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a Institute of Botany, Academia Sinica, Nankang, Taipei, Taiwan 115, Republic of China
| ABSTRACT |
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Key Words: Camellieae Camellioideae floral ontogeny Gordonieae phylogeny Stewartiinae Theaceae
| INTRODUCTION |
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In the last decade, floral development has come to be indispensable for an integrated study of any higher rank taxon (Leins, Tucker, and Endress, 1988; Endress, 1994; Tucker, 1996). In the Camellioideae, Erbar (1986) studied Stewartia pseudocamellia, and Sugiyama (1991) examined Camellia japonica. In S. pseudocamellia (Erbar, 1986), the five sepals appear in a whorl as do the five petals. The androecium and gynoecium both originate from a deeply sunken floral apex; the androecium first develops as a five-fascicle cluster of primordia, then individual stamen primordia appear on its surface. The gynoecium is five-carpellate, and the placentation is axial-basal. In C. japonica (Sugiyama, 1991), the 1318 perianth primordia are initiated in a single spiral, with sepals and petals indistinguishable at early developmental stages. The floral apex is slightly concave. No androecial fascicles are initiated, and the individual stamens appear directly on the surface of the androecial region in a spiral-centrifugal order. The gynoecium consists of three carpels, and the placentation is axile-central. In short, for the early floral development of all four floral categories, S. pseudocamellia and C. japonica differ greatly in their aestivation, structure of androecium, number of perianth members, and their placentation.
No one has seriously addressed the evolutionary nature of the uniformity of mature camellioid flowers. Did the flowers of this subfamily evolve so slowly that high homogeneity has been maintained? Or, is this similarity merely superficial and thus represents a convergence? Erbar's (1986) and Sugiyama's (1991) ontogenetic works, when considered together, have already indicated that the great similarity between the flowers of Camellia and Stewartia is indeed superficial and that very different patterns of early floral development have evolved in the Camellioideae.
Because the floral ontogeny of only two genera in the Camellioideae have been investigated and because early floral development seems to contain valuable information about the evolution of the Camellioideae, a subject poorly understood and a topic rarely discussed, I undertook the present study to bridge the wide gaps in our knowledge of floral development in the Camellioideae and to discover more useful characters for the phylogenetic reconstruction of this subfamily. Among the ten camellioid genera currently recognized by me (Apterosperma, Camellia s.l., Franklinia, Gordonia s.s., Hartia, Polyspora, Pyrenaria s.l., Schima, Sinopyrenaria, and Stewartia), the floral ontogeny of seven genera was examined using scanning electron microscopy. Apterosperma, Gordonia s.s., and Sinopyrenaria are not documented due to the lack of very young material; nevertheless, their small/medium buds and flowers were available and examined under a dissecting microscope for a more comprehensive analysis.
| MATERIALS AND METHODS |
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| RESULTS |
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Two major genus groups can be recognized on the basis of perianth phyllotaxy and the timing of differentiation of sepals and petals. In Group I (Camellia, Polyspora, and Pyrenaria), the 1116 perianth members are initiated quincuncially and differentiate into sepals or petals only at late floral development. Distinctions among these three genera are rather limited, and subgrouping appears unnecessary. In Group II (Hartia, Stewartia, Franklinia, and Schima), the calyx and corolla are distinct at inception, and the five sepals and five petals are each arranged in one whorl though the members of each whorl are of spiral initiation. Within Group II, two subgroups are recognizable on the basis of the very different patterns of androecial and gynoecial development. In Group IIa (Hartia and Stewartia), individual stamens are initiated from five androecial fascicles and the placentation is axile-basal, whereas in Group IIb (Franklinia and Schima), no androecial fascicles are formed and the placentation is axile-central.
Because of the high similarity in floral development between or among the members of the same (sub-)group, I take the (sub-)groups as the units of description so as to avoid unnecessary repetition.
