Experimental assessment of factors mediating the ...

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Research Article SPECIAL ISSUE: Evolutionary Dynamics of Tree Invasions Experimental assessment of factors mediating the naturalization of a globally invasive tree on sandy coastal plains: a case study from Brazil Thalita G. Zimmermann 1 *, Antonio C. S. Andrade 1 and David M. Richardson 2 1 Laborat orio De Sementes. Instituto De Pesquisas Jardim Bot^ anico Do Rio De Janeiro. Rua Pacheco Le~ ao, 915, Jardim Bot^ anico, Rio De Janeiro, RJ 22460-030, Brazil 2 Department of Botany and Zoology, Centre for Invasion Biology, Stellenbosch University, Matieland 7602, South Africa Received: 24 November 2015; Accepted: 31 May 2016; Published: 23 June 2016 Guest Editor: Heidi Hirsch Citation: Zimmermann TG, Andrade ACS, Richardson DM. 2016. Experimental assessment of factors mediating the naturalization of a globally invasive tree on sandy coastal plains: a case study from Brazil. AoB PLANTS 8: plw042; doi: 10.1093/aobpla/plw042 Abstract. As all naturalized species are potential invaders, it is important to better understand the determinants of naturalization of alien plants. This study sought to identify traits that enable the alien tree Casuarina equisetifolia to overcome barriers to survival and reproductive and to become naturalized on sandy coastal plains. Restinga vege- tation in Brazil was used as a model system to conceptualize and quantify key stressors (high temperature, solar ra- diation, drought and salinity) which can limit the initial establishment of the plants. Experiments were conducted to evaluate the effects of these environmental factors on seed persistence in the soil (field), germination (laboratory), survival, growth, phenotypic plasticity and phenotypic integration (greenhouse). Results show that the expected via- bility of the seeds in the soil was 50 months. Seeds germinated in a similar way in constant and alternating tempera- tures (20–40 C), except at 40 C. Low light, and water and salt stresses reduced germination, but seeds recovered germination when stress diminished. Young plants did not tolerate water stress (<2 % of soil moisture) or deep shade. Growth was greater in sunny than in shady conditions. Although a low degree of phenotypic plasticity is im- portant in habitats with multiple stress factors, this species exhibited high germination plasticity, although young plants showed low plasticity. The positive effect of phenotypic integration on plastic expression in the shade shows that in stressful environments traits that show greater phenotypic plasticity values may have significant phenotypic correlations with other characters, which is an important factor in the evolutionary ecology of this invasive species. Long-term seed persistence in the soil, broad germination requirements (temperature and light conditions) and the capacity to survive in a wide range of light intensity favours its naturalization. However, C. equisetifolia did not toler- ate water stress and deep shade, which limit its potential to become naturalized on sandy coastal plain. Keywords: Biological invasions; germination; growth; phenotypic integration; phenotypic plasticity; shade; sur- vival; trait; tree invasions; water stress. * Corresponding author’s e-mail address: [email protected] Published by Oxford University Press on behalf of the Annals of Botany Company. This is an Open Access article distributed under the terms of the Creative Commons Attribution License (http://creativecommons.org/ licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. AoB PLANTS www.aobplants.oxfordjournals.org V C The Authors 2016 100

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Research ArticleSPECIAL ISSUE Evolutionary Dynamics of Tree Invasions

Experimental assessment of factors mediating thenaturalization of a globally invasive tree on sandy coastalplains a case study from Brazil

Thalita G Zimmermann1 Antonio C S Andrade1 and David M Richardson2

1 Laboratorio De Sementes Instituto De Pesquisas Jardim Botanico Do Rio De Janeiro Rua Pacheco Le~ao 915 Jardim Botanico RioDe Janeiro RJ 22460-030 Brazil2 Department of Botany and Zoology Centre for Invasion Biology Stellenbosch University Matieland 7602 South Africa

Received 24 November 2015 Accepted 31 May 2016 Published 23 June 2016

Guest Editor Heidi Hirsch

Citation Zimmermann TG Andrade ACS Richardson DM 2016 Experimental assessment of factors mediating the naturalization ofa globally invasive tree on sandy coastal plains a case study from Brazil AoB PLANTS 8 plw042 doi 101093aobplaplw042

Abstract As all naturalized species are potential invaders it is important to better understand the determinantsof naturalization of alien plants This study sought to identify traits that enable the alien tree Casuarina equisetifoliato overcome barriers to survival and reproductive and to become naturalized on sandy coastal plains Restinga vege-tation in Brazil was used as a model system to conceptualize and quantify key stressors (high temperature solar ra-diation drought and salinity) which can limit the initial establishment of the plants Experiments were conducted toevaluate the effects of these environmental factors on seed persistence in the soil (field) germination (laboratory)survival growth phenotypic plasticity and phenotypic integration (greenhouse) Results show that the expected via-bility of the seeds in the soil was 50 months Seeds germinated in a similar way in constant and alternating tempera-tures (20ndash40 C) except at 40 C Low light and water and salt stresses reduced germination but seeds recoveredgermination when stress diminished Young plants did not tolerate water stress (lt2 of soil moisture) or deepshade Growth was greater in sunny than in shady conditions Although a low degree of phenotypic plasticity is im-portant in habitats with multiple stress factors this species exhibited high germination plasticity although youngplants showed low plasticity The positive effect of phenotypic integration on plastic expression in the shade showsthat in stressful environments traits that show greater phenotypic plasticity values may have significant phenotypiccorrelations with other characters which is an important factor in the evolutionary ecology of this invasive speciesLong-term seed persistence in the soil broad germination requirements (temperature and light conditions) and thecapacity to survive in a wide range of light intensity favours its naturalization However C equisetifolia did not toler-ate water stress and deep shade which limit its potential to become naturalized on sandy coastal plain

Keywords Biological invasions germination growth phenotypic integration phenotypic plasticity shade sur-vival trait tree invasions water stress

Corresponding authorrsquos e-mail address thalitagabriellagmailcom

Published by Oxford University Press on behalf of the Annals of Botany CompanyThis is an Open Access article distributed under the terms of the Creative Commons Attribution License (httpcreativecommonsorglicensesby40) which permits unrestricted use distribution and reproduction in any medium provided the original work is properly cited

