<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">		<infoTable>
			<nameOfIssuer>APPLE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>037833100</cusip>
			<value>63347</value>
			<shrsOrPrnAmt>
				<sshPrnamt>628754</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>628754</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>874039100</cusip>
			<value>45161</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2237921</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2237921</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>375558103</cusip>
			<value>42739</value>
			<shrsOrPrnAmt>
				<sshPrnamt>401490</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>401490</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BROADCOM CORP</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>111320107</cusip>
			<value>35946</value>
			<shrsOrPrnAmt>
				<sshPrnamt>889300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>889300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DISCOVER FINL SVCS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>254709108</cusip>
			<value>35741</value>
			<shrsOrPrnAmt>
				<sshPrnamt>555064</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>555064</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HELMERICH &amp; PAYNE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>423452101</cusip>
			<value>34300</value>
			<shrsOrPrnAmt>
				<sshPrnamt>350468</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>350468</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AETNA INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00817Y108</cusip>
			<value>33131</value>
			<shrsOrPrnAmt>
				<sshPrnamt>409030</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>409030</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CELGEN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>151020104</cusip>
			<value>32669</value>
			<shrsOrPrnAmt>
				<sshPrnamt>344686</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>344686</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LEAR CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>521865204</cusip>
			<value>30828</value>
			<shrsOrPrnAmt>
				<sshPrnamt>356759</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>356759</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WHITING PETE CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>966387102</cusip>
			<value>30815</value>
			<shrsOrPrnAmt>
				<sshPrnamt>397351</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>397351</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WETLAKE CHEM CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>960413102</cusip>
			<value>30701</value>
			<shrsOrPrnAmt>
				<sshPrnamt>354557</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>354557</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BLACKROCK INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09247X101</cusip>
			<value>30598</value>
			<shrsOrPrnAmt>
				<sshPrnamt>93196</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>93196</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CIGNA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125509109</cusip>
			<value>30284</value>
			<shrsOrPrnAmt>
				<sshPrnamt>333934</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>333934</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NETEASE INC</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>64110W102</cusip>
			<value>29866</value>
			<shrsOrPrnAmt>
				<sshPrnamt>348655</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>348655</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JAZZ PHARMACEUTICAL PLC</nameOfIssuer>
			<titleOfClass>SHS USD</titleOfClass>
			<cusip>G50871105</cusip>
			<value>29451</value>
			<shrsOrPrnAmt>
				<sshPrnamt>183428</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>183428</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949746101</cusip>
			<value>28940</value>
			<shrsOrPrnAmt>
				<sshPrnamt>557932</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>557932</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LYONDELLBASELL INDUSTRIES N</nameOfIssuer>
			<titleOfClass>SHS - A -</titleOfClass>
			<cusip>N53745100</cusip>
			<value>28527</value>
			<shrsOrPrnAmt>
				<sshPrnamt>262536</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>262536</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>38141G104</cusip>
			<value>27887</value>
			<shrsOrPrnAmt>
				<sshPrnamt>151915</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>151915</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>406216101</cusip>
			<value>26799</value>
			<shrsOrPrnAmt>
				<sshPrnamt>415423</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>415423</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AVAGO TECHNOLOGIES LTD</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>Y0486S104</cusip>
			<value>26481</value>
			<shrsOrPrnAmt>
				<sshPrnamt>304385</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>304385</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>POLARIS INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>731068102</cusip>
			<value>26455</value>
			<shrsOrPrnAmt>
				<sshPrnamt>176614</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>176614</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CVS CAREMARK CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>126650100</cusip>
			<value>26446</value>
			<shrsOrPrnAmt>
				<sshPrnamt>332273</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>332273</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>534187109</cusip>
			<value>25338</value>
			<shrsOrPrnAmt>
				<sshPrnamt>472892</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>472892</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>747525103</cusip>
			<value>24707</value>
			<shrsOrPrnAmt>
				<sshPrnamt>330444</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>330444</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BIOGEN IDEC INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09062X103</cusip>
			<value>24215</value>
			<shrsOrPrnAmt>
				<sshPrnamt>73200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>73200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MCKESSON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58155Q103</cusip>
			<value>23907</value>
			<shrsOrPrnAmt>
				<sshPrnamt>122808</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>122808</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TRINITY INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>896522109</cusip>
			<value>22989</value>
			<shrsOrPrnAmt>
				<sshPrnamt>492060</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>492060</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JONES LANG LASALLE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48020Q107</cusip>
			<value>22135</value>
			<shrsOrPrnAmt>
				<sshPrnamt>175200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>175200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>F5 NETWORKS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>315616102</cusip>
			<value>21405</value>
			<shrsOrPrnAmt>
				<sshPrnamt>180269</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>180269</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SANDISK CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>80004C101</cusip>
			<value>20905</value>
			<shrsOrPrnAmt>
				<sshPrnamt>213421</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>213421</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RAYTHEON CO</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>755111507</cusip>
			<value>20782</value>
			<shrsOrPrnAmt>
