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The evolution of antiherbivore defenses and their
contribution to species coexistence in the tropical
tree genus Inga
‘Thomas A. Kursaré®*, Kyle G. Dexters, John Lokvam*, R. Toby Pennington®, James E. Richardson, Marjorie G. Weber’,
Eric T. Murakami*, Camilla Drake®, Ruth McGregor’, and Phyllis D. Coley**
*oepertment of ology, University of Utah, Salt Lake City, UT 84112; Smithsonian Tropical Research Insitute, Box 0843-03092, Balbo, Panes;
“Laboratoire Evolution et Diverse ioiogique, Unite Mixte de Recherche 5176, Centre National ea Rechercne Slenifique, Universit Paul Sabatier,
Batiment 483, $1062 Toulouse, France and Royal Botanic Garden, Edinburgh EM SLR, United Kingdom
Edited by Anurag A. Agrawal, Cornell University, ithaca, NY, and accepted by the Editorial Board July 27, 2009 (recived for review May 1, 2008)
Plants and their herbivores constitute more than half of the
‘organisms in tropical forests, Therefore, a better understanding of
the evolution of plant defenses against their herbivores may be
central for our understanding of tropical biodiversity. Here, we
address the evolution of antiherbivore defenses and their possible
contribution to coexistence in the Neotropical tree genus Inga
(Fabaceae). Inga has >300 species, has radiated recently, and is
frequently one of the most diverse and abundant genera at a given
site. For 37 species from Panama and Peru we characterized
developmental, ant, and chemical defenses against herbivores. We
found extensive variation in defenses, but little evidence of phy-
logenetic signal. Furthermore, in a muitivariate analysis, develop
‘mental, ant, and chemical defenses varied independently (were
forthogonal) and appear to have evolved independently of each
other. Our results are consistent with strong selection for diver:
gent defensive traits, presumably mediated by herbivores. In an
analysis of community assembly, we found that Inga species
‘co-occurring as neighbors are more different in antiherbivore
defenses than random, suggesting that possessing a rare defense
phenotype increases fitness. These results imply that interactions
with herbivores may be an important axis of niche differentiation
‘that permits the coexistence of many species of nga within a single
site, Interactions between plants and their herbivores likely play a
key role in the generation and maintenance of the conspicuously
high plant diversity in the tropics.
plant defenses | community assembly | phylogeneticsignal | herbivory
tropical diversity
sause plants and herbivores constitute more than half ofthe
macroscopic diversity on Earth, their interactions play a
fundamental role in biodiversity and ecosystem function. Two
central issues are how defenses against herbivores have evolved
‘and how such variation in defenses among species might regulate
plant community composition (1-6). Here, we use a phyloge-
netic approach to investigate the diversification of antiherbivore
defenses and their role in community assembly.
Several paradigms dominate our understanding of plant/
herbivore macroevolution. Ehrlich and Raven (7) observed that
related plants host similar herbivores and suggested that plant
herbivore coevolution is driven by changes in plant secondary
‘metabolites. Their hypothesis predicts that more closely related
species should have more similar chemistry (8,9). An alternative
hypothesis is that natural selection caused by herbivores may
result in rapid trait evolution such that closely related species
have divergent defenses. Another distinct, and widely accepted,
proposition suggests that species coexisting at a single site are
likely to differ in key ecological niche dimensions (10, 11).
Here, we examine the diversity of antiherbivores defenses,
their phylogenetic signal, and their contribution to species
coexistence in the tree genus Inga (Fabaceae: Mimosoideae).
‘Inga diversified rapidly during the last 2 million to 10 million
yn pa 1a /i/Si/10.1073/9n95 0804706108
years and now has >300 species distributed throughout the
Neotropics (2, 13). Furthermore, Inga is one of the most
species-rich and abundant genera in local communities (14) with
43 species comprising 6,0% of the stems recorded from 25 ha in
Ecuador (15). In S0 ha in Panama, Inga comprises 7% of all toe
species (16).
