<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">		<infoTable>
			<nameOfIssuer>AT&amp;T Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00206R102</cusip>
			<value>18592</value>
			<shrsOrPrnAmt>
				<sshPrnamt>478200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>478200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AngloGold Ashanti Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>035128206</cusip>
			<value>12006</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1178200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1178200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Alamos Gold Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>011532108</cusip>
			<value>6138</value>
			<shrsOrPrnAmt>
				<sshPrnamt>942900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>942900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Albemarle Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>012653101</cusip>
			<value>4335</value>
			<shrsOrPrnAmt>
				<sshPrnamt>33900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>33900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Alphabet Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02079K107</cusip>
			<value>23910</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22850</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>22850</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Altria Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02209S103</cusip>
			<value>12154</value>
			<shrsOrPrnAmt>
				<sshPrnamt>170200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Amazon.com Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>023135106</cusip>
			<value>88938</value>
			<shrsOrPrnAmt>
				<sshPrnamt>76050</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>76050</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Anadarko Petroleum Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>032511107</cusip>
			<value>21855</value>
			<shrsOrPrnAmt>
				<sshPrnamt>407436</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>397736</Sole>
				<Shared>0</Shared>
				<None>9700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Apple Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>037833100</cusip>
			<value>56523</value>
			<shrsOrPrnAmt>
				<sshPrnamt>334000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>334000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Applied Materials Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>038222105</cusip>
			<value>383</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Archer-Daniels-Midland Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>039483102</cusip>
			<value>14717</value>
			<shrsOrPrnAmt>
				<sshPrnamt>367199</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>367199</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>B2Gold Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>11777Q209</cusip>
			<value>9198</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2967207</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2967207</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Alibaba Group Holding Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>01609W102</cusip>
			<value>72610</value>
			<shrsOrPrnAmt>
				<sshPrnamt>421100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>421100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Banco Bradesco SA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>059460303</cusip>
			<value>475</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46396</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>46396</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BHP Billiton PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05545E209</cusip>
			<value>58133</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1442512</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1442512</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Baidu Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>056752108</cusip>
			<value>49641</value>
			<shrsOrPrnAmt>
				<sshPrnamt>211950</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>211950</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BP PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>055622104</cusip>
			<value>26783</value>
			<shrsOrPrnAmt>
				<sshPrnamt>637238</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>637238</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Baker Hughes a GE Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05722G100</cusip>
			<value>9724</value>
			<shrsOrPrnAmt>
				<sshPrnamt>307345</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>301645</Sole>
				<Shared>0</Shared>
				<None>5700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Bank of Nova Scotia/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>064149107</cusip>
			<value>7076</value>
			<shrsOrPrnAmt>
				<sshPrnamt>109681</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>109681</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Barrick Gold Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>067901108</cusip>
			<value>18268</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1262500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1262500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Bunge Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G16962105</cusip>
			<value>7773</value>
			<shrsOrPrnAmt>
				<sshPrnamt>115880</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>115880</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CNOOC Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>126132109</cusip>
			<value>5836</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40652</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40652</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CF Industries Holdings Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125269100</cusip>
			<value>7250</value>
			<shrsOrPrnAmt>
				<sshPrnamt>170430</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170430</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CME Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>12572Q105</cusip>
			<value>37228</value>
			<shrsOrPrnAmt>
				<sshPrnamt>254897</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>254897</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CMS Energy Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125896100</cusip>
			<value>747</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Cemex SAB de CV</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>151290889</cusip>
			<value>7526</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1003500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1003500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Cabot Oil &amp; Gas Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127097103</cusip>
			<value>7343</value>
			<shrsOrPrnAmt>
				<sshPrnamt>256757</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>246357</Sole>
				<Shared>0</Shared>
				<None>10400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Canadian Imperial Bank of Comm</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>136069101</cusip>
			<value>6253</value>
			<shrsOrPrnAmt>
				<sshPrnamt>64216</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>64216</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Canadian Natural Resources Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>136385101</cusip>
			<value>9085</value>
			<shrsOrPrnAmt>
				<sshPrnamt>254330</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>246230</Sole>
				<Shared>0</Shared>
				<None>8100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Cboe Global Markets Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>12503M108</cusip>
			<value>27711</value>
			<shrsOrPrnAmt>
				<sshPrnamt>222420</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>222420</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Charles Schwab Corp/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>808513105</cusip>
			<value>25880</value>
			<shrsOrPrnAmt>
