SEC Info - Polaris Capital Management, LLC - ‘13F-HR’ for 12/31/22

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<n1:informationTable xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable">

<n1:infoTable>

<n1:nameOfIssuer> ABBVIE INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 00287Y109 </n1:cusip>

<n1:value> 67966378 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 420558 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 359354 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> AIR LEASE CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 00912X302 </n1:cusip>

<n1:value> 1663586 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 43300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 43300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> ALLISON TRANSMISSION HOLDING </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 01973R101 </n1:cusip>

<n1:value> 57720000 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1387500 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 1171700 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> AMCOR PLC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G0250X107 </n1:cusip>

<n1:value> 183682833 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 15422572 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 13075772 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> APPLIED INDUSTRIAL TECH INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 03820C105 </n1:cusip>

<n1:value> 1487154 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 11800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 11800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> ARROW ELECTRONICS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 042735100 </n1:cusip>

<n1:value> 52902277 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 505903 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 423603 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> AVNET INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 053807103 </n1:cusip>

<n1:value> 46911304 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1128218 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 948818 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BAR HARBOR BANKSHARES </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 066849100 </n1:cusip>

<n1:value> 1390536 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 43400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 43400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BARRETT BUSINESS SVCS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 068463108 </n1:cusip>

<n1:value> 2583856 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 27700 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 27700 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BERRY GLOBAL GROUP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 08579W103 </n1:cusip>

<n1:value> 52997110 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 877000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 767200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BGSF INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 05601C105 </n1:cusip>

<n1:value> 435088 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 28400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 28400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BOK FINANCIAL CORPORATION </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 05561Q201 </n1:cusip>

<n1:value> 2061685 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 19864 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 19864 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> BROOKLINE BANCORP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 11373M107 </n1:cusip>

<n1:value> 15736017 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1112086 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 963648 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CABOT CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 127055101 </n1:cusip>

<n1:value> 1709299 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 25573 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 25573 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CAMBRIDGE BANCORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 132152109 </n1:cusip>

<n1:value> 14573458 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 175457 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 157757 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CAPITAL ONE FINANCIAL CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 14040h105 </n1:cusip>

<n1:value> 43059816 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 463208 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 389208 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CARLYLE GROUP INC THE </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 14316J108 </n1:cusip>

<n1:value> 30183160 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1011500 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 856300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CARTER'S INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 146229109 </n1:cusip>

<n1:value> 40842484 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 547413 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 459213 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CENTRAL PACIFIC FINANCIAL CO </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 154760409 </n1:cusip>

<n1:value> 587775 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 28983 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 28983 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CFSB BANCORP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 12530C107 </n1:cusip>

<n1:value> 80900 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 10000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 10000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CHUBB LTD </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> H1467J104 </n1:cusip>

<n1:value> 60631689 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 274849 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 229069 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CITY HOLDING CO </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 177835105 </n1:cusip>

<n1:value> 390513 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 4195 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 4195 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> COLONY BANKCORP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 19623P101 </n1:cusip>

<n1:value> 5888795 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 464050 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 464050 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> COMPUTER PROGRAMS & SYSTEMS </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 205306103 </n1:cusip>

<n1:value> 771687 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 28350 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 28350 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CREDICORP LTD </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G2519Y108 </n1:cusip>

<n1:value> 244188 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 1800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CROCS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 227046109 </n1:cusip>

<n1:value> 79740073 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 735406 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 628354 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CSG SYSTEMS INTL INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 126349109 </n1:cusip>

<n1:value> 1372800 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 24000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 24000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CURTISS WRIGHT CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 231561101 </n1:cusip>

<n1:value> 1736696 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 10400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 10400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CVR ENERGY INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 12662P108 </n1:cusip>

<n1:value> 1504320 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 48000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 48000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> CVS HEALTH CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 126650100 </n1:cusip>

<n1:value> 61775651 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 662900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 573500 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> DIAMONDBACK ENERGY INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 25278X109 </n1:cusip>

<n1:value> 1459443 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 10670 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 10670 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> DIME COMMUNITY BANCSHARES INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 25432X102 </n1:cusip>

<n1:value> 17788227 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 558851 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 493015 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> DRIL QUIP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 262037104 </n1:cusip>

<n1:value> 1353066 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 49800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 49800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> EAGLE MATERIALS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 26969P108 </n1:cusip>

<n1:value> 2138885 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 16100 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 16100 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> EASTERN BANKSHARES INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 27627N105 </n1:cusip>

<n1:value> 3450000 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 200000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 200000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> ELEVANCE HEALTH INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 036752103 </n1:cusip>

<n1:value> 63726776 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 124231 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 102969 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> ENNIS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 293389102 </n1:cusip>

<n1:value> 1732912 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 78200 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 78200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> EURONET WORLDWIDE INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 298736109 </n1:cusip>

<n1:value> 490776 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 5200 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 5200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> EVERTEC INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 30040P103 </n1:cusip>

