<?xml version="1.0" ?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <infoTable>
    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>8298</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABBOTT LABS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>88459</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2665237</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2611371</Sole>
      <Shared>0</Shared>
      <None>53866</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABERCROMBIE &amp; FITCH CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>002896207</cusip>
    <value>245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6928</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6928</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ABM INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>000957100</cusip>
    <value>28575</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1073435</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1073435</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ACE LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H0023R105</cusip>
    <value>63066</value>
    <shrsOrPrnAmt>
      <sshPrnamt>669020</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>654963</Sole>
      <Shared>0</Shared>
      <None>14057</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ACTIVISION BLIZZARD INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00507V109</cusip>
    <value>64254</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3852125</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3776782</Sole>
      <Shared>0</Shared>
      <None>75343</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AERCAP HOLDINGS NV</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N00985106</cusip>
    <value>48977</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2516825</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2516825</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AETNA INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00817Y108</cusip>
    <value>62888</value>
    <shrsOrPrnAmt>
      <sshPrnamt>982313</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>963991</Sole>
      <Shared>0</Shared>
      <None>18322</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
    <value>36381</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1315305</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1315305</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>009158106</cusip>
    <value>37862</value>
    <shrsOrPrnAmt>
      <sshPrnamt>355279</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>344321</Sole>
      <Shared>0</Shared>
      <None>10958</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ALLEGHENY TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01741R102</cusip>
    <value>376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12310</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12310</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AMERICA MOVIL SAB DE CV</nameOfIssuer>
    <titleOfClass>SPON ADR L SHS</titleOfClass>
    <cusip>02364W105</cusip>
    <value>7638</value>
    <shrsOrPrnAmt>
      <sshPrnamt>385574</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>385574</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ANN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>035623107</cusip>
    <value>40466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1117227</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1117227</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>APPROACH RESOURCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03834A103</cusip>
    <value>29101</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1107325</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1107325</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ARRIS GROUP INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04270V106</cusip>
    <value>21470</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1259253</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1259253</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ATMEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>049513104</cusip>
    <value>35752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4805360</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4795005</Sole>
      <Shared>0</Shared>
      <None>10355</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AVG TECHNOLOGIES N V</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N07831105</cusip>
    <value>20022</value>
    <shrsOrPrnAmt>
      <sshPrnamt>836334</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>836334</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AXIS CAPITAL HOLDINGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0692U109</cusip>
    <value>343</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7910</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7910</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BANCO BILBAO VIZCAYA ARGENTA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>05946K101</cusip>
    <value>15069</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1347882</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1347882</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BARCLAYS PLC</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>06738E204</cusip>
    <value>6599</value>
    <shrsOrPrnAmt>
      <sshPrnamt>387263</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>387263</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>071813109</cusip>
    <value>60047</value>
    <shrsOrPrnAmt>
      <sshPrnamt>914095</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>895986</Sole>
      <Shared>0</Shared>
      <None>18109</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BJS RESTAURANTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09180C106</cusip>
    <value>24596</value>
    <shrsOrPrnAmt>
      <sshPrnamt>857910</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>857910</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BRINKS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>109696104</cusip>
    <value>29476</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1041555</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1041555</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BRUKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>116794108</cusip>
    <value>36933</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1788540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1788540</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>C&amp;J ENERGY SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12467B304</cusip>
    <value>33980</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1692235</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1692235</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CABOT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>127055101</cusip>
    <value>38421</value>
    <shrsOrPrnAmt>
      <sshPrnamt>899575</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>899575</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14040H105</cusip>
    <value>64350</value>
    <shrsOrPrnAmt>
      <sshPrnamt>936132</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>915641</Sole>
      <Shared>0</Shared>
      <None>20491</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CAREFUSION CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14170T101</cusip>
    <value>672</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18220</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
    <titleOfClass>PAIRED CTF</titleOfClass>
    <cusip>143658300</cusip>
    <value>57410</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1758874</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1720928</Sole>
      <Shared>0</Shared>
      <None>37946</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CARPENTER TECHNOLOGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>144285103</cusip>
    <value>38535</value>
    <shrsOrPrnAmt>
      <sshPrnamt>663141</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>663141</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CATHAY GENERAL BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>149150104</cusip>
    <value>38790</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1659820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1659820</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CELANESE CORP DEL</nameOfIssuer>
    <titleOfClass>COM SER A</titleOfClass>
    <cusip>150870103</cusip>
    <value>690</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13074</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13074</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CHECK POINT SOFTWARE TECH LT</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>M22465104</cusip>
    <value>7897</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139615</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>139615</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COCA COLA ENTERPRISES INC NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19122T109</cusip>
    <value>8049</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200185</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200185</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>20030N101</cusip>
    <value>64069</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1420116</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1390215</Sole>
