467</value>
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      <sshPrnamt>390300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>390300</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NOBLE ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655044105</cusip>
    <value>254696</value>
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    <votingAuthority>
      <Sole>5369942</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655844108</cusip>
    <value>50881</value>
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      <sshPrnamt>464206</sshPrnamt>
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    <votingAuthority>
      <Sole>464206</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORTHEAST UTILS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>664397106</cusip>
    <value>78990</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>1475895</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>665859104</cusip>
    <value>4590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>68100</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NORTHROP GRUMMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>666807102</cusip>
    <value>60075</value>
    <shrsOrPrnAmt>
      <sshPrnamt>407596</sshPrnamt>
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    <votingAuthority>
      <Sole>407596</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOVARTIS A G</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>66987V109</cusip>
    <value>13899</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>150000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NOVELLUS SYS INC</nameOfIssuer>
    <titleOfClass>NOTE 2.625% 5/1</titleOfClass>
    <cusip>670008AD3</cusip>
    <value>22925</value>
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      <sshPrnamt>10000000</sshPrnamt>
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      <Sole>10000000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>629377508</cusip>
    <value>13629</value>
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      <sshPrnamt>505700</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>505700</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NUCOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670346105</cusip>
    <value>23175</value>
    <shrsOrPrnAmt>
      <sshPrnamt>472480</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>472480</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NVIDIA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>15561</value>
    <shrsOrPrnAmt>
      <sshPrnamt>776131</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>776131</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N6596X109</cusip>
    <value>4981</value>
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      <sshPrnamt>65200</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65200</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>O REILLY AUTOMOTIVE INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67103H107</cusip>
    <value>6165</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32005</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32005</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
    <value>1644</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20400</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>OCEAN RIG UDW INC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y64354205</cusip>
    <value>55203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5948639</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5948639</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>OGE ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670837103</cusip>
    <value>105380</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2970133</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>2970133</Sole>
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    <nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
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      <Sole>59427</Sole>
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    <cusip>78463V107</cusip>
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    <votingAuthority>
      <Sole>464000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>STERICYCLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>858912108</cusip>
    <value>11128</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>84900</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>STRYKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>863667101</cusip>
    <value>55957</value>
    <shrsOrPrnAmt>
      <sshPrnamt>593200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>593200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SUNEDISON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>86732Y109</cusip>
    <value>69748</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3575000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3575000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SUNESIS PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>867328601</cusip>
    <value>1985</value>
    <shrsOrPrnAmt>
      <sshPrnamt>778300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>778300</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SUNTRUST BKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867914103</cusip>
    <value>65268</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1557700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1557700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SUSQUEHANNA BANCSHARES INC P</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>869099101</cusip>
    <value>1880</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>140000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SVB FINL GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78486Q101</cusip>
    <value>53392</value>
    <shrsOrPrnAmt>
      <sshPrnamt>460000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>460000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SYMANTEC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871503108</cusip>
    <value>26100</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1017359</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1017359</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>34611</value>
    <shrsOrPrnAmt>
      <sshPrnamt>872024</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>872024</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TALISMAN ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87425E103</cusip>
    <value>1566</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TARGET CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612E106</cusip>
    <value>55721</value>
    <shrsOrPrnAmt>
      <sshPrnamt>734043</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>734043</Sole>
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      <None>0</None>
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    <nameOfIssuer>TD AMERITRADE HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87236Y108</cusip>
    <value>7156</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TENET HEALTHCARE CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>88033G407</cusip>
    <value>7205</value>
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      <sshPrnamt>142200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>142200</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TERRAFORM PWR INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>88104R100</cusip>
    <value>106933</value>
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      <sshPrnamt>3462870</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3462870</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TESORO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>881609101</cusip>
    <value>840</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11300</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TETRAPHASE PHARMACEUTICALS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88165N105</cusip>
    <value>15884</value>
    <shrsOrPrnAmt>
      <sshPrnamt>400000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>400000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>75391</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1410100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1410100</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXTRON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883203101</cusip>
    <value>34098</value>
    <shrsOrPrnAmt>
      <sshPrnamt>809735</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>809735</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>THE ADT CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00101J106</cusip>
    <value>9347</value>
    <shrsOrPrnAmt>
      <sshPrnamt>257997</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>257997</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>63229</value>
    <shrsOrPrnAmt>
      <sshPrnamt>504664</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>504664</Sole>
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      <None>0</None>
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    <nameOfIssuer>THERMON GROUP HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88362T103</cusip>
    <value>4064</value>
    <shrsOrPrnAmt>
      <sshPrnamt>168005</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>168005</Sole>
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      <None>0</None>
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    <nameOfIssuer>THOMSON REUTERS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>884903105</cusip>
    <value>23196</value>
    <shrsOrPrnAmt>
      <sshPrnamt>575000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>575000</Sole>
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      <None>0</None>
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    <nameOfIssuer>THRESHOLD PHARMACEUTICAL INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>885807206</cusip>
    <value>4186</value>
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      <sshPrnamt>1316461</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1316461</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>886547108</cusip>
    <value>17797</value>
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      <sshPrnamt>166541</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>166541</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TIME WARNER CABLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88732J207</cusip>
    <value>81936</value>
    <shrsOrPrnAmt>
      <sshPrnamt>538839</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>538839</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>TIME WARNER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>887317303</cusip>
    <value>178047</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2084368</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2084368</Sole>
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      <None>0</None>
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    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>55429</value>
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      <sshPrnamt>808237</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>808237</Sole>
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      <None>0</None>
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    <nameOfIssuer>TORCHMARK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>891027104</cusip>
    <value>3614</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66714</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66714</Sole>
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      <None>0</None>
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    <nameOfIssuer>TORNIER N V</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N87237108</cusip>
    <value>12750</value>
    <shrsOrPrnAmt>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>500000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TORO CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>891092108</cusip>
    <value>14073</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>220553</Sole>
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      <None>0</None>
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    <nameOfIssuer>TOTAL SYS SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>891906109</cusip>
    <value>7984</value>
    <shrsOrPrnAmt>
      <sshPrnamt>235100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235100</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TOYOTA MOTOR CORP</nameOfIssuer>
    <titleOfClass>SP ADR REP2COM</titleOfClass>
    <cusip>892331307</cusip>
    <value>153599</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1224092</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1224092</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TRANSOCEAN PARTNERS LLC</nameOfIssuer>
    <titleOfClass>COM UNIT RP LT</titleOfClass>
    <cusip>Y8977Y100</cusip>
    <value>2388</value>
    <shrsOrPrnAmt>
      <sshPrnamt>163349</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163349</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89417E109</cusip>
    <value>52995</value>
    <shrsOrPrnAmt>
      <sshPrnamt>500662</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>500662</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TREVENA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89532E109</cusip>
    <value>8372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1400000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1400000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TRINITY BIOTECH PLC</nameOfIssuer>
    <titleOfClass>SPON ADR NEW</titleOfClass>
    <cusip>896438306</cusip>
    <value>175</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRIPADVISOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>896945201</cusip>
    <value>12155</value>
    <shrsOrPrnAmt>
      <sshPrnamt>162800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>162800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRIUMPH GROUP INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>896818101</cusip>
    <value>5622</value>
    <shrsOrPrnAmt>
      <sshPrnamt>83640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>83640</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TRW AUTOMOTIVE HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87264S106</cusip>
    <value>149133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1450000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1450000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TUESDAY MORNING CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>899035505</cusip>
    <value>27065</value>
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