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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AbbVie Inc Common Stock 00287Y109 2,591 23,000 SH   SOLE None 23,000 0 0
Activision Blizzard Inc Common Stock 00507V109 1,432 15,000 SH   SOLE None 15,000 0 0
Advanced Energy Industries Inc Common Stock 007973100 1,014 9,000 SH   SOLE None 9,000 0 0
Advanced Micro Devices Inc Common Stock 007903107 1,503 16,000 SH   SOLE None 16,000 0 0
AGCO Corp Common Stock 001084102 11,630 89,200 SH   SOLE None 89,200 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 2,540 11,200 SH   SOLE None 11,200 0 0
Alphabet Inc CAP STK CL A 02079K305 4,639 1,900 SH   SOLE None 1,900 0 0
Amazon.com Inc Common Stock 023135106 4,472 1,300 SH   SOLE None 1,300 0 0
Apple Inc Common Stock 037833100 2,739 20,000 SH   SOLE None 20,000 0 0
Archer-Daniels-Midland Co Common Stock 039483102 8,084 133,400 SH   SOLE None 133,400 0 0
AT&T Inc Common Stock 00206R102 863 30,000 SH   SOLE None 30,000 0 0
Bristol-Myers Squibb Co Common Stock 110122108 1,871 28,000 SH   SOLE None 28,000 0 0
Builders FirstSource Inc Common Stock 12008R107 1,280 30,000 SH   SOLE None 30,000 0 0
Bunge Ltd Common Stock G16962105 7,151 91,500 SH   SOLE None 91,500 0 0
CME Group Inc COM 12572Q105 1,808 8,500 SH   SOLE None 8,500 0 0
Concentrix Corp Common Stock 20602D101 1,126 7,000 SH   SOLE None 7,000 0 0
Corteva Inc Common Stock 22052L104 6,905 155,700 SH   SOLE None 155,700 0 0
Crocs Inc Common Stock 227046109 1,165 10,000 SH   SOLE None 10,000 0 0
CVS Health Corp Common Stock 126650100 2,670 32,000 SH   SOLE None 32,000 0 0
Deere & Co Common Stock 244199105 9,664 27,400 SH   SOLE None 27,400 0 0
Enbridge Inc Common Stock 29250N105 1,281 32,000 SH   SOLE None 32,000 0 0
Etsy Inc Common Stock 29786A106 1,235 6,000 SH   SOLE None 6,000 0 0
Exact Sciences Corp Common Stock 30063P105 622 5,000 SH   SOLE None 5,000 0 0
Facebook Inc CL A 30303M102 4,764 13,700 SH   SOLE None 13,700 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,785 56,000 SH   SOLE None 56,000 0 0
Green Plains Inc Common Stock 393222104 5,120 152,300 SH   SOLE None 152,300 0 0
HCA Healthcare Inc Common Stock 40412C101 2,481 12,000 SH   SOLE None 12,000 0 0
Intuitive Surgical Inc Common Stock 46120E602 2,023 2,200 SH   SOLE None 2,200 0 0
Lockheed Martin Corp Common Stock 539830109 2,270 6,000 SH   SOLE None 6,000 0 0
Microsoft Corp Common Stock 594918104 5,066 18,700 SH   SOLE None 18,700 0 0
Morgan Stanley Common Stock 617446448 1,834 20,000 SH   SOLE None 20,000 0 0
NetEase Inc SPONSORED ADS 64110W102 1,729 15,000 SH   SOLE None 15,000 0 0
Netflix Inc Common Stock 64110L106 2,747 5,200 SH   SOLE None 5,200 0 0
NVIDIA Corp Common Stock 67066G104 700 3,500 SH   SOLE None 3,500 0 0
ONEOK Inc COM 682680103 1,391 25,000 SH   SOLE None 25,000 0 0
S&P Global Inc Common Stock 78409V104 1,231 3,000 SH   SOLE None 3,000 0 0
Seaboard Corp Common Stock 811543107 6,140 1,587 SH   SOLE None 1,587 0 0
Square Inc CL A 852234103 1,585 6,500 SH   SOLE None 6,500 0 0
SYNNEX Corp Common Stock 87162W100 852 7,000 SH   SOLE None 7,000 0 0
TC Energy Corp Common Stock 87807B107 1,783 36,000 SH   SOLE None 36,000 0 0
Texas Instruments Inc Common Stock 882508104 962 5,000 SH   SOLE None 5,000 0 0
Titan International Inc Common Stock 88830M102 5,087 599,853 SH   SOLE None 599,853 0 0
UnitedHealth Group Inc Common Stock 91324P102 2,403 6,000 SH   SOLE None 6,000 0 0
Visa Inc COM CL A 92826C839 2,689 11,500 SH   SOLE None 11,500 0 0