<n1:value> 1612524 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 49800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 49800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> EXELIXIS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 30161Q104 </n1:cusip>

<n1:value> 1281596 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 79900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 79900 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> FNB CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 302520101 </n1:cusip>

<n1:value> 808839 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 61980 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 61980 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> GENERAL DYNAMICS CORP. </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 369550108 </n1:cusip>

<n1:value> 55351604 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 223093 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 187564 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> GILEAD SCIENCES INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 375558103 </n1:cusip>

<n1:value> 56781190 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 661400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 557200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> GRAPHIC PACKAGING HOLDING CO </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 388689101 </n1:cusip>

<n1:value> 2038100 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 91600 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 91600 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> HARMONY BIOSCIENCES HOLDINGS </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 413197104 </n1:cusip>

<n1:value> 1752180 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 31800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 31800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> HERCULES CAPITAL INC. </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 427096508 </n1:cusip>

<n1:value> 1398650 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 105798 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 105798 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> HORIZON THERAPEUTICS PLC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G46188101 </n1:cusip>

<n1:value> 67927220 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 596900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 495400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> INDEPENDENT BANK CORP/MA </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 453836108 </n1:cusip>

<n1:value> 644961 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 7639 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 7639 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> INGREDION INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 457187102 </n1:cusip>

<n1:value> 48632038 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 496600 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 427100 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> INTEL CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 458140100 </n1:cusip>

<n1:value> 20126947 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 761519 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 647619 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> INTERNATIONAL BANCSHARES CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 459044103 </n1:cusip>

<n1:value> 53095603 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1160306 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 981808 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> INTERPUBLIC GROUP OF COS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 460690100 </n1:cusip>

<n1:value> 27557363 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 827300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 708600 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> JAZZ PHARMACEUTICALS PLC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G50871105 </n1:cusip>

<n1:value> 199672782 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1253360 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 1034500 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> JOHNSON OUTDOORS INC-A </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 479167108 </n1:cusip>

<n1:value> 945516 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 14300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 14300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> JPMORGAN CHASE & CO </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 46625H100 </n1:cusip>

<n1:value> 63342269 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 472351 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 393151 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> KFORCE INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 493732101 </n1:cusip>

<n1:value> 1617156 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 29494 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 29494 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> KIMBALL ELECTRONICS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 49428J109 </n1:cusip>

<n1:value> 1135035 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 50245 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 50245 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> KNIGHT-SWIFT TRANSPORTATION </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 499049104 </n1:cusip>

<n1:value> 990235 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 18894 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 18894 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> LINDE PLC (US SHARES) </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G5494J103 </n1:cusip>

<n1:value> 210188109 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 644393 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 539805 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> M & T BANK CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 55261F104 </n1:cusip>

<n1:value> 37831358 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 260798 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 223798 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> MARATHON PETROLEUM CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 56585A102 </n1:cusip>

<n1:value> 42179038 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 362394 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 361694 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> MAXIMUS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 577933104 </n1:cusip>

<n1:value> 1217278 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 16600 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 16600 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> METHODE ELECTRONICS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 591520200 </n1:cusip>

<n1:value> 261783 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 5900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 5900 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> MICROSOFT CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 594918104 </n1:cusip>

<n1:value> 44684701 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 186326 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 156626 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> MKS INSTRUMENTS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 55306N104 </n1:cusip>

<n1:value> 49278968 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 581600 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 491200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> NEXTERA ENERGY INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 65339F101 </n1:cusip>

<n1:value> 47155750 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 564064 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 471164 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> NOMAD FOODS LTD </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G6564A105 </n1:cusip>

<n1:value> 124583136 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 7226400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 6317200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> NORTHERN TRUST CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 665859104 </n1:cusip>

<n1:value> 47864241 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 540900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 454100 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> NOV INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 62955J103 </n1:cusip>

<n1:value> 52461934 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 2511342 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 2174035 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> NOVARTIS AG ADR </n1:nameOfIssuer>

<n1:titleOfClass> ADR </n1:titleOfClass>

<n1:cusip> 66987V109 </n1:cusip>

<n1:value> 9072 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 100 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 0 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> OFG BANCORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 67103X102 </n1:cusip>

<n1:value> 5068284 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 183900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 183900 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> FIRST SEACOAST BANCORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 33631P102 </n1:cusip>

<n1:value> 143250 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 15000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 15000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> OSHKOSH CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 688239201 </n1:cusip>

<n1:value> 1490411 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 16900 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 16900 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> PACIRA BIOSCIENCES INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 695127100 </n1:cusip>

<n1:value> 976833 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 25300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 25300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> PEOPLES BANCORP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 709789101 </n1:cusip>

<n1:value> 1420975 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 50300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 50300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> PERDOCEO EDUCATION CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 71363P106 </n1:cusip>

<n1:value> 1651320 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 118800 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 118800 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> POPULAR INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 733174700 </n1:cusip>