‘We measured antiherbivore defenses in Inga for 12 species in
Panama and 31 species in Peru (six species are shared). We
focused our study on the defenses of young, expanding leaves
because their rate of damage is ~100-fold higher than for mature
leaves and they receive >80% of the damage accrued throughout
the lifetime of a leaf (17, 18). During the Very short period (1-3
\weeks) of leaf expansion inthe Inga study species, 25% ofthe leat
area was eaten in Panama and 37% was eaten in Peru (Fig. 14).
Therefore, we argue that the defense traits under the strongest
‘natural selection are those of young leaves. Chemical defenses
are likely important for young leaves as Inga species invest up to
‘50% dry weight (DW) of young leaves in secondary metabolites
(19). Young leaves are also defended against herbivory through
‘developmental defenses such as rapid leaf expansion or delayed
chloroplast development (2023). Finally, Inga leaves have ex-
tafloral nectaries that produce nectar and attract leaf-defending
ants only during leaf expansion (Fig, 1B and refs. 2426). Thus,
‘we measured the following defensive traits on young leaves: the
presence or absence of chemical compounds from classes that
are relevant to antiherbivore defense, the rate of leaf expansion,
chloroplast development (chlorophyll content), and the average
‘number of ants per extrafloral nectary.
‘The primary goal of this study is to determine how interspe-
cific variation in defenses may contribute to our understanding
‘ofthe origin and maintenance of tropical diversity. Therefore, we
also constructed a phylogenetic hypothesis for all of the focal
species by using plastid DNA sequence data. We also assessed
coexistence in the ficld by using data on the abundance and
richness of Inga from the $0-ha forest dynamics plot in Panama
‘and a network of tree plots in southern Peru, These data allowed
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PNAS | exaber 27,2008 | vol. 105 | no. <3 | 18073-19078Fig. 1. Young leaves of J. poeppigiana being damaged by a hemipteran
(ete photo by Robyn Burnham) and young leaves of 1. thidaudlana with
teraforal nectaries being visited by the ant Ectatomma (Right: photo by
Sania Brenes-arguede)
us to test the above-mentioned hypotheses that pertain to
defense evolution (7-9) and community assembly (10, 11) by
asking whether or not (j) defense traits are phylogenetically
conserved and (ii) coexisting species differ more in defense
strategies than would be expected by chance.
Results and Discussion
Chemical defenses vary considerably among Inga species and
include compounds belonging to several distinct classes that are
known for their antiherbivore effects (27). Secondary metabo-
Iites include phenolic, saponins and nonprotein amino/imino
acids, and an overexpressed protein amino acid, tyrosine (28
30). Twelve types of metabolites were identified that arise from
branch points in the shikimic acid, phenylpropanoid and fla-
vonoid pathways (Fig. Sl; referred to as “phenols”. These
include quinic,galic, and cinnamie acid derivatives and tyrosine
and tyramine, either in pure or conjugated form. The most
common and widespread phenolics were the flavan-3-ol, the
polymeric forms of which are called condensed tannins.
‘Thirty-two species contained one or more forms of phenolic
metabolite; 12 species contained saponins. In all, the 37 study
species were distributed among 13 distinct chemotypes, each a
‘unique combination of phenolics and saponins (Table $1). The
‘most common chemotype, polymers of the flavan-3-ol, gallocat-
echin-epigalocatechin gallate, was shared by 11 species. In
addition to nga, tis lass of metabolites is known from at least
two genera of mimosoid legumes Sinphnodendron (31) and
Cojoba (Table $2), which suggests that it may be the ancestral
chemical defense in the genus. All other chemotypes. were
considerably less common: nine of the 13 chemotypes were
represented by only one or two species (Table SI).
leven species from Panama were also examined for protein’
nonprotein aminovimino acid content, a class characteristic of
legumes (32). There were 17 different compounds (Table Si), 11
of which are derived from five different amino acid precursors
(G3), with the remainder being uncharacterized. No two species
had the same suite of compounds.