Group I: Camellia, Polyspora, and Pyrenaria
Perianth initiation
The 1116 perianth primordia are initiated in a spiral sequence (Figs. 1, 14, 22, 23, 34), with a parastichy number of most likely two or three. The young perianth members are homogeneous in appearance and their bases are basically triangular (Figs. 14, 23, 34). In Polyspora axillaris and Pyrenaria shinkoensis, the young perianth members remain basally triangular for a period of time, and the circumference of floral buds is thus multiangular (Figs. 23, 25, 34, 37), whereas the bases of young perianth members of Camellia soon become crescent shaped and the floral buds appear rounded in outline (Figs. 1, 14). During late floral development, the outer perianth members remain small, stout, and brownish, but the inner five to seven members become large, flattened, and light-colored. However, this morphological transition is gradual, and there is no clear-cut demarcation between sepals and petals in fully developed flowers.
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There are a total of 3540 stamen primordia arranged in two whorls in Camellia hengchunensis and C. tenuifolia (Figs. 6, 10), ~100 in three whorls in C. sinensis (Fig. 17), ~300 in four (five) whorls in Polyspora axillaris (Fig. 32), and 150190 stamens in three (four) whorls in Pyrenaria shinkoensis (Fig. 41). The just-emerged stamen primordium ranges from 40 to 45 µm in diameter in these three genera (Figs. 3, 15, 25, 36). The androecial region is finally fully occupied with stamen primordia. At the beginning of stamen initiation, the androecial ring primordium of the five species studied is similar in size, but it differs considerably by the time stamen initiation ceases (Table 2). Therefore, the total number of stamen primordia a floral bud would finally contain is correlated with the outward expansion of the ring primordium by the time stamen initiation is complete.
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In samples of Camellia and Pyrenaria, the three carpel primordia in a gynoecium usually originate sequentially but unrelated to the phyllotaxis of stamens and perianth members; nevertheless, in a few buds of Pyrenaria shinkoensis, the initiation sequence of the carpels resumed the two-fifths spiral sequence finished by the perianth members (Fig. 39). In samples of Polyspora, the initiation sequence of the five carpels in a gynoecium cannot be ascertained due to the very weak size difference among the carpel primordia (Figs. 2527).
Though the early gynoecial development of the five samples examined is similar, as summarized above, differences do exist among the three genera. First, Polyspora axillaris and Pyrenaria shinkoensis have a moderately long style ending with a capitate stigma, whereas the three Camellia species examined have a short to very short style ending with a long and branching stigma (Figs. 8, 12, 21). In Camellia, each stigmatic branch has its own pollen-transmitting duct, and all of the pollen-transmitting ducts are confluent in the stylar region. The three stigmatic branches of C. hengchunensis differ in length and are of bilateral symmetry (Fig. 8). Second, the five carpels of a P. axillaris flower typically do not initiate until the stamens of the second whorl start to emerge (Figs. 2426), whereas in the four samples from the other two genera carpel primordia initiate synchronously with the stamen primordia of the first whorl (Figs. 2, 13, 35).
Group IIa: Hartia and Stewartia
Erbar (1986) has published an intensive account of the floral development of Stewartia pseudocamellia. Though my SEM photographs of the same species do not show additional information to that of Erbar (1986) and though the early floral development of Hartia villosa is highly similar to that of S. pseudocamellia, I will describe early floral development of Hartia and Stewartia in detail to illustrate my different interpretation.
Perianth initiation
The five sepal primordia (Fig. 43) and the five petal primordia (Fig. 44) are situated in a whorl though initiated in a two-fifths spiral sequence, whereas the spiral of calyx is not continued by the corolla. Thus the petals are not in episepalous positions. This whorled arrangement may result from a comparatively rather rapid emergence of the five sepal/petal primordia relative to the elongation of the floral apex. Within the calyx whorl, the bases of the later four (the second to the fifth) young sepals are much compressed laterally (Fig. 45). Later, the five young sepals fuse together at their very base. The floral apex is fairly narrow at this time; the small floral apex together with the surrounding wall of the fused sepal bases cast a view of a tube base (Figs. 45, 51). In this connection, it may be pertinent to note that in Hartia and Stewartia the characteristically winged and boat-shaped leaf petioles enclose vegetative and floral buds tightly in the radial direction during their early development. Such pressure may contribute to the much narrowed "tube base" in this case. During the entire perianth ontogeny, the circumference of the young buds is rounded (Figs. 43, 45).