      <Shared>0</Shared>
      <None>29901</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CONAGRA FOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>205887102</cusip>
    <value>18192</value>
    <shrsOrPrnAmt>
      <sshPrnamt>599605</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>599605</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CRANE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>224399105</cusip>
    <value>36977</value>
    <shrsOrPrnAmt>
      <sshPrnamt>599595</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>599595</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CVS CAREMARK CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126650100</cusip>
    <value>59073</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1040942</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1019066</Sole>
      <Shared>0</Shared>
      <None>21876</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>237194105</cusip>
    <value>58284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1259098</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1234492</Sole>
      <Shared>0</Shared>
      <None>24606</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DARLING INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>237266101</cusip>
    <value>38660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1827025</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1827025</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DIEBOLD INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253651103</cusip>
    <value>33986</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1157575</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1157575</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOLBY LABORATORIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25659T107</cusip>
    <value>372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10775</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10775</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DOW CHEM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>260543103</cusip>
    <value>63792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1661265</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1628500</Sole>
      <Shared>0</Shared>
      <None>32765</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26483E100</cusip>
    <value>340</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3270</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ELIZABETH ARDEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28660G106</cusip>
    <value>28640</value>
    <shrsOrPrnAmt>
      <sshPrnamt>775730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>775730</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ENDO HEALTH SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29264F205</cusip>
    <value>367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8070</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8070</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EXELIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30162A108</cusip>
    <value>40897</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2603260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2603260</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>365</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8285</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EXPRESS SCRIPTS HLDG CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30219G108</cusip>
    <value>62009</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1003390</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>983307</Sole>
      <Shared>0</Shared>
      <None>20083</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FINISH LINE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>317923100</cusip>
    <value>28223</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1134820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1134820</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FIRST NIAGARA FINL GP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33582V108</cusip>
    <value>36542</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3523790</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3523790</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLEXTRONICS INTL LTD</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>Y2573F102</cusip>
    <value>60780</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6686434</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6533770</Sole>
      <Shared>0</Shared>
      <None>152664</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
    <titleOfClass>COM PAR $0.01</titleOfClass>
    <cusip>345370860</cusip>
    <value>85754</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5083216</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4976819</Sole>
      <Shared>0</Shared>
      <None>106397</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FOSTER WHEELER AG</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H27178104</cusip>
    <value>40232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1527420</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1527420</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FRESH DEL MONTE PRODUCE INC</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G36738105</cusip>
    <value>28647</value>
    <shrsOrPrnAmt>
      <sshPrnamt>965190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>965190</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GENESCO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>371532102</cusip>
    <value>37491</value>
    <shrsOrPrnAmt>
      <sshPrnamt>571680</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>571680</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37940X102</cusip>
    <value>349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6835</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6835</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GOOGLE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38259P508</cusip>
    <value>96932</value>
    <shrsOrPrnAmt>
      <sshPrnamt>110665</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>108612</Sole>
      <Shared>0</Shared>
      <None>2053</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HAEMONETICS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>405024100</cusip>
    <value>34477</value>
    <shrsOrPrnAmt>
      <sshPrnamt>864515</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>864515</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>3611</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>75000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>63322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1315090</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1289233</Sole>
      <Shared>0</Shared>
      <None>25857</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HANOVER INS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>410867105</cusip>
    <value>39753</value>
    <shrsOrPrnAmt>
      <sshPrnamt>718606</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>718606</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HARMAN INTL INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>413086109</cusip>
    <value>7511</value>
    <shrsOrPrnAmt>
      <sshPrnamt>113415</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>113415</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HARSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>415864107</cusip>
    <value>31312</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1257530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1257530</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HEALTH NET INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42222G108</cusip>
    <value>35381</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1116115</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1116115</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HERTZ GLOBAL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42805T105</cusip>
    <value>345</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15590</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HOLLYFRONTIER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436106108</cusip>
    <value>338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8015</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8015</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>438516106</cusip>
    <value>62968</value>
    <shrsOrPrnAmt>
      <sshPrnamt>758283</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>741723</Sole>
      <Shared>0</Shared>
      <None>16560</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HUNTSMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>447011107</cusip>
    <value>396</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
    <titleOfClass>COM PAR $.001</titleOfClass>
    <cusip>44919P508</cusip>
    <value>5467</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IAC INTERACTIVECORP</nameOfIssuer>
    <titleOfClass>COM PAR $.001</titleOfClass>
    <cusip>44919P508</cusip>
    <value>6609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>120885</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>120885</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTEGRA LIFESCIENCES HLDGS C</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>457985208</cusip>