				<sshPrnamt>204506</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>204506</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>478160104</cusip>
			<value>20252</value>
			<shrsOrPrnAmt>
				<sshPrnamt>190000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>190000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WESTERN DIGITAL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>958102105</cusip>
			<value>19994</value>
			<shrsOrPrnAmt>
				<sshPrnamt>205450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>205450</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>B/E AEROSPACE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>073302101</cusip>
			<value>19494</value>
			<shrsOrPrnAmt>
				<sshPrnamt>232236</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>232236</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOVER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>260003108</cusip>
			<value>19373</value>
			<shrsOrPrnAmt>
				<sshPrnamt>241162</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>241162</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALLIANCE DATA SYSTEMS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>018581108</cusip>
			<value>18233</value>
			<shrsOrPrnAmt>
				<sshPrnamt>73441</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>73441</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INVESCO LTD</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G491BT108</cusip>
			<value>18228</value>
			<shrsOrPrnAmt>
				<sshPrnamt>461700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>461700</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
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			<nameOfIssuer>UNITED THERAPEUTICS CORP</nameOfIssuer>
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			<cusip>91307C102</cusip>
			<value>17495</value>
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			<nameOfIssuer>AON PLC</nameOfIssuer>
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			<value>17349</value>
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				<sshPrnamt>197885</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>197885</Sole>
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				<None>0</None>
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			<nameOfIssuer>BROCADE COMMUNICATIONS SYS I</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>111621306</cusip>
			<value>17285</value>
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				<sshPrnamt>1590123</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1590123</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>TORCHMARK CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>891027104</cusip>
			<value>17267</value>
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				<sshPrnamt>329715</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>329715</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MEDIVATION INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58501N101</cusip>
			<value>16882</value>
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				<sshPrnamt>170746</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170746</Sole>
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				<None>0</None>
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			<nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83088M102</cusip>
			<value>16704</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>287746</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
			<titleOfClass>COM DISNEY</titleOfClass>
			<cusip>254687106</cusip>
			<value>16471</value>
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				<sshPrnamt>185000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>185000</Sole>
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			<nameOfIssuer>SNAP ON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>833034101</cusip>
			<value>15992</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>132075</Sole>
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			<nameOfIssuer>EVEREST RE GROUP LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G3223R108</cusip>
			<value>15170</value>
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				<sshPrnamt>93636</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>93636</Sole>
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				<None>0</None>
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			<nameOfIssuer>3M CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88579Y101</cusip>
			<value>14190</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>100152</Sole>
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			<nameOfIssuer>TATA MTRS LTD</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>876568502</cusip>
			<value>14093</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ORACLE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68389X105</cusip>
			<value>14054</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>367126</Sole>
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				<None>0</None>
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			<nameOfIssuer>AMETEK INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>031100100</cusip>
			<value>13267</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>264222</Sole>
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			<nameOfIssuer>VERINT SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343X100</cusip>
			<value>13253</value>
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			<votingAuthority>
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			<nameOfIssuer>INTERNATIONAL FLAVORS &amp; FRANGRA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>459506101</cusip>
			<value>13231</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>138000</Sole>
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		<infoTable>
			<nameOfIssuer>HCA HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40412C101</cusip>
			<value>12981</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>184079</Sole>
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		<infoTable>
			<nameOfIssuer>ASSURANT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>04621X108</cusip>
			<value>12393</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>192741</Sole>
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		<infoTable>
			<nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>879360105</cusip>
			<value>12366</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>NVIDIA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>67066G104</cusip>
			<value>12085</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91913Y100</cusip>
			<value>11483</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>SYNAPTICS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87157D109</cusip>
			<value>10859</value>
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			<votingAuthority>
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			<nameOfIssuer>GENERAL DYNAMICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369550108</cusip>
			<value>10421</value>
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			<votingAuthority>
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			<nameOfIssuer>ALEXION PHARMACEUTICALS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>015351109</cusip>
			<value>10364</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>594918104</cusip>
			<value>10357</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>VISA INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>92826C839</cusip>
			<value>9980</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>HOLLSYS AUTOMATION TECHNOLO</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G45667105</cusip>