				<sshPrnamt>503800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>503800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Chevron Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>166764100</cusip>
			<value>25430</value>
			<shrsOrPrnAmt>
				<sshPrnamt>203130</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>197530</Sole>
				<Shared>0</Shared>
				<None>5600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Concho Resources Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>20605P101</cusip>
			<value>7947</value>
			<shrsOrPrnAmt>
				<sshPrnamt>52900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50800</Sole>
				<Shared>0</Shared>
				<None>2100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ConocoPhillips</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>20825C104</cusip>
			<value>7471</value>
			<shrsOrPrnAmt>
				<sshPrnamt>136100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>136100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Cummins Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>231021106</cusip>
			<value>5123</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Domino&apos;s Pizza Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>25754A201</cusip>
			<value>9996</value>
			<shrsOrPrnAmt>
				<sshPrnamt>52900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>52900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DowDuPont Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26078J100</cusip>
			<value>21570</value>
			<shrsOrPrnAmt>
				<sshPrnamt>302868</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>302868</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Dril-Quip Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>262037104</cusip>
			<value>4066</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85249</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>168864</Sole>
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				<sshPrnamt>68900</sshPrnamt>
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				<Sole>68900</Sole>
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			<nameOfIssuer>Eldorado Gold Corp</nameOfIssuer>
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			<nameOfIssuer>Emerson Electric Co</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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			<votingAuthority>
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			<votingAuthority>
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			<nameOfIssuer>LyondellBasell Industries NV</nameOfIssuer>
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			<nameOfIssuer>MSCI Inc</nameOfIssuer>
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			<nameOfIssuer>Maxim Integrated Products Inc</nameOfIssuer>
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		<infoTable>
			<nameOfIssuer>McDonald&apos;s Corp</nameOfIssuer>
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			<cusip>580135101</cusip>
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				<Sole>433229</Sole>
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				<None>0</None>
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			<nameOfIssuer>NVIDIA Corp</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>187100</None>
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			<nameOfIssuer>Nasdaq Inc</nameOfIssuer>
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				<sshPrnamt>483300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>483300</None>
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			<nameOfIssuer>Newmont Mining Corp</nameOfIssuer>
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			<value>5816</value>
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				<sshPrnamt>155000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>155000</Sole>
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				<None>0</None>
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			<nameOfIssuer>Noble Energy Inc</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>Nucor Corp</nameOfIssuer>
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			<nameOfIssuer>Potash Corp of Saskatchewan In</nameOfIssuer>
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			<nameOfIssuer>Agrium Inc</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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			<votingAuthority>
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			<nameOfIssuer>Oil States International Inc</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>Petroleo Brasileiro SA</nameOfIssuer>
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			<nameOfIssuer>Philip Morris International In</nameOfIssuer>
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			<votingAuthority>
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			<nameOfIssuer>Phillips 66</nameOfIssuer>
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			<nameOfIssuer>Pioneer Natural Resources Co</nameOfIssuer>
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			<nameOfIssuer>Procter &amp; Gamble Co/The</nameOfIssuer>
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			<nameOfIssuer>Public Service Enterprise Grou</nameOfIssuer>
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			<nameOfIssuer>Rowan Cos Plc</nameOfIssuer>
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			<nameOfIssuer>China Petroleum &amp; Chemical Cor</nameOfIssuer>
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			<nameOfIssuer>Seagate Technology PLC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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			<nameOfIssuer>Square Inc</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<sshPrnamt>1169092</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1148692</Sole>
				<Shared>0</Shared>
				<None>20400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TOTAL SA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89151E109</cusip>
			<value>32074</value>
			<shrsOrPrnAmt>
				<sshPrnamt>580212</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>580212</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Tahoe Resources Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>873868103</cusip>
			<value>4090</value>
			<shrsOrPrnAmt>
				<sshPrnamt>853930</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>853930</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TechnipFMC PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G87110105</cusip>
			<value>13856</value>
			<shrsOrPrnAmt>
				<sshPrnamt>442532</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>434132</Sole>
				<Shared>0</Shared>
				<None>8400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Teck Resources Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>878742204</cusip>
			<value>10590</value>
			<shrsOrPrnAmt>
				<sshPrnamt>404651</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>404651</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TransCanada Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89353D107</cusip>
			<value>5708</value>
			<shrsOrPrnAmt>
				<sshPrnamt>117355</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>117355</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TransUnion</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89400J107</cusip>
			<value>29909</value>
			<shrsOrPrnAmt>
				<sshPrnamt>544200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>544200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Univar Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91336L107</cusip>
			<value>4577</value>
			<shrsOrPrnAmt>
				<sshPrnamt>147828</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>147828</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Valero Energy Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91913Y100</cusip>
			<value>5459</value>
			<shrsOrPrnAmt>
				<sshPrnamt>59400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55600</Sole>
				<Shared>0</Shared>
				<None>3800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Verisk Analytics Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92345Y106</cusip>
			<value>9283</value>
			<shrsOrPrnAmt>
