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 |
| Fibria Celulose SA | SP ADR REP COM | 31573A109 | 126 | 10,763 | SH | OTR | 1 | 0 | 10,763 | 0 | |
| Adecoagro S A Com | Common Stock | L00849106 | 88 | 10,828 | SH | OTR | 1 | 0 | 10,828 | 0 | |
| Bunge Limited | Common Stock | G16962105 | 275 | 3,346 | SH | OTR | 1 | 0 | 3,346 | 0 | |
| CVR Partners LP | Common Stock | 126633106 | 168 | 10,220 | SH | OTR | 1 | 0 | 10,220 | 0 | |
| CF Industries | Common Stock | 125269100 | 343 | 1,470 | SH | OTR | 1 | 0 | 1,470 | 0 | |
| Agrium Inc | Common Stock | 008916108 | 281 | 3,071 | SH | OTR | 1 | 0 | 3,071 | 0 | |
| Cosan Ltd | SHS A | G25343107 | 158 | 11,511 | SH | OTR | 1 | 0 | 11,511 | 0 | |
| Domtar Corp | COM NEW | 257559203 | 261 | 2,770 | SH | OTR | 1 | 0 | 2,770 | 0 | |
| Weyerhaeuser Co | Common Stock | 962166104 | 350 | 11,082 | SH | OTR | 1 | 0 | 11,082 | 0 | |
| International Paper Co | Common Stock | 460146103 | 318 | 6,496 | SH | OTR | 1 | 0 | 6,496 | 0 | |
| Kapstone Paper & Pac | Common Stock | 48562P103 | 340 | 6,090 | SH | OTR | 1 | 0 | 6,090 | 0 | |
| Monsanto Co | Common Stock | 61166W101 | 302 | 2,591 | SH | OTR | 1 | 0 | 2,591 | 0 | |
| Packaging Corp of America | Common Stock | 695156109 | 277 | 4,373 | SH | OTR | 1 | 0 | 4,373 | 0 | |
| Rock-Tenn Co Class A | CL A | 772739207 | 323 | 3,076 | SH | OTR | 1 | 0 | 3,076 | 0 | |
| Potash Corp of Saskatchewan | Unit LPI | 73755L107 | 229 | 6,940 | SH | OTR | 1 | 0 | 6,940 | 0 | |
| Solazyme Inc | Common Stock | 83415T101 | 217 | 19,960 | SH | OTR | 1 | 0 | 19,960 | 0 | |
| Talisman Energy * | Common Stock | 87425E103 | 188 | 16,157 | SH | OTR | 1 | 0 | 16,157 | 0 | |
| The Mosaic Company | Common Stock | 61945C103 | 201 | 4,246 | SH | OTR | 1 | 0 | 4,246 | 0 | |
| Crosstex Energy LP | Common Stock | 22765U102 | 244 | 8,838 | SH | OTR | 1 | 0 | 8,838 | 0 | |
| Navios Maritime | Common Stock | Y62267102 | 197 | 10,281 | SH | OTR | 1 | 0 | 10,281 | 0 | |
| Plum Creek Timber Co | COM | 729251108 | 240 | 5,163 | SH | OTR | 1 | 0 | 5,163 | 0 | |
| Potlatch Corp. | COM | 737630103 | 202 | 4,830 | SH | OTR | 1 | 0 | 4,830 | 0 | |
| Rayonier Inc. | COM | 754907103 | 243 | 5,763 | SH | OTR | 1 | 0 | 5,763 | 0 | |
| China Mobile Limited | Sponsored ADR | 16941M109 | 261 | 4,990 | SH | OTR | 1 | 0 | 4,990 | 0 | |
| Sasol Ltd | Sponsored ADR | 803866300 | 207 | 4,181 | SH | OTR | 1 | 0 | 4,181 | 0 | |
| Syngenta AG | Sponsored ADR | 87160A100 | 222 | 2,779 | SH | OTR | 1 | 0 | 2,779 | 0 | |