			<value>9943</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>G-III APPAREL GROUP LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>36237H101</cusip>
			<value>9684</value>
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			<votingAuthority>
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			<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G037AX101</cusip>
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			<votingAuthority>
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			<nameOfIssuer>ARRIS GROUP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>04270V106</cusip>
			<value>8896</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>CUMMINS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>231021106</cusip>
			<value>8843</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>DELUXE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>248019101</cusip>
			<value>8243</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>HESS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>42809H107</cusip>
			<value>7923</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>84000</Sole>
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			<nameOfIssuer>ENERSYS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29275Y102</cusip>
			<value>7890</value>
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			<nameOfIssuer>AMTRUST FINANCIAL SERVICES I</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>032359309</cusip>
			<value>7527</value>
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			<votingAuthority>
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			<nameOfIssuer>SYMETRA FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87151Q106</cusip>
			<value>7496</value>
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		<infoTable>
			<nameOfIssuer>SYNNEX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87162W100</cusip>
			<value>6571</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>101668</Sole>
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		<infoTable>
			<nameOfIssuer>SANDERSON FARMS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>800013104</cusip>
			<value>6389</value>
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			<votingAuthority>
				<Sole>72638</Sole>
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		<infoTable>
			<nameOfIssuer>PLEXUS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>729132100</cusip>
			<value>6343</value>
			<shrsOrPrnAmt>
				<sshPrnamt>171766</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>171766</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MENTOR GRAPHICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>587200106</cusip>
			<value>6226</value>
			<shrsOrPrnAmt>
				<sshPrnamt>303768</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>303768</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MAXIMUS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>577933104</cusip>
			<value>5679</value>
			<shrsOrPrnAmt>
				<sshPrnamt>141514</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>141514</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GOOGLE INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>38259P508</cusip>
			<value>5500</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9347</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9347</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GOOGLE INC</nameOfIssuer>
			<titleOfClass>CL C</titleOfClass>
			<cusip>38259P706</cusip>
			<value>5397</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9347</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9347</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ASTRONICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>046433108</cusip>
			<value>5132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>107636</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>107636</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WUXI PHARMATECH CAYMAN INC</nameOfIssuer>
			<titleOfClass>SPONS ADR SHS</titleOfClass>
			<cusip>929352102</cusip>
			<value>3743</value>
			<shrsOrPrnAmt>
				<sshPrnamt>106893</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>106893</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NEW ORIENTAL ED &amp; TECH GRP I</nameOfIssuer>
			<titleOfClass>SPON ADR</titleOfClass>
			<cusip>647581107</cusip>
			<value>3173</value>
			<shrsOrPrnAmt>
				<sshPrnamt>136772</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>136772</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>N6596X109</cusip>
			<value>3120</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QIHOO 360 TECHNOLOGY CO LTD</nameOfIssuer>
			<titleOfClass>ADS</titleOfClass>
			<cusip>74734M109</cusip>
			<value>2607</value>
			<shrsOrPrnAmt>
				<sshPrnamt>38644</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>38644</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ASTRONICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>046433207</cusip>
			<value>1069</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22509</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22509</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ISHARES</nameOfIssuer>
			<titleOfClass>MSCI TAIWAN ETF</titleOfClass>
			<cusip>464286731</cusip>
			<value>521</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34092</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34092</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GREENBRIER COS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>393657101</cusip>
			<value>496</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6763</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6763</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENTHERM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37253A103</cusip>
			<value>271</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6429</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6429</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ADVANCED SEMICONDUCTOR ENGR</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>00756M404</cusip>
			<value>245</value>
			<shrsOrPrnAmt>
				<sshPrnamt>41459</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>41459</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNIVERSAL ELECTRS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>913483103</cusip>
			<value>238</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4815</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4815</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>USANA HEALTH SCINCES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>90328M107</cusip>
			<value>227</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3082</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3082</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SUPER MICRO COMPUTER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>86800U104</cusip>
			<value>210</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7126</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7126</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALLIANT TECHSYSTEMS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>018804104</cusip>
			<value>207</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1625</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1625</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PIPER JAFFRAY COS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>724078100</cusip>
			<value>202</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3876</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3876</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
</informationTable>