				<sshPrnamt>96700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>96700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Visa Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92826C839</cusip>
			<value>20706</value>
			<shrsOrPrnAmt>
				<sshPrnamt>181600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6500</Sole>
				<Shared>0</Shared>
				<None>175100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Weyerhaeuser Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>962166104</cusip>
			<value>18988</value>
			<shrsOrPrnAmt>
				<sshPrnamt>538507</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>538507</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Weatherford International PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G48833100</cusip>
			<value>4090</value>
			<shrsOrPrnAmt>
				<sshPrnamt>980700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>980700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Western Union Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>959802109</cusip>
			<value>3705</value>
			<shrsOrPrnAmt>
				<sshPrnamt>194900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>194900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Workday Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98138H101</cusip>
			<value>20735</value>
			<shrsOrPrnAmt>
				<sshPrnamt>203800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>203800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Xcel Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98389B100</cusip>
			<value>4662</value>
			<shrsOrPrnAmt>
				<sshPrnamt>96900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>96900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>athenahealth Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>04685W103</cusip>
			<value>72600</value>
			<shrsOrPrnAmt>
				<sshPrnamt>545700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>545700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>salesforce.com Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>79466L302</cusip>
			<value>32468</value>
			<shrsOrPrnAmt>
				<sshPrnamt>317600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>317600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Freeport-McMoRan Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>35671D857</cusip>
			<value>23865</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1699800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1690600</Sole>
				<Shared>0</Shared>
				<None>9200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GGP Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>36174X101</cusip>
			<value>104</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>General Electric Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369604103</cusip>
			<value>1574</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>65100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>General Mills Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>370334104</cusip>
			<value>1040</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17800</Sole>
				<Shared>0</Shared>
				<None>2300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>General Motors Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37045V100</cusip>
			<value>133</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Gilead Sciences Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>375558103</cusip>
			<value>486</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>6000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Goldcorp Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>380956409</cusip>
			<value>10406</value>
			<shrsOrPrnAmt>
				<sshPrnamt>802963</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>802963</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Southern Copper Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>84265V105</cusip>
			<value>9267</value>
			<shrsOrPrnAmt>
				<sshPrnamt>233070</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>233070</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Guidewire Software Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40171V100</cusip>
			<value>22611</value>
			<shrsOrPrnAmt>
				<sshPrnamt>290400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>290400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HCA Healthcare Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40412C101</cusip>
			<value>119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HD Supply Holdings Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40416M105</cusip>
			<value>819</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>22700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HDFC Bank Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40415F101</cusip>
			<value>19216</value>
			<shrsOrPrnAmt>
				<sshPrnamt>199400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>199400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HP Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40434L105</cusip>
			<value>144</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>7200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Halliburton Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>406216101</cusip>
			<value>31917</value>
			<shrsOrPrnAmt>
				<sshPrnamt>693400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>687000</Sole>
				<Shared>0</Shared>
				<None>6400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Harris Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>413875105</cusip>
			<value>645</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hasbro Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>418056107</cusip>
			<value>117</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hess Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>42809H107</cusip>
			<value>11670</value>
			<shrsOrPrnAmt>
				<sshPrnamt>248870</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>248870</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hewlett Packard Enterprise Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>42824C109</cusip>
			<value>132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>9000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HollyFrontier Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>436106108</cusip>
			<value>133</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hologic Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>436440101</cusip>
			<value>114</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Home Depot Inc/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>437076102</cusip>
			<value>1030</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>6300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Honeywell International Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>438516106</cusip>
			<value>553</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hormel Foods Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>440452100</cusip>
			<value>129</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Hortonworks Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>440894103</cusip>
			<value>16711</value>
			<shrsOrPrnAmt>
				<sshPrnamt>985918</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>985918</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Humana Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>444859102</cusip>
			<value>292</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Huntington Bancshares Inc/OH</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>446150104</cusip>
			<value>1681</value>
			<shrsOrPrnAmt>
				<sshPrnamt>120400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>120400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ICON PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G4705A100</cusip>
			<value>490</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Illinois Tool Works Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>452308109</cusip>
			<value>843</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Ingersoll-Rand PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G47791101</cusip>
			<value>214</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Ingredion Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>457187102</cusip>
