The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INC COM 00724F101   61,715 1,354,597 SH   SOLE   1,354,597 0 0
AMGEN INC COM 031162100   45,386 460,025 SH   SOLE   460,025 0 0
APACHE CORP COM 037411105   34,041 406,068 SH   SOLE   406,068 0 0
BUNGE LIMITED COM G16962105   56,007 791,399 SH   SOLE   791,399 0 0
INTUIT COM 461202103   75,619 1,238,845 SH   SOLE   1,238,845 0 0
MONDELEZ INTL INC CL A 609207105   73,458 2,563,084 SH   SOLE   2,563,084 0 0
MOSAIC CO NEW COM 61945C103   64,651 1,201,470 SH   SOLE   1,201,470 0 0
PATTERSON UTI ENERGY COM 703481101   45,659 2,359,040 SH   SOLE   2,359,040 0 0
PEPSICO INC COM 713448108   95,700 1,170,068 SH   SOLE   1,170,068 0 0
PFIZER INC COM 717081103   114,377 4,083,438 SH   SOLE   4,083,438 0 0
ST JOE CO COM 790148100   75,260 3,575,276 SH   SOLE   3,575,276 0 0
STANLEY BLACK&DECKR COM 854502101   48,132 622,669 SH   SOLE   622,669 0 0
TRANSOCEAN LTD REG SHS H8817H100   85,222 1,777,302 SH   SOLE   1,777,302 0 0
UTD PARCEL SERV CL B 911312106   28,924 334,459 SH   SOLE   334,459 0 0
WALT DISNEY CO COM 254687106   71,969 1,139,644 SH   SOLE   1,139,644 0 0
YUM BRANDS INC COM 988498101   42,377 611,148 SH   SOLE   611,148 0 0