    <value>25296</value>
    <shrsOrPrnAmt>
      <sshPrnamt>628470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>628470</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>INTEGRATED DEVICE TECHNOLOGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458118106</cusip>
    <value>14541</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1543678</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1543678</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES</nameOfIssuer>
    <titleOfClass>IBOXX INV CP ETF</titleOfClass>
    <cusip>464287242</cusip>
    <value>2454</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21618</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21618</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES</nameOfIssuer>
    <titleOfClass>1-3 YR TR BD ETF</titleOfClass>
    <cusip>464287457</cusip>
    <value>2512</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29735</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29735</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ISHARES</nameOfIssuer>
    <titleOfClass>AGENCY BOND ETF</titleOfClass>
    <cusip>464288166</cusip>
    <value>2340</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21038</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21038</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ITAU UNIBANCO HLDG SA</nameOfIssuer>
    <titleOfClass>SPON ADR REP PFD</titleOfClass>
    <cusip>465562106</cusip>
    <value>7274</value>
    <shrsOrPrnAmt>
      <sshPrnamt>515139</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>515139</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JABIL CIRCUIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>466313103</cusip>
    <value>3570</value>
    <shrsOrPrnAmt>
      <sshPrnamt>164685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>164685</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JDS UNIPHASE CORP</nameOfIssuer>
    <titleOfClass>COM PAR $0.001</titleOfClass>
    <cusip>46612J507</cusip>
    <value>36186</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2459935</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2459935</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KBR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48242W106</cusip>
    <value>69124</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2117771</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2080039</Sole>
      <Shared>0</Shared>
      <None>37732</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KEY ENERGY SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>492914106</cusip>
    <value>40616</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5571488</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5559230</Sole>
      <Shared>0</Shared>
      <None>12258</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KIRBY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>497266106</cusip>
    <value>486</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5615</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5615</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KONINKLIJKE PHILIPS N V</nameOfIssuer>
    <titleOfClass>NY REG SH NEW</titleOfClass>
    <cusip>500472303</cusip>
    <value>6397</value>
    <shrsOrPrnAmt>
      <sshPrnamt>198352</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>198352</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>KORN FERRY INTL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>500643200</cusip>
    <value>2337</value>
    <shrsOrPrnAmt>
      <sshPrnamt>109212</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>109212</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LATTICE SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>518415104</cusip>
    <value>23822</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5341388</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5328955</Sole>
      <Shared>0</Shared>
      <None>12433</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LSI CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>502161102</cusip>
    <value>5288</value>
    <shrsOrPrnAmt>
      <sshPrnamt>675738</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>675738</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MAGELLAN HEALTH SVCS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>559079207</cusip>
    <value>39805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>663855</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>663855</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MANPOWERGROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>56418H100</cusip>
    <value>348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4790</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4790</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MAXIM INTEGRATED PRODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>57772K101</cusip>
    <value>367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12295</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MERCK &amp; CO INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>85401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1793810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1756083</Sole>
      <Shared>0</Shared>
      <None>37727</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>METLIFE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59156R108</cusip>
    <value>61500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1309900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1280140</Sole>
      <Shared>0</Shared>
      <None>29760</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MICROSEMI CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595137100</cusip>
    <value>32670</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1347205</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1347205</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NATIONAL OILWELL VARCO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>637071101</cusip>
    <value>64169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>821530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>804395</Sole>
      <Shared>0</Shared>
      <None>17135</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIPPON TELEG &amp; TEL CORP</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>654624105</cusip>
    <value>10235</value>
    <shrsOrPrnAmt>
      <sshPrnamt>392736</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>392736</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655844108</cusip>
    <value>55805</value>
    <shrsOrPrnAmt>
      <sshPrnamt>721465</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>705818</Sole>
      <Shared>0</Shared>
      <None>15647</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NOVARTIS A G</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>66987V109</cusip>
    <value>67895</value>
    <shrsOrPrnAmt>
      <sshPrnamt>885089</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>866559</Sole>
      <Shared>0</Shared>
      <None>18530</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
    <value>90029</value>
    <shrsOrPrnAmt>
      <sshPrnamt>962466</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>943111</Sole>
      <Shared>0</Shared>
      <None>19355</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>682189105</cusip>
    <value>46670</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6385291</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6257528</Sole>
      <Shared>0</Shared>
      <None>127763</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PERKINELMER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>714046109</cusip>
    <value>372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9845</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9845</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>POWERSHARES GLOBAL ETF TRUST</nameOfIssuer>
    <titleOfClass>INSUR NATL MUN</titleOfClass>
    <cusip>73936T474</cusip>
    <value>1038</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>742718109</cusip>
    <value>56528</value>
    <shrsOrPrnAmt>
      <sshPrnamt>747824</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>732393</Sole>
      <Shared>0</Shared>
      <None>15431</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PRUDENTIAL FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>744320102</cusip>
    <value>59377</value>
    <shrsOrPrnAmt>
      <sshPrnamt>761439</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>744838</Sole>
      <Shared>0</Shared>
      <None>16601</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PTC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69370C100</cusip>
    <value>40626</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1427470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1427470</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALITY SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747582104</cusip>
    <value>26370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1213545</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1213545</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REGAL BELOIT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>758750103</cusip>
    <value>37695</value>
    <shrsOrPrnAmt>
      <sshPrnamt>554915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>554915</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REGIONS FINL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>7591EP100</cusip>