			<value>84</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Intel Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>458140100</cusip>
			<value>13374</value>
			<shrsOrPrnAmt>
				<sshPrnamt>351200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>318500</Sole>
				<Shared>0</Shared>
				<None>32700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>International Business Machine</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>459200101</cusip>
			<value>21835</value>
			<shrsOrPrnAmt>
				<sshPrnamt>150500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>60300</Sole>
				<Shared>0</Shared>
				<None>90200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>International Paper Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>460146103</cusip>
			<value>30894</value>
			<shrsOrPrnAmt>
				<sshPrnamt>543719</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>543719</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Intuit Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>461202103</cusip>
			<value>23922</value>
			<shrsOrPrnAmt>
				<sshPrnamt>168300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>168300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Invesco Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G491BT108</cusip>
			<value>137</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Israel Chemicals Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>M5920A109</cusip>
			<value>4451</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1002426</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1002426</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JD.com Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>47215P106</cusip>
			<value>17599</value>
			<shrsOrPrnAmt>
				<sshPrnamt>460700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>460700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JM Smucker Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>832696405</cusip>
			<value>136</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JPMorgan Chase &amp; Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>46625H100</cusip>
			<value>1552</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16249</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>16249</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>478160104</cusip>
			<value>2379</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>18300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Johnson Controls International</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G51502105</cusip>
			<value>129</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Juniper Networks Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48203R104</cusip>
			<value>120</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>First Data Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>32008D106</cusip>
			<value>139</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>7700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KLA-Tencor Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>482480100</cusip>
			<value>127</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Kellogg Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>487836108</cusip>
			<value>112</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KeyCorp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>493267108</cusip>
			<value>1684</value>
			<shrsOrPrnAmt>
				<sshPrnamt>89500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>89500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Kimberly-Clark Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>494368103</cusip>
			<value>4072</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>33100</Sole>
				<Shared>0</Shared>
				<None>1500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Kinder Morgan Inc/DE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>49456B101</cusip>
			<value>4782</value>
			<shrsOrPrnAmt>
				<sshPrnamt>249300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>242900</Sole>
				<Shared>0</Shared>
				<None>6400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Kroger Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501044101</cusip>
			<value>110</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LKQ Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501889208</cusip>
			<value>1051</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>29200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Laboratory Corp of America Hol</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>50540R409</cusip>
			<value>1706</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>11300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Lam Research Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>512807108</cusip>
			<value>148</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Las Vegas Sands Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>517834107</cusip>
			<value>295</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Leggett &amp; Platt Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>524660107</cusip>
			<value>119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LendingClub Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>52603A109</cusip>
			<value>32244</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5294523</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5294523</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LendingTree Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>52603B107</cusip>
			<value>43952</value>
			<shrsOrPrnAmt>
				<sshPrnamt>179800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>179800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Sirius XM Holdings Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>82968B103</cusip>
			<value>124</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>22500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LivaNova PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G5509L101</cusip>
			<value>154</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2200</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>LogMeIn Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>54142L109</cusip>
			<value>118</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1074</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1074</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Lowe&apos;s Cos Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>548661107</cusip>
			<value>152</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LyondellBasell Industries NV</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>N53745100</cusip>
			<value>139</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MSCI Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>55354G100</cusip>
			<value>9808</value>
			<shrsOrPrnAmt>
				<sshPrnamt>83900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>83900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ManpowerGroup Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56418H100</cusip>
			<value>94</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Manulife Financial Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56501R106</cusip>
			<value>164</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8070</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>8070</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Marathon Petroleum Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56585A102</cusip>
			<value>4139</value>
			<shrsOrPrnAmt>
				<sshPrnamt>73800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>70300</Sole>
				<Shared>0</Shared>
				<None>3500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Marsh &amp; McLennan Cos Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>571748102</cusip>
			<value>310</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Marvell Technology Group Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G5876H105</cusip>
			<value>140</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>7800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Mastercard Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>57636Q104</cusip>
