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    <nameOfIssuer>ACORDA THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00484M106</cusip>
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    <nameOfIssuer>ADECOAGRO S A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>L00849106</cusip>
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    <nameOfIssuer>ADIENT PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G0084W101</cusip>
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    <nameOfIssuer>ADVANCED SEMICONDUCTOR ENGR</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>00756M404</cusip>
    <value>499</value>
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    <nameOfIssuer>AEGON N V</nameOfIssuer>
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    <nameOfIssuer>AERCAP HOLDINGS NV</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>N00985106</cusip>
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      <Sole>6157958</Sole>
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    <nameOfIssuer>AETNA INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00817Y108</cusip>
    <value>39742</value>
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      <Sole>303494</Sole>
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      <None>8084</None>
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    <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00846U101</cusip>
    <value>48369</value>
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      <Sole>892239</Sole>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
    <value>24453</value>
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      <Sole>629979</Sole>
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      <None>1061</None>
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    <nameOfIssuer>AIRCASTLE LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G0129K104</cusip>
    <value>23805</value>
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      <Sole>985871</Sole>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>64451</value>
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      <Sole>74009</Sole>
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      <None>2012</None>
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    <nameOfIssuer>AMBEV SA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>02319V103</cusip>
    <value>114378</value>
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    <cusip>G02602103</cusip>
    <value>44572</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>025816109</cusip>
    <value>46417</value>
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      <sshPrnamt>586743</sshPrnamt>
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      <Sole>571916</Sole>
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    <nameOfIssuer>AMERICAN WTR WKS CO INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>030420103</cusip>
    <value>41992</value>
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      <Sole>526020</Sole>
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    <nameOfIssuer>AQUA AMERICA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03836W103</cusip>
    <value>3828</value>
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      <Sole>118397</Sole>
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    <nameOfIssuer>ARRAY BIOPHARMA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04269X105</cusip>
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      <Sole>1958798</Sole>
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    <nameOfIssuer>ARRIS INTL INC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G0551A103</cusip>
    <value>3757</value>
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      <Sole>141260</Sole>
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    <nameOfIssuer>AUTONATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05329W102</cusip>
    <value>8510</value>
    <shrsOrPrnAmt>
      <sshPrnamt>201228</sshPrnamt>
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    <nameOfIssuer>BANCO BILBAO VIZCAYA ARGENTA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>05946K101</cusip>
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      <Sole>27739188</Sole>
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    <nameOfIssuer>BANKUNITED INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>06652K103</cusip>
    <value>3739</value>
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      <Sole>99671</Sole>
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      <None>538</None>
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    <nameOfIssuer>BANNER CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>06652V208</cusip>
    <value>19602</value>
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      <sshPrnamt>352306</sshPrnamt>
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    <nameOfIssuer>BB&amp;T CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>054937107</cusip>
    <value>58331</value>
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      <sshPrnamt>1304942</sshPrnamt>
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      <Sole>1270857</Sole>
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    <nameOfIssuer>BEACON ROOFING SUPPLY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>073685109</cusip>
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      <Sole>417786</Sole>
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      <None>282</None>
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    <nameOfIssuer>BHP BILLITON PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>05545E209</cusip>
    <value>149839</value>
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      <Sole>4783726</Sole>
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    <nameOfIssuer>BIOGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09062X103</cusip>
    <value>67485</value>
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      <sshPrnamt>246818</sshPrnamt>
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      <Sole>241248</Sole>
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      <None>5570</None>
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    <nameOfIssuer>BLACKROCK FLOAT RATE OME STR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09255X100</cusip>
    <value>252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17360</sshPrnamt>
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      <Sole>17360</Sole>
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      <None>0</None>
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    <nameOfIssuer>BMC STK HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05591B109</cusip>
    <value>20995</value>
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      <sshPrnamt>928987</sshPrnamt>
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      <Sole>928307</Sole>
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      <None>680</None>
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    <nameOfIssuer>BOOZ ALLEN HAMILTON HLDG COR</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>099502106</cusip>
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      <Sole>100609</Sole>
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      <None>565</None>
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    <nameOfIssuer>BORGWARNER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>099724106</cusip>
    <value>3882</value>
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      <Sole>92400</Sole>
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      <None>497</None>
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    <nameOfIssuer>BRINKER INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>109641100</cusip>
    <value>20358</value>
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      <sshPrnamt>463101</sshPrnamt>
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      <Sole>462888</Sole>
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    <nameOfIssuer>BRISTOL MYERS SQUIBB CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>61582</value>
