<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">		<infoTable>
			<nameOfIssuer>ABBOT LABS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>002824100</cusip>
			<value>96711</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1614000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1614000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ADIENT PLC</nameOfIssuer>
			<titleOfClass>ORD SHS</titleOfClass>
			<cusip>G0084W101</cusip>
			<value>27603</value>
			<shrsOrPrnAmt>
				<sshPrnamt>461899</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>461899</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALLSTATE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>020002101</cusip>
			<value>169218</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1785000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1785000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALPHABET INC</nameOfIssuer>
			<titleOfClass>CAP STK CL C</titleOfClass>
			<cusip>02079K107</cusip>
			<value>150022</value>
			<shrsOrPrnAmt>
				<sshPrnamt>145400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>145400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>026874784</cusip>
			<value>109952</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2020438</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2020438</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>APPLIED INDL TECHNOLOGIES IN</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03820C105</cusip>
			<value>99243</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1361359</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1361359</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>053611109</cusip>
			<value>250952</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2361900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2361900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>060505104</cusip>
			<value>93208</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3107960</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>3107960</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BELDEN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>077454106</cusip>
			<value>52793</value>
			<shrsOrPrnAmt>
				<sshPrnamt>765785</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>765785</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BEMIS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>081437105</cusip>
			<value>95000</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2182900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2182900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BJS RESTAURANTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09180C106</cusip>
			<value>37322</value>
			<shrsOrPrnAmt>
				<sshPrnamt>831230</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>831230</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRISTOL MYERS SQUIBB CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>110122108</cusip>
			<value>170775</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2700000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2700000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05605H100</cusip>
			<value>62221</value>
			<shrsOrPrnAmt>
				<sshPrnamt>979400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>979400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CARLISLE COS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>142339100</cusip>
			<value>47162</value>
			<shrsOrPrnAmt>
				<sshPrnamt>451700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>451700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CASS INFORMATION SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14808P109</cusip>
			<value>25169</value>
			<shrsOrPrnAmt>
				<sshPrnamt>422943</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>422943</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>166764100</cusip>
			<value>142949</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1253500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1253500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>H1467J104</cusip>
			<value>89768</value>
			<shrsOrPrnAmt>
				<sshPrnamt>656346</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>656346</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CIMAREX ENERGY CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>171798101</cusip>
			<value>15839</value>
			<shrsOrPrnAmt>
				<sshPrnamt>169400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>169400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CISCO SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>17275R102</cusip>
			<value>248994</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5805416</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>5805416</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>172967424</cusip>
			<value>78975</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1170000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1170000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>199908104</cusip>
			<value>6416</value>
			<shrsOrPrnAmt>
				<sshPrnamt>155539</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>155539</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>20825C104</cusip>
			<value>117175</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1976308</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1976308</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COOPER TIRE &amp; RUBR CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>216831107</cusip>
			<value>72416</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2471526</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2471526</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CORE MARK HOLDING CO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>218681104</cusip>
			<value>24332</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1144492</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1144492</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COVENANT TRANSN GROUP INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>22284P105</cusip>
			<value>25359</value>
			<shrsOrPrnAmt>
				<sshPrnamt>850119</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>850119</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CRACKER BARREL OLD CTRY STOR</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>22410J106</cusip>
			<value>71578</value>
			<shrsOrPrnAmt>
				<sshPrnamt>449609</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>449609</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DESCARTES SYS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>249906108</cusip>
			<value>34870</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1221350</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1221350</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOWDUPONT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26078J100</cusip>
			<value>181019</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2841300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2841300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DYCOM INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>267475101</cusip>
			<value>169760</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1577252</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1577252</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ENCORE CAP GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>292554102</cusip>
			<value>100640</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2226559</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2226559</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FB FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30257X104</cusip>
			<value>24799</value>
			<shrsOrPrnAmt>