			<value>1115</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>7900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Matador Resources Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>576485205</cusip>
			<value>7227</value>
			<shrsOrPrnAmt>
				<sshPrnamt>266200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>266200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Maxim Integrated Products Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>57772K101</cusip>
			<value>3259</value>
			<shrsOrPrnAmt>
				<sshPrnamt>68300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65800</Sole>
				<Shared>0</Shared>
				<None>2500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>McDonald&apos;s Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>580135101</cusip>
			<value>8649</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50100</Sole>
				<Shared>0</Shared>
				<None>5100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>McKesson Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58155Q103</cusip>
			<value>108</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Medtronic PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G5960L103</cusip>
			<value>163</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MercadoLibre Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58733R102</cusip>
			<value>24262</value>
			<shrsOrPrnAmt>
				<sshPrnamt>93700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>93700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Merck &amp; Co Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58933Y105</cusip>
			<value>7581</value>
			<shrsOrPrnAmt>
				<sshPrnamt>118400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>108600</Sole>
				<Shared>0</Shared>
				<None>9800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Methanex Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59151K108</cusip>
			<value>90</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Microchip Technology Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>595017104</cusip>
			<value>90</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Micron Technology Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>595112103</cusip>
			<value>130</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Microsoft Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>594918104</cusip>
			<value>5736</value>
			<shrsOrPrnAmt>
				<sshPrnamt>77000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8800</Sole>
				<Shared>0</Shared>
				<None>68200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Monsanto Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61166W101</cusip>
			<value>49977</value>
			<shrsOrPrnAmt>
				<sshPrnamt>417100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>417100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Mosaic Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61945C103</cusip>
			<value>11059</value>
			<shrsOrPrnAmt>
				<sshPrnamt>512229</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>512229</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NVIDIA Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>67066G104</cusip>
			<value>33770</value>
			<shrsOrPrnAmt>
				<sshPrnamt>188900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>188900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NXP Semiconductors NV</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>N6596X109</cusip>
			<value>158</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Nasdaq Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>631103108</cusip>
			<value>22348</value>
			<shrsOrPrnAmt>
				<sshPrnamt>288100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>288100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NetApp Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>64110D104</cusip>
			<value>123</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Newmont Mining Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>651639106</cusip>
			<value>6872</value>
			<shrsOrPrnAmt>
				<sshPrnamt>183200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>183200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Noble Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>655044105</cusip>
			<value>15845</value>
			<shrsOrPrnAmt>
				<sshPrnamt>558700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>542200</Sole>
				<Shared>0</Shared>
				<None>16500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Norfolk Southern Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>655844108</cusip>
			<value>132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Norwegian Cruise Line Holdings</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G66721104</cusip>
			<value>114</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Nucor Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>670346105</cusip>
			<value>18726</value>
			<shrsOrPrnAmt>
				<sshPrnamt>334162</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>330362</Sole>
				<Shared>0</Shared>
				<None>3800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Occidental Petroleum Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>674599105</cusip>
			<value>18345</value>
			<shrsOrPrnAmt>
				<sshPrnamt>285700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>251600</Sole>
				<Shared>0</Shared>
				<None>34100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Oceaneering International Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>675232102</cusip>
			<value>7462</value>
			<shrsOrPrnAmt>
				<sshPrnamt>284057</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>280857</Sole>
				<Shared>0</Shared>
				<None>3200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Oil States International Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>678026105</cusip>
			<value>13494</value>
			<shrsOrPrnAmt>
				<sshPrnamt>532300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>520100</Sole>
				<Shared>0</Shared>
				<None>12200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Omnicom Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>681919106</cusip>
			<value>111</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Oracle Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68389X105</cusip>
			<value>1480</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11200</Sole>
				<Shared>0</Shared>
				<None>19400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PACCAR Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693718108</cusip>
			<value>87</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Petroleo Brasileiro SA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>71654V408</cusip>
			<value>6859</value>
			<shrsOrPrnAmt>
				<sshPrnamt>683200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>683200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PG&amp;E Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69331C108</cusip>
			<value>565</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PetroChina Co Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>71646E100</cusip>
			<value>5496</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85733</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85733</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Parker-Hannifin Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>701094104</cusip>
			<value>140</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Patterson-UTI Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>703481101</cusip>
			<value>8051</value>
			<shrsOrPrnAmt>
				<sshPrnamt>384500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>369600</Sole>
				<Shared>0</Shared>
				<None>14900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PayPal Holdings Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>70450Y103</cusip>
			<value>39775</value>
			<shrsOrPrnAmt>
				<sshPrnamt>621200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>621200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Paychex Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>704326107</cusip>
			<value>1577</value>
			<shrsOrPrnAmt>
