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Infection and Immunity, June 2007, p. 2668-2678, Vol. 75, No. 6
0019-9567/07/$08.00+0 doi:10.1128/IAI.01872-06
Copyright © 2007, American Society for Microbiology. All Rights Reserved.

Department of Microbiology and Immunology,1 Program in Microbial Pathogenesis and Host Defense, University of California, San Francisco, California 941432
Received 27 November 2006/ Returned for modification 22 January 2007/ Accepted 28 February 2007
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70%) M. tuberculosis-containing phagosomes (MCPs) failed to mix with lysosomal tracers (1). Since then, the phenomenon of PMA during M. tuberculosis infection has been well characterized. During infection of the macrophage, M. tuberculosis bacilli reside in transferrin-accessible (6), mildly acidic (pH 6.5) (28, 39), early phagosomal compartments even at very late time points postinfection. In contrast, phagosomes containing inert particles such as latex beads or killed M. tuberculosis gradually mature, usually within an hour of phagocytosis, into more acidic late phagosomal compartments that are enriched for late endosomal or lysosomal markers (5). These observed trafficking differences between live and killed M. tuberculosis suggests that there is a labile activity associated with live bacteria. Although the precise molecular details remain to be elucidated, evidence is mounting that multiple M. tuberculosis factors, including lipids (16, 17) and proteins (42), may be involved in arresting the maturation of the phagosome. There are several reasons why PMA might benefit the pathogenesis of M. tuberculosis. Trafficking to the acidic and hydrolytic lysosomal environment could decrease intracellular viability. One study supporting this notion showed that coinfection with Coxiella burnetii resulted in acidification of MCPs, which coincided with inhibited intracellular growth of M. tuberculosis (20). In contrast, a recent study identified two mutants of M. tuberculosis that trafficked to late compartments without suffering a decrease in intracellular survival (28). In addition, it has been proposed that PMA could benefit M. tuberculosis pathogenesis by sequestering the bacteria away from antigen-presenting compartments, thereby altering the host immune response (14, 29, 36). Although the potential benefits of PMA to M. tuberculosis pathogenesis are numerous, understanding its precise virulence function has been complicated, since any strain with increased susceptibility to killing by the macrophage will traffic to late compartments as a secondary consequence of decreased viability (10, 27, 32).
Microbial pathogens often use specialized secretion pathways to export virulence factors that subvert host defense functions. Legionella pneumophila, for example, uses the Dot/Icm specialized secretion system to export effector proteins into host cells, some of which interfere with normal phagosome trafficking (35, 41). Likewise, the recently discovered ESX-1 protein secretion pathway in M. tuberculosis secretes effector proteins important for host interaction and pathogenesis. In addition to being attenuated for virulence in mice (21, 22, 37), mutants of the ESX-1 secretion pathway in M. tuberculosis exhibit a range of pathogenic defects, including attenuation of intracellular growth in macrophages (21, 37), altered immune modulation of host cells, and a diminished ability to lyse pneumocytes (22). Although several of the genes required for ESX-1 secretion in M. tuberculosis have been described (21, 22, 37), only a few proteins that require ESX-1 for export have been reported. These include ESAT-6 and CFP-10, two highly abundant culture filtrate proteins that interact to form a dimer (3, 31), and EspA (15). Currently, the function of these proteins is not known.
Interestingly, the live attenuated vaccine strain Mycobacterium bovis bacilli Calmette-Guerin (BCG), a species related to M. tuberculosis, arrests the maturation of the phagosome during macrophage infection (12) despite lacking a functional ESX-1 secretion system (2, 7, 24). This has led to the assumption that the ESX-1 pathway is dispensable for phagosome maturation arrest. In contrast, a recent study reported that ESX-1 secretion is required for phagosome maturation arrest during macrophage infection by Mycobacterium marinum (40), another species closely related to M. tuberculosis that causes similar disease in poikilothermic hosts. Currently, rigorous evidence defining the requirement of ESX-1 secretion in M. tuberculosis-mediated phagosome maturation arrest during macrophage infection is lacking.
