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Ingles Markets Inc Class A IMKTA Consumer Defensive 21.13 -2.78 22.54 4.71 Food & Beverage Innovative Food Holdings Inc IVFH Consumer Defensive -1.49 11.11 -30.66 13.58 Restaurant J. Alexander’s Holdings Inc A JAX Consumer Cyclical -10.7 Food & Beverage JM Smucker Co SJM Consumer Defensive 577 5.04 13.28 12.78 Restaurant Jack In The Box Inc JACK Consumer Cyclical 62.75 -3.11 29.8 13.45 Restaurant Jamba Inc JMBA Consumer Cyclical 1.49 -9.71 -9.14 -15 Food & Beverage Kellogg Co K Consumer Defensive 1,902.00 -1.49 9.49 5.86 Restaurant Kona Grill Inc KONA Consumer Cyclical 1.96 -26.69 -15.52 -6.8 Food & Beverage Lamb Weston Holdings Inc LW Consumer Defensive -0.95 Food & Beverage Lancaster Colony Corp LANC Consumer Defensive 111.35 -1.45 21.18 13.72 Food & Beverage Lifeway Foods Inc LWAY Consumer Defensive 4.99 -3.82 -7.62 1.95 Dist & Groc. Loblaw Companies Ltd LBLCF Consumer Defensive 427.02 0.21 12.23 Restaurant Luby’s Inc LUB Consumer Cyclical 1.69 -6.31 -17.07 -9.6 Food & Beverage McCormick & Co Inc Non-Voting MKC Consumer Defensive 394.2 0.77 12.77 10.72 Restaurant McDonald’s Corp MCD Consumer Cyclical 5,520.50 -0.55 11.64 12.8 Food & Beverage Molson Coors Brewing Co B TAP Consumer Defensive 702.2 -0.44 23.61 10.53 Food & Beverage Mondelez International Inc Class A MDLZ Consumer Defensive 3,542.00 1.35 11.68 6.94 Food & Beverage Monster Beverage Corp MNST Consumer Defensive 338.66 -1.42 24.75 21.25 Restaurant Nathan’s Famous Inc NATH Consumer Cyclical 8.66 -4.62 19.79 19.01 Dist & Groc. Natural Grocers by Vitamin Cottage Inc NGVC Consumer Defensive 12.04 12.62 -29.32 Restaurant Noodles & Co A NDLS Consumer Cyclical 7.17 -1.22 -51.55 Restaurant Panera Bread Co Class A PNRA Consumer Cyclical 190.45 4.13 8.58 14.51 Restaurant Papa John’s International Inc PZZA Consumer Cyclical 69.54 -1.51 22.14 19.89 Restaurant Papa Murphy’s Holdings Inc FRSH Consumer Cyclical -8.99 0.95 Food & Beverage PepsiCo Inc PEP Consumer Defensive 6,881.00 0.08 11.53 6.82 Food & Beverage Pilgrims Pride Corp PPC Consumer Defensive 593.09 -0.74 19.62 -0.73 Food & Beverage Pinnacle Foods Inc PF Consumer Defensive 89.35 0.21 28.63 Restaurant Popeyes Louisiana Kitchen Inc PLKI Consumer Cyclical 34.1 2.79 14.64 13.57 Agribusiness Potash Corp of Saskatchewan Inc POT Basic Materials 1,569.00 10.39 -9.55 4.85 Restaurant Rave Restaurant Group Inc RAVE Consumer Cyclical -1.83 36.17 -30.26 3.3 Restaurant Red Robin Gourmet Burgers Inc RRGB Consumer Cyclical 32.24 -12.15 -8.61 3.84 Restaurant Restaurant Brands International Inc QSR Consumer Cyclical 2.85 Restaurant Ruby Tuesday Inc RT Consumer Cyclical -93.07 -37.46 -28.73 -22.26 Restaurant Ruth’s Hospitality Group Inc RUTH Consumer Cyclical 23.69 -6.28 12.47 -1.69 Segment Stock Name Ticker Stock Sector Net % Total % Total % Total Income Return Return Return $MM YTD 3-year 10-year Agribusiness Adecoagro SA AGRO Consumer Defensive -25.83 10.4 16.6 Agribusiness Agrium Inc AGU Basic Materials 923 9.67 10.46 13.92 Agribusiness Alico Inc ALCO Consumer Defensive 19.2 -2.03 -11.62 -5 Food & Beverage Ambev SA ADR ABEV Consumer Defensive 3,360.01 11.02 -3.4 14.24 Farmland REITS American Farmland Co AFCO Real Estate 0 Food & Beverage Andersons Inc ANDE Consumer Defensive 89.94 -16.33 -10.65 4.5 Food & Beverage Anheuser-Busch InBev SA/NV ADR BUD Consumer Defensive 14,776.00 0.68 6.18 Food & Beverage Archer-Daniels Midland Co ADM Consumer Defensive 1,340.00 -2.17 6.6 4.98 Restaurant Arcos Dorados Holdings Inc ARCO Consumer Cyclical 39.83 4.63 -13.95 Restaurant Ark Restaurants Corp ARKR Consumer Cyclical 4.38 -4.87 6.47 0.98 Food & Beverage Artisanal Brands Inc AHFP Consumer Defensive -3.12 -1 -57.61 -22.4 Food & Beverage B&G Foods Inc BGS Consumer Defensive 50.49 2.51 14.03 Restaurant BJ’s Restaurants Inc BJRI Consumer Cyclical 17.41 -8.65 7.08 5.51 Food & Beverage BRF SA ADR BRFS Consumer Defensive 321.91 0.34 -3.64 10.08 Restaurant Biglari Holdings Inc BH Consumer Cyclical 152.2 -0.46 0.35 3.65 Restaurant Bloomin Brands Inc BLMN Consumer Cyclical 198.88 -5.44 -9.06 Restaurant Bob Evans Farms Inc BOBE Consumer Cyclical 46.08 -9.89 3.13 5.34 Restaurant Bojangles Inc BOJA Consumer Cyclical 6.43 Food & Beverage Boston Beer Co Inc Class A SAM Consumer Defensive 71.8 -7.59 -9.86 16.12 Restaurant Bravo Brio Restaurant Group Inc BBRG Consumer Cyclical 7 7.89 -35.94 Restaurant Brinker International Inc EAT Consumer Cyclical 171.59 -4.78 0.75 5.54 Food & Beverage Brown-Forman Corp Class B BF.B Consumer Defensive 639 2.09 7.12 11.78 Restaurant Buffalo Wild Wings Inc BWLD Consumer Cyclical 83.49 0.23 4.54 18.16 Food & Beverage Cal-Maine Foods Inc CALM Consumer Defensive 73.88 -1.75 22.56 24.06 Food & Beverage Calavo Growers Inc CVGW Consumer Defensive 18.62 -7.33 25.55 19.42 Food & Beverage Campbell Soup Co CPB Consumer Defensive 520 5.26 16.65 6.84 Restaurant Carrols Restaurant Group Inc TAST Consumer Cyclical -15.75 -2.62 33.3 5.47 Dist & Groc. Cencosud SA ADR CNCO Consumer Cyclical 382.4 3.1 2.78 4.32 Restaurant Chanticleer Holdings Inc HOTR Consumer Cyclical -5.21 -17.86 -56.04 -29.26 Restaurant Cheesecake Factory Inc CAKE Consumer Cyclical 111.58 0.07 11.6 8.8 Restaurant Chipotle Mexican Grill Inc Class A CMG Consumer Cyclical 333.92 10.75 -5.33 21.83 Restaurant Chuy’s Holdings Inc CHUY Consumer Cyclical 11.06 -10.48 -9.06 Food & Beverage Coca-Cola Co KO Consumer Defensive 8,452.00 1.06 5.68 8.02 Food & Beverage Coca-Cola European Partners PLC CCE Consumer Defensive 775.44 10.03 6.2 12.09