‘The rate of lea? expansion, a Key developmental defense,
determines how long a leaf is tender and vulnerable to herbi-
vores, This rate varied widely among species, ranging from 16%
to 80% per day (Fig. 2), equivalent to the variation among all
non-inga species sampled (34, 35). The chlorophyll content of
‘young leaves also varied (Fig, 2), with some species having almost
‘white young leaves (20 mgm?) and others with normal gree
(186 mgm), There was a significant negative relationship
between expansion and chlorophyll within Znga (Fig. 2), which
was true for each site independently Panama, = 0.71, P<
18074 | wo. srasora/4oi/10.1073/pnaxos04786106
180
chorphyl pears img
0 10 20 80 40 60 60 70 a0
Expansion ate (per day)
Fig.2._ The ate of expansion of young leaves expresed as the percentage
inerease in area per day (% per da) versus the chiorophycantent (mgr?)
{or Inga species from Panama (n= 11) and Peru (1 ~ 23). For all speces
combined, thereis a significant negative relationship [exp = 971» (ch >),
= 050, P= 0.0001). The dotted diagonal line separates species into two
‘equalsized groups designated as defense and escape.
0.001; Peru, = 0.41, P < 0,001) and all species together ( =
050, P < 0.001.
"To test whether the correlations between expansion and
chlorophyll could be caused by convergence, we examined their
phylogenetically independent contrasts (PICs) (36). There was a
significant negative correlation between PICS for the two traits
(across 200 randomly selected Bayesian trees: = 0.37, P
(0.0001, P < 0105 for 99% of trees). We have argued that this
Widespread tradeoff may be caused by an unavoidable physio-
logical constraint that restricts simultaneous allocation of re-
sources to both rapid expansion and the costly photosynthetic
system (21-23). A second, although not mutually exclusive,
explanation is that this association could arise because of
pleiotropic effects.
‘Ant abundance, a biotic defense, also varied among Inga
species. Ant visitation to the extrafloral nectaris of young leaves
ilfered 20-fold among species and on average was 2.3 times
higher in Peru compared with Panama (test, < 0.001; Fig. S2).
‘We tested the hypothesis that ant visitation could be associated
ith developmental defenses. Using nonphylogenetic regres-
sions and PICs, we found no significant correlation between
expansion rates and ant visitation (? = O01, P = 0.72, Fi S2s
PICS: 2 = 0001, P = 048) or between chlorophyll and ant
visitation (# = 0.01, P = 051; PICs: = 0.01, P = 0.45).
The chemical, nectary, and leat-development traits discussed
above vary considerably among species. The broad distribution
fof waits seen in Inga could result from two quite distinct
‘evolutionary trajectories. The species with dissimilar defenses
could be the most phylogenetically distant (high phylogenetic
Signal), pattern consistent with Ehrlich and Raven's (7) view of
plant-hetbivore macroevolution. Alternatively, close relatives
may have divergent defenses (low phylogenetic signal, an un-
‘expected pattern that would suggest distinct macroevotutionary
processes.
‘Are More Closely Related Species More Similar in Their Defenses? The
assumption that more closely related species have similar de-
fenses. has dominated coevolutionary theory (7). However,
within the genus Inga, we inferred that defense strategy shows
little phylogenetic signal. Our phylogenetic hypothesis for Inga
species, based on ~6,000 bp of plastid DNA sequence and
inferred by using Bayesian approaches, resolves several clades
with strong support (posterior probabilities 95%; Fig. 3). This
phylogenetic tree shows more resolution than that of Richardson
ct al. (13), who sampled fewer Jnga species and used only ~ 1,500
bp of DNA sequence.
‘We quantified the chemical distances between species based
ure eaFig. 3. Phylogenetic tree (Left: 50% majority rule consensus tree from
Bayesian analysis of 6.000 bps of plastid DNA) and chemistry dendrogram
(ight) for Inga species, Thickened branches on the phylogeny represent
50.95 posterior probability forthe acjacent node. The chemistry sendrogram
wae ganerated by using hierarchical Curtaring of presenclabsence data for
13 defense chemicals ghenolis and saponins, weighted equal). Thickened
branches are adjacent to nodes with P< 0.1 according to multacale boot
strapping analysis (approximately >90% bootstrap suppor see 5! Te
Species in bot are classified as cefeme (ee Fg, 2), onc other spec
Alasifeg as escape. Gray species are unclasifed because of lack of data,
on the number of compounds for which species differed (see
‘Materials and Methods). We found a weak correlation betwe
phylogenetic distance and chemical distance between species,
based on combining data on saponin and phenolic compounds
and weighting them equally (Mantel Tests across 200 Bayesian
trees, 7 = 0.13, P = 041, P'< 0105 for 70% of trees; Fig. $3).