Recently, two studies used forward genetics to identify mutants that fail to arrest phagosome maturation. One study used a magnetic selection methodology to identify mutants of M. tuberculosis that failed to arrest phagosome maturation, many of which were severely impaired for survival in macrophages (28). Another study identified trafficking mutants of BCG using flow cytometry to sort acidified MCPs and determined mutant representation by transposon hybridization to microarrays (38). These two studies identified mutually exclusive sets of genes with a range of predicted functions, including lipid synthesis and transport, metabolic enzymes, cell wall components, and genes of unknown function.
We adopted a different strategy to identify mutants of M. tuberculosis that fail to arrest phagosome maturation. Starting with a collection of 67 M. tuberculosis mutants specifically attenuated for growth during mouse infection, we used a fluorescence microscopy methodology to identify mutants with aberrant trafficking phenotypes. We reasoned that if PMA is required for growth during M. tuberculosis infection, a subset of these 67 mutants might exhibit trafficking defects. This visual screen identified 10 mutants that trafficked to late phagosomal compartments with various kinetics. Genes required for PMA encode proteins with a range of functions, including ESX-1 secretion. We show that while ESX-1 is required for PMA, known substrates of the pathway are dispensable for PMA, suggesting that novel ESX-1 effectors could play a role in modulating phagosome traffic in the host.
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TABLE 1. Plasmids and strains used in this study
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Macrophage infection for colocalization. The macrophages used in all experiments were derived from bone marrow cells isolated from C57BL/6 mice and differentiated for 6 days in BMM medium (Dulbecco modified Eagle medium with 30% L-cell supernatants, 20% fetal calf serum, 2 mM glutamine, and 0.11 mg of sodium pyruvate/ml). At 24 h prior to infection, 5 x 106 macrophages were seeded onto 10-cm tissue culture dishes containing sterile glass coverslips. For infection, mid-log-phase M. tuberculosis cultures were washed three times in phosphate-buffered saline (PBS), centrifuged at low speed to remove large clumps, and sonicated briefly to generate a single-cell suspension. Inocula were prepared by diluting bacteria to a multiplicity of infection (MOI) of 5 in Dulbecco modified Eagle medium containing 10% horse serum. Macrophage monolayers were inoculated for 2 h, washed three times in warm PBS, covered in warm BMM medium, and returned to the incubator.
At the indicated time points postinfection, coverslips were removed from tissue culture dishes and fixed in freshly prepared fixative (4% paraformaldehyde in PBS [pH 7.4]). For dextran or transferrin-labeled samples, coverslips were incubated in BMM medium containing fluorescent dextran (0.25 mg/ml) or fluorescent transferrin (0.05 mg/ml) for 10 min and washed in PBS immediately prior to fixation.
Immunofluorescence labeling of infected macrophages. Fixed monolayers were permeabilized by incubation in fresh blocking solution (0.1% bovine serum albumin-0.05% saponin in PBS) for 20 min at room temperature. Lamp-2 immunofluorescence was determined by incubating coverslips in primary antibody (1:100 in blocking solution), followed by three washes in PBS and incubation in Alexa 488-conjugated anti-rat secondary antibody (1:200 in blocking solution). LBPA immunofluorescence was determined as previously described (26).
Modified acid-fast stain. To visualize mycobacteria in infected macrophages, we modified traditional acid-fast staining protocols to improve compatibility with multicolor fluorescence imaging. Fixed, infected monolayers were stained with a solution of dye (0.55% Rhodamine B, 55% glycerol, 7.5% phenol) diluted 1:5,000 in PBS for 5 min and then washed extensively in PBS. Stained monolayers were then mounted and analyzed immediately after preparation.
Fluorescence microscopy. Coverslips were mounted onto slides with SlowFade antifade reagent (Molecular Probes) and imaged using a DeltaVision DV3 restoration microscope (Applied Precision) using a MicroMax 5 MHz cooled charge-coupled device camera (Roper Scientific). For each infected monolayer, 5-µm z-stacks, centered at the mycobacteria bacillus, were collected for roughly 70 infected macrophages. Each stack was deconvolved and analyzed by using SoftWoRx software (Applied Precision).