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 100

Introduction

Biological invasions are conceptualized as occurringalong an introductionndashnaturalizationndashinvasion contin-uum (Blackburn et al 2011 Richardson and Pysek 2012)As all naturalized species have the potential to becomeinvasive naturalization is a critical stage of the invasionprocess (Richardson and Pysek 2012) For an introducedpopulation to become naturalized it must overcome bi-otic and abiotic barriers to survival and reproduction(Blackburn et al 2011) Research on naturalized popula-tions is important for elucidating the ecological factorsand species traits that mediate the transition of a popu-lation from casual to naturalized but it is surprising thatthis phase is rarely explored in studies of invasions(Pysek et al 2008 Richardson and Pysek 2012) In gen-eral reproductive traits such as seed bank longevityseed germination and seedling survival and growth(Pysek and Richardson 2007) in addition to high pheno-typic plasticity and high phenotypic integration (Pigliucci2003 Hamilton et al 2005 Richards et al 2006) are con-sidered to be important determinants of invasivenessHowever we know of no studies that evaluate the impor-tance of all these factors together in mediating the tran-sition of a population from casual to naturalize

High levels of plasticity can increase the average fit-ness of a species thereby expressing advantageous phe-notypes that facilitate invasion across a wide range ofnew environments (Richards et al 2006 Funk 2008Molina-Montenegro et al 2012) Nonetheless plasticity isnot necessarily a crucial factor in invasiveness(Peperkorn et al 2005 Godoy et al 2011 Palacio-Lopezand Gianoli 2011) It seems to be less relevant in habitatsthat experience the effects of multiple stress factorswhere convergence to a low degree of phenotypic plas-ticity and high canalization may be advantageous(Valladares et al 2007) Considering that the phenotypeexpressed by plants is the result of the integration oftheir characters in each environmental condition(Pigliucci 2003) it has been suggested that phenotypicintegration (ie the pattern and magnitude of functionalcorrelation among different plant traits Pigliucci 2003)may play a role in constraining phenotypic plasticity(Gianoli 2004 Valladares et al 2007 Gianoli and Palacio-Lopez 2009) An integrated phenotype may have an im-portant advantage in the invasion process because it canrespond to environmental variation more efficiently pro-ducing a more adaptive response to the environmentthan less integrated phenotypes (Schlichting 1989Gianoli 2004) Consequently plants with a more inte-grated phenotype should be less plastic than plants thatshow lower number of correlations among their traits(Valladares et al 2007 Gianoli and Palacio-Lopez 2009)

However phenotypic plasticity and phenotypic integra-tion can both favour plant fitness (Godoy et al 2012)Further research is thus necessary to elucidate the direc-tion of phenotypic change in invasive species for a betterunderstanding of how ecological traits are influenced bynew environmental conditions (Flores-Moreno et al2015)

A genus of trees that has been widely planted outsideits native range is Casuarina (Casuarinaceae) (Potgieteret al 2014a) Casuarinas differ from other well-studiedinvasive trees (eg Australian acacias Eucalyptus sppand Pinus spp Kueffer et al 2013) in that they invade adistinctive set of habitats (eg beach crests rock coastsyoung volcanic flows riparian ecosystems) and their re-quirements for successful invasion differ from those ofother tree taxa (Morton 1980 Potgieter et al 2014a c)This genus provides a useful model for understandinghow interactions between ecological factors and speciestraits mediate naturalization and other stages along theintroductionndashnaturalizationndashinvasion continuum(Potgieter et al 2014a) Casuarina equisetifolia L is themost widely planted species in the genus and is one ofthe most invasive alien tree species in the world(Rejmanek and Richardson 2013 Potgieter et al 2014a)it invades mainly coastal regions (Wheeler et al 2011)In Brazil the species was introduced along the entirecoast especially in sandy coastal plains (I3N Brazil2015) The species is widely naturalized but it is not yetinvasive in this country (Zenni and Ziller 2011 Potgieteret al 2014a) Given the large extent of climatically suit-able areas for C equisetifolia in Brazil including manyareas with substantial plantings (high propagule pres-sure) further naturalizations and invasions of this spe-cies are likely in the future (Potgieter et al 2014a)

Sandy coastal plain ecosystems are characterized bymultiple stressful conditions (eg high solar radiationdrought nutrient-poor sandy substrate high tempera-tures and salinity Reinert et al 1997 Hesp and Martınez2007) These factors have the potential to limit germina-tion survival and growth of plants (Maun 1994 Scarano2009) Communities of sandy coastal plains calledlsquorestingarsquo (sensu Araujo 1992) occupy 79 of theBrazilian coast (5820 km) extending from the Equatorto below the Tropic of Capricornmdasha distance of3900 km (67 in the tropics Lacerda et al 1993) Therestingas occur on sandy soils and have several forma-tions which vary in species composition and vegetationstructure due to varying abiotic conditions (Lacerdaet al 1993) Some restingas have a patchy structure andare classified as open scrub vegetation In many parts ofthe world extensive areas of sandy coastal plains arecovered by open scrub vegetation that may occur behindthe coastal thicket or farther inland (Araujo and Pereira

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

002 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

2002) This vegetation provides a spatial heterogeneityof resources resulting in two distinct microsites vegeta-tion patches and open areas (Araujo and Pereira 2002)[see Supporting InformationmdashFig S1] Woody species(up to 5 m high) dominate and vines are also commoncomponents of the vegetation patches (Araujo andPereira 2002 Araujo et al 2009) Inside the patches en-vironmental conditions may be less harsh than in openareas due to higher water supply and lower solar irradia-tion (Gomez-Aparicio et al 2005) Nevertheless shadebeneath patch canopies can limit plant growth by reduc-ing photosynthesis (Callaway and Walker 1997 Hastwelland Facelli 2003) The two distinct environmental condi-tions found in the restinga (high irradiance and low wa-ter (open area) versus low irradiance and high water(patches) (Matos 2014)) allow for the evaluation of thecombined effects of shade and drought in the naturaliza-tion process

The restinga ecosystems are associated with theBrazilian Atlantic Forest domain which is highly de-graded only 117 of the original vegetation remainswhich 05 comprises remaining restingas and man-groves (Ribeiro et al 2009)The restinga is highly de-graded (Araujo and Pereira 2002 Rocha et al 2007)mainly as a result of vegetation removal for housing de-velopment the collection of plants for sale and the es-tablishment of alien plant species such as C equisetifolia(Rocha et al 2007) Despite its high invasive potentialand its increasing biological and economic impacts onsandy coastal plains in many parts of the world(Potgieter et al 2014a) relatively little is known aboutthe ecophysiological traits that favour C equisetifolia in-vasiveness Thus analysis of seed persistence in the soilgermination behaviour and plant growth performance inresponse to different environmental factors could allowa better understanding of the factors that make C equi-setifolia one of the most widespread invasive trees incoastal regions of the world (Rejmanek and Richardson2013 Potgieter et al 2014a)

