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 | 25,741 | 737,968 | SH | DFND | 0 | 737,968 | 0 | ||
| Ball Corp | COM | 058498106 | 8,547 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Bunge Limited | COM | G16962105 | 230,233 | 2,831,204 | SH | SOLE | 2,831,204 | 0 | 0 | ||
| Casey's General Stores Inc. | COM | 147528103 | 9,290 | 49,300 | SH | SOLE | 49,300 | 0 | 0 | ||
| Formento Economico Mexicano | SPON ADR UNITS | 034419106 | 9,149 | 105,500 | SH | SOLE | 105,500 | 0 | 0 | ||
| Lamb Weston Holdings Inc | COM | 513272104 | 13,133 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
| Restaurant Brands International | COM | 76131D103 | 4,631 | 75,678 | SH | SOLE | 75,678 | 0 | 0 | ||
| Ricebran Technologies | COM NEW | 762831204 | 6,283 | 10,649,068 | SH | SOLE | 10,649,068 | 0 | 0 | ||
| Krispy Kreme Inc. | COM | 50101L106 | 20,495 | 1,463,923 | SH | DFND | 0 | 1,463,923 | 0 | ||
| Keurig Dr. Pepper Inc. | COM | 49271V100 | 175,446 | 5,135,998 | SH | DFND | 0 | 5,135,998 | 0 | ||