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Journal of Clinical Microbiology, August 2006, p. 2942-2950, Vol. 44, No. 8
0095-1137/06/$08.00+0 doi:10.1128/JCM.00585-06
Copyright © 2006, American Society for Microbiology. All Rights Reserved.
McGill University Health Centre, Montreal, Quebec, Canada,1 Université de Montréal, Faculté de Médecine Veterinaire, Ste.-Hyacinthe, Québec, Canada2
Received 20 March 2006/ Returned for modification 10 May 2006/ Accepted 5 June 2006
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The recent availability of genetic and genomic data for Mycobacterium avium subsp. paratuberculosis offered promise that molecular diagnostic strategies might overcome the limitations of conventional microbiologic tests for this fastidious organism (45). The insertion element IS900, found at 14 to 18 copies per genome, has been widely used as a target for PCR (4-7, 17, 27, 30, 38, 39, 42, 44) and in situ hybridization (19-21, 37, 43), but for both applications, variable results have resulted in as many questions as answers (52). An important limitation of studies looking for novel pathogens is that information about sensitivity and specificity of assays applied is generally lacking. For Mycobacterium avium subsp. paratuberculosis, the greatest experience resides in laboratories that employ conventional and molecular methods for detecting the organism in cattle and sheep (16, 53). Although these methods can be directly applied to human samples, their utility in a human disease that is defined by the absence of detectable pathogens requires consideration of spectrum bias, both for optimizing techniques and for interpreting the results.
Spectrum bias, also known as spectrum effect, refers to the observation that the operating parameters of a diagnostic assay vary as a function of the disease state (28, 36). The impact of spectrum bias has been well established for the diagnosis of a number of infectious diseases (15, 23), including the mycobacterial diseases leprosy and tuberculosis (TB). In leprosy, the sensitivity of tissue microscopy for acid-fast bacilli depends on the bacterial burden and is therefore greater in lepromatous than tuberculoid disease (31). Likewise, the sensitivity of nucleic-acid-based tests is also influenced by the bacterial burden, as exemplified by the compromised sensitivity of PCR-based assays for sputum smear-negative TB (11, 22, 32). By extension, assays that reliably detect abundant Mycobacterium avium subsp. paratuberculosis organisms in livestock with Johne's disease may not provide sufficient sensitivity to study human Crohn's tissue.
To date, in situ studies of Mycobacterium avium subsp. paratuberculosis in Crohn's disease have validated their methods using naturally infected pluribacillary livestock samples (49), tissue blocks artificially injected with high numbers of Mycobacterium avium subsp. paratuberculosis bacteria (20), or serial dilutions of bacteria in vitro (37). In contrast, an assay for Mycobacterium avium subsp. paratuberculosis in Crohn's must be able to specifically detect small numbers of organisms within the tissue, near or below the threshold of microscopic detection. To address this, we have produced artificial mycobacterial infections in mice where the bacterial burden was near the threshold of microscopic detection. The availability of tissue with certain paucibacillary Mycobacterium avium subsp. paratuberculosis infection permitted us to directly compare the sensitivity of cell wall-based (Ziehl-Neelsen [ZN] and auramine rhodamine) and nucleic acid-based staining (in situ hybridization and indirect in situ PCR) methods. Additionally, tissue from uninfected and M. tuberculosis-infected animals permitted us to determine whether these same methods were prone to false-positive results in the absence of Mycobacterium avium subsp. paratuberculosis.
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Determination of CFU in mice organs. At 4 and 8 weeks postinfection, mice were sacrificed by asphyxiation with carbon dioxide gas. For four mice from each experiment group, the spleen, lung, and liver were aseptically removed and weighed prior to processing for quantitative culture. Weighing the whole organ permitted us to calculate the bacterial burden per gram of tissue and thereby to estimate the bacterial burden of the fifth mouse that served for histological examination. Culture determinations followed standard procedures. In brief, organs were homogenized with a Polytron homogenizer (Glen Mills, Inc.) in sterile 50-ml tubes containing 4 ml isotonic saline. Dilutions of each homogenate were spread onto duplicate plates containing Bacto Middlebrook 7H10 agar (Difco) enriched with 10% OADC (oleic acid, bovine serum albumin [fraction V], dextrose, and catalase) (Becton, Dickinson and Company) and mycobactin J (2 µg/ml) (Allied Monitor, Inc.). Plates were incubated at 37°C until colonies appeared, usually after 3 to 6 weeks. The identity of bacterial cultures was confirmed both before injection and after recovery from mice, using strain-specific genetic markers, described elsewhere (45).