The main objective of the study was to identify thesets of traits that enable C equisetifolia to overcome thesurvival and reproductive barriers (Blackburn et al 2011)and to become naturalized in the restinga The hypothe-ses were (i) C equisetifolia forms a persistent soil seedbank that favours invasion (ii) given the wide climaticamplitude in its native range (Whistler and Elevitch 2006Potgieter et al 2014a) C equisetifolia seeds can germi-nate across a broad range of temperatures (iii) becausethe species is shade-sensitive and mostly found near wa-ter bodies (US National Research Council 1984 Parrotta1993) drought and shade should reduce its germinationsurvival and growth (iv) C equisetifolia should display alow trait plasticity and (v) phenotypic plasticity and

phenotypic integration of traits are inversely related inthis species (Gianoli 2004 Gianoli and Palacio-Lopez2009) A better understanding of the traits and the envi-ronmental factors that facilitate its naturalization willhelp to elucidate the magnitude of the invasion debt(sensu Rouget et al 2016) for this species in many partsof the world where it has been planted but where inva-sions have not yet manifested This study will improveour knowledge about how key stressors (high tempera-ture solar radiation drought and salinity) can limit theinitial establishment of an alien species and the transi-tion of a population from casual to naturalized Furtherunderstanding why and under which circumstances spe-cies become naturalized may facilitate the prediction offuture invasions determine the best ways to control in-vasive species and elucidate the impact of invasive spe-cies on native communities (Pysek and Richardson 2007Richardson and Pysek 2012)

Methods

Study species

Casuarina equisetifolia (Australian pine or coastal she-oak) is an evergreen fast-growing tree that attains aheight of 10ndash40 m The species has the largest naturaldistribution in the genus and is native to the east coastof Australia and Southeast Asia (Parrotta 1993)Reproduction is mainly by seeds (Morton 1980Apfelbaum et al 1983) but it can also propagate vegeta-tively (Renterıa 2007) Dispersal is mainly by wind(Morton 1980) but also by water (Renterıa 2007) andbirds (Ferriter et al 2007) The species tolerates salineconditions and low soil fertility (Morton 1980) Symbioticassociations with N-fixing actinomycete in the genusFrankia as well as ecto- endo- and arbuscular mycorrhi-zal fungi allow C equisetifolia to grow on nutrient-poorsubstrates (Zhong et al 1995 Diagne et al 2013) It hasbeen planted in coastal regions in many parts of theworld mainly to stabilize dunes and for windbreaks(Morton 1980 Parrotta 1993) Casuarina equisetifolia hasthe capacity to invade open areas in the dunes and re-place the native vegetation threatening biodiversity incoastal regions (Wheeler et al 2011) Further it produceslarge amounts of litter which can limit the establish-ment of native plants (Hata et al 2010) The species isnaturalized in at least 32 countries and it has become in-vasive in 10 geographical regions including NorthAmerica (Florida) Central America South America Asiathe Middle East southern Africa and on many islands(Pacific Indian Ocean Atlantic and Caribbean Islands)(Rejmanek and Richardson 2013 Potgieter et al 2014a)In Brazil it was introduced and disseminated mainly

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 300

after 1950 especially in the restingas of southern south-eastern and northeastern Brazil (I3N Brazil 2015) Thereare no records of the species being invasive in Brazil al-though it is widely naturalized (Zenni and Ziller 2011Potgieter et al 2014a)

Study area

The study was conducted in a naturalized population ofC equisetifolia (sea level 22 580S 42 010W) in the rest-inga of the State Park of Costa do Sol in the municipalityof Arraial do Cabo State of Rio de Janeiro Brazil (Fig 1)This is one of the largest Casuarina stands (22 ha) in thepark and has 031 individuals m 2 (3048 ind ha 1) av-erage height of 727 6 386 m and diameter at breastheight of 577 6 518 cm (nfrac14450) In the state of Rio deJaneiro at least 42 of restingas are degraded (Rochaet al 2007) but this percentage is now probably substan-tially higher as disturbance in this ecosystem has in-creased markedly in recent years (Cosendey et al 2016)The remaining restingas comprise fragments mostly ofsmall size with few areas occurring within officialConservation Units (Rocha et al 2007) One of the rest-ingas with the most critical situations in terms of degra-dation is in the State Park of Costa do Sol (Rocha et al2007) This restinga is located between the AtlanticOcean and the Araruama lagoon the largest hypersalinelagoon in the world This region is characterized by a hotsemiarid climate with 800 mm of annual precipitationoccurring predominantly during the summer (Novemberto February) (Barbiere 1984) The mean annual

temperature is 25 C with minimum and maximum tem-peratures of 12 and 36 C respectively (Scarano 2002)

Seed collection

Approximately 8000 seeds of C equisetifolia were ran-domly collected from 20 trees sampled with a minimaldistance of 10 m from each other in August 2012Mature seeds from opened dry dehiscent fruits weredried (18 C 18 relative humidity) for 3ndash5 days andhermetically stored in sealed plastic bags at20 C(Bonner 2008)

Seed longevity in the soil

To evaluate the longevity of C equisetifolia seeds in thesoil the seeds were packed in nylon mesh bags with ster-ilized (autoclaved at 121 C for 05 h) sandy soil collectedin the restinga (open area) Seventy bags (40 seeds perbag) were buried at a depth of 5 cm in the same area asthe seeds were collected Groups of 10 bags were dug upafter 1 3 6 9 12 18 and 24 months and the viability ofthe seeds buried in the soil was evaluated in a laboratoryby germination tests To test the effect of the light in ger-mination of buried seeds germination tests were carriedout under light (photoperiod of 816 h) and dark condi-tions To compare the viability of the seeds (nfrac142800)buried in the soil with optimal storage conditions 1500seeds were stored at 18 C (control group) over thesame period that they were buried Seed germinationtests of the control group were carried out under lightconditions Seeds were germinated in Petri dishes (9 cmdiameter) lined with two filter paper discs moistenedwith 5 mL of distilled water The germination tests had arandomized design with five replicates of 40 seeds theseeds in each bag constituted a replication

Seed traits and germination tests

Dry weight and moisture content of the seeds (five repli-cates of five seeds) were determined according to thelow-constant-temperature-oven method (103 C17 hISTA 1999) Length and width were measured with a dig-ital calliper for 50 samaras (whole winged fruit includingthe seed)

Germination tests were carried out to evaluate the ef-fects of temperature redfar-red light ratio (RFR) waterand salt stresses The seeds were germinated inPetri dishes (9 cm diameter) lined with two filter paperdiscs moistened with 5 mL of distilled water or specificosmotic solutions (sodium chloride (NaCl) or polyethyl-ene glycol 8000 (PEG 8000)) The temperature of thegermination chamber was determined by the temper-ature experiment Unless light was an intended variablea regime of 8 h light16 h darkness was applied