For each strain and marker used in the present study, fraction colocalization was quantified from at least three separate infections totaling over 200 individual phagosomes. A Student t test was used to determine the statistical significance compared to the wild type.
Growth determination in vivo and in cultured macrophages. Signature-tagged mutagenesis, mutant isolation, tag representation, and insertion determination were performed as previously described (9). Briefly, pools of 48 signature-tagged transposon mutants were pooled, cultured, and used to inoculate two C56B6 mice by tail vein injection. At 3 weeks postinfection, signature DNA tags from mutant mycobacteria harvested from inoculum pools or the lungs of two mice were amplified, radiolabeled, and hybridized to array filters. Tag representation was determined by measuring mean pixel intensity using ImageJ software (http://rsbweb.nih.gov/ij/).
CFU from macrophages infected with M. tuberculosis were determined as previously described (23). Briefly, three separate monolayers were inoculated at an MOI of 1 for 2 h. Infected monolayers were washed and lysed at 0, 24, 72, 120, and 168 h postinfection. Lysates were diluted and plated on 7H10 media. The growth curves shown are representative of at least two independent experiments.
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65% of live MCPs, but only
30% of heat-killed MCPs, colocalized with the short pulse of dextran (Fig. 1A and C and Table 2). This is consistent with previously reported quantitation of PMA during M. tuberculosis infection (1, 6, 43).
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FIG. 1. Identification of trafficking mutants in M. tuberculosis. Bone-marrow derived macrophages were infected with strains of M. tuberculosis and, at 24 and 72 h postinfection, pulsed for 10 min with fluorescent dextran immediately prior to fixation. Fixed monolayers were imaged by using fluorescence deconvolution microscopy. Fluorescent dextran is green, while bacilli were stained red. White arrows point to individual bacilli. (A) Live and heat-killed M. tuberculosis were used as controls. (B) The screen identified several mutants exhibiting aberrant dextran colocalization. (C and D) For each strain, the fraction colocalization at 24 and 72 h postinfection was averaged over at least three separate infections totaling >200 phagosomes. A total of 10 mutants with colocalization defects were identified. Scale bars, 10 µm. **, P < 0.001.
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TABLE 2. Summary of fraction colocalization with markers used in this study
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To confirm trafficking defects in these 10 mutants, we performed similar colocalization experiments using a different marker of early compartments, fluorescent transferrin (Fig. 2A). Similar to the short dextran pulse,
62% of live MCPs but only
40% of heat-killed MCPs colocalized with the fluorescent transferrin. Mutants defective for colocalization with the short dextran pulse were similarly defective for colocalization with the fluorescent transferrin (Table 2). Together, the dextran and transferrin colocalization data strongly suggest that these mutants are defective for arresting phagosome maturation.
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FIG. 2. Colocalization of M. tuberculosis strains with different maturation markers. Infections were performed and imaged as in Fig. 1. Representative images for 24 h and 72 h postinfection are shown from macrophages infected with live and heat-killed M. tuberculosis, as well as Rv3877::Tn and Rv3615c::Tn mutant strains. Maturation markers are green, while bacilli were stained red. White arrows point to individual bacilli. (A) For fluorescent transferrin colocalization, infected monolayers were pulsed with fluorescent transferrin for 10 min immediately prior to fixation. (B and C) Fixed monolayers were stained for late compartment markers LBPA and Lamp-2 by indirect immunofluorescence. Scale bars, 10 µm.
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FIG. 3. In vivo growth defects of PMA mutant strains. (A) Array filters were used to determine tag representation within pools of signature-tagged transposon mutants from culture (input) and infected mice (output). WT, a strain in the pool of mutants that exhibited wild-type growth in mice at 3 weeks postinfection. (B) For each spot on the array filters, representation was determined by densitometry. For each mouse, the following equation was used to calculate a ratio of pixel intensities normalized to the wild type: (mutantmouse/wild typemouse)/(mutantinput/wild typeinput).