				<sshPrnamt>26300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>24200</Sole>
				<Shared>0</Shared>
				<None>2100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Pembina Pipeline Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>706327103</cusip>
			<value>91</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Pentair PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G7S00T104</cusip>
			<value>129</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PepsiCo Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>713448108</cusip>
			<value>1315</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>11800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Pfizer Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>717081103</cusip>
			<value>11990</value>
			<shrsOrPrnAmt>
				<sshPrnamt>335841</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>300200</Sole>
				<Shared>0</Shared>
				<None>35641</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Philip Morris International In</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718172109</cusip>
			<value>2598</value>
			<shrsOrPrnAmt>
				<sshPrnamt>23400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Phillips 66</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718546104</cusip>
			<value>9775</value>
			<shrsOrPrnAmt>
				<sshPrnamt>106700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>102500</Sole>
				<Shared>0</Shared>
				<None>4200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Pioneer Natural Resources Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>723787107</cusip>
			<value>12792</value>
			<shrsOrPrnAmt>
				<sshPrnamt>86700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>83000</Sole>
				<Shared>0</Shared>
				<None>3700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Plains GP Holdings LP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>72651A207</cusip>
			<value>105</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Potash Corp of Saskatchewan In</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>73755L107</cusip>
			<value>18978</value>
			<shrsOrPrnAmt>
				<sshPrnamt>986396</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>986396</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Priceline Group Inc/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>741503403</cusip>
			<value>549</value>
			<shrsOrPrnAmt>
				<sshPrnamt>300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Procter &amp; Gamble Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>742718109</cusip>
			<value>17385</value>
			<shrsOrPrnAmt>
				<sshPrnamt>191088</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>164500</Sole>
				<Shared>0</Shared>
				<None>26588</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Progressive Corp/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>743315103</cusip>
			<value>2169</value>
			<shrsOrPrnAmt>
				<sshPrnamt>44800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>44800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Prudential Financial Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>744320102</cusip>
			<value>319</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QUALCOMM Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>747525103</cusip>
			<value>10715</value>
			<shrsOrPrnAmt>
				<sshPrnamt>206700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>206700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Royal Dutch Shell PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>780259206</cusip>
			<value>37260</value>
			<shrsOrPrnAmt>
				<sshPrnamt>615050</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>615050</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RPC Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>749660106</cusip>
			<value>5974</value>
			<shrsOrPrnAmt>
				<sshPrnamt>241000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>241000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Rio Tinto PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>767204100</cusip>
			<value>49104</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1040564</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1040564</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Red Hat Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>756577102</cusip>
			<value>17560</value>
			<shrsOrPrnAmt>
				<sshPrnamt>158400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>158400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RenaissanceRe Holdings Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G7496G103</cusip>
			<value>122</value>
			<shrsOrPrnAmt>
				<sshPrnamt>900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Republic Services Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>760759100</cusip>
			<value>126</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ResMed Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>761152107</cusip>
			<value>1701</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>22100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Restaurant Brands Internationa</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>76131D103</cusip>
			<value>121</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Robert Half International Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>770323103</cusip>
			<value>141</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Rogers Communications Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>775109200</cusip>
			<value>3657</value>
			<shrsOrPrnAmt>
				<sshPrnamt>70978</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>66078</Sole>
				<Shared>0</Shared>
				<None>4900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Ross Stores Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>778296103</cusip>
			<value>136</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Rowan Cos Plc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G7665A101</cusip>
			<value>4091</value>
			<shrsOrPrnAmt>
				<sshPrnamt>318400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>318400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Royal Bank of Canada</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>780087102</cusip>
			<value>333</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Royal Caribbean Cruises Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>V7780T103</cusip>
			<value>119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>S&amp;P Global Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78409V104</cusip>
			<value>125</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SEI Investments Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>784117103</cusip>
			<value>140</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SL Green Realty Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78440X101</cusip>
			<value>132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1300</None>
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		<infoTable>
			<nameOfIssuer>China Petroleum &amp; Chemical Cor</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>16941R108</cusip>
			<value>5848</value>
			<shrsOrPrnAmt>
				<sshPrnamt>77190</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>77190</Sole>
				<Shared>0</Shared>
				<None>0</None>
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			<nameOfIssuer>Simon Property Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>828806109</cusip>
			<value>547</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3400</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SRC Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78470V108</cusip>
			<value>7914</value>
			<shrsOrPrnAmt>
				<sshPrnamt>818400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>818400</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>SVB Financial Group</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78486Q101</cusip>
			<value>1553</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>8300</None>
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		<infoTable>
			<nameOfIssuer>SYNNEX Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87162W100</cusip>