Preparation of smears of cultures for cell wall-based and rRNA staining. To estimate the morphometric parameters of bacillus, smears were made on microscopic slides using log-phase culture of Mycobacterium avium subsp. paratuberculosis strain K10 and Mycobacterium bovis BCG Russia. Smears were air dried and heat fixed and then subjected to auramine rhodamine staining. For rRNA staining, aliquots of log-phase cultures were centrifuged at 4,000 rpm for 15 min and washed twice in PBS. Ten microliters of resuspended pellet in PBS was spotted on silane (Sigma-Aldrich)-coated slides and air dried. Smears on the slides were fixed in 10% buffered formalin (Fisher) for 2 to 3 h, washed briefly in PBS, and immersed in ice-cold ethanol for 10 min at 20°C. Air-dried slides were then stored in a tight container at 20°C until use (35). The slides were dipped in xylene for 1 h at 60°C and then immersed in fresh xylene (30 min at 37°C) and rehydrated through graded alcohol (100%, 75%, 50%, and 25% ethanol diluted in water). Cells were rendered permeable by incubation for 10 min at room temperature in 0.02 M HCl and for 90 s in 0.01% Triton X-100. Then, proteins were depleted by incubation with proteinase K (Sigma-Aldrich) (2 µg/ml, for 30 min at 37°C). The proteinase was inactivated by addition of 0.2% glycine (Sigma-Aldrich). Free DNA in the cells was fixed with 4% buffered formalin to prevent washing off. Slides were washed in PBS and dehydrated through graded alcohol (25%, 50%, 75%, and 100%) and air dried.
Preparation of tissue for histology and microbiology. For histological study, we removed from the fifth mouse of each group the lung, spleen, and liver and immersed them in 10% buffered formalin (Fisher) for 24 h prior to embedding in paraffin. Serial 3- to 4-µm sections from each tissue specimen of mice and sheep were cut, placed on silane-coated microscope slides (Sigma-Aldrich), and incubated in an oven at 50 to 60°C for 36 to 48 h to ensure maximum tissue adhesion on the slide. The first three serial sections were subjected to hematoxylin and eosin, auramine rhodamine, and ZN staining, respectively. Auramine rhodamine staining was performed using the TB Fluorostain kit (Polyscience, Inc.).
Preparation of tissue for mycobacterial DNA and rRNA detection by in situ assays. For nucleic acid staining, tissue sections were processed in coplin jars as described for M. tuberculosis study by Hernandez-Pando and colleagues (18). Briefly, sections were deparaffinized (18 h at 60°C in xylene) and then immersed in fresh xylene (30 min at 37°C) and rehydrated through graded alcohol (100%, 75%, 50%, and 25% ethanol diluted in water). Cells were rendered permeable by incubation for 10 min at room temperature in 0 · 02 M HCl and for 90 s in 0.01% Triton X-100. Then, proteins were depleted by incubation with proteinase K (Sigma-Aldrich) (5 to 20 µg/ml for 30 min at 37°C). The proteinase was inactivated by addition of 0.2% glycine (Sigma-Aldrich). Endogenous alkaline phosphatase was inactivated by treatment with 20% acetic acid for 15 s. Free DNA in the cells was fixed with 4% formaldehyde to prevent washing off. Slides were washed in PBS, dehydrated through graded alcohol (25%, 50%, 75%, and 100%), and air dried.
