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
Estimated average burden
hours per response: 23.8
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
AMGEN INC COMMON 031162100 52,596 374,452 SH   SOLE   374,452 0 0
APACHE CORP COMMON 037411105 31,006 330,310 SH   SOLE   330,310 0 0
BUNGE LIMITED COMMON G16962105 54,228 643,811 SH   SOLE   643,811 0 0
FRESH MARKET(THE) COMMON 35804H106 77,006 2,204,572 SH   SOLE   2,204,572 0 0
GOLAR LNG LTD ORDINARY G9456A100 116,482 1,754,250 SH   SOLE   1,754,250 0 0
INTUIT COMMON 461202103 88,070 1,004,790 SH   SOLE   1,004,790 0 0
LENNAR CORP CLASS A 526057104 45,378 1,168,620 SH   SOLE   1,168,620 0 0
LENNAR CORP CLASS B 526057302 1,512 47,150 SH   SOLE   47,150 0 0
MONDELEZ INTL INC COMMON 609207105 89,511 2,600,940 SH   SOLE   2,600,940 0 0
MOSAIC CO COMMON 61945C103 43,287 974,709 SH   SOLE   974,709 0 0
PATTERSON UTI ENERGY COMMON 703481101 50,082 1,539,559 SH   SOLE   1,539,559 0 0
PEPSICO INC COMMON 713448108 88,616 951,935 SH   SOLE   951,935 0 0
ST JOE CO COMMON 790148100 76,703 3,848,616 SH   SOLE   3,848,616 0 0
STANLEY BLACK&DECKR COMMON 854502101 44,770 504,225 SH   SOLE   504,225 0 0
TRANSOCEAN LTD COMMON H8817H100 25,111 785,470 SH   SOLE   785,470 0 0
UBIQUITI NETWORKS COMMON 90347A100 44,898 1,196,310 SH   SOLE   1,196,310 0 0
UTD PARCEL SERV CLASS B 911312106 53,423 543,529 SH   SOLE   543,529 0 0
VARIAN MED SYS INC COMMON 92220P105 69,466 867,020 SH   SOLE   867,020 0 0
WALT DISNEY CO COMMON 254687106 53,495 600,860 SH   SOLE   600,860 0 0
YUM BRANDS INC COMMON 988498101 59,726 829,760 SH   SOLE   829,760 0 0