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 |
| Alico Inc | COM | 016230104 | 25,524 | 824,430 | SH | DFND | 0 | 824,430 | 0 | ||
| Ball Corp | COM | 058498106 | 8,889 | 95,400 | SH | SOLE | 95,400 | 0 | 0 | ||
| Bunge Limited | COM | G16962105 | 257,805 | 3,931,155 | SH | SOLE | 3,931,155 | 0 | 0 | ||
| Casey's General Stores Inc. | COM | 147528103 | 12,861 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| CoCa-Cola Co. | COM | 191216100 | 2,907 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| Fomento Economico Mexicano | SPON ADR UNITS | 344419106 | 6,289 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
| Lamb Weston Holdings Inc | COM | 513272104 | 8,598 | 109,200 | SH | SOLE | 109,200 | 0 | 0 | ||
| Mondelez International Inc | CL A | 609207105 | 2,865 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| Restaurant Brands International | COM | 76131D103 | 4,625 | 75,678 | SH | SOLE | 75,678 | 0 | 0 | ||
| Ricebran Technologies | COM NEW | 762831204 | 6,496 | 10,649,068 | SH | SOLE | 10,649,068 | 0 | 0 | ||
| Utz Brands, Inc. | COM CL A | 918090101 | 6,455 | 292,629 | SH | SOLE | 292,629 | 0 | 0 | ||