    <value>58836</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6353733</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6227435</Sole>
      <Shared>0</Shared>
      <None>126298</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REINSURANCE GROUP AMER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>759351604</cusip>
    <value>338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5050</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <value>59239</value>
    <shrsOrPrnAmt>
      <sshPrnamt>553947</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>542200</Sole>
      <Shared>0</Shared>
      <None>11747</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAP AG</nameOfIssuer>
    <titleOfClass>SPON ADR</titleOfClass>
    <cusip>803054204</cusip>
    <value>8143</value>
    <shrsOrPrnAmt>
      <sshPrnamt>110154</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>110154</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>8837</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100008</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100008</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCHOLASTIC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>807066105</cusip>
    <value>26181</value>
    <shrsOrPrnAmt>
      <sshPrnamt>913110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>913110</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCOTTS MIRACLE GRO CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>810186106</cusip>
    <value>40242</value>
    <shrsOrPrnAmt>
      <sshPrnamt>731270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>731270</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEAWORLD ENTMT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81282V100</cusip>
    <value>34557</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1166285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1166285</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHIRE PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>82481R106</cusip>
    <value>8348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69627</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>69627</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOTHEBYS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>835898107</cusip>
    <value>36560</value>
    <shrsOrPrnAmt>
      <sshPrnamt>744155</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>744155</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>784635104</cusip>
    <value>376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4440</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4440</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
    <value>68843</value>
    <shrsOrPrnAmt>
      <sshPrnamt>760108</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>745292</Sole>
      <Shared>0</Shared>
      <None>14816</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867224107</cusip>
    <value>8614</value>
    <shrsOrPrnAmt>
      <sshPrnamt>240745</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>240745</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUPERIOR ENERGY SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>868157108</cusip>
    <value>65236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2605295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2555600</Sole>
      <Shared>0</Shared>
      <None>49695</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYMANTEC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871503108</cusip>
    <value>68561</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2770147</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2721162</Sole>
      <Shared>0</Shared>
      <None>48985</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>874039100</cusip>
    <value>8301</value>
    <shrsOrPrnAmt>
      <sshPrnamt>489433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>489433</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TARGET CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612E106</cusip>
    <value>81770</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1278068</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1258649</Sole>
      <Shared>0</Shared>
      <None>19419</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TCF FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872275102</cusip>
    <value>34799</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2436900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2436900</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TERADYNE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>880770102</cusip>
    <value>35725</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2162515</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2162515</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TETRA TECH INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88162G103</cusip>
    <value>37788</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1459558</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1459558</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THE ADT CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00101J106</cusip>
    <value>336</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8252</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8252</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THIRD PT REINS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G8827U100</cusip>
    <value>29615</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2043810</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2043810</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UMPQUA HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>904214103</cusip>
    <value>34664</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2137125</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2137125</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNISYS CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>909214306</cusip>
    <value>10142</value>
    <shrsOrPrnAmt>
      <sshPrnamt>402616</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>402616</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UNITED THERAPEUTICS CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91307C102</cusip>
    <value>380</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4820</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4820</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>URS CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>903236107</cusip>
    <value>370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6875</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6875</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91913Y100</cusip>
    <value>89870</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2631645</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2579954</Sole>
      <Shared>0</Shared>
      <None>51691</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91913Y100</cusip>
    <value>8538</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANTIV INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>92210H105</cusip>
    <value>330</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11815</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11815</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VODAFONE GROUP PLC NEW</nameOfIssuer>
    <titleOfClass>SPONS ADR NEW</titleOfClass>
    <cusip>92857W209</cusip>
    <value>57903</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1645908</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1604321</Sole>
      <Shared>0</Shared>
      <None>41587</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WELLCARE HEALTH PLANS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94946T106</cusip>
    <value>38282</value>
    <shrsOrPrnAmt>
      <sshPrnamt>548920</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>548920</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WESTERN REFNG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>959319104</cusip>
    <value>34867</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1160675</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1160675</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WHITING PETE CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>966387102</cusip>
    <value>760</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12692</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12692</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WILLIS GROUP HOLDINGS PUBLIC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G96666105</cusip>
    <value>46305</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1068670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1046622</Sole>
      <Shared>0</Shared>
      <None>22048</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WPP PLC NEW</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>92937A102</cusip>
    <value>7075</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68725</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>68725</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ZIONS BANCORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>989701107</cusip>
    <value>309</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11272</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11272</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