			<value>101</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
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		<infoTable>
			<nameOfIssuer>Sabre Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>78573M104</cusip>
			<value>107</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5900</None>
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		<infoTable>
			<nameOfIssuer>Schlumberger Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>806857108</cusip>
			<value>34438</value>
			<shrsOrPrnAmt>
				<sshPrnamt>493671</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>489071</Sole>
				<Shared>0</Shared>
				<None>4600</None>
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		<infoTable>
			<nameOfIssuer>Scripps Networks Interactive I</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>811065101</cusip>
			<value>155</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1800</None>
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		<infoTable>
			<nameOfIssuer>Seagate Technology PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G7945M107</cusip>
			<value>3380</value>
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				<sshPrnamt>101900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>98200</Sole>
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				<None>3700</None>
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		<infoTable>
			<nameOfIssuer>Shaw Communications Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>82028K200</cusip>
			<value>94</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4100</None>
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			<nameOfIssuer>Skyworks Solutions Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83088M102</cusip>
			<value>112</value>
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				<sshPrnamt>1100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1100</None>
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			<nameOfIssuer>Snap-on Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>833034101</cusip>
			<value>119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>800</None>
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		<infoTable>
			<nameOfIssuer>Southern Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>842587107</cusip>
			<value>192</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3900</None>
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		<infoTable>
			<nameOfIssuer>Southwest Airlines Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>844741108</cusip>
			<value>123</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2200</None>
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			<nameOfIssuer>Splunk Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>848637104</cusip>
			<value>15558</value>
			<shrsOrPrnAmt>
				<sshPrnamt>234200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>234200</None>
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		<infoTable>
			<nameOfIssuer>Square Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>852234103</cusip>
			<value>50239</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1743800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1743800</None>
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			<nameOfIssuer>Starbucks Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>855244109</cusip>
			<value>16956</value>
			<shrsOrPrnAmt>
				<sshPrnamt>315700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>315700</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Steel Dynamics Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>858119100</cusip>
			<value>14646</value>
			<shrsOrPrnAmt>
				<sshPrnamt>424900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>421400</Sole>
				<Shared>0</Shared>
				<None>3500</None>
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		<infoTable>
			<nameOfIssuer>Summit Materials Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>86614U100</cusip>
			<value>1746</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>54500</None>
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			<nameOfIssuer>SunTrust Banks Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867914103</cusip>
			<value>126</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<Shared>0</Shared>
				<None>2100</None>
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			<nameOfIssuer>Suncor Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>151</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4300</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Suncor Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867224107</cusip>
			<value>20100</value>
			<shrsOrPrnAmt>
				<sshPrnamt>573800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>558700</Sole>
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				<None>15100</None>
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			<nameOfIssuer>Superior Energy Services Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>868157108</cusip>
			<value>13012</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1193392</Sole>
				<Shared>0</Shared>
				<None>25000</None>
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			<nameOfIssuer>Synchrony Financial</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87165B103</cusip>
			<value>130</value>
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				<sshPrnamt>4200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4200</None>
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			<nameOfIssuer>Sysco Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>871829107</cusip>
			<value>129</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2400</None>
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		<infoTable>
			<nameOfIssuer>T Rowe Price Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74144T108</cusip>
			<value>3789</value>
			<shrsOrPrnAmt>
				<sshPrnamt>41800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40000</Sole>
				<Shared>0</Shared>
				<None>1800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TELUS Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87971M103</cusip>
			<value>130</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TJX Cos Inc/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>872540109</cusip>
			<value>118</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1600</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>TOTAL SA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89151E109</cusip>
			<value>37299</value>
			<shrsOrPrnAmt>
				<sshPrnamt>696912</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>696912</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Tahoe Resources Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>873868103</cusip>
			<value>5105</value>
			<shrsOrPrnAmt>
				<sshPrnamt>968630</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>968630</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Target Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87612E106</cusip>
			<value>130</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2200</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>TechnipFMC PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G87110105</cusip>
			<value>11507</value>
			<shrsOrPrnAmt>
				<sshPrnamt>412132</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>404732</Sole>
				<Shared>0</Shared>
				<None>7400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Teck Resources Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>878742204</cusip>
			<value>114</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Teck Resources Ltd</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>878742204</cusip>
			<value>7577</value>
			<shrsOrPrnAmt>
				<sshPrnamt>359251</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>359251</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Texas Instruments Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>882508104</cusip>
			<value>1219</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>13600</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Thermo Fisher Scientific Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>883556102</cusip>