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Intracellular survival of trafficking mutants. It is well documented that killed M. tuberculosis are unable to mediate PMA and instead traffic to late phagosomal compartments (5, 6, 25). Thus, there are two potential reasons that a mutant would traffic to late compartments: the mutant is killed by the macrophage and subsequently traffics to late compartments, or the mutant is defective for a mechanism that specifically mediates phagosome maturation arrest. To attempt to distinguish between these possibilities for the mutants identified in the present study, we assessed the ability of each mutant to grow during macrophage infection.
The class I mutant Rv2206::Tn (Fig. 4A) and the class II mutants pcaA::Tn (Fig. 4D) and moeB1::Tn (Fig. 4E) had growth defects in macrophages that corresponded to the observed trafficking defects. The same is true for all ESX-1 secretion mutants tested, which exhibited trafficking defects that correlated with growth defects during macrophage infection (21, 23, 37). In these cases, it is possible that the mutants trafficked to late compartments as a secondary consequence of loss of viability.
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FIG. 4. Analysis of intracellular survival of trafficking mutants. Bone marrow-derived macrophage monolayers were infected with M. tuberculosis strains at an MOI of 1 for 2 h and plated for CFU determination at 0, 24, 72, 120, and 168 h postinfection. CFU were determined for the Rv2206::Tn (A), Rv2693::Tn (B), mmpL9 (C), pcaA::Tn (D), and moeB1::Tn (E) mutants. Values shown on the y axis are from a dilution of the monolayer lysate and represent 1/400 of the actual number of CFU in the monolayer. Growth curves shown are representative growth curves from at least two similar experiments. *, P < 0.05; **, P < 0.01.
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mmpL9 (Fig. 4C) mutants grew at approximately wild-type levels in macrophages despite trafficking to late compartments. These results indicate that trafficking to late compartments does not inherently attenuate the growth of M. tuberculosis at the level of the infected macrophage. ESX-1 components, but not known substrates, are required for PMA. Having isolated multiple ESX-1 mutants in our screen, we further investigated the role of ESX-1 secretion in modulating phagosome trafficking during infection. To confirm that loss of ESX-1 secretion was responsible for the mutant trafficking defect, we performed complementation analysis of the Rv3877::Tn mutant since Rv3877 is absolutely required for secretion of all known ESX-1 substrates. Introduction of a wild-type copy of Rv3877 which partially rescues ESX-1 secretion (37) similarly rescued the trafficking defect observed in the mutant (Fig. 5). We therefore attribute the trafficking defect in these mutants to the loss of ESX-1 secretion.
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FIG. 5. Quantification of trafficking defects of ESX-1 mutants. Several mutants known to be defective for ESX-1 secretion (Rv3877::Tn, Rv3870::Tn, Rv3871::Tn, esxA, and Rv3615c::Tn) were scored for their ability to mediate PMA at 24 h and 72 h postinfection. (A to D) A short dextran pulse (A) and transferrin (B) were used as markers of early phagosomal compartments, whereas LBPA (C) and Lamp-2 (D) were used as markers of late phagosomal compartments. For each strain, fraction colocalization was averaged over at least three separate infections totaling >200 phagosomes. **, significant difference (P < 0.01) compared to both wild-type and esxA strains.
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esxA mutant, which does not express ESAT-6 and CFP-10 (21, 37) and fails to secrete EspA (15), for the ability to arrest phagosome maturation. In contrast to the other ESX-1 secretion mutants, the
esxA strain showed wild-type colocalization patterns with each marker tested, significantly colocalizing with the short pulse of dextran (Fig. 5A) and transferrin (Fig. 6A and B) while exhibiting limited colocalization with the late markers LBPA (Fig. 6C and 5C) and Lamp-2 (Fig. 5D). To confirm this difference and to rule out any possibility of artifacts associated with the modified acid-fast stain, we tested green fluorescent protein-expressing Rv3877::Tn and
esxA mutants for colocalization with LBPA (Fig. 6D). Again, the data suggest that the
esxA mutant arrests the maturation of the phagosome, whereas the Rv3877::Tn mutant traffics to late phagosomal compartments. Thus, we conclude that essential components of the ESX-1 secretion system are required for normal trafficking in the host cell, while three known substrates of the system, ESAT-6, CFP-10, and EspA, are dispensable for arresting the maturation of the phagosome.