Figure 1 Study area (sea level 22 580S 42 010W) in the restingaof the State Park of Costa do Sol in the municipality of Arraial doCabo State of Rio de Janeiro Brazil

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004 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

(420 W white fluorescent lamps total flux rate of90 mmolm2s)

The temperature experiment was represented byconstant temperatures of 15 20 25 30 35 and 40 C(6 10 C) and by alternating regimes of 2520 30203520 and 4020 C (816 h respectively the alternatingtemperature treatment was 8 h in the light at the highertemperature and 16 h in the dark at the lower tempera-ture) In the temperatures of 25 30 and 3020 C the ger-mination was also evaluated in the dark and the Petridishes were wrapped in two aluminium foils The optimalgermination temperature was used in light water andsaline stresses experiments

The light experiment included six RFR irradiance treat-ments 00 02 04 06 08 and 10 Zero irradiancetreatment was produced by wrapping the Petri dishes intwo aluminium foils The greatest RFR treatment (10)was obtained by leaving the Petri dishes free of filtersSpectrum was provided by two fluorescent 22 W whitelamps and one incandescent 15 W lamps totalling 10RFR which is close to the 119 RFR of full sunlight (Smith2000) The four remaining RFR irradiance treatmentswere achieved by wrapping the Petri dishes with differentcolours of LEE filters The RFR irradiance was measuredwith sensors SKR 110 and SKP 215 coupled toSpectroSense (Skye Instruments Inc)

The effect of water and salt stresses in the germina-tion was tested with PEG 8000 and NaCl solutions re-spectively The osmotic potentials used were 00025 05 075 10 125 and 15 MPa Thesedifferent potentials were found in the restinga (Martinset al 2012) PEG 8000 and NaCl solutions were pre-pared according to Villela and Beckert (2001) andSalisbury and Ross (1992) respectively To minimizewater potential variation seeds were transferred to anew Petri dish with the solution every 7 days After30 days in a recovery treatment the ungerminatedseeds from PEG 8000 and NaCl solutions were washedwith distilled water The seeds were then transferred toPetri dishes with distilled water to evaluate the germi-nation potential

In all experiments the positions of Petri dishes insidegermination chambers were randomly changed everyday A seed was considered to have germinated when itsradicle emerged to a length of 1 mm Germination wasrecorded daily for 30 days and germinated seeds wereremoved from Petri dishes In the light experiment thegermination was evaluated in a dark and closed roomwith a green safelight Five replicates of 40 seeds wereused in all experiments Seeds that did not germinatewere subjected to the application of pressure with twee-zers and were either empty or had been colonized byfungi

Survival and growth

To minimize genetic variation all seeds used in this ex-periment came from a single tree so the seedlings werehalf-siblings Seeds were germinated in germinationchambers (30 C 8 h photoperiod) and after 2 monthsseedlings were transplanted to individual plastic bags(2L) and transferred to the greenhouse of the Rio deJaneiro Botanic Garden Soil substrate consisted of 111volume homogenized mixture of soil of the area with Cequisetifolia invasion sand collected inside the patchesand bare sand This mixture was used to provide a sub-strate with macro and micronutrients found in therestinga

After 4 months the height and stem diameter of theyoung plants of C equisetifolia were measured Theseplants were submitted to a factorial experiment to simu-late the light intensity and water availability found inthree microsites of the restinga (inside vegetationpatches edge and open area) and in the C equisetifoliastands This experiment had eight treatments with fourlight levels and two watering regimes The plants wereseparated in eight groups and there were no significantdifferences in initial height of the individuals betweengroups (Plt005) Distinct conditions of light were estab-lished with shade cages of wood (1 m1 m1 m) cov-ered with cloth layers of different colours andthicknesses The photosynthetic photon-flux density(PPFD) and RFR (mol mol 1) inside each shade cagewere2 029 mol mol 1 (inside vegetation patches)15 048 mol mol 1 (edge) 70 105 mol mol 1

(C equisetifolia stand) and 100 112 mol mol 1

(open area) At each light intensity half of the youngplants were grown under high water (gt10 of soil watercontent) and other half at low water conditions (lt2 ofsoil water content) Soil water content was monitoredweekly from four soil samples per treatment and wasdetermined by gravimetric method (24 h103 C) Thesoil was irrigated once or twice a week by applying 30 (2 low water) to 150 ml (100 high water) of water

The values of PPFD RFR and watering regimes insidepatches edge and open area in the restinga were ob-tained by Matos (2014) Data of PPFD and RFR of Cequisetifolia stands were measured at 20 random points(685 6 112 PPFD 105 6 010 mmol m 2 s 1) Thevalues of PPFD were calculated taking as reference themean full sunlight (100 PPFDfrac1423053 mmol m 2 s 1)All measurements were made at midday on sunnycloud-free days with a radiometer SKR-100 linked to aSpectroSense 2 SKL 904 (Skye Instruments LlandrindodWells UK) To minimize experimental error due to lightvariability inside the shade cages positions of the youngplants were rotated once a week For survival analysis 15

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 500

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

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006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

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010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

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Page 2: Experimental assessment of factors mediating the ...

Introduction

Biological invasions are conceptualized as occurringalong an introductionndashnaturalizationndashinvasion contin-uum (Blackburn et al 2011 Richardson and Pysek 2012)As all naturalized species have the potential to becomeinvasive naturalization is a critical stage of the invasionprocess (Richardson and Pysek 2012) For an introducedpopulation to become naturalized it must overcome bi-otic and abiotic barriers to survival and reproduction(Blackburn et al 2011) Research on naturalized popula-tions is important for elucidating the ecological factorsand species traits that mediate the transition of a popu-lation from casual to naturalized but it is surprising thatthis phase is rarely explored in studies of invasions(Pysek et al 2008 Richardson and Pysek 2012) In gen-eral reproductive traits such as seed bank longevityseed germination and seedling survival and growth(Pysek and Richardson 2007) in addition to high pheno-typic plasticity and high phenotypic integration (Pigliucci2003 Hamilton et al 2005 Richards et al 2006) are con-sidered to be important determinants of invasivenessHowever we know of no studies that evaluate the impor-tance of all these factors together in mediating the tran-sition of a population from casual to naturalize