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Gynoecium initiation
During the initiation of the lowermost/innermost one or two rows of stamens, carpel primordia appear one by one right opposite to the five androecial fascicles (Fig. 48); consequently, the five petals, five stamen groups, and five carpels are arranged in five radiate lines (Fig. 53). The carpel primordia are tangentially elongated, rather than hemispherical, bulges at inception (Fig. 48). In S. pseudocamellia, the inception of the five carpels is neither synchronous nor of a typical spiral. The two carpel primordia spatially associated with the first two androecial fascicles indeed develop first, but the other three carpels are usually of similar size, so their initiation sequence cannot be determined. In H. villosa, the carpels are so sunken that the carpel initiation sequence cannot be detected. In both taxa, the five carpels soon reach similar size, and grow faster in the longitudinal rather than other directions before starting to roll in at their individual bases (Fig. 53). Subsequently, each carpellary chamber becomes evident. Then the five carpels begin to fuse laterally at their bases to form a ring-like syncarpous gynoecium. The syncarpous gynoecium elongates fast and soon differentiates into an ovary, a short style, and a big five-lobed stigma (Fig. 49). The pollen-transmitting canal is five-armed (Fig. 49). The five carpels are very poorly fused along their ventral sides even at floral maturity. The five carpels are plicate. Within each ovarian locule, ovules are originated from the slope connecting the ventral sides and the locule base. Thus the placentation may be designated as axial-basal (Figs. 50, 54).
Group IIb: Franklinia and Schima
Perianth initiation of Schima superba var. kankoensis
The pattern of perianth initiation of S. superba var. kankoensis is basically the same as that of Hartia + Stewartia in that the five sepals and the five petals are arranged in two whorls (Figs. 55, 57) though initiated in a two-fifths spiral sequence, respectively, such that the later three sepals are compressed laterally and the five sepals soon fuse together at their very bases (Fig. 57). But S. superba var. kankoensis is apparently different in having its young floral apex broad and slightly convex after the petal initiation is completed (Figs. 55, 56). By that time, the isolaterally pentagonal floral apex has differentiated into two distinct parts: a central gynoecial bulge and five peripheral slopes, i.e., the androecial part (Fig. 56).
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Gynoecium initiation of S. superba var. kankoensis
As stated before, the gynoecium and androecium begin to develop at about the same time (Figs. 56, 58). The common primordium of the gynoecium rises up slowly until nearly half of the stamens of the innermost whorl have originated, when the bulges of individual carpels emerge quincuncially, each opposing a stamen-initiation zone and a petal (Figs. 58, 59, 60). The individual carpel primordium was observable by its apical part only, indicating a high degree of congenital fusion between the five carpel primordia at their bases (Figs. 58, 59, 60). Before the stamens of the innermost whorl are all initiated the first carpel primordium has already assumed the ascidiate form (Fig. 60). The five young carpels then grow to a comparable size. Their ventral synascidiate region is prominent and just slightly lower than the tips of individual primordia (Figs. 6163). After this stage, the syncarpous gynoecium gradually becomes urn shaped (Figs. 6366). During subsequent development, a slender style and a capitate stigma are differentiated. The placentation is axile-central. The base of the ovarian cavities is slightly embedded within the receptacle, but the ovary position has not yet reached the condition of typical semi-inferior.
Franklinia alatamaha
Limited by the material available, the earliest floral development of F. alatamaha was not followed. Nevertheless, the floral developmental characteristics of Franklinia, as revealed from the available material (Figs. 6769), are quite similar to those of S. superba var. kankoensis (Figs. 63, 64, 66). The youngest stage observed is represented by the co-existence of three-to-four stamen whorls and a gynoecium of five similar-sized and highly fused ascidiate young carpels (Fig. 67). In Fig. 67, a short groove on the androecial slope is visible, implying that this androecium is likely to be composed initially of five stamen-initiation zones as in Schima. In short, in terms of floral development, the overall middle stages of F. alatamaha shown by Figs. 6769 are very similar to the comparable stages of S. superba var. kankoensis, particularly when one takes into consideration the very early carpellary fusion (compare Fig. 67 with Fig. 63) and the developmental manner of the receptacle (compare Figs. 68, 69 with Figs. 64, 66). Among other crucial similarities between Franklinia and S. superba (data not shown for Franklinia) are the whorled arrangement of sepals and petals, the petal-opposed carpels, and the axile-central placentation.
