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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
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    <nameOfIssuer>Anglo American Plc - ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03485P300</cusip>
    <value>10309</value>
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      <Sole>434609</Sole>
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    <nameOfIssuer>Apple Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>12375</value>
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      <sshPrnamt>90352</sshPrnamt>
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      <Sole>66745</Sole>
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    <nameOfIssuer>Applied Materials</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>9777</value>
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      <Sole>52211</Sole>
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    <nameOfIssuer>AT&amp;T Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00206R102</cusip>
    <value>3646</value>
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      <sshPrnamt>126689</sshPrnamt>
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      <Sole>57056</Sole>
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    <nameOfIssuer>Bunge LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G16962105</cusip>
    <value>42156</value>
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    <nameOfIssuer>Campbell Soup Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>134429109</cusip>
    <value>20295</value>
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      <Sole>336329</Sole>
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    <nameOfIssuer>Cisco Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>35698</value>
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      <sshPrnamt>673541</sshPrnamt>
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      <Sole>520751</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>35976</value>
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      <Sole>380849</Sole>
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      <None>131551</None>
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    <nameOfIssuer>Electronic Arts Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>6132</value>
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      <sshPrnamt>42636</sshPrnamt>
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      <Sole>28997</Sole>
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    <nameOfIssuer>Facebook</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303M102</cusip>
    <value>6358</value>
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      <sshPrnamt>18286</sshPrnamt>
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    <votingAuthority>
      <Sole>12685</Sole>
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      <None>5600</None>
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    <nameOfIssuer>Freeport-McMoran Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35671D857</cusip>
    <value>4697</value>
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      <Sole>90147</Sole>
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      <None>36424</None>
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    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>3632</value>
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      <None>3250</None>
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    <nameOfIssuer>Intel Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>15713</value>
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      <Sole>213452</Sole>
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    <nameOfIssuer>ISHARES MSCI EMRG MKT FD EMERG</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287234</cusip>
    <value>799</value>
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      <sshPrnamt>14480</sshPrnamt>
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    <votingAuthority>
      <Sole>14480</Sole>
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      <None>0</None>
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    <nameOfIssuer>ISHARES TR RUSSELL 2000 RUSSEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287630</cusip>
    <value>1162</value>
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      <sshPrnamt>7011</sshPrnamt>
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    <votingAuthority>
      <Sole>7011</Sole>
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      <None>0</None>
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    <nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>30671</value>
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      <sshPrnamt>186180</sshPrnamt>
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    <votingAuthority>
      <Sole>141311</Sole>
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      <None>44869</None>
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    <nameOfIssuer>Kratos Defense &amp; Security</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>50077B207</cusip>
    <value>23983</value>
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      <sshPrnamt>841797</sshPrnamt>
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      <Sole>592639</Sole>
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    <nameOfIssuer>MDU Resources Group, Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552690109</cusip>
    <value>12212</value>
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      <sshPrnamt>389670</sshPrnamt>
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      <Sole>304309</Sole>
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      <None>85361</None>
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    <nameOfIssuer>Micron Technology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
    <value>37460</value>
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      <sshPrnamt>440808</sshPrnamt>
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      <Sole>333877</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <value>38927</value>
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      <sshPrnamt>143695</sshPrnamt>
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      <Sole>110545</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>636180101</cusip>
    <value>29397</value>
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      <sshPrnamt>562628</sshPrnamt>
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    <value>21364</value>
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      <Sole>3507539</Sole>
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      <None>508216</None>
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    <nameOfIssuer>Novartis AG-ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>66987V109</cusip>
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      <Sole>291528</Sole>
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      <None>89133</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>684060106</cusip>
    <value>22001</value>
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      <sshPrnamt>1923127</sshPrnamt>
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      <Sole>1645919</Sole>
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    <nameOfIssuer>Sanofi ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80105N105</cusip>
    <value>32527</value>
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      <sshPrnamt>617684</sshPrnamt>
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      <Sole>538623</Sole>
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      <None>79060</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>811699107</cusip>
    <value>54</value>
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      <sshPrnamt>42078</sshPrnamt>
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      <Sole>30978</Sole>
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      <None>11100</None>
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    <nameOfIssuer>Sprott Physical Gold &amp; Silver </nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85208R101</cusip>
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      <Sole>1249030</Sole>
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      <None>329725</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>87157D109</cusip>
    <value>250</value>
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      <sshPrnamt>1605</sshPrnamt>
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      <Sole>1107</Sole>
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    <nameOfIssuer>Takeda Pharmaceutical Company </nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874060205</cusip>
    <value>20300</value>
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      <Sole>911017</Sole>
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    <nameOfIssuer>Tetra Tech Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88162G103</cusip>
    <value>29383</value>
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      <sshPrnamt>240764</sshPrnamt>
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      <Sole>186302</Sole>
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      <None>54462</None>
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    <nameOfIssuer>UGI Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>23726</value>
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    <cusip>92343V104</cusip>
    <value>19975</value>
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      <Sole>268178</Sole>
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    <nameOfIssuer>Vodafone Group PLC - SP  ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92857W308</cusip>
    <value>16679</value>
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    <nameOfIssuer>Wal-Mart Stores Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>8207</value>
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      <sshPrnamt>58194</sshPrnamt>
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    <votingAuthority>
      <Sole>41349</Sole>
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      <None>16845</None>
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    <nameOfIssuer>Zoom Video Communications, Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98980L101</cusip>
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      <Sole>7000</Sole>
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      <None>0</None>
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