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FIG. 6. esxA is not defective for PMA and does not traffic to a late phagosome. (A) Macrophages were infected with M. tuberculosis esxA mutant and analyzed for colocalization with transferrin and LBPA by using fluorescence deconvolution microscopy. Fluorescent markers are green, while bacilli were stained red. White arrows point to individual bacilli. Scale bar, 10 µm. (B) differential interference contrast (left), deconvolved fluorescent z-slice (middle), and merged (right) images of individual macrophages infected with either Rv3877::Tn or esxA mutant strains were stained for the late marker LBPA by indirect immunofluorescence. Images are from 24 h postinfection. Nuclei (blue) were stained with DAPI (4',6'-diamidino-2-phenylindole). (C) Z-stacks from macrophages infected with either Rv3877::Tn or esxA mutants (stained red) were deconvolved and rendered to visualize and determine colocalization in three dimensions. LBPA stain is green. (D) Rv3877::Tn and esxA mutants (green) expressing green fluorescent protein were also used in some experiments as an alternative to postfixation staining of bacteria. The LBPA stain is red.
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Overall, there was not a strong correlation between degree of attenuation in vivo and defects in PMA: mutants with comparable trafficking defects exhibited a range of in vivo growth defects from mild (Rv2693c::Tn) to severe (Rv2206::Tn), while other strains, like those defective for PDIM synthesis, are severely attenuated for growth in vivo (9) without consequence to PMA or growth in macrophages (data not shown) (32). Likewise, these mutants exhibited various growth phenotypes in a macrophage infection model: six had severe growth defects in macrophages, two showed moderate growth defects at late time points postinfection, and two grew with wild-type kinetics in macrophages. Since we did not perform complementation on any mutants outside the ESX-1 locus, we cannot exclude the possibility that the observed trafficking defects are due to unlinked mutations or polar effects on surrounding genes.
Interestingly, 4 of the 10 mutants identified in the screen were defective for ESX-1 secretion (37). Isolation of multiple ESX-1 secretion mutants with trafficking defects in the host, coupled with our complementation of the trafficking defect associated with mutation at the ESX-1 locus, lead us to conclude that this secretion pathway is important for M. tuberculosis-mediated PMA. Rv3877::Tn and Rv3615c::Tn were class I mutants, while Rv3870::Tn and Rv3871::Tn were class II mutants. It is unclear why these mutants have similar secretion defects and yet kinetically distinct trafficking defects. One possible explanation is that a putative ESX-1-dependent PMA mediator may be only partially affected by mutations in Rv3870 and Rv3871 but completely nullified by mutations in Rv3877 and Rv3615c. The observation that the ESX-1 pathway is required for phagosome maturation arrest is consistent with a recent study in M. marinum (40) but raises several questions about the trafficking phenotype of the attenuated vaccine strain, BCG. Although BCG lacks a functional ESX-1 secretion system, it still mediates PMA during macrophage infection (12). It is possible that BCG's ability to mediate PMA hinges largely on conserved lipid factors (4), whereas M. tuberculosis also uses protein factors secreted by ESX-1. It is also possible that, having lost the ESX-1 secretion system, BCG compensates by utilizing one or more of the ESX-1 paralogs (18) to arrest phagosome maturation during infection. More studies comparing PMA in M. tuberculosis- versus BCG-infected macrophages will be required to decipher this phenotypic puzzle.
Unexpectedly, the
esxA mutant was not required for phagosome maturation arrest, suggesting that expression of ESAT-6, CFP-10 and secretion of EspA are dispensable for wild-type trafficking in the host. It is possible that other substrates of the ESX-1 pathway could mediate PMA in an esxA-independent manner. Discovery of additional ESX-1 substrates will be critical to resolve this issue.