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| DISCUSSION |
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Major floral developmental characters
Compared with the gross morphology of mature flowers, the early floral development of Camellioideae is far more diverse: genera may express differently in all or some of the four categories of floral organs, and many ontogenetic characters exhibt interesting intergeneric variations. The most important is that some two-state characters covary in presumably related genera within the subfamily. These major characters are as follows: (1) the degree of congenital carpellary fusion (CCF) low vs. high; (2) the arrangement of perianth-members spiral vs. whorled; (3) the timing of differentiation between sepals and petals occurring at late floral development vs. in the very beginning of their inception; (4) the androecial zonation for stamen initiation zonated vs. unzonated; (5) androecial fascicles presence vs. absence; (6) placentation axile-central vs. axile-basal; (7) ovary position superior vs. intermediate between superior and semi-inferior.
The polarity of character 1 can be determined by consensus. The trend of syncarpy from apocarpy has long been supposed to be one major evolutionary trend in the angiosperms (Eames, 1961; Stebbins, 1974; Endress, 1994); though cases of secondary apocarpy have been reported (Endress, Jenny, and Fallen, 1983; Fallen, 1986; Jenny, 1988; Ramp, 1988) from the following few unrelated orders: Malvales (Sterculiaceae), Sapindales (Rutaceae, Simaroubaceae), and Gentianales (Apocynaceae, Asclepiadaceae). In highly advanced plant groups, the syncarpous ovary is normally inferior and developed from a highly congenitally fused common primordium (Sattler, 1973). It is believed that during the modification process from apocarpy to syncarpy, a gradual strengthening of CCF must take place. Accordingly, within Camellioideae, an on-average rather primitive group among those syncarpous ones, the CCF may be reasonably assumed to have evolved from a low to high level.
The whorled state of character 2 is generally considered to be a prerequisite for the evolution from aposepaly to synsepaly and from apopetaly to sympetaly (Endress, 1987). It is also more prevalent than the spiral state in those dicots of middle and higher evolutionary levels (Endress, 1987, 1994). Nevertheless, because reversal from whorled back to spiral pattern is possible (Endress, 1987), the polarity determination of character 2 is thus in need of a more intensive analysis.
As for character 3, I find no reliable criteria to judge the relative primitiveness between early and late differentiation of sepals and petals in the camellioid flowers.
Characters 4 and 5 are interrelated. Generally speaking, for a multistaminate androecium in the dicots, individual stamens may arise as primary primordia on the receptacle, as secondary primordia from a ring-like primary primordium, or as secondary ones within the fixed-numbered, separated primary primordia (Ronse Decraene and Smets, 1992; Endress, 1994, fig. 2.37). In the Camellioideae, the latter two patterns occur in Group I and Group II, respectively. In many unrelated nonmagnoliid dicot orders the co-occurrence of these two patterns of multistaminate androecia in a family is fairly common (Ronse Decraene and Smets, 1992, Table 1), and the transition between these two patterns is poorly understood. In addition, the debate on the origin of androecial fascicles in angiosperms remains unsettled (Leins and Erbar, 1991; Ronse Decraene and Smets, 1992); therefore, for Camellioideae, the polarity of characters 4 and 5 cannot be determined at this moment.