Preparation of DIG-labeled probes. Digoxigenin (DIG)-labeled double-stranded DNA probes for the Mycobacterium avium subsp. paratuberculosis-specific insertion element IS900 were synthesized according to the manufacturer's instructions using the PCR DIG probe synthesis kit (Roche). Primer sequences and PCR conditions used for probe synthesis are provided in Table 1. The PCR was performed in a total volume of 50 µl containing 5 µl of Mycobacterium avium subsp. paratuberculosis strain K10 template DNA (10 ng/µl) and 0.5 µM of each primer. Amplified products were purified using QIAGEN PCR purification kit (QIAGEN) and visualized after electrophoresis at 80 V for 90 min in a 2% agarose gel containing ethidium bromide. To confirm that the probes were synthesized correctly, amplified products were hybridized to genomic DNA of Mycobacterium avium subsp. paratuberculosis strain K10 and to PCR amplicons of primer pair L1/L2 (Table 1) blotted onto a nitrocellulose membrane (Hybond+; Amersham Biosciences) according to the manufacturer's instruction. The DNA concentration of the purified product was estimated using spectrometer, and the probe was used at a concentration of 1 ng/µl in the hybridization procedure.
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TABLE 1. PCR primers and PCR conditions to generate probes and target amplification in tissue for IS900-based assays
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Indirect in situ PCR detection of internal fragment of IS900. Sections processed for nucleic acid staining were subjected to PCR in order to amplify a 400-bp sequence of the IS900 insertion element containing the probe target sequence. The PCR was carried out by incubating the 4-µm section with 165 µl of PCR mixture (each 50 µl of PCR mixture contained 1x reaction buffer [AmpliTAq Gold; Applied Biosystems], 3 mM MgCl2, 200 µM of deoxynucleoside triphosphate, and 0.5 µM of each primer for IS900 (L1 and L2) and 12 U Taq DNA polymerase [AmpliTAq Gold; Applied Biosystems]) sealed with Frame-Seal incubation chambers (MJ Research, Inc.) on a flat block of a thermocycler (MJ Research, Inc.). Primer sequences and PCR conditions used are found in Table 1. After PCR, sections were washed in PBS for 1 min at room temperature and then subjected to in situ hybridization with the internal digoxigenin-labeled double-stranded IS900 probe as described above.
rRNA-specific oligonucleotide probe in situ hybridization. Sequences of oligonucleotide probes used in this study are given in Table 2. Probes were obtained from Integrated DNA Technologies, Inc., and were labeled at the 5' and 3' ends with either 6-carboxyfluorescein, Cy3, or Texas Red. For in situ hybridization with rRNA-specific oligonucleotide probes, sections were subjected to hybridization as described by St Amand et al. (49) except that tissue sections were permeabilized by incubation in xylene overnight and digestion with proteinase K (Sigma-Aldrich) (5 to 20 µg/ml, for 30 min at 37°C). Smears of cultures and tissue sections processed for rRNA staining were then hybridized with probes at a final concentration of 1 ng/µl in the hybridization buffer (900 mM NaCl, 20 mM Tris [pH 8.0], 0.01% sodium dodecyl sulfate, and 20% formamide) in an MJ Research, Inc., flat block thermocycler. Hybridization temperatures for each probe are specified in Table 2. Following hybridization, the slides were washed with 225 mM NaCl, 5 mM EDTA, 0.01% sodium dodecyl sulfate, and 20 mM Tris (pH 8.0) for 20 min at either 39°C for M. tuberculosis-specific probes or 41°C for M. avium complex-specific and eubacterial probes. The slides were then immersed briefly in cold 20 mM Tris (pH 8.0) in order to remove excess salt. Colorimetric hybridization of the 6-carboxyfluorescein-labeled oligonucleotide probes was carried out as described by St Amand et al. (49) except that antifluorescein-labeled alkaline phosphatase Fab fragments (Roche) were used in a 1:300 dilution. Colorimetric signals were visualized using a Zeiss Axioscope microscope (Carl Zeiss). Tissue sections subjected to fluorimetric hybridization were mounted with Citifluor (Electron Microscopy Sciences) antifading reagent and for examination under an epifluorescence microscope (Nikon Eclipse E600 microscope).
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TABLE 2. rRNA-based probes used for in situ hybridization
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Microscopic and photographic details.
