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
Estimated average burden
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3-D SYS CORP DEL COM NEW 88554D205 1,836 34,000 SH   SOLE   34,000 0 0
AGCO CORP COM 001084102 1,412 23,370 SH   SOLE   23,370 0 0
AGRIUM INC COM 008916108 1,170 13,920 SH   SOLE   13,920 0 0
ANDERSONS INC COM 034164103 1,220 17,460 SH   SOLE   17,460 0 0
ANSYS INC COM 03662Q105 1,799 20,800 SH   SOLE   20,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,776 265,380 SH   SOLE   265,380 0 0
BAYTEX ENERGY CORP COM 07317Q105 738 17,900 SH   SOLE   17,900 0 0
BRF SA SPONSORED ADR 10552T107 2,427 98,920 SH   SOLE   98,920 0 0
CANADIAN NAT RES LTD COM 136385101 1,485 47,300 SH   SOLE   47,300 0 0
CF INDS HLDGS INC COM 125269100 2,469 11,710 SH   SOLE   11,710 0 0
CNH GLOBAL N V SHS NEW N20935206 1,238 24,770 SH   SOLE   24,770 0 0
COGNEX CORP COM 192422103 1,784 57,000 SH   SOLE   57,000 0 0
COSAN LTD SHS A G25343107 1,191 77,500 SH   SOLE   77,500 0 0
DARLING INTL INC COM 237266101 1,904 90,000 SH   SOLE   90,000 0 0
DEERE & CO COM 244199105 1,585 19,480 SH   SOLE   19,480 0 0
DOW CHEM CO COM 260543103 1,765 45,970 SH   SOLE   45,970 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 1,639 28,000 SH   SOLE   28,000 0 0
EASTMAN CHEM CO COM 277432100 1,607 20,630 SH   SOLE   20,630 0 0
ENBRIDGE INC COM 29250N105 2,441 58,500 SH   SOLE   58,500 0 0
F M C CORP COM NEW 302491303 2,281 31,800 SH   SOLE   31,800 0 0
GENERAL MLS INC COM 370334104 781 16,300 SH   SOLE   16,300 0 0
GREEN PLAINS RENEWABLE ENERG COM 393222104 897 55,890 SH   SOLE   55,890 0 0
HAIN CELESTIAL GROUP INC COM 405217100 895 11,600 SH   SOLE   11,600 0 0
HORMEL FOODS CORP COM 440452100 1,971 46,800 SH   SOLE   46,800 0 0
INGREDION INC COM 457187102 1,271 19,210 SH   SOLE   19,210 0 0
ISHARES MSCI BRZ CAP ETF 464286400 1,590 33,200 SH   SOLE   33,200 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 2,459 30,800 SH   SOLE   30,800 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,567 29,850 SH   SOLE   29,850 0 0
LINDSAY CORP COM 535555106 583 7,140 SH   SOLE   7,140 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,815 24,650 SH   SOLE   24,650 0 0
MONDELEZ INTL INC CL A 609207105 6,127 195,000 SH   SOLE   195,000 0 0
MONSANTO CO NEW COM 61166W101 2,405 23,040 SH   SOLE   23,040 0 0
MOSAIC CO NEW COM 61945C103 1,333 30,990 SH   SOLE   30,990 0 0
PEMBINA PIPELINE CORP COM 706327103 1,271 38,300 SH   SOLE   38,300 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 802 47,800 SH   SOLE   47,800 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1,216 23,100 SH   SOLE   23,100 0 0
POTASH CORP SASK INC COM 73755L107 1,674 53,520 SH   SOLE   53,520 0 0
POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 10,055 322,300 SH   SOLE   322,300 0 0
PROTO LABS INC COM 743713109 1,841 24,100 SH   SOLE   24,100 0 0
PTC INC COM 69370C100 1,813 63,700 SH   SOLE   63,700 0 0
SANDERSON FARMS INC COM 800013104 774 11,870 SH   SOLE   11,870 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 1,557 28,300 SH   SOLE   28,300 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2,968 48,950 SH   SOLE   48,950 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4,004 100,600 SH   SOLE   100,600 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,491 69,000 SH   SOLE   69,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 1,617 19,500 SH   SOLE   19,500 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,111 106,100 SH   SOLE   106,100 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2,608 56,200 SH   SOLE   56,200 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,858 49,700 SH   SOLE   49,700 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1,625 38,700 SH   SOLE   38,700 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,919 91,100 SH   SOLE   91,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 433 9,050 SH   SOLE   9,050 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,133 37,080 SH   SOLE   37,080 0 0
STRATASYS LTD SHS M85548101 1,894 18,700 SH   SOLE   18,700 0 0
SYSCO CORP COM 871829107 783 24,600 SH   SOLE   24,600 0 0
TORO CO COM 891092108 1,607 29,560 SH   SOLE   29,560 0 0
TRACTOR SUPPLY CO COM 892356106 1,679 25,000 SH   SOLE   25,000 0 0
TRANSCANADA CORP COM 89353D107 2,454 55,500 SH   SOLE   55,500 0 0
TYSON FOODS INC CL A 902494103 782 27,650 SH   SOLE   27,650 0 0
YUM BRANDS INC COM 988498101 4,741 66,400 SH   SOLE   66,400 0 0
ZOETIS INC CL A 98978V103 1,164 37,400 SH   SOLE   37,400 0 0