Erbar (1988) claimed that "Several similarities in flower development between Stewartia and the primitive cactus Pereskia indicate a relationship between Dilleniidae and Caryophyllidae." She then considered the complex androecia (i.e., androecial fascicles) to be archaic within the Dilleniidae (Erbar, 1986, 1988). This viewpoint is, in my opinion, questionable. Androecial fascicles occur in numerous phylogenetically unrelated families of Dilleniidae, Rosidae, and Centrospermae. A comparison between the androecial fascicle development of Hartia + Stewartia (my work) and that of the Metrosideros group of Myrtaceae (Orlovich et al., 1996) reveals a much greater similarity than that between Stewartia and Pereskia. In Hartia + Stewartia and the Metrosideros group the androecial fascicles are initiated from the petal-opposed regions of a deeply concave floral apex, whereas in Pereskia the fascicles are alternate with petals and emerge from a convex floral apex (Leins and Schwitalla, 1986). Furthermore, the myrtaceous androecial fascicles are within-family secondary structures (Johnson and Briggs, 1984) and might not be homologous among different taxa (Drinnan and Ladiges, 1991). Therefore, because the very strong resemblance between Hartia + Stewartia and the Metrosideros group in the developmental features of androecial fascicles is undoubtedly superficial, Erbar's (1988) evolutionary conclusion based on connecting Stewartia with Pereskia is simply not convincing. Since the androecial structure may be highly variable within a family, whether the androecial fascicle is a primitive or derived structure within the Camellioideae has to be ascertained through an integrated analysis of the subfamily.
As to the placentation (character 6), Hartia and Stewartia have axile, basally positioned ovules in each locule, whereas the other eight camellioid genera have a typical axile-central placentation. These two types of placentation can be referred to the type E (axile-central) and type K (axile-basal), respectively, of Stebbins' scheme (1974: fig. 123) on the evolution of placentation. Stebbins considered the axile-central type to be ancestral to the axile-basal type; however, whether his hypothesis is applicable in the Camellioideae needs verification. Keng (1962) described the placentas of Hartia and Stewartia as parietal and proposed that the camellioid placentation has probably evolved from parietal to axile (e.g., from Stewartia through Hartia to Gordonia s.l., Tutcheria, and Camellia). I do not concur with Keng's interpretation on the placentas of Hartia and Stewartia as parietal. There is no parietal placentation in the Camellioideae.
The polarity of character 7 can be determined on the basis that the evolution from superior to inferior ovary is an overwhelming trend in angiosperms (Cronquist, 1988; Endress, 1994), although a case of reversal has been reported from the Araliaceae (Eyde and Tseng, 1969). In the Camellioideae, the position of the very young ovaries of Schima and Franklinia (Group IIb) is intermediate between superior and semi-inferior, yet these become superficially similar to an inferior ovary at their maturity in that petals and filaments are fused basally, with the fused part appressing and enclosing the ovary tightly. Such an ontogenetic modification apparently foreshadows the inferior ovary position. Therefore, the polarity of the character 7 can be determined without hesitation.
Cladistic analysis of ten characters
Among the above seven floral-developmental characters, only two (1 and 7) can be definitely determined for their polarity. A more intensive polarity analysis is consequently required for a sufficient understanding of the floral evolution in the Camellioideae. For this purpose, three additional characters from other aspects were lumped together with the foregoing seven (in a continuing sequence, see Table 3) for a cladistic analysis employing PAUP 3.1.1 (Swofford, 1993). Characters 8 and 9 are embryological (Tsou, 1996, 1997), and character 10 is cytological. In each of the seven genera of the three (sub-)groups, the baseline data accumulation of all of these ten characters is satisfactory. Particularly significant is that within each (sub-)group all, except character 10 (in Subgroup IIa), of these ten characters are expressed consistently. [Character 10 in Subgroup IIa, N = 18 in Hartia, whereas N = 15 in Stewartia, apparently represents a transition between Group I (N = 15) and Subgroup IIb (N = 18).] To my knowledge, no other salient characters of the Camellioideae have been studied for all these seven genera and have the character state uniformly expressed in each (sub-)group.
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Neither Ternstroemioideae nor any other extant taxon was chosen as the outgroup for the current analysis because Ternstroemioideae as well as those thealean and ebenalean families is rather dissimilar to the Camellioideae in the overall expression of these ten characters. Instead, an assumed ancestor was taken as the outgroup for convenience. It was simply defined as a taxon expressing the primitive states of the four characters (characters 1, 7, 8, and 9) whose polarity has been assessed (Tables 3, 4).