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      <sshPrnamt>1132446</sshPrnamt>
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    <votingAuthority>
      <Sole>1103540</Sole>
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    <nameOfIssuer>BRUKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>116794108</cusip>
    <value>22319</value>
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      <sshPrnamt>956666</sshPrnamt>
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      <Sole>956036</Sole>
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      <None>630</None>
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    <nameOfIssuer>CALGON CARBON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>129603106</cusip>
    <value>18603</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1274211</sshPrnamt>
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      <Sole>1273798</Sole>
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      <None>413</None>
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    <nameOfIssuer>CALLON PETE CO DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>13123X102</cusip>
    <value>21216</value>
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      <sshPrnamt>1612127</sshPrnamt>
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      <Sole>1611615</Sole>
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    <nameOfIssuer>CANADIAN NAT RES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136385101</cusip>
    <value>169519</value>
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    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
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    <cusip>14040H139</cusip>
    <value>1344</value>
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    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>494149</Sole>
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    <nameOfIssuer>CARDTRONICS PLC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>G1991C105</cusip>
    <value>21641</value>
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      <Sole>462567</Sole>
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      <Sole>959195</Sole>
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    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
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    <nameOfIssuer>FIRST MIDWEST BANCORP DEL</nameOfIssuer>
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      <None>307</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>770323103</cusip>
    <value>3876</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79378</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>78949</Sole>
      <Shared>0</Shared>
      <None>429</None>
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    <nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
    <titleOfClass>SPONS ADR A</titleOfClass>
    <cusip>780259206</cusip>
    <value>311835</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5913815</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5868332</Sole>
      <Shared>0</Shared>
      <None>45483</None>
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    <nameOfIssuer>RPC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749660106</cusip>
    <value>3484</value>
    <shrsOrPrnAmt>
      <sshPrnamt>190288</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>189254</Sole>
      <Shared>0</Shared>
      <None>1034</None>
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    <nameOfIssuer>RSP PERMIAN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74978Q105</cusip>
    <value>3507</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84645</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>84190</Sole>
      <Shared>0</Shared>
      <None>455</None>
    </votingAuthority>
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    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>250592</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3208606</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3197396</Sole>
      <Shared>0</Shared>
      <None>11210</None>
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    <nameOfIssuer>SCHWEITZER-MAUDUIT INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808541106</cusip>
    <value>20601</value>
    <shrsOrPrnAmt>
      <sshPrnamt>497370</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>497013</Sole>
      <Shared>0</Shared>
      <None>357</None>
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    <nameOfIssuer>SMITH &amp; NEPHEW PLC</nameOfIssuer>
    <titleOfClass>SPDN ADR NEW</titleOfClass>
    <cusip>83175M205</cusip>
    <value>159096</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5143756</sshPrnamt>
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    <votingAuthority>
      <Sole>5125201</Sole>
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      <None>18555</None>
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    <nameOfIssuer>STERICYCLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>858912108</cusip>
    <value>3822</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46110</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45864</Sole>
      <Shared>0</Shared>
      <None>246</None>
    </votingAuthority>
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    <nameOfIssuer>SUPER MICRO COMPUTER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>86800U104</cusip>
    <value>19909</value>
    <shrsOrPrnAmt>
      <sshPrnamt>785381</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>784830</Sole>
      <Shared>0</Shared>
      <None>551</None>
    </votingAuthority>
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    <nameOfIssuer>SUPERIOR ENERGY SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>868157108</cusip>
    <value>24308</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1704658</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1703710</Sole>
      <Shared>0</Shared>
      <None>948</None>
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    <nameOfIssuer>SYMANTEC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871503108</cusip>
    <value>40806</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1330068</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1295911</Sole>
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      <None>34157</None>
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    <nameOfIssuer>SYNAPTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87157D109</cusip>
    <value>24025</value>
    <shrsOrPrnAmt>
      <sshPrnamt>485257</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>484880</Sole>
      <Shared>0</Shared>
      <None>377</None>
    </votingAuthority>
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    <nameOfIssuer>SYNCHRONY FINL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87165B103</cusip>
    <value>69241</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2018690</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1971874</Sole>
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      <None>46816</None>
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    <nameOfIssuer>TATA MTRS LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>876568502</cusip>
    <value>182907</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5130644</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5113924</Sole>
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      <None>16720</None>
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    <nameOfIssuer>TCF FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872275102</cusip>
    <value>20538</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1206685</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1205749</Sole>
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      <None>936</None>
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    <nameOfIssuer>TELECOM ARGENTINA S A</nameOfIssuer>
    <titleOfClass>SPON ADR REP B</titleOfClass>
    <cusip>879273209</cusip>
    <value>481</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21676</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21676</Sole>