High levels of plasticity can increase the average fit-ness of a species thereby expressing advantageous phe-notypes that facilitate invasion across a wide range ofnew environments (Richards et al 2006 Funk 2008Molina-Montenegro et al 2012) Nonetheless plasticity isnot necessarily a crucial factor in invasiveness(Peperkorn et al 2005 Godoy et al 2011 Palacio-Lopezand Gianoli 2011) It seems to be less relevant in habitatsthat experience the effects of multiple stress factorswhere convergence to a low degree of phenotypic plas-ticity and high canalization may be advantageous(Valladares et al 2007) Considering that the phenotypeexpressed by plants is the result of the integration oftheir characters in each environmental condition(Pigliucci 2003) it has been suggested that phenotypicintegration (ie the pattern and magnitude of functionalcorrelation among different plant traits Pigliucci 2003)may play a role in constraining phenotypic plasticity(Gianoli 2004 Valladares et al 2007 Gianoli and Palacio-Lopez 2009) An integrated phenotype may have an im-portant advantage in the invasion process because it canrespond to environmental variation more efficiently pro-ducing a more adaptive response to the environmentthan less integrated phenotypes (Schlichting 1989Gianoli 2004) Consequently plants with a more inte-grated phenotype should be less plastic than plants thatshow lower number of correlations among their traits(Valladares et al 2007 Gianoli and Palacio-Lopez 2009)

However phenotypic plasticity and phenotypic integra-tion can both favour plant fitness (Godoy et al 2012)Further research is thus necessary to elucidate the direc-tion of phenotypic change in invasive species for a betterunderstanding of how ecological traits are influenced bynew environmental conditions (Flores-Moreno et al2015)

A genus of trees that has been widely planted outsideits native range is Casuarina (Casuarinaceae) (Potgieteret al 2014a) Casuarinas differ from other well-studiedinvasive trees (eg Australian acacias Eucalyptus sppand Pinus spp Kueffer et al 2013) in that they invade adistinctive set of habitats (eg beach crests rock coastsyoung volcanic flows riparian ecosystems) and their re-quirements for successful invasion differ from those ofother tree taxa (Morton 1980 Potgieter et al 2014a c)This genus provides a useful model for understandinghow interactions between ecological factors and speciestraits mediate naturalization and other stages along theintroductionndashnaturalizationndashinvasion continuum(Potgieter et al 2014a) Casuarina equisetifolia L is themost widely planted species in the genus and is one ofthe most invasive alien tree species in the world(Rejmanek and Richardson 2013 Potgieter et al 2014a)it invades mainly coastal regions (Wheeler et al 2011)In Brazil the species was introduced along the entirecoast especially in sandy coastal plains (I3N Brazil2015) The species is widely naturalized but it is not yetinvasive in this country (Zenni and Ziller 2011 Potgieteret al 2014a) Given the large extent of climatically suit-able areas for C equisetifolia in Brazil including manyareas with substantial plantings (high propagule pres-sure) further naturalizations and invasions of this spe-cies are likely in the future (Potgieter et al 2014a)

Sandy coastal plain ecosystems are characterized bymultiple stressful conditions (eg high solar radiationdrought nutrient-poor sandy substrate high tempera-tures and salinity Reinert et al 1997 Hesp and Martınez2007) These factors have the potential to limit germina-tion survival and growth of plants (Maun 1994 Scarano2009) Communities of sandy coastal plains calledlsquorestingarsquo (sensu Araujo 1992) occupy 79 of theBrazilian coast (5820 km) extending from the Equatorto below the Tropic of Capricornmdasha distance of3900 km (67 in the tropics Lacerda et al 1993) Therestingas occur on sandy soils and have several forma-tions which vary in species composition and vegetationstructure due to varying abiotic conditions (Lacerdaet al 1993) Some restingas have a patchy structure andare classified as open scrub vegetation In many parts ofthe world extensive areas of sandy coastal plains arecovered by open scrub vegetation that may occur behindthe coastal thicket or farther inland (Araujo and Pereira

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

002 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

2002) This vegetation provides a spatial heterogeneityof resources resulting in two distinct microsites vegeta-tion patches and open areas (Araujo and Pereira 2002)[see Supporting InformationmdashFig S1] Woody species(up to 5 m high) dominate and vines are also commoncomponents of the vegetation patches (Araujo andPereira 2002 Araujo et al 2009) Inside the patches en-vironmental conditions may be less harsh than in openareas due to higher water supply and lower solar irradia-tion (Gomez-Aparicio et al 2005) Nevertheless shadebeneath patch canopies can limit plant growth by reduc-ing photosynthesis (Callaway and Walker 1997 Hastwelland Facelli 2003) The two distinct environmental condi-tions found in the restinga (high irradiance and low wa-ter (open area) versus low irradiance and high water(patches) (Matos 2014)) allow for the evaluation of thecombined effects of shade and drought in the naturaliza-tion process

The restinga ecosystems are associated with theBrazilian Atlantic Forest domain which is highly de-graded only 117 of the original vegetation remainswhich 05 comprises remaining restingas and man-groves (Ribeiro et al 2009)The restinga is highly de-graded (Araujo and Pereira 2002 Rocha et al 2007)mainly as a result of vegetation removal for housing de-velopment the collection of plants for sale and the es-tablishment of alien plant species such as C equisetifolia(Rocha et al 2007) Despite its high invasive potentialand its increasing biological and economic impacts onsandy coastal plains in many parts of the world(Potgieter et al 2014a) relatively little is known aboutthe ecophysiological traits that favour C equisetifolia in-vasiveness Thus analysis of seed persistence in the soilgermination behaviour and plant growth performance inresponse to different environmental factors could allowa better understanding of the factors that make C equi-setifolia one of the most widespread invasive trees incoastal regions of the world (Rejmanek and Richardson2013 Potgieter et al 2014a)

The main objective of the study was to identify thesets of traits that enable C equisetifolia to overcome thesurvival and reproductive barriers (Blackburn et al 2011)and to become naturalized in the restinga The hypothe-ses were (i) C equisetifolia forms a persistent soil seedbank that favours invasion (ii) given the wide climaticamplitude in its native range (Whistler and Elevitch 2006Potgieter et al 2014a) C equisetifolia seeds can germi-nate across a broad range of temperatures (iii) becausethe species is shade-sensitive and mostly found near wa-ter bodies (US National Research Council 1984 Parrotta1993) drought and shade should reduce its germinationsurvival and growth (iv) C equisetifolia should display alow trait plasticity and (v) phenotypic plasticity and

phenotypic integration of traits are inversely related inthis species (Gianoli 2004 Gianoli and Palacio-Lopez2009) A better understanding of the traits and the envi-ronmental factors that facilitate its naturalization willhelp to elucidate the magnitude of the invasion debt(sensu Rouget et al 2016) for this species in many partsof the world where it has been planted but where inva-sions have not yet manifested This study will improveour knowledge about how key stressors (high tempera-ture solar radiation drought and salinity) can limit theinitial establishment of an alien species and the transi-tion of a population from casual to naturalized Furtherunderstanding why and under which circumstances spe-cies become naturalized may facilitate the prediction offuture invasions determine the best ways to control in-vasive species and elucidate the impact of invasive spe-cies on native communities (Pysek and Richardson 2007Richardson and Pysek 2012)