				<sshPrnamt>610975</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>610975</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENUINE PARTS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>372460105</cusip>
			<value>110268</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1227379</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1227379</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>G-III APPAREL GROUP LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>36237H101</cusip>
			<value>50597</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1342800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1342800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GLACIER BANCORP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37637Q105</cusip>
			<value>45798</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1193280</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1193280</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HELMERICH &amp; PAYNE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>423452101</cusip>
			<value>35570</value>
			<shrsOrPrnAmt>
				<sshPrnamt>534400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>534400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>438516106</cusip>
			<value>155710</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1077500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1077500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HUNTINGTON INGALLS INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>446413106</cusip>
			<value>26098</value>
			<shrsOrPrnAmt>
				<sshPrnamt>101248</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>101248</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTEL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>458140100</cusip>
			<value>253145</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4860700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>4860700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTERFACE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>458665304</cusip>
			<value>784</value>
			<shrsOrPrnAmt>
				<sshPrnamt>31119</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>31119</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>J2 GLOBAL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48123V102</cusip>
			<value>16252</value>
			<shrsOrPrnAmt>
				<sshPrnamt>205935</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>205935</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JOHNSON CTLS INTL PLC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G51502105</cusip>
			<value>35522</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1008000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1008000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>46625H100</cusip>
			<value>247367</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2249400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2249400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KINSALE CAP GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>49714P108</cusip>
			<value>66656</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1298571</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1298571</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KNIGHT SWIFT TRANSN HLDGS IN</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>499049104</cusip>
			<value>77356</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1681282</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1681282</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LEIDOS HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>525327102</cusip>
			<value>76238</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1165722</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1165722</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LKQ CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501889208</cusip>
			<value>27227</value>
			<shrsOrPrnAmt>
				<sshPrnamt>717448</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>717448</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MANITOWOC CO INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>563571405</cusip>
			<value>15538</value>
			<shrsOrPrnAmt>
				<sshPrnamt>545975</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>545975</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MANTECH INTL CORP</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>564563104</cusip>
			<value>34548</value>
			<shrsOrPrnAmt>
				<sshPrnamt>622820</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>622820</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MARATHON OIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>565849106</cusip>
			<value>48241</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2990784</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2990784</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MEDTRONIC PLC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G5960L103</cusip>
			<value>109316</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1362703</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1362703</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58933Y105</cusip>
			<value>101941</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1871500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1871500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>METROPOLITAN BK HLDG CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>591774104</cusip>
			<value>12689</value>
			<shrsOrPrnAmt>
				<sshPrnamt>301330</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>301330</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>592688105</cusip>
			<value>117881</value>
			<shrsOrPrnAmt>
				<sshPrnamt>205000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>205000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>594918104</cusip>
			<value>179893</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1971000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1971000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MYERS INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>628464109</cusip>
			<value>14561</value>
			<shrsOrPrnAmt>
				<sshPrnamt>688478</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>688478</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NANOSTRING TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>63009R109</cusip>
			<value>3914</value>
			<shrsOrPrnAmt>
				<sshPrnamt>521132</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>521132</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NATIONAL BANKSHARES INC VA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>634865109</cusip>
			<value>25413</value>
			<shrsOrPrnAmt>
				<sshPrnamt>564117</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>564117</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NATIONAL GEN HLDGS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>636220303</cusip>
			<value>30352</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1248549</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1248549</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NCI BUILDING SYS INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>628852204</cusip>
			<value>38851</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2194992</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2194992</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>629337106</cusip>
			<value>32357</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1348200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1348200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ORION GROUP HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68628V308</cusip>
			<value>14967</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2271136</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>2271136</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PARKER HANNIFIN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>701094104</cusip>