‘The weak phylogenetic signal for total chemical distance derives,
from moderate similarity in phenolic chemistry of closely related
species (Mantel Tests,7 ~ 0.23, P = 0.021, P < 005 for 95% of
ttees). There was no relationship between phylogenetic distance
and saponin chemical distance (Mantel Tests,r = 0.03, = 0.31),
and for Panamanian species, there was no relationship between
phylogenetic and aminovimino acid chemical distances (Mantel
‘Tests, = =0.04, P= 0.51),
‘We also compared the phylogeny with a dendrogram of the
chemical similarities among species of Inga (Fig. 3). Inspection
of Fig. 3 showed weak congruence. Some closely related species
(. capitata, morphosp.12 and 1. morphosp.35) shared similar
chemistry, but more frequently, close relatives were chemically
dissimilar. For example, the clade containing 1. umbelifra, I
brevipes, morphosp.36, and I. heterophyla exhibited chemical
profiles'that spanned the entire chemical space. For the five
species having only saponins, two, I. morphosp.59 and /. mor-
phosp.13, are sister in the phylogeny, whereas the other three
species, I. alba, I sapindoides, and I. tomentosa, are placed in
thre other clades. We conclude that, for Inga, related species are
more divergent in their secondary metabolite composition than
expected by chance.
“To test for a phylogenetic signal for developmental and ant
defenses, we first conducted @ principal component analysis
(PCA) to determine the orthogonality of these two proposed
defense strategies. ‘The first axis was highly correlated with
expansion rate and chlorophyll content (development), whereas
the second axis was highly correlated with ant visitation rates.
“The frst ais showed significant phylogenetic signal (Blombera's
across 200 Bayesian trees: K= 0.69, P= 0.04, P< 0105 for 73%
kurar et.
‘of tees) (37) although stil lower than the expected value of one
under pure Brownian evolution, The second axis showed no
detectable phylogenetic signal (K = 0.42, P = 0.87). To further
visualize the evolution of these characters, we elasified species
{nto the conventional categories of “escape” vs. “defense” (35)
based on species’ coordinates in Fig, 2 and as having high vs. iow
ant visitation. These binary characters showed no detectable
Phylogenetic signal when mapped onto 100 Bayesian trees
sampled at stationarity (Fig. $4) (ref. 38 and http://
‘mesquiteproject.org). We also show in Fig. 3 how species were
classified with respect 10 escape vs. defense. Hence, we found
significant phylogenetic signal only for developmental traits and
‘only in the ease when we treated these defenses as quantitative
traits and analyzed them by PCA.
‘We also assessed Mantel correlations of the chemical dis-
tances between species with the differences between species in
the values along each of the two principal component axes
representing developmental and ant defense. Neither was cor-
‘elated with chemistry (frst axis: Mantel r = ~003, P = 049;
second axis: Mantel = ~0.01, P = 085), These results and the
PCAs suggest that developmental, ant, and chemical profiles are
independent defensive strategies that also have evolved indepen-
dently of one another. Species in the cotton clade also showed
independent evolution of ant and chemical defenses (39)
‘We have sampled only 37 species of Inga, and further sampling
could result in subelades showing more uniformity in defensive
strategies. However, that is unlikely for several reasons. Fest, ur
sampling spans the taxonomic diversity ofthe genus, represent-
ing of 14 Sections recognized by Pennington (12) Second, some
fof the species included are definitively shown to be closely
related but chemically divergent. For example, two species pairs
show a profound lack of sequence divergence in the rapidly
‘volving plastid regions we have used. These are. goldmanti and
1 muljuga, identical for ~6,000 bp of plastid DNA, and 1
leiocabyeina and I. morphosp6, differing by two substitutions in
16,000 bp; and they nevertheless show contrasting chemical
defenses (Fig. 3),
‘Although there is a significant association of developmental
defense strategy with phylogeny, we find litle evidence for
phylogenetic signal inthe other, independent defense traits, ants,
‘and chemistry. Our data show both extensive variation indefense
traits and considerable differences among close relatives, a
pattern that is consistent with defense strategies in Inga being
‘evolutionarily labile (40) "This finding contrasts with the pre=
vain hypothesis (Ehrlich and Raven (7)), which implies that
closely related plant species should be similar in defense strat-
‘egies. Few studies have examined defenses across many related
species, although terpenes in the genus Bursera (Burseraceae)
showed low congruence between chemical dendrogram and a
phylogeny (3)
Cocristence and Defense Trait Similarity. Could antiherbivore de-
fenses be an important mechanism of niche partitioning in
community assembly? To address this question, we assessed
phylogenetic and defense trait dispersion in Jnga communities.