Methods

Study species

Casuarina equisetifolia (Australian pine or coastal she-oak) is an evergreen fast-growing tree that attains aheight of 10ndash40 m The species has the largest naturaldistribution in the genus and is native to the east coastof Australia and Southeast Asia (Parrotta 1993)Reproduction is mainly by seeds (Morton 1980Apfelbaum et al 1983) but it can also propagate vegeta-tively (Renterıa 2007) Dispersal is mainly by wind(Morton 1980) but also by water (Renterıa 2007) andbirds (Ferriter et al 2007) The species tolerates salineconditions and low soil fertility (Morton 1980) Symbioticassociations with N-fixing actinomycete in the genusFrankia as well as ecto- endo- and arbuscular mycorrhi-zal fungi allow C equisetifolia to grow on nutrient-poorsubstrates (Zhong et al 1995 Diagne et al 2013) It hasbeen planted in coastal regions in many parts of theworld mainly to stabilize dunes and for windbreaks(Morton 1980 Parrotta 1993) Casuarina equisetifolia hasthe capacity to invade open areas in the dunes and re-place the native vegetation threatening biodiversity incoastal regions (Wheeler et al 2011) Further it produceslarge amounts of litter which can limit the establish-ment of native plants (Hata et al 2010) The species isnaturalized in at least 32 countries and it has become in-vasive in 10 geographical regions including NorthAmerica (Florida) Central America South America Asiathe Middle East southern Africa and on many islands(Pacific Indian Ocean Atlantic and Caribbean Islands)(Rejmanek and Richardson 2013 Potgieter et al 2014a)In Brazil it was introduced and disseminated mainly

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 300

after 1950 especially in the restingas of southern south-eastern and northeastern Brazil (I3N Brazil 2015) Thereare no records of the species being invasive in Brazil al-though it is widely naturalized (Zenni and Ziller 2011Potgieter et al 2014a)

Study area

The study was conducted in a naturalized population ofC equisetifolia (sea level 22 580S 42 010W) in the rest-inga of the State Park of Costa do Sol in the municipalityof Arraial do Cabo State of Rio de Janeiro Brazil (Fig 1)This is one of the largest Casuarina stands (22 ha) in thepark and has 031 individuals m 2 (3048 ind ha 1) av-erage height of 727 6 386 m and diameter at breastheight of 577 6 518 cm (nfrac14450) In the state of Rio deJaneiro at least 42 of restingas are degraded (Rochaet al 2007) but this percentage is now probably substan-tially higher as disturbance in this ecosystem has in-creased markedly in recent years (Cosendey et al 2016)The remaining restingas comprise fragments mostly ofsmall size with few areas occurring within officialConservation Units (Rocha et al 2007) One of the rest-ingas with the most critical situations in terms of degra-dation is in the State Park of Costa do Sol (Rocha et al2007) This restinga is located between the AtlanticOcean and the Araruama lagoon the largest hypersalinelagoon in the world This region is characterized by a hotsemiarid climate with 800 mm of annual precipitationoccurring predominantly during the summer (Novemberto February) (Barbiere 1984) The mean annual

temperature is 25 C with minimum and maximum tem-peratures of 12 and 36 C respectively (Scarano 2002)

Seed collection

Approximately 8000 seeds of C equisetifolia were ran-domly collected from 20 trees sampled with a minimaldistance of 10 m from each other in August 2012Mature seeds from opened dry dehiscent fruits weredried (18 C 18 relative humidity) for 3ndash5 days andhermetically stored in sealed plastic bags at20 C(Bonner 2008)

Seed longevity in the soil

To evaluate the longevity of C equisetifolia seeds in thesoil the seeds were packed in nylon mesh bags with ster-ilized (autoclaved at 121 C for 05 h) sandy soil collectedin the restinga (open area) Seventy bags (40 seeds perbag) were buried at a depth of 5 cm in the same area asthe seeds were collected Groups of 10 bags were dug upafter 1 3 6 9 12 18 and 24 months and the viability ofthe seeds buried in the soil was evaluated in a laboratoryby germination tests To test the effect of the light in ger-mination of buried seeds germination tests were carriedout under light (photoperiod of 816 h) and dark condi-tions To compare the viability of the seeds (nfrac142800)buried in the soil with optimal storage conditions 1500seeds were stored at 18 C (control group) over thesame period that they were buried Seed germinationtests of the control group were carried out under lightconditions Seeds were germinated in Petri dishes (9 cmdiameter) lined with two filter paper discs moistenedwith 5 mL of distilled water The germination tests had arandomized design with five replicates of 40 seeds theseeds in each bag constituted a replication

Seed traits and germination tests

Dry weight and moisture content of the seeds (five repli-cates of five seeds) were determined according to thelow-constant-temperature-oven method (103 C17 hISTA 1999) Length and width were measured with a dig-ital calliper for 50 samaras (whole winged fruit includingthe seed)

Germination tests were carried out to evaluate the ef-fects of temperature redfar-red light ratio (RFR) waterand salt stresses The seeds were germinated inPetri dishes (9 cm diameter) lined with two filter paperdiscs moistened with 5 mL of distilled water or specificosmotic solutions (sodium chloride (NaCl) or polyethyl-ene glycol 8000 (PEG 8000)) The temperature of thegermination chamber was determined by the temper-ature experiment Unless light was an intended variablea regime of 8 h light16 h darkness was applied

Figure 1 Study area (sea level 22 580S 42 010W) in the restingaof the State Park of Costa do Sol in the municipality of Arraial doCabo State of Rio de Janeiro Brazil

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

004 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

(420 W white fluorescent lamps total flux rate of90 mmolm2s)

The temperature experiment was represented byconstant temperatures of 15 20 25 30 35 and 40 C(6 10 C) and by alternating regimes of 2520 30203520 and 4020 C (816 h respectively the alternatingtemperature treatment was 8 h in the light at the highertemperature and 16 h in the dark at the lower tempera-ture) In the temperatures of 25 30 and 3020 C the ger-mination was also evaluated in the dark and the Petridishes were wrapped in two aluminium foils The optimalgermination temperature was used in light water andsaline stresses experiments

The light experiment included six RFR irradiance treat-ments 00 02 04 06 08 and 10 Zero irradiancetreatment was produced by wrapping the Petri dishes intwo aluminium foils The greatest RFR treatment (10)was obtained by leaving the Petri dishes free of filtersSpectrum was provided by two fluorescent 22 W whitelamps and one incandescent 15 W lamps totalling 10RFR which is close to the 119 RFR of full sunlight (Smith2000) The four remaining RFR irradiance treatmentswere achieved by wrapping the Petri dishes with differentcolours of LEE filters The RFR irradiance was measuredwith sensors SKR 110 and SKP 215 coupled toSpectroSense (Skye Instruments Inc)

