The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BJS RESTAURANTS INC | COM | 09180C106 | 2,364 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 2,247 | 42,349 | SH | SOLE | 42,349 | 0 | 0 | ||
| CALAVO GROWERS INC | COM | 128246105 | 1,677 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 4,186 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 4,500 | 28,151 | SH | SOLE | 28,151 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 2,464 | 23,462 | SH | SOLE | 23,462 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 3,473 | 108,300 | SH | SOLE | 108,300 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 1,692 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 4,916 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| GREEN PLAINS PARTNERS LP | COM REP PTR IN | 393221106 | 3,168 | 199,995 | SH | SOLE | 199,995 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 2,319 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 2,594 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 3,960 | 75,065 | SH | SOLE | 75,065 | 0 | 0 | ||
| ORAGENICS INC | COM PAR | 684023302 | 780 | 1,333,333 | SH | SOLE | 1,333,333 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 3,829 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PRIMO WTR CORP | COM | 74165N105 | 1,597 | 103,269 | SH | SOLE | 103,269 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 4,534 | 60,990 | SH | SOLE | 60,990 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 2,918 | 46,915 | SH | SOLE | 46,915 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 3,853 | 39,409 | SH | SOLE | 39,409 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 4,549 | 112,595 | SH | SOLE | 112,595 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 4,860 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 4,530 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||