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      <None>2800</None>
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      <None>0</None>
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      <None>52350</None>
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      <None>64926</None>
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      <None>27349</None>
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      <None>0</None>
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    <investmentDiscretion>OTR</investmentDiscretion>
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      <None>54494</None>
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      <None>0</None>
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      <None>77516</None>
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      <None>0</None>
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      <None>161523</None>
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      <None>0</None>
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    <votingAuthority>
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      <None>0</None>
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    <investmentDiscretion>OTR</investmentDiscretion>
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      <None>29047</None>
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    <votingAuthority>
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    <nameOfIssuer>Gerdau S A Sponsored ADR</nameOfIssuer>
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      <None>581226</None>
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      <None>0</None>
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    <investmentDiscretion>OTR</investmentDiscretion>
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      <None>39900</None>
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    <votingAuthority>
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      <sshPrnamt>19050</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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      <sshPrnamt>1550</sshPrnamt>
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    <investmentDiscretion>OTR</investmentDiscretion>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <investmentDiscretion>OTR</investmentDiscretion>
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      <None>99000</None>
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      <None>0</None>
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      <None>118225</None>
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    <investmentDiscretion>OTR</investmentDiscretion>
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      <None>176588</None>
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      <sshPrnamt>9573224</sshPrnamt>
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      <None>0</None>
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      <None>129343</None>
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    <nameOfIssuer>Kennametal</nameOfIssuer>
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      <None>0</None>
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    <nameOfIssuer>Lear Corp</nameOfIssuer>
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      <sshPrnamt>15057</sshPrnamt>
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