The effect of water and salt stresses in the germina-tion was tested with PEG 8000 and NaCl solutions re-spectively The osmotic potentials used were 00025 05 075 10 125 and 15 MPa Thesedifferent potentials were found in the restinga (Martinset al 2012) PEG 8000 and NaCl solutions were pre-pared according to Villela and Beckert (2001) andSalisbury and Ross (1992) respectively To minimizewater potential variation seeds were transferred to anew Petri dish with the solution every 7 days After30 days in a recovery treatment the ungerminatedseeds from PEG 8000 and NaCl solutions were washedwith distilled water The seeds were then transferred toPetri dishes with distilled water to evaluate the germi-nation potential

In all experiments the positions of Petri dishes insidegermination chambers were randomly changed everyday A seed was considered to have germinated when itsradicle emerged to a length of 1 mm Germination wasrecorded daily for 30 days and germinated seeds wereremoved from Petri dishes In the light experiment thegermination was evaluated in a dark and closed roomwith a green safelight Five replicates of 40 seeds wereused in all experiments Seeds that did not germinatewere subjected to the application of pressure with twee-zers and were either empty or had been colonized byfungi

Survival and growth

To minimize genetic variation all seeds used in this ex-periment came from a single tree so the seedlings werehalf-siblings Seeds were germinated in germinationchambers (30 C 8 h photoperiod) and after 2 monthsseedlings were transplanted to individual plastic bags(2L) and transferred to the greenhouse of the Rio deJaneiro Botanic Garden Soil substrate consisted of 111volume homogenized mixture of soil of the area with Cequisetifolia invasion sand collected inside the patchesand bare sand This mixture was used to provide a sub-strate with macro and micronutrients found in therestinga

After 4 months the height and stem diameter of theyoung plants of C equisetifolia were measured Theseplants were submitted to a factorial experiment to simu-late the light intensity and water availability found inthree microsites of the restinga (inside vegetationpatches edge and open area) and in the C equisetifoliastands This experiment had eight treatments with fourlight levels and two watering regimes The plants wereseparated in eight groups and there were no significantdifferences in initial height of the individuals betweengroups (Plt005) Distinct conditions of light were estab-lished with shade cages of wood (1 m1 m1 m) cov-ered with cloth layers of different colours andthicknesses The photosynthetic photon-flux density(PPFD) and RFR (mol mol 1) inside each shade cagewere2 029 mol mol 1 (inside vegetation patches)15 048 mol mol 1 (edge) 70 105 mol mol 1

(C equisetifolia stand) and 100 112 mol mol 1

(open area) At each light intensity half of the youngplants were grown under high water (gt10 of soil watercontent) and other half at low water conditions (lt2 ofsoil water content) Soil water content was monitoredweekly from four soil samples per treatment and wasdetermined by gravimetric method (24 h103 C) Thesoil was irrigated once or twice a week by applying 30 (2 low water) to 150 ml (100 high water) of water

The values of PPFD RFR and watering regimes insidepatches edge and open area in the restinga were ob-tained by Matos (2014) Data of PPFD and RFR of Cequisetifolia stands were measured at 20 random points(685 6 112 PPFD 105 6 010 mmol m 2 s 1) Thevalues of PPFD were calculated taking as reference themean full sunlight (100 PPFDfrac1423053 mmol m 2 s 1)All measurements were made at midday on sunnycloud-free days with a radiometer SKR-100 linked to aSpectroSense 2 SKL 904 (Skye Instruments LlandrindodWells UK) To minimize experimental error due to lightvariability inside the shade cages positions of the youngplants were rotated once a week For survival analysis 15

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 500

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

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water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

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Page 3: Experimental assessment of factors mediating the ...

2002) This vegetation provides a spatial heterogeneityof resources resulting in two distinct microsites vegeta-tion patches and open areas (Araujo and Pereira 2002)[see Supporting InformationmdashFig S1] Woody species(up to 5 m high) dominate and vines are also commoncomponents of the vegetation patches (Araujo andPereira 2002 Araujo et al 2009) Inside the patches en-vironmental conditions may be less harsh than in openareas due to higher water supply and lower solar irradia-tion (Gomez-Aparicio et al 2005) Nevertheless shadebeneath patch canopies can limit plant growth by reduc-ing photosynthesis (Callaway and Walker 1997 Hastwelland Facelli 2003) The two distinct environmental condi-tions found in the restinga (high irradiance and low wa-ter (open area) versus low irradiance and high water(patches) (Matos 2014)) allow for the evaluation of thecombined effects of shade and drought in the naturaliza-tion process

The restinga ecosystems are associated with theBrazilian Atlantic Forest domain which is highly de-graded only 117 of the original vegetation remainswhich 05 comprises remaining restingas and man-groves (Ribeiro et al 2009)The restinga is highly de-graded (Araujo and Pereira 2002 Rocha et al 2007)mainly as a result of vegetation removal for housing de-velopment the collection of plants for sale and the es-tablishment of alien plant species such as C equisetifolia(Rocha et al 2007) Despite its high invasive potentialand its increasing biological and economic impacts onsandy coastal plains in many parts of the world(Potgieter et al 2014a) relatively little is known aboutthe ecophysiological traits that favour C equisetifolia in-vasiveness Thus analysis of seed persistence in the soilgermination behaviour and plant growth performance inresponse to different environmental factors could allowa better understanding of the factors that make C equi-setifolia one of the most widespread invasive trees incoastal regions of the world (Rejmanek and Richardson2013 Potgieter et al 2014a)

The main objective of the study was to identify thesets of traits that enable C equisetifolia to overcome thesurvival and reproductive barriers (Blackburn et al 2011)and to become naturalized in the restinga The hypothe-ses were (i) C equisetifolia forms a persistent soil seedbank that favours invasion (ii) given the wide climaticamplitude in its native range (Whistler and Elevitch 2006Potgieter et al 2014a) C equisetifolia seeds can germi-nate across a broad range of temperatures (iii) becausethe species is shade-sensitive and mostly found near wa-ter bodies (US National Research Council 1984 Parrotta1993) drought and shade should reduce its germinationsurvival and growth (iv) C equisetifolia should display alow trait plasticity and (v) phenotypic plasticity and

phenotypic integration of traits are inversely related inthis species (Gianoli 2004 Gianoli and Palacio-Lopez2009) A better understanding of the traits and the envi-ronmental factors that facilitate its naturalization willhelp to elucidate the magnitude of the invasion debt(sensu Rouget et al 2016) for this species in many partsof the world where it has been planted but where inva-sions have not yet manifested This study will improveour knowledge about how key stressors (high tempera-ture solar radiation drought and salinity) can limit theinitial establishment of an alien species and the transi-tion of a population from casual to naturalized Furtherunderstanding why and under which circumstances spe-cies become naturalized may facilitate the prediction offuture invasions determine the best ways to control in-vasive species and elucidate the impact of invasive spe-cies on native communities (Pysek and Richardson 2007Richardson and Pysek 2012)

