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 |
| AGRIUM INC | COM | 008916108 | 1,053 | 11,120 | SH | SOLE | 11,120 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 3,724 | 75,200 | SH | SOLE | 75,200 | 0 | 0 | ||
| ANDERSONS INC | COM | 034164103 | 276 | 5,190 | SH | SOLE | 5,190 | 0 | 0 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 2,708 | 52,070 | SH | SOLE | 52,070 | 0 | 0 | ||
| BRF SA | SPONSORED ADR | 10552T107 | 1,673 | 71,660 | SH | SOLE | 71,660 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 2,401 | 8,810 | SH | SOLE | 8,810 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 1,140 | 27,580 | SH | SOLE | 27,580 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 710 | 8,030 | SH | SOLE | 8,030 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 405 | 7,110 | SH | SOLE | 7,110 | 0 | 0 | ||
| FARO TECHNOLOGIES INC | COM | 311642102 | 1,281 | 20,430 | SH | SOLE | 20,430 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 677 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
| HORMEL FOODS CORP | COM | 440452100 | 1,785 | 34,260 | SH | SOLE | 34,260 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | 1,103 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| KRAFT FOODS GROUP INC | COM | 50076Q106 | 865 | 13,810 | SH | SOLE | 13,810 | 0 | 0 | ||
| LINDSAY CORP | COM | 535555106 | 252 | 2,940 | SH | SOLE | 2,940 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 1,069 | 29,420 | SH | SOLE | 29,420 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 2,356 | 19,720 | SH | SOLE | 19,720 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 1,515 | 33,190 | SH | SOLE | 33,190 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 3,178 | 38,800 | SH | SOLE | 38,800 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 866 | 26,400 | SH | SOLE | 26,400 | 0 | 0 | ||
| POTASH CORP SASK INC | COM | 73755L107 | 1,801 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| REYNOLDS AMERICAN INC | COM | 761713106 | 3,618 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| SANDERSON FARMS INC | COM | 800013104 | 552 | 6,570 | SH | SOLE | 6,570 | 0 | 0 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 515 | 8,530 | SH | SOLE | 8,530 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 1,624 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | ||
| VEECO INSTRS INC DEL | COM | 922417100 | 2,578 | 73,910 | SH | SOLE | 73,910 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 943 | 12,950 | SH | SOLE | 12,950 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 1,377 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||