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
AMAZON COM INC COM 023135106 207 67 SH   SOLE   67 0 0
Anglo American Plc - ADR COM 03485P300 10,148 511,246 SH   SOLE   431,328 0 79,918
Apple Inc. COM 037833100 9,521 77,946 SH   SOLE   63,900 0 14,046
Apple Inc. COM 037833100 686 5,612 SH   OTR 1 5,612 0 0
Applied Materials COM 038222105 8,407 62,924 SH   SOLE   52,449 0 10,475
Applied Materials COM 038222105 363 2,715 SH   OTR 1 2,715 0 0
AT&T Inc. COM 00206R102 2,179 71,977 SH   SOLE   46,114 0 25,862
AT&T Inc. COM 00206R102 499 16,500 SH   OTR 1 16,500 0 0
Bunge LTD COM G16962105 39,524 498,602 SH   SOLE   410,412 0 88,190
Bunge LTD COM G16962105 2,135 26,930 SH   OTR 1 26,930 0 0
Campbell Soup Co COM 134429109 17,034 338,848 SH   SOLE   278,614 0 60,234
Campbell Soup Co COM 134429109 703 13,978 SH   OTR 1 13,978 0 0
Cisco Systems Inc COM 17275R102 31,997 618,779 SH   SOLE   514,401 0 104,378
Cisco Systems Inc COM 17275R102 1,241 24,000 SH   OTR 1 24,000 0 0
eBay Inc COM 278642103 29,284 478,176 SH   SOLE   386,396 0 91,780
eBay Inc COM 278642103 1,868 30,500 SH   OTR 1 30,500 0 0
Electronic Arts Inc COM 285512109 4,645 34,310 SH   SOLE   27,645 0 6,665
Electronic Arts Inc COM 285512109 354 2,613 SH   OTR 1 2,613 0 0
Facebook COM 30303M102 4,790 16,264 SH   SOLE   12,064 0 4,200
Facebook COM 30303M102 332 1,128 SH   OTR 1 1,128 0 0
Home Depot Inc COM 437076102 2,900 9,501 SH   SOLE   7,687 0 1,814
Home Depot Inc COM 437076102 228 747 SH   OTR 1 747 0 0
Intel Corp COM 458140100 15,565 243,205 SH   SOLE   198,265 0 44,940
Intel Corp COM 458140100 1,018 15,900 SH   OTR 1 15,900 0 0
ISHARES MSCI EMRG MKT FD EMERG COM 464287234 799 14,980 SH   SOLE   14,980 0 0
ISHARES TR RUSSELL 2000 RUSSEL COM 464287630 1,134 7,111 SH   SOLE   7,111 0 0
Johnson & Johnson COM 478160104 28,329 172,370 SH   SOLE   141,559 0 30,811
Johnson & Johnson COM 478160104 1,134 6,900 SH   OTR 1 6,900 0 0
Kratos Defense & Security COM 50077B207 18,146 665,171 SH   SOLE   532,294 0 132,877
Kratos Defense & Security COM 50077B207 1,910 70,000 SH   OTR 1 70,000 0 0
MDU Resources Group, Inc. COM 552690109 11,478 363,128 SH   SOLE   305,445 0 57,683
MDU Resources Group, Inc. COM 552690109 238 7,545 SH   OTR 1 7,545 0 0
Micron Technology Inc COM 595112103 35,079 397,673 SH   SOLE   327,747 0 69,926
Micron Technology Inc COM 595112103 1,652 18,723 SH   OTR 1 18,723 0 0
Microsoft COM 594918104 31,678 134,361 SH   SOLE   108,862 0 25,499
Microsoft COM 594918104 1,591 6,750 SH   OTR 1 6,750 0 0
Mosaic Co COM 61945C103 27,190 860,178 SH   SOLE   685,539 0 174,639
Mosaic Co COM 61945C103 1,731 54,760 SH   OTR 1 54,760 0 0
National Fuel Gas Company COM 636180101 25,311 506,322 SH   SOLE   412,847 0 93,475
National Fuel Gas Company COM 636180101 1,192 23,835 SH   OTR 1 23,835 0 0
Nokia Corporation COM 654902204 16,673 4,210,443 SH   SOLE   3,663,432 0 547,011
Nokia Corporation COM 654902204 772 195,040 SH   OTR 1 195,040 0 0
Novartis AG-ADR COM 66987V109 28,722 336,010 SH   SOLE   285,161 0 50,849
Novartis AG-ADR COM 66987V109 1,021 11,950 SH   OTR 1 11,950 0 0
Orange - ADR COM 684060106 22,963 1,862,364 SH   SOLE   1,591,282 0 271,082
Orange - ADR COM 684060106 705 57,190 SH   OTR 1 57,190 0 0
Sanofi ADR COM 80105N105 29,545 597,347 SH   SOLE   519,065 0 78,282
Sanofi ADR COM 80105N105 1,395 28,200 SH   OTR 1 28,200 0 0
SeaChange International COM 811699107 73 47,178 SH   SOLE   32,278 0 14,900
Sprott Physical Gold & Silver COM 85208R101 24,881 1,432,405 SH   SOLE   1,236,205 0 196,200
Sprott Physical Gold & Silver COM 85208R101 1,205 69,350 SH   OTR 1 69,350 0 0
Synaptics Inc COM 87157D109 217 1,605 SH   SOLE   1,102 0 503
Takeda Pharmaceutical Company COM 874060205 18,942 1,037,346 SH   SOLE   890,588 0 146,758
Takeda Pharmaceutical Company COM 874060205 519 28,410 SH   OTR 1 28,410 0 0
Tetra Tech Inc COM 88162G103 29,680 218,683 SH   SOLE   180,772 0 37,911
Tetra Tech Inc COM 88162G103 1,503 11,075 SH   OTR 1 11,075 0 0
UGI Corporation COM 902681105 19,121 466,258 SH   SOLE   381,960 0 84,298
UGI Corporation COM 902681105 891 21,730 SH   OTR 1 21,730 0 0
Verizon Communications COM 92343V104 18,425 316,848 SH   SOLE   260,352 0 56,496
Verizon Communications COM 92343V104 688 11,840 SH   OTR 1 11,840 0 0
Vodafone Group PLC - SP ADR COM 92857W308 17,299 938,628 SH   SOLE   816,007 0 122,621
Vodafone Group PLC - SP ADR COM 92857W308 835 45,300 SH   OTR 1 45,300 0 0
Wal-Mart Stores Inc. COM 931142103 6,610 48,667 SH   SOLE   39,511 0 9,156
Wal-Mart Stores Inc. COM 931142103 514 3,784 SH   OTR 1 3,784 0 0
Zoom Video Communications, Inc COM 98980L101 4,498 14,000 SH   SOLE   14,000 0 0