			<value>180177</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1053481</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1053481</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PFIZER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>717081103</cusip>
			<value>146041</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4115000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>4115000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>POLYONE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>73179P106</cusip>
			<value>78830</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1853949</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1853949</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74164F103</cusip>
			<value>44060</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1763815</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1763815</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QTS RLTY TR INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>74736A103</cusip>
			<value>19430</value>
			<shrsOrPrnAmt>
				<sshPrnamt>536443</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>536443</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RADIANT LOGISTICS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>75025X100</cusip>
			<value>5589</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1444100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1444100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROWAN COMPANIES PLC</nameOfIssuer>
			<titleOfClass>SHS CL A</titleOfClass>
			<cusip>G7665A101</cusip>
			<value>2712</value>
			<shrsOrPrnAmt>
				<sshPrnamt>235000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>235000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
			<titleOfClass>SPON ADR B</titleOfClass>
			<cusip>780259107</cusip>
			<value>88466</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1350000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1350000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>844741108</cusip>
			<value>174591</value>
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			<nameOfIssuer>STANDEX INTL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>854231107</cusip>
			<value>68724</value>
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				<sshPrnamt>720759</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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				<Sole>720759</Sole>
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			<nameOfIssuer>STATE BK FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>856190103</cusip>
			<value>49538</value>
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				<sshPrnamt>1650721</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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				<Sole>1650721</Sole>
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			<nameOfIssuer>STERIS PLC</nameOfIssuer>
			<titleOfClass>SHS USD</titleOfClass>
			<cusip>G84720104</cusip>
			<value>71384</value>
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				<sshPrnamt>764612</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>764612</Sole>
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			<nameOfIssuer>STERLING BANCORP DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>85917A100</cusip>
			<value>12145</value>
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				<sshPrnamt>538600</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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				<Sole>538600</Sole>
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			<nameOfIssuer>SUMMIT MATLS INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>86614U100</cusip>
			<value>62201</value>
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				<sshPrnamt>2054197</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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			<nameOfIssuer>TE CONNECTIVITY LTD</nameOfIssuer>
			<titleOfClass>REG SHS</titleOfClass>
			<cusip>H84989104</cusip>
			<value>161329</value>
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				<sshPrnamt>1614900</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>1614900</Sole>
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		<infoTable>
			<nameOfIssuer>TEXAS CAPITAL BANCSHARES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88224Q107</cusip>
			<value>79363</value>
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				<sshPrnamt>882796</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>882796</Sole>
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				<None>0</None>
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			<nameOfIssuer>TRIUMPH GROUP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>896818101</cusip>
			<value>29917</value>
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				<sshPrnamt>1187200</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>1187200</Sole>
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			<nameOfIssuer>UNITED BANKSHARES INC WEST V</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>909907107</cusip>
			<value>19834</value>
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				<sshPrnamt>562675</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>562675</Sole>
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			<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343V104</cusip>
			<value>48681</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1018000</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1018000</Sole>
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			<nameOfIssuer>VISA INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>92826C839</cusip>
			<value>165076</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1380000</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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				<Sole>1380000</Sole>
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			<nameOfIssuer>WELBILT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949090104</cusip>
			<value>42477</value>
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				<sshPrnamt>2183900</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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				<Sole>2183900</Sole>
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		<infoTable>
			<nameOfIssuer>WELLS FARGO CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949746101</cusip>
			<value>70061</value>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>1336789</Sole>
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			<nameOfIssuer>WENDYS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>95058W100</cusip>
			<value>3755</value>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
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				<Sole>213974</Sole>
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		<infoTable>
			<nameOfIssuer>WERNER ENTERPRISES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>950755108</cusip>
			<value>68595</value>
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				<sshPrnamt>1879306</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
			<otherManager>n/a</otherManager>
			<votingAuthority>
				<Sole>1879306</Sole>
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		<infoTable>
			<nameOfIssuer>WESTLAKE CHEM CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>960413102</cusip>
			<value>69046</value>
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				<sshPrnamt>621200</sshPrnamt>
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			<investmentDiscretion>DFND</investmentDiscretion>
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			<votingAuthority>
				<Sole>621200</Sole>
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				<None>0</None>
			</votingAuthority>
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</informationTable>