To look for organisms, we first studied hematoxylin-and-eosin-stained slides by using a Zeiss Axioscope microscope (Carl Zeiss), to mark areas of inflammatory infiltrates. Corresponding sites on the slides stained with ZN were examined by light microscopy (Zeiss Axioscope microscope), using 40x and 100x objectives and a 10x eyepiece, resulting in total magnifications of x400 and x1,000, respectively, to visualize mycobacterial forms. To further characterize bacterial forms, auramine rhodamine-stained tissue sections and smear of in vitro-grown Mycobacterium avium subsp. paratuberculosis and M. bovis BCG were also examined under magnifications x400 and x1,000 using an epifluorescence microscope (Nikon Eclipse E600 microscope) equipped with a Retiga digital camera (QImaging Corporation). We then used captured images from this analysis to determine the visual attributes of bacillary forms. Using Emplix Imaging Northern Eclipse software (Empix Imaging, Inc.), we determined morphometric parameters for 31 M. tuberculosis bacilli in murine tissue, 30 M. bovis BCG organisms in a smear of log-phase in vitro culture, 37 Mycobacterium avium subsp. paratuberculosis bacilli, and 25 Mycobacterium avium subsp. paratuberculosis coccobacilli in murine tissue, 52 Mycobacterium avium subsp. paratuberculosis bacilli in ovine tissue, and 30 Mycobacterium avium subsp. paratuberculosis organisms in a smear of log-phase in vitro culture. These included the following: (i) the length of the bacilli, defined as the longest line through an object parallel to its orientation, (ii) the width, defined as the longest line through an object that is perpendicular to its orientation, (iii) the area, defined as the integrated zone of signal, and (iv) the shape factor, defined as 4
x area/perimeter2. The shape factor serves as a measure of circularity and is designed to produce a result of 1 for a perfect circle, 0.78 for a square, and 0.50 for a "4 x 1" rectangle. All color images were taken using Zeiss Axioscope microscopes equipped with an Axiocam MR digital camera (Carl Zeiss).
To directly compare the capacity to detect organisms with rRNA-based staining versus the ZN stain, we enumerated bacillary forms by examining 100 fields of x1,000 oil immersion fields of sequential sections from the same blocks of liver and spleen. Numbers were compiled independently and were compared as organisms detected per granuloma by the two methods.
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Cell wall-based staining methods for detection of mycobacteria in tissue samples. Examination of ZN-stained sections of samples from paucibacillary murine infections revealed that individual mycobacteria could only be visualized by careful examination under x1,000 oil immersion. Occasional aggregates of several mycobacteria were noted and could be detected under magnification x400, consistent with our experience with sections of multibacillary Johne's disease, where aggregates of mycobacteria are readily visualized under magnification x400. By comparison, examination of tissue samples derived from M. tuberculosis-infected mice revealed that individual mycobacteria were detectable using magnification x400. When tissue samples from both M. avium subsp. paratuberculosis- and M. tuberculosis-infected mice were subjected to auranime rhodamine staining, examination under magnification x400 was sufficient to visualize fluorescent signals for both organisms. However, while M. tuberculosis signals could be recognized as mycobacteria based on their morphology, signals derived from M. avium subsp. paratuberculosis were half as long and less rod-like; therefore, it was difficult to distinguish bacterial signals from artifact (Fig. 1a and c). Thus, for both ZN and auramine-based visualization, isolated M. avium subsp. paratuberculosis organisms were only reliably visualized under x1,000 oil immersion (Fig. 1b and d). To understand the need for magnification-x1,000 microscopy, we digitally captured mycobacterial signals and estimated their morphometric parameters. By measuring mycobacterial forms from these two infections, we could determine that M. avium subsp. paratuberculosis signals were shorter (1.59 µms ± 0.06 SEM versus 3.59 µm x 0.15 SEM), of a smaller area (1.03 x 0.07 µm2 versus 2.26 ± 0.09 µm2), and had a higher shape factor (0.67 ± 0.01 versus 0.41 ± 0.02) than M. tuberculosis signals (all P values were <0.01; see Table 3). Measuring M. avium subsp. paratuberculosis in ovine samples and in vitro cultures provided the same estimates as murine samples (Table 3). Additionally, for mice with few rod-shaped forms, we also observed smaller coccobacillary forms (Fig. 2); these forms were 1.12 µm (SEM = 0.07) in length by 0.78 µm (SEM = 0.06) in width, yielding an average area of just 0.63 µm2 (SEM = 0.08).
