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    <nameOfIssuer>3M CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88579Y101</cusip>
    <value>4252</value>
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    <nameOfIssuer>BRUNSWICK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>117043109</cusip>
    <value>1964</value>
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    <nameOfIssuer>CARLISLE COS INC</nameOfIssuer>
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    <nameOfIssuer>CARMAX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>143130102</cusip>
    <value>1809</value>
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    <value>6376</value>
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      <Sole>92626</Sole>
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    <nameOfIssuer>COMPANIA CERVECERIAS UNIDAS</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>204429104</cusip>
    <value>10280</value>
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      <Sole>541933</Sole>
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    <nameOfIssuer>COVETRUS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22304C100</cusip>
    <value>4108</value>
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      <sshPrnamt>311217</sshPrnamt>
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      <Sole>311217</Sole>
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      <None>0</None>
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    <nameOfIssuer>DENTSPLY SIRONA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>24906P109</cusip>
    <value>4550</value>
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      <sshPrnamt>80400</sshPrnamt>
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      <Sole>80400</Sole>
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      <None>0</None>
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    <nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>4102</value>
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      <sshPrnamt>53785</sshPrnamt>
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      <Sole>53785</Sole>
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      <None>0</None>
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    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>5078</value>
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      <sshPrnamt>455000</sshPrnamt>
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    <votingAuthority>
      <Sole>455000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRAINGER W W INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>384802104</cusip>
    <value>5129</value>
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      <sshPrnamt>15150</sshPrnamt>
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    <votingAuthority>
      <Sole>15150</Sole>
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      <None>0</None>
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    <nameOfIssuer>HENRY SCHEIN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806407102</cusip>
    <value>8678</value>
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      <sshPrnamt>130063</sshPrnamt>
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    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
    <value>2429</value>
    <shrsOrPrnAmt>
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      <None>0</None>
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    <nameOfIssuer>MOHAWK INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>608190104</cusip>
    <value>9191</value>
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      <Sole>67391</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MONMOUTH REAL ESTATE INVT CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609720107</cusip>
    <value>2955</value>
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      <sshPrnamt>204068</sshPrnamt>
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      <Sole>204068</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61945C103</cusip>
    <value>13988</value>
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      <sshPrnamt>646391</sshPrnamt>
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      <Sole>646391</Sole>
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      <None>0</None>
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    <nameOfIssuer>O REILLY AUTOMOTIVE INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67103H107</cusip>
    <value>2014</value>
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      <sshPrnamt>4596</sshPrnamt>
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    <nameOfIssuer>PERRIGO CO PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G97822103</cusip>
    <value>12275</value>
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      <Sole>237615</Sole>
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      <None>0</None>
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    <nameOfIssuer>SCOTTS MIRACLE GRO CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>810186106</cusip>
    <value>2945</value>
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      <sshPrnamt>27740</sshPrnamt>
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      <Sole>27740</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SONOCO PRODS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>835495102</cusip>
    <value>1933</value>
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      <sshPrnamt>31326</sshPrnamt>
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      <Sole>31326</Sole>
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    <nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
    <titleOfClass>GOLD SHS</titleOfClass>
    <cusip>78463V107</cusip>
    <value>22958</value>
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      <sshPrnamt>160661</sshPrnamt>
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      <Sole>160661</Sole>
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    </votingAuthority>
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    <nameOfIssuer>STATE STR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>4430</value>
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      <sshPrnamt>56000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>56000</Sole>
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    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>2057</value>
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      <Sole>33692</Sole>
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    </votingAuthority>
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    <nameOfIssuer>VENTAS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92276F100</cusip>
    <value>4027</value>
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      <sshPrnamt>69746</sshPrnamt>
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    <votingAuthority>
      <Sole>69746</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