We used the inverse ofthe metrics of Webb (41) so that positive
values represent overdispersion and negative values represent
underdispersion. In the Sb-ha forest dynamics plot in Panama, we
found that co-occurring Inga species are more distantly related
than expected by chance. (overdispersion; Fig, 4; across 200
Bayesian trees, two-tailed £ tests: NRI = 1583, 2 <
0.00001, P< 0.05 for 100% of trees; NTI = 0.30, = 7.83, P
0.005, B < 0.5 for 99% trees). In contrast, in Peru we found
phylogenetic underdispersion of Inga communities (Fig. 4; two-
tailed tess: NRI = =0.66,1 = 5.08, P < 0.0002, P < 0.05 for
100% of trees, NTI = ~0.50,? = ~3.15, P = 0.021, P < 0.05 for
91% trees). This site difference likely reflects the different
spatial and environmental scales that were sampled. In Panama,
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Defense Trait
Dispersion
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Fig. 4 Phylogenetic and defense trait dispersion for Inga communities in
Peru and Panama, Phylogenetic results are for one, randomly selected Bayer.
lan te, Values given are the inverse of the net relatedness index (ND and
nearest axon index (NT) following Webb (4). Valves > O indicate overds-
person, and values <0 indieate undersepersion, The departure of comm
rites from the null expectation (zero) of communities Being randomly si
Sembled was evaluated by using twosided tet for phylogeneticdlspersion
and onesided «tess for defense trait dispersion (¢,P =< 005; +», P= 0.0;
ste, P0001),
‘we assessed co-occurrence within the homogenous habitat of the
50-ha plot (local spatial scale). In Peru, we sampled across a
150-%-200-km atea (regional spatial scale) and in two different
habitat types, terra firme and floodplain forest (42). We suggest
that @ phylogenetic signal for traits associated with habitat
preference (cf. ref. 41) may underlie the contrasting phylogenetic
structures.
‘AL both spatial scales, including Peru where neighbors were
close relatives, the co-occurring species were more dissimilar
than expected at random for a defense index combining the
developmental, ant, and chemical waits (see Materials and
‘Methods; Fig. 4; Peru: one-tailed test: NRI = 0.32, = 2.26,
0.016; NTI = 0.40, = 3.56, P = 0,0007; Panama: one-tailed
NRI = 0.60,¢ = 13.75, P < 0,00001; NTI = 1.06, = 17.35, P<
(0.00001). We also assessed the dispersion of two leaf traits that
are likely unrelated to herbivore defense, the presence vs.
absence of wings on the rachis and the number of leaflets per
leaf. We found no evidence for overdspersion of leaf traits in
Panama (one-tailed test: NRI = ~0.68,0 = ~8.96, P< 0.00001;
NTI = =0.05, ¢ = -0.74, P = 0.46) or Peru (NRI = 029, ¢ =
1.33, P = 0.196; NTI = ~0.04, 1 = -0.16, P = 0.87).
