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 | 2,214 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 3,627 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 3,114 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CALAVO GROWERS INC | COM | 128246105 | 1,428 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 4,802 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 4,723 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 2,854 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 2,792 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 1,053 | 21,151 | SH | SOLE | 21,151 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 4,410 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| GREEN PLAINS PARTNERS LP | COM REP PTR IN | 393221106 | 1,564 | 117,750 | SH | SOLE | 117,750 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 2,604 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 3,990 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ORAGENICS INC | COM | 684023302 | 720 | 1,333,333 | SH | SOLE | 1,333,333 | 0 | 0 | ||
| PETIQ INC | COM CL A | 71639T106 | 2,999 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 3,685 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 3,704 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 4,598 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| TITAN MACHY INC | COM | 88830R101 | 1,459 | 101,772 | SH | SOLE | 101,772 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 3,798 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 3,881 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 4,910 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 4,734 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||