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
AGRIUM INC COM 008916108 610 6,820 SH   SOLE   6,820 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,473 35,540 SH   SOLE   35,540 0 0
BUNGE LIMITED COM G16962105 880 12,000 SH   SOLE   12,000 0 0
CF INDS HLDGS INC COM 125269100 1,751 39,000 SH   SOLE   39,000 0 0
CNH INDL N V SHS N20944109 267 41,019 SH   SOLE   41,019 0 0
DEERE & CO COM 244199105 1,009 13,630 SH   SOLE   13,630 0 0
GENERAL MLS INC COM 370334104 612 10,900 SH   SOLE   10,900 0 0
HORMEL FOODS CORP COM 440452100 1,833 28,960 SH   SOLE   28,960 0 0
IDEXX LABS INC COM 45168D104 342 4,600 SH   SOLE   4,600 0 0
INGREDION INC COM 457187102 629 7,200 SH   SOLE   7,200 0 0
KRAFT HEINZ CO COM 500754106 294 4,170 SH   SOLE   4,170 0 0
MONDELEZ INTL INC CL A 609207105 832 19,860 SH   SOLE   19,860 0 0
MONSANTO CO NEW COM 61166W101 1,464 17,160 SH   SOLE   17,160 0 0
MOSAIC CO NEW COM 61945C103 241 7,750 SH   SOLE   7,750 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 731 23,100 SH   SOLE   23,100 0 0
POTASH CORP SASK INC COM 73755L107 866 42,140 SH   SOLE   42,140 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 517 8,430 SH   SOLE   8,430 0 0
TYSON FOODS INC CL A 902494103 823 19,100 SH   SOLE   19,100 0 0
YUM BRANDS INC COM 988498101 744 9,300 SH   SOLE   9,300 0 0
ZOETIS INC CL A 98978V103 1,235 30,000 SH   SOLE   30,000 0 0