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FIG. 1. Comparison of morphometric perception of M. tuberculosis and M. avium subsp. paratuberculosis under 40x and 100x objectives. Auramine-rhodamine-stained sections of spleen from M. avium paratuberculosis- and M. tuberculosis-infected mice. (a) Under a 40x objective, providing x400 total magnification, individual M. avium paratuberculosis forms are difficult to distinguish from artifacts. (b) Under an oil immersion objective, with total magnification x1,000, individual M. avium paratuberculosis organisms are detectable. (c) In contrast, individual M. tuberculosis bacilli can be seen using a 40x objective and are further resolved using oil immersion (d).
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TABLE 3. Morphometric parameters of mycobacterial signals: dimensions and shape of bacillary forms in tissue
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FIG. 2. Morphologically variable forms of M. avium paratuberculosis in tissue. Ziehl-Neelsen-stained section of a liver from an M. avium paratuberculosis-infected mouse showing bacillary (blue arrow), coccobacillary (black arrow), and coccoid forms (red arrow) of the organism. Bar, 2 µm; magnification, x1,000.
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FIG. 3. IS900-based in situ staining assays. (a) Ziehl-Neelsen-stained tissue section of ovine intestinal tissue showing a large number of mycobacteria in macrophages (arrows). (b) IS900-probe-based in situ hybridization of a sequential section of the same tissue, showing positive labeling (arrow) but a reduced number of signals compared to the Ziehl-Neelsen-stained section. (c) Indirect in situ PCR for IS900 of the same sample showing granular signals (arrows) and sensitivity comparable to that with Ziehl-Neelsen staining. (d) Section of liver from an M. avium paratuberculosis-infected mouse showing positive signal (arrow) by IS900-probe-based in situ hybridization. (e) Section of liver from an uninfected mouse and (f) section of lung from a mouse infected with M. tuberculosis showing nonspecific signals with the IS900-probe-based in situ hybridization method. Bar, 1 µm; magnification, x950.
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FIG. 4. rRNA-based in situ hybridization. (a) Ziehl-Neelsen-stained section of liver from an M. avium paratuberculosis-infected mouse showing an individual bacillary form in a granuloma. (b) In situ hybridization with M. avium complex-specific rRNA probes (MAVP187ssu and MAVP515lsu) on a sequential section from the same block revealing a positive signal (arrow). (c) M. tuberculosis-specific oligonucleotide probes applied to M. avium paratuberculosis-infected mouse tissue did not generate signals. (d) M. avium complex-specific oligonucleotide probes applied to M. tuberculosis-infected mouse tissue did not generate signals. Bar, 1 µm; magnification, x1,000.
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An important consideration when interpreting these results is whether these experimental infections adequately modeled the process under study. Since neither Johne's nor Crohn's diseases result from parenteral inoculations of live bacteria, our infections are clearly not models of pathogenesis. However, certain aspects of our model infections concurred with our understanding of mycobacterial diagnosis. First, microscopic examination of sheep with histopathologic grade 3c (paucibacillary) Johne's disease reveals either no bacteria or a few scattered organisms (33); therefore, our experimental infections resulted in a similar diagnostic challenge. Second, bacillary forms measured from murine infections had the same size and shape as organisms seen in natural ovine disease and as in vitro-grown organisms. Third, experience from M. tuberculosis indicates that sputum samples with less than 10,000 bacilli per ml are typically microscopy negative (1, 26), consistent with our CFU determinations where infections with less than 10 M. avium subsp. paratuberculosis per mg of tissue (10,000 bacteria per gram) were microscopy negative but culture positive. It is recognized that our model infections of "sterile organs" did not replicate the challenges faced when examining intestinal tissue, where high quantities of enteric bacteria populate the lumen and can occasionally translocate into adjacent tissues when the mucosal barrier is damaged (14). However, we consider that the use of tissue with an otherwise clean background provided a simpler setting for rating the relative sensitivity of methods, and more importantly, the absence of other bacterial forms provided the optimal substrate to determine the specificity of these modalities.
