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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Alico Inc | COM | 016230104 | 29,476 | 827,968 | SH | DFND | 0 | 827,968 | 0 | |||
| Ball Corp | COM | 058498106 | 12,639 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | |||
| Bunge Limited | COM | G16962105 | 221,259 | 2,831,204 | SH | SOLE | 2,831,204 | 0 | 0 | |||
| Casey's General Stores Inc. | COM | 147528103 | 6,326 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | |||
| Fomento Economico Mexicano | SPON ADR UNITS | 344419106 | 11,307 | 133,800 | SH | SOLE | 133,800 | 0 | 0 | |||
| Lamb Weston Holdings Inc | COM | 513272104 | 12,825 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | |||
| Restaurant Brands International | COM | 76131D103 | 4,877 | 75,678 | SH | SOLE | 75,678 | 0 | 0 | |||
| Ricebran Technologies | COM NEW | 762831204 | 12,033 | 10,649,068 | SH | SOLE | 10,649,068 | 0 | 0 | |||