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      <None>0</None>
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    <nameOfIssuer>TELEPHONE &amp; DATA SYS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>879433829</cusip>
    <value>19873</value>
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    <votingAuthority>
      <Sole>749131</Sole>
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      <None>513</None>
    </votingAuthority>
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    <nameOfIssuer>THIRD PT REINS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G8827U100</cusip>
    <value>21016</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1736899</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1735852</Sole>
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      <None>1047</None>
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    <nameOfIssuer>TOTAL S A</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>89151E109</cusip>
    <value>179074</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3551646</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3539530</Sole>
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      <None>12116</None>
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    <nameOfIssuer>TRAVELPORT WORLDWIDE LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G9019D104</cusip>
    <value>22192</value>
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      <sshPrnamt>1885514</sshPrnamt>
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    <votingAuthority>
      <Sole>1885062</Sole>
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      <None>452</None>
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    <nameOfIssuer>TREEHOUSE FOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89469A104</cusip>
    <value>3933</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46454</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46182</Sole>
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      <None>272</None>
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    <nameOfIssuer>TYSON FOODS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>902494103</cusip>
    <value>56649</value>
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      <Sole>895296</Sole>
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      <None>22696</None>
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    <nameOfIssuer>UMPQUA HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>904214103</cusip>
    <value>24090</value>
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      <sshPrnamt>1357939</sshPrnamt>
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    <votingAuthority>
      <Sole>1355962</Sole>
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      <None>1977</None>
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    <nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90984P303</cusip>
    <value>20556</value>
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      <sshPrnamt>742347</sshPrnamt>
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    <votingAuthority>
      <Sole>741823</Sole>
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      <None>524</None>
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    <nameOfIssuer>UNITED NAT FOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>911163103</cusip>
    <value>19939</value>
    <shrsOrPrnAmt>
      <sshPrnamt>461220</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>460888</Sole>
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      <None>332</None>
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  <infoTable>
    <nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>911312106</cusip>
    <value>63737</value>
    <shrsOrPrnAmt>
      <sshPrnamt>594005</sshPrnamt>
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    <votingAuthority>
      <Sole>578875</Sole>
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      <None>15130</None>
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    <nameOfIssuer>UNIVERSAL HLTH SVCS INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>913903100</cusip>
    <value>45873</value>
    <shrsOrPrnAmt>
      <sshPrnamt>368609</sshPrnamt>
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      <Sole>360543</Sole>
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      <None>8066</None>
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    <nameOfIssuer>VANGUARD TAX MANAGED INTL FD</nameOfIssuer>
    <titleOfClass>FTSE DEV MKT ETF</titleOfClass>
    <cusip>921943858</cusip>
    <value>23342</value>
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      <sshPrnamt>593947</sshPrnamt>
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    <votingAuthority>
      <Sole>586704</Sole>
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      <None>7243</None>
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    <nameOfIssuer>VERIFONE SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92342Y109</cusip>
    <value>29746</value>
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      <sshPrnamt>1588166</sshPrnamt>
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      <Sole>1586787</Sole>
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      <None>1379</None>
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    <nameOfIssuer>VODAFONE GROUP PLC NEW</nameOfIssuer>
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    <cusip>92857W308</cusip>
    <value>348</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13159</sshPrnamt>
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    <votingAuthority>
      <Sole>13159</Sole>
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      <None>0</None>
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    <nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>949746101</cusip>
    <value>61485</value>
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    <votingAuthority>
      <Sole>1076299</Sole>
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      <None>28346</None>
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    <nameOfIssuer>WILLIS TOWERS WATSON PUB LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G96629103</cusip>
    <value>34425</value>
    <shrsOrPrnAmt>
      <sshPrnamt>263006</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>255227</Sole>
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      <None>7779</None>
    </votingAuthority>
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    <nameOfIssuer>WOLVERINE WORLD WIDE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>978097103</cusip>
    <value>20438</value>
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      <sshPrnamt>818492</sshPrnamt>
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    <votingAuthority>
      <Sole>817940</Sole>
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      <None>552</None>
    </votingAuthority>
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    <nameOfIssuer>XL GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G98294104</cusip>
    <value>47720</value>
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      <sshPrnamt>1197183</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>1169162</Sole>
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      <None>28021</None>
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    <nameOfIssuer>XPERI CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98421B100</cusip>
    <value>16828</value>
    <shrsOrPrnAmt>
      <sshPrnamt>495658</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>495285</Sole>
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      <None>373</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ZIONS BANCORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>989701107</cusip>
    <value>3752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89329</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>88850</Sole>
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      <None>479</None>
    </votingAuthority>
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</informationTable>