To overcome the limitations of conventional ZN staining for the detection of M. avium subsp. paratuberculosis in tissues, a number of molecularly based assays have been developed, including in situ hybridization using probes targeting the IS900 insertion element (20). In separate studies, we have shown that the IS900 element is genomically specific for M. avium subsp. paratuberculosis (51) and that IS900 sequences from a heterogeneous collection of M. avium subsp. paratuberculosis isolates are invariant (46). However, despite these favorable considerations, the IS900-based in situ probe was prone to nonspecific hybridization, compromising the utility of IS900-based in situ hybridization and indirect in situ PCR (49). In contrast, probes targeting rRNA provided excellent specificity, resulting in forms that were morphologically consistent with ZN-positive organisms on adjacent sections. A theoretical advantage of molecularly based assays would be the ability to detect greater numbers of organisms than are seen by ZN staining, if, as has been proposed, M. avium subsp. paratuberculosis adopts a cell wall-deficient (acid-fast-negative) form in tissue (10, 39). Unfortunately, we were not able to obtain any evidence in support of this notion with our murine infections, since enumeration of sequential sections of tissue for ZN-positive and rRNA-based ISH-positive bacilli revealed similar numbers of organisms by these two modalities.
An alternative means of increasing the sensitivity of microscopic detection involves the use of fluorescence microscopy, as has been done in the clinical mycobacteriology laboratory, where prolonged examination of slides using oil immersion objectives by light microscopy has been widely replaced by a fluorescence screening step under magnification x400. Often described as a more-sensitive method, fluorescence microscopy is probably better considered more time efficient, since it permits the microscopist to conclude a negative result in a much shorter time frame, thereby generating fewer positive slides to confirm under oil immersion by light microscopy (47). In comparing the colorimetry-based ribosomal ISH to fluorimetry-based ribosomal ISH, the colorimetric method was preferred for confidently affirming the presence of M. avium subsp. paratuberculosis organisms and colocalizing these signals in the context of the histopathology. However, when numbers of signals were near the threshold of microscopic detection, thorough examination using oil immersion was time consuming and led to observer fatigue. The fluorimetry-based ribosomal ISH assay offered the possibility that signal detection might be achieved under magnification x400, affording an opportunity to efficiently scan slides at this lower power. In our experience, with multibacillary ovine tissue, this fluorescence ISH-based approach appeared promising, but for paucibacillary infections, individual bacterial signals were too weak to be detectable at lower power. The intensity of signals is determined by a number of factors, specifically, the ribosomal content of cells, which is related to the metabolic state of the bacteria (24), penetration of probes inside the cells (35), and accessibility of the probes to the target sites on the ribosome (12). Since equivalent signal intensities were obtained using the eubacterial and M. avium-specific oligonucleotide probes, we could not determine factors that could be limiting the signal intensity. Recently, a number of groups have reported that substitution of DNA oligonucleotide probes with peptide nucleic acid (PNA) probes results in greater signal intensity in a number of bacterial species (24) due to their greater permeability through the bacterial cell wall (50) and target accessibility (3, 34). Since PNA probes have recently been described for the detection of M. avium complex organisms (25), the application of these newer in situ probes to tissue samples represents a promising avenue towards improved detection of M. avium subsp. paratuberculosis infection. The use of PNA probes and other newer modalities to detect M. avium subsp. paratuberculosis in tissue will gain from a thorough evaluation of their validity, with special attention to spectrum effect, prior to their application in epidemiologic studies.
None of the authors has a conflict of interest or any commercial association that may pose a conflict of interest.
We thank Danielle Charlet, Elizabeth Fidalgo, and Makeda Semret for their input and suggestions.
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