			<value>132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>700</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Time Warner Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>887317303</cusip>
			<value>534</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5211</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5211</None>
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		<infoTable>
			<nameOfIssuer>Toronto-Dominion Bank/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>891160509</cusip>
			<value>129</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TransCanada Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89353D107</cusip>
			<value>4312</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87255</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85355</Sole>
				<Shared>0</Shared>
				<None>1900</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TransUnion</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89400J107</cusip>
			<value>18696</value>
			<shrsOrPrnAmt>
				<sshPrnamt>395600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>395600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Travelers Cos Inc/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89417E109</cusip>
			<value>282</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Twenty-First Century Fox Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>90130A101</cusip>
			<value>127</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Tyson Foods Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>902494103</cusip>
			<value>127</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UBS Group AG</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>H42097107</cusip>
			<value>328</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>19200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Union Pacific Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>907818108</cusip>
			<value>580</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>United Continental Holdings In</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910047109</cusip>
			<value>97</value>
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				<sshPrnamt>1600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>United Parcel Service Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>911312106</cusip>
			<value>132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>United Rentals Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>911363109</cusip>
			<value>83</value>
			<shrsOrPrnAmt>
				<sshPrnamt>600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UnitedHealth Group Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91324P102</cusip>
			<value>1332</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>6800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Universal Health Services Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>913903100</cusip>
			<value>78</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Valero Energy Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91913Y100</cusip>
			<value>6739</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>79500</Sole>
				<Shared>0</Shared>
				<None>8100</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>Vantiv Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92210H105</cusip>
			<value>141</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VeriSign Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343E102</cusip>
			<value>106</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Verizon Communications Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343V104</cusip>
			<value>693</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>14000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Vermilion Energy Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>923725105</cusip>
			<value>149</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Visa Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92826C839</cusip>
			<value>13986</value>
			<shrsOrPrnAmt>
				<sshPrnamt>132900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5500</Sole>
				<Shared>0</Shared>
				<None>127400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WW Grainger Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>384802104</cusip>
			<value>126</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>700</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Weyerhaeuser Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>962166104</cusip>
			<value>23760</value>
			<shrsOrPrnAmt>
				<sshPrnamt>698207</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>694407</Sole>
				<Shared>0</Shared>
				<None>3800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Wal-Mart Stores Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>931142103</cusip>
			<value>824</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10549</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>10549</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Walgreens Boots Alliance Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>931427108</cusip>
			<value>154</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2000</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Walt Disney Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>254687106</cusip>
			<value>1410</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>14300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Waste Management Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>94106L109</cusip>
			<value>86</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Weatherford International PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G48833100</cusip>
			<value>6174</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1348000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1348000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949746101</cusip>
			<value>1246</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>22600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Western Digital Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>958102105</cusip>
			<value>130</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1500</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Western Union Co/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>959802109</cusip>
			<value>111</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>5800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Williams Cos Inc/The</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>969457100</cusip>
			<value>123</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>4100</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Workday Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98138H101</cusip>
			<value>12362</value>
			<shrsOrPrnAmt>
				<sshPrnamt>117300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>117300</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Wyndham Worldwide Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98310W108</cusip>
			<value>126</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>1200</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Xerox Corp</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>984121608</cusip>
			<value>127</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>3800</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>Xilinx Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>983919101</cusip>
			<value>170</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>2400</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>athenahealth Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>04685W103</cusip>
			<value>35144</value>
			<shrsOrPrnAmt>
				<sshPrnamt>282600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>282600</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>salesforce.com Inc</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>79466L302</cusip>
			<value>17684</value>
			<shrsOrPrnAmt>
				<sshPrnamt>189300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>0</Sole>
				<Shared>0</Shared>
				<None>189300</None>
			</votingAuthority>
		</infoTable>
</informationTable>
