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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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
ADECOAGRO S A COM L00849106   1,554,805 198,317 SH   SOLE   198,317 0 0
AIR PRODS & CHEMS INC COM 009158106   2,316,756 8,495 SH   SOLE   8,495 0 0
ANDERSONS INC COM 034164103   22,880,559 574,744 SH   SOLE   574,744 0 0
ANDERSONS INC COM 034164103   3,981,000 100,000 SH Call SOLE   100,000 0 0
AVIENT CORPORATION COM 05368V106   9,880,453 299,862 SH   SOLE   299,862 0 0
AXALTA COATING SYS LTD COM G0750C108   500,850 17,500 SH   SOLE   17,500 0 0
BUNGE GLOBAL SA COM SHS H11356104   12,883,650 158,568 SH   SOLE   158,568 0 0
BUNGE GLOBAL SA COM SHS H11356104   8,125,000 100,000 SH Put SOLE   100,000 0 0
CELANESE CORP DEL COM 150870103   315,600 7,500 SH   SOLE   7,500 0 0
CF INDS HLDGS INC COM 125269100   897,000 10,000 SH   SOLE   10,000 0 0
CNH INDL N V SHS N20944109   80,000 80,000 SH   SOLE   80,000 0 0
CORTEVA INC COM 22052L104   2,705,200 40,000 SH   SOLE   40,000 0 0
DARLING INGREDIENTS INC COM 237266101   11,772,954 381,372 SH   SOLE   381,372 0 0
DARLING INGREDIENTS INC COM 237266101   6,174,000 200,000 SH Call SOLE   200,000 0 0
DARLING INGREDIENTS INC COM 237266101   3,087,000 100,000 SH Put SOLE   100,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,337,000 30,000 SH   SOLE   30,000 0 0
EASTMAN CHEM CO COM 277432100   5,031,642 79,804 SH   SOLE   79,804 0 0
ECOLAB INC COM 278865100   2,060,249 7,523 SH   SOLE   7,523 0 0
ELEMENT SOLUTIONS INC COM 28618M106   3,609,932 143,422 SH   SOLE   143,422 0 0
FULLER H B CO COM 359694106   889,200 15,000 SH   SOLE   15,000 0 0
HORMEL FOODS CORP COM 440452100   2,597,700 105,000 SH   SOLE   105,000 0 0
HUNTSMAN CORP COM 447011107   763,300 85,000 SH   SOLE   85,000 0 0
INGREDION INC COM 457187102   610,550 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   407,026 6,614 SH   SOLE   6,614 0 0
METHANEX CORP COM 59151K108   15,784,760 397,001 SH   SOLE   397,001 0 0
MISSION PRODUCE INC COM 60510V108   12,928,940 1,075,619 SH   SOLE   1,075,619 0 0
MISSION PRODUCE INC COM 60510V108   2,404,000 200,000 SH Call SOLE   200,000 0 0
MP MATERIALS CORP COM CL A 553368101   2,682,800 40,000 SH   SOLE   40,000 0 0
OLIN CORP COM PAR $1 680665205   999,600 40,000 SH   SOLE   40,000 0 0
ORION S.A. COM L72967109   4,517,915 596,031 SH   SOLE   596,031 0 0
ORION S.A. COM L72967109   2,274,000 300,000 SH Call SOLE   300,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   2,646,800 65,000 SH   SOLE   65,000 0 0
PPG INDS INC COM 693506107   8,200,367 78,017 SH   SOLE   78,017 0 0
REX AMERICAN RES CORP COM 761624105   2,179,287 71,172 SH   SOLE   71,172 0 0
SUNOPTA INC COM 8676EP108   1,904,500 325,000 SH   SOLE   325,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   723,600 180,000 SH   SOLE   180,000 0 0
WESTLAKE CORPORATION COM 960413102   4,444,744 57,679 SH   SOLE   57,679 0 0