<n1:value> 188075429 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 2835878 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 2288112 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> PREMIER FINANCIAL CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 74052F108 </n1:cusip>

<n1:value> 12651169 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 469083 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 407883 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> REGAL REXNORD CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 758750103 </n1:cusip>

<n1:value> 814544 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 6789 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 6789 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SALLY BEAUTY HOLDINGS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 79546E104 </n1:cusip>

<n1:value> 32216777 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 2573225 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 2134425 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SAMSUNG ELECTRONICS COMMON-GDR </n1:nameOfIssuer>

<n1:titleOfClass> ADR </n1:titleOfClass>

<n1:cusip> 796050888 </n1:cusip>

<n1:value> 135915 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 123 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 0 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SCIENCE APPLICATIONS INTE </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 808625107 </n1:cusip>

<n1:value> 52480983 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 473100 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 403400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SLM CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 78442P106 </n1:cusip>

<n1:value> 43493660 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 2620100 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 2207200 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SOUTH PLAINS FINANCIAL INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 83946P107 </n1:cusip>

<n1:value> 4487390 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 163000 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 163000 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SOUTH STATE CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 840441109 </n1:cusip>

<n1:value> 1127150 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 14761 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 14761 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> STANDARD MOTOR PRODS </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 853666105 </n1:cusip>

<n1:value> 1482480 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 42600 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 42600 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> SUPERNUS PHARMACEUTICALS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 868459108 </n1:cusip>

<n1:value> 1515975 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 42500 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 42500 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> TECNOGLASS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> G87264100 </n1:cusip>

<n1:value> 20805566 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 676164 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 676164 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> TYSON FOODS INC CL A </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 902494103 </n1:cusip>

<n1:value> 45651847 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 733363 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 630963 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> UNITED THERAPEUTICS CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 91307C102 </n1:cusip>

<n1:value> 89378126 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 321400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 265400 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> UNITEDHEALTH GROUP INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 91324P102 </n1:cusip>

<n1:value> 58561562 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 110456 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 92352 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> V2X INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 92242T101 </n1:cusip>

<n1:value> 1366699 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 33100 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 33100 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> WABASH NATIONAL CORP </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 929566107 </n1:cusip>

<n1:value> 2266780 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 100300 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 100300 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> WEBSTER FINANCIAL CORP CT </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 947890109 </n1:cusip>

<n1:value> 55707866 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1176761 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 962195 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> WILLIAMS COS INC </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 969457100 </n1:cusip>

<n1:value> 59397660 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 1805400 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 1525600 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

<n1:infoTable>

<n1:nameOfIssuer> WINNEBAGO INDUSTRIES </n1:nameOfIssuer>

<n1:titleOfClass> CommonStock </n1:titleOfClass>

<n1:cusip> 974637100 </n1:cusip>

<n1:value> 978481 </n1:value>

<n1:shrsOrPrnAmt>

<n1:sshPrnamt> 18567 </n1:sshPrnamt>

<n1:sshPrnamtType> SH </n1:sshPrnamtType>

</n1:shrsOrPrnAmt>

<n1:investmentDiscretion> SOLE </n1:investmentDiscretion>

<n1:votingAuthority>

<n1:Sole> 18567 </n1:Sole>

<n1:Shared> 0 </n1:Shared>

<n1:None> 0 </n1:None>

</n1:votingAuthority>

</n1:infoTable>

</n1:informationTable>

Polaris Capital Management, LLC – ‘13F-HR’ for 12/31/22 – ‘INFO-TABLE’

On: Thursday, 2/9/23, at 2:42pm ET · Effective: 2/9/23 · For: 12/31/22 · Accession #: 1144969-23-1 · File #s: 28-04108, 28-11073

Previous ‘13F-HR’: ‘13F-HR’ on 11/10/22 for 9/30/22 · Next: ‘13F-HR’ on 4/28/23 for 3/31/23 · Latest: ‘13F-HR’ on 4/24/24 for 3/31/24

Quarterly Holdings and Combination Report by a Money Manager — Form 13F

Filing Table of Contents

‘INFO-TABLE’ — Portfolio Securities Holdings Info Table — PCM13F1222Final.xml

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

Polaris Capital Management, LLC – ‘13F-HR’ for 12/31/22 – ‘INFO-TABLE’

On: Thursday, 2/9/23, at 2:42pm ET · Effective: 2/9/23 · For: 12/31/22 · Accession #: 1144969-23-1 · File #s: 28-04108, 28-11073

Previous ‘13F-HR’: ‘13F-HR’ on 11/10/22 for 9/30/22 · Next: ‘13F-HR’ on 4/28/23 for 3/31/23 · Latest: ‘13F-HR’ on 4/24/24 for 3/31/24

Quarterly Holdings and Combination Report by a Money Manager — Form 13FFiling Table of Contents

‘INFO-TABLE’ — Portfolio Securities Holdings Info Table — PCM13F1222Final.xml

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

Quarterly Holdings and Combination Report by a Money Manager — Form 13F

Filing Table of Contents