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In addition, Keng's (1962) suggestion that the axile-central placentation is derived within Camellioideae is also rejected. I consider axile-central placentation to be ancestral in this subfamily. In the lineage of Hartia-Stewartia the central axis of the ovary has been reduced to the ovarian base, and the axile-basal placentation was consequently derived.
Tribal taxonomy and phylogeny of Camellioideae
Though produced chiefly for the understanding of the floral evolution in Camellioideae, the cladogram (Fig. 70) simultaneously, in my opinion, presents the major taxonomic differentiation within the subfamily. Thus, the (sub-)groups I, IIa, and IIb originally distinguished by their distinct perianth phyllotaxy, timing of the differentiation between sepals and petals, and patterns of androecial and gynoecial development, and further supported by the chromosome numbers and embryological data can be directly converted to formal taxonomic categories as follows:
Tribe Camellieae (= Group I)Camellia s.l., Polyspora, Pyrenaria s.l., Sinopyrenaria (Laplacea and Parapyrenaria with generic status uncertain, may be merely an element of Polyspora and Pyrenaria, respectively.)
Tribe Gordonieae (= Group II)
Subtribe Stewartiinae (= Subgroup IIa): Hartia, Stewartia
Subtribe Gordoniinae (= Subgroup IIb): Apterosperma, Franklinia, Gordonia s.s., Schima
The classification proposed here matches well with Airy-Shaw's (1936) and Melchior's (1964) tribal/subtribal treatments, but differs from the others to a greater extent (Melchior, 1925; Sealy, 1958; Keng, 1962; Deng and Baas, 1991). This is mainly because the floral character employed by Airy-Shaw and Melchior, whether sepals and petals are sharply dissimilar, is very significant because this character is associated with two fundamental transitions in the early floral development of Camellioideae, i.e., the arrangement of perianth members and the timing of the differentiation between sepals and petals. On the other hand, most of the other treatments usually overlooked floral characters and put too much weight on fruit characters, which lead to mistakes like lumping Polyspora (including Laplacea) with Gordonia s.s. and Schima because they had capsules and winged seeds in common. In fact, such a grouping is not reliable because the wing of Polyspora seeds is developed from the mesophyll of the raphe whereas that of Schima seeds is derived from the epidermis of outer integument on the antiraphe side (Tsou, 1997). On the other hand, Gordonia s.s. and Schima having an intimate relationship with Franklinia, a genus without winged seeds, is strongly supported by cytology (Table 3), embryology (Table 3 and unpublished data), floral development (the present study), and molecular data (Prince and Parks, 1997). Apterosperma, another genus without winged seeds, seems phylogenetically close to these three genera based on the limited information on floral features (the present study) and pseudopollen (Tsou, 1996). In the Camellioideae the evolution of fruit and seed seems less conservative and much more diversified than the evolution of early floral development. Implications of fruit and seed characters in phylogenetic considerations among the camellioid genera need to be confirmed with developmental data.
The phylogenetic relationships among the camellioid tribes/subtribes have been proposed only by Keng (1962). According to his Fig. 30, he considered Camellieae (including Camellia s.l. and Pyrenaria s.l.) to be the latest evolved and Gordonieae (including Franklinia, Gordonia s.s., Polyspora, and Schima) the earliest branch. My results in Fig. 70 suggest that, on average, Camellieae (Camellia s.l., Polyspora, and Pyrenaria) appears to be the most primitive branch and subtribe Gordoniinae (Apterosperma, Franklinia, Gordonia s.s., and Schima) of the Gordonieae the most advanced. Among the latter four genera, Schima is proposed as the most advanced genus within the Camellioideae. Such a phylogenetic hypothesis is congruent with my earlier conclusion on Camellia, Franklinia, and Schima based on eight embryological characters (Tsou, 1997).
| FOOTNOTES |
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2 FAX: +8862-7827954 (e-mail:botsou{at}ccvax.sinica.edu.tw
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