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
AGCO CORP COM 001084102 589 10,470 SH   SOLE   10,470 0 0
AGRIUM INC COM 008916108 1,651 18,020 SH   SOLE   18,020 0 0
AMAZON COM INC COM 023135106 4,953 15,250 SH   SOLE   15,250 0 0
AMGEN INC COM 031162100 781 6,600 SH   SOLE   6,600 0 0
ANDERSONS INC COM 034164103 268 5,190 SH   SOLE   5,190 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,887 42,770 SH   SOLE   42,770 0 0
BAIDU INC SPON ADR REP A 056752108 12,008 64,280 SH   SOLE   64,280 0 0
BALTIC TRADING LIMITED COM Y0553W103 1,349 225,540 SH   SOLE   225,540 0 0
BIOGEN IDEC INC COM 09062X103 788 2,500 SH   SOLE   2,500 0 0
BRF SA SPONSORED ADR 10552T107 1,742 71,660 SH   SOLE   71,660 0 0
BUNGE LIMITED COM G16962105 1,334 17,640 SH   SOLE   17,640 0 0
CELGENE CORP COM 151020104 842 9,800 SH   SOLE   9,800 0 0
CF INDS HLDGS INC COM 125269100 2,119 8,810 SH   SOLE   8,810 0 0
CNH INDL N V SHS N20944109 252 24,619 SH   SOLE   24,619 0 0
COGNEX CORP COM 192422103 2,689 70,020 SH   SOLE   70,020 0 0
COSAN LTD SHS A G25343107 645 47,600 SH   SOLE   47,600 0 0
DARLING INGREDIENTS INC COM 237266101 297 14,200 SH   SOLE   14,200 0 0
DEERE & CO COM 244199105 972 10,730 SH   SOLE   10,730 0 0
DIANA SHIPPING INC COM Y2066G104 2,330 213,920 SH   SOLE   213,920 0 0
DRYSHIPS INC SHS Y2109Q101 2,338 726,090 SH   SOLE   726,090 0 0
F M C CORP COM NEW 302491303 1,439 20,210 SH   SOLE   20,210 0 0
FRANCO NEVADA CORP COM 351858105 7,012 122,300 SH   SOLE   122,300 0 0
GENERAL MLS INC COM 370334104 667 12,700 SH   SOLE   12,700 0 0
GILEAD SCIENCES INC COM 375558103 771 9,300 SH   SOLE   9,300 0 0
GLOBAL X FDS SOCIAL MED ETF 37950E416 1,069 54,600 SH   SOLE   54,600 0 0
GREEN PLAINS INC COM 393222104 552 16,780 SH   SOLE   16,780 0 0
HORMEL FOODS CORP COM 440452100 1,691 34,260 SH   SOLE   34,260 0 0
ILLUMINA INC COM 452327109 857 4,800 SH   SOLE   4,800 0 0
INGREDION INC COM 457187102 976 13,000 SH   SOLE   13,000 0 0
ISHARES NASDQ BIOTEC ETF 464287556 14,860 57,750 SH   SOLE   57,750 0 0
KRAFT FOODS GROUP INC COM 50076Q106 828 13,810 SH   SOLE   13,810 0 0
LINDSAY CORP COM 535555106 806 9,540 SH   SOLE   9,540 0 0
MONDELEZ INTL INC CL A 609207105 1,106 29,420 SH   SOLE   29,420 0 0
MONSANTO CO NEW COM 61166W101 2,772 22,220 SH   SOLE   22,220 0 0
MOSAIC CO NEW COM 61945C103 2,160 43,690 SH   SOLE   43,690 0 0
NAVIOS MARITIME HOLDINGS INC COM Y62196103 2,807 277,400 SH   SOLE   277,400 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 722 26,400 SH   SOLE   26,400 0 0
POTASH CORP SASK INC COM 73755L107 2,388 62,900 SH   SOLE   62,900 0 0
QIAGEN NV REG SHS N72482107 2,223 90,950 SH   SOLE   90,950 0 0
RENTECH NITROGEN PARTNERS L COM UNIT 760113100 675 39,730 SH   SOLE   39,730 0 0
SAFE BULKERS INC COM Y7388L103 1,276 130,700 SH   SOLE   130,700 0 0
SANDERSON FARMS INC COM 800013104 639 6,570 SH   SOLE   6,570 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,110 19,930 SH   SOLE   19,930 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,515 51,680 SH   SOLE   51,680 0 0
STRATASYS LTD SHS M85548101 1,492 13,125 SH   SOLE   13,125 0 0
TORO CO COM 891092108 608 9,560 SH   SOLE   9,560 0 0
TYSON FOODS INC CL A 902494103 1,059 28,200 SH   SOLE   28,200 0 0
VEECO INSTRS INC DEL COM 922417100 4,378 117,500 SH   SOLE   117,500 0 0
YUM BRANDS INC COM 988498101 1,181 14,550 SH   SOLE   14,550 0 0
ZOETIS INC CL A 98978V103 1,033 32,000 SH   SOLE   32,000 0 0