The remaining six mutants identified in the screen exhibited wild-type levels of ESAT-6 and CFP-10 secretion (data not shown), indicating that they are not defective for ESX-1 secretion. The Rv3887c gene is an integral membrane protein homologous to Rv3877, a component of the ESX-1 secretion system, and is situated downstream of an esx pair (esxC and esxD), suggesting that it might also be involved in the secretion of other Esx family member proteins. The Rv3887c::Tn mutant is attenuated for growth in macrophages at early time points (A. Lau and J. Cox, unpublished results) corresponding to the trafficking defects observed in the present study. Likewise, mutation of Rv2206, which encodes a conserved transmembrane protein with unknown function, resulted in a trafficking defect by 24 h postinfection. This mutant was severely attenuated for growth during macrophage infection and may be sensitive to early macrophage effector mechanisms.
The class II mutant pcaA::Tn is defective for cyclopropyl modification of mycolic acids, a lipid species crucial to the mycobacterial cell envelope structure. The mutant was reported to have a growth defect in macrophages by 48 h postinfection but not at 24 h postinfection (30), which is consistent with our results. Similarly, the class II moeB1::Tn mutant was attenuated for growth at later time points corresponding to the observed trafficking defect. The moeB1 gene encodes an enzyme involved in the synthesis of molybdopterin, a cofactor used in many enzymatic reactions, including nitrate reduction (34). Based on the moderate growth defects of the pcaA::Tn and moeB1::Tn mutants during macrophage infection, we hypothesize that these mutants are sensitive to macrophage effector mechanisms and thus are killed and traffic to late phagosomal compartments at later time points postinfection.
The Rv2693c::Tn and
mmpL9 mutants were interesting because they failed to arrest the maturation of the phagosome without consequence to survival during macrophage infection. Interestingly, the trafficking defects observed in the Rv2693c::Tn and
mmpL9 mutants at 24 h postinfection were slightly less severe than other mutants described here (Fig. 1C and Table 2). It is possible that these mutants have a moderate trafficking defect that does not critically affect growth in macrophages. However, the
mmpL9 mutant, which by 72 h postinfection exhibits a more severe trafficking defect, grew with wild-type growth kinetics even at very late time points postinfection. mmpL9 encodes a membrane protein that is part of a large family of homologs known to be involved in the secretion of lipids (8, 9, 13). Although a lipid substrate for mmpL9 has not yet been identified, this is consistent with previous observations that lipids play an important role in M. tuberculosis-mediated PMA (4, 28, 38). Interestingly, Pethe et al. isolated a mutant with a similar phenotype in their screen (Rv2930::Tn), which resided in an acidified phagosome but grew at wild-type levels in macrophages (28). Given the possibility of artifacts inherent to the macrophage infection model, we cannot rule out the possibility that trafficking or growth phenotypes in macrophages ex vivo might not mimic cellular pathogenesis in vivo. However, taken at face value, these results suggest that phagosome maturation arrest, while probably important for M. tuberculosis pathogenesis, is not directly required for growth or survival in naive macrophages. Instead, PMA may benefit M. tuberculosis during infection by sequestering the bacteria away from important immune response elements, such as the major histocompatibility complex class II antigen presentation machinery or pathogen recognition receptors. It is also possible that phagosome maturation arrest, while dispensable for growth in naive macrophages, is critical for survival in harsher, more acidified, and oxidative phagosomes of activated macrophages. Indeed, macrophage activation could explain the results of the previous study linking phagosome maturation to loss of M. tuberculosis viability in the context of coinfection with Coxiella burnetii (20), given the complexities of host response to multiple invading pathogens.
J.A.M. is supported by a Microbial Pathogenesis Training Grant from the National Institutes of Health. J.S.C. gratefully acknowledges the support of the Sandler Family Supporting Foundation and the W. M. Keck Foundation. This study was supported by National Institutes of Health grant AI051667.
Published ahead of print on 12 March 2007. ![]()
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