"These results illustrate that, although nondefense traits such as
leaflet number and presence of wings are randomly or under-
dispersed, defensive traits at both sites are overdispersed. Di-
‘vergence in chemical defenses at single sites has also been shown
for another speciose tree genus, Bursera (4). The co-occurrence
of species having divergent defense strategies could be caused by
herbivores preferentially foraging on individuals with common
defense phenotypes. By such @ mechanism, herbivores may
structure the assembly of rainforest tree communities.
Conclusions
(Our analysis of defenses is consistent with the idea that, in Inga,
the arms race between plants and their herbivores has led to
rapid and divergent trait evolution, The young leaves of Inga
‘make substantial investments in chemical defenses [up to 50% of
DW (19)] and developmental defenses and extrafloral nectar,
suggesting that herbivory is a strong selective agent. The chem-
ical, biotic, and developmental defenses of young leaves showed
considerable variation among species. The observations of Ehr-
Tich and Raven (7) suggest that defenses evolve by small changes
‘W076 | wa. prasora/e/4o/10.1073/pnas0s04786106
(8,9) and low trait divergence also might be predicted from the
recent radiation of Jnga (13). Instead we found a weak or no
correlation of phylogeny with defensive traits. These results
suggest divergent selection on, and rapid evolution of, antiher-
bivore defenses in dnga (40) and thus are consistent with the
recognized importance of the interactions between hosts and
natural enemies in driving diversifying evolution in both plants
and animals (43
We also argue that divergent defenses could be a principal
‘mechanism structuring community assembly. Most species of
[Inga are restricted to similar habitats and may vary little in
resource use: they also have similar flower and fruit morphol-
‘ogies (12), thus suggesting similar pollinator and dispersal
syndromes. Therefore, the high number of species of Inga, up to
43, that coexist ata single site (15) presents an enigma, We found
that, regardless of whether the co-occurring species of Inga are
less’ related (Panama) or more closely related (Peru) than
expected by chance, the assemblage of Inga ata single ste differs
‘more in defense strategy than random. In addition, most lepi-
1) by using analyses of Slomiberg's (37). We evaluated
'2 posible evolutionary relationship between chemical defense strategy and
these axes by using a Mantel test relating chemical stance to differences
betoveen species along the fst two aes
We evaluated the distance between speciesin defense waltsas the average
‘of distances forthe different chemical dase and for dlstances between
‘Species in ekcapeldetense (developmental) strategy and ant visitation rater
‘We standerdized each chemical or other defense clas or axis to vary from 0
and such that each was weighted equally inthe otal defense wat analyses
‘We evaluated the distance betveen species in leaf traits (wings and leaflet
number) arthe average distance between speclerslang wo axerdarved rm
2 principal component anaysis ofthe lea alts All analyses were conducted
inthe Rstatseal environment (R Core Development Tear 2008), and etal.
‘an be found ins Text
‘ACKNOWLEDGMENTS. We thank E. Leigh fr stimulating discussions and 0.
‘Acevedo and B Jimenez for moral and fogstial support atthe Smithsonian
‘Tropial Research institute, K: Rudolph, & Bromberg, D.Dvoret 5. Rng,
Wee, and Mi. pps fo eld assstancein Panema W Pima fr intelectual
Input and. Soldano, C. Lazo, ond Para for ele workin Peru officals rom
‘Autoridad Nacional del Ambiente of Panama and instuto Nacional de Re
{uss Natufles of Peru for permision to Conduct field werk 8. Le and D.
‘Grapov for eistance wth the chemical characterization af the Unversity of
Utahy officials a the Center for Tropial Forest Science ofthe Smithsonian
‘Tropical Reseoren Insitute for use ofthe data from the 5O-ha plot (Nps!
iiss edutdatasetvb) and M. Lavin, M, Lemes, M. Hollingsworth and A.
‘ark for phylogenetic reearen, KD. was supported by National scence
Foundation Grant OD1G-0608365 and grants rom the Amazon Conservation
‘Astociation, American Philosophical society, Duke Unversty, Explorers lub,
Society for$ystematc Biology andSigna XiT.AK and? 0.C weresupported
by National Scince Foundation Grants DEB.0232830 and DEB-0680650 and
Research experience for Undergradatesupplements RTP. wassupperted by
Leverhulme Trust Study Abad Fellowship 7220080182.
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