Methods

Study species

Casuarina equisetifolia (Australian pine or coastal she-oak) is an evergreen fast-growing tree that attains aheight of 10ndash40 m The species has the largest naturaldistribution in the genus and is native to the east coastof Australia and Southeast Asia (Parrotta 1993)Reproduction is mainly by seeds (Morton 1980Apfelbaum et al 1983) but it can also propagate vegeta-tively (Renterıa 2007) Dispersal is mainly by wind(Morton 1980) but also by water (Renterıa 2007) andbirds (Ferriter et al 2007) The species tolerates salineconditions and low soil fertility (Morton 1980) Symbioticassociations with N-fixing actinomycete in the genusFrankia as well as ecto- endo- and arbuscular mycorrhi-zal fungi allow C equisetifolia to grow on nutrient-poorsubstrates (Zhong et al 1995 Diagne et al 2013) It hasbeen planted in coastal regions in many parts of theworld mainly to stabilize dunes and for windbreaks(Morton 1980 Parrotta 1993) Casuarina equisetifolia hasthe capacity to invade open areas in the dunes and re-place the native vegetation threatening biodiversity incoastal regions (Wheeler et al 2011) Further it produceslarge amounts of litter which can limit the establish-ment of native plants (Hata et al 2010) The species isnaturalized in at least 32 countries and it has become in-vasive in 10 geographical regions including NorthAmerica (Florida) Central America South America Asiathe Middle East southern Africa and on many islands(Pacific Indian Ocean Atlantic and Caribbean Islands)(Rejmanek and Richardson 2013 Potgieter et al 2014a)In Brazil it was introduced and disseminated mainly

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 300

after 1950 especially in the restingas of southern south-eastern and northeastern Brazil (I3N Brazil 2015) Thereare no records of the species being invasive in Brazil al-though it is widely naturalized (Zenni and Ziller 2011Potgieter et al 2014a)

Study area

The study was conducted in a naturalized population ofC equisetifolia (sea level 22 580S 42 010W) in the rest-inga of the State Park of Costa do Sol in the municipalityof Arraial do Cabo State of Rio de Janeiro Brazil (Fig 1)This is one of the largest Casuarina stands (22 ha) in thepark and has 031 individuals m 2 (3048 ind ha 1) av-erage height of 727 6 386 m and diameter at breastheight of 577 6 518 cm (nfrac14450) In the state of Rio deJaneiro at least 42 of restingas are degraded (Rochaet al 2007) but this percentage is now probably substan-tially higher as disturbance in this ecosystem has in-creased markedly in recent years (Cosendey et al 2016)The remaining restingas comprise fragments mostly ofsmall size with few areas occurring within officialConservation Units (Rocha et al 2007) One of the rest-ingas with the most critical situations in terms of degra-dation is in the State Park of Costa do Sol (Rocha et al2007) This restinga is located between the AtlanticOcean and the Araruama lagoon the largest hypersalinelagoon in the world This region is characterized by a hotsemiarid climate with 800 mm of annual precipitationoccurring predominantly during the summer (Novemberto February) (Barbiere 1984) The mean annual

temperature is 25 C with minimum and maximum tem-peratures of 12 and 36 C respectively (Scarano 2002)

Seed collection

Approximately 8000 seeds of C equisetifolia were ran-domly collected from 20 trees sampled with a minimaldistance of 10 m from each other in August 2012Mature seeds from opened dry dehiscent fruits weredried (18 C 18 relative humidity) for 3ndash5 days andhermetically stored in sealed plastic bags at20 C(Bonner 2008)

Seed longevity in the soil

To evaluate the longevity of C equisetifolia seeds in thesoil the seeds were packed in nylon mesh bags with ster-ilized (autoclaved at 121 C for 05 h) sandy soil collectedin the restinga (open area) Seventy bags (40 seeds perbag) were buried at a depth of 5 cm in the same area asthe seeds were collected Groups of 10 bags were dug upafter 1 3 6 9 12 18 and 24 months and the viability ofthe seeds buried in the soil was evaluated in a laboratoryby germination tests To test the effect of the light in ger-mination of buried seeds germination tests were carriedout under light (photoperiod of 816 h) and dark condi-tions To compare the viability of the seeds (nfrac142800)buried in the soil with optimal storage conditions 1500seeds were stored at 18 C (control group) over thesame period that they were buried Seed germinationtests of the control group were carried out under lightconditions Seeds were germinated in Petri dishes (9 cmdiameter) lined with two filter paper discs moistenedwith 5 mL of distilled water The germination tests had arandomized design with five replicates of 40 seeds theseeds in each bag constituted a replication

Seed traits and germination tests

Dry weight and moisture content of the seeds (five repli-cates of five seeds) were determined according to thelow-constant-temperature-oven method (103 C17 hISTA 1999) Length and width were measured with a dig-ital calliper for 50 samaras (whole winged fruit includingthe seed)

Germination tests were carried out to evaluate the ef-fects of temperature redfar-red light ratio (RFR) waterand salt stresses The seeds were germinated inPetri dishes (9 cm diameter) lined with two filter paperdiscs moistened with 5 mL of distilled water or specificosmotic solutions (sodium chloride (NaCl) or polyethyl-ene glycol 8000 (PEG 8000)) The temperature of thegermination chamber was determined by the temper-ature experiment Unless light was an intended variablea regime of 8 h light16 h darkness was applied

Figure 1 Study area (sea level 22 580S 42 010W) in the restingaof the State Park of Costa do Sol in the municipality of Arraial doCabo State of Rio de Janeiro Brazil

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

004 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

(420 W white fluorescent lamps total flux rate of90 mmolm2s)

The temperature experiment was represented byconstant temperatures of 15 20 25 30 35 and 40 C(6 10 C) and by alternating regimes of 2520 30203520 and 4020 C (816 h respectively the alternatingtemperature treatment was 8 h in the light at the highertemperature and 16 h in the dark at the lower tempera-ture) In the temperatures of 25 30 and 3020 C the ger-mination was also evaluated in the dark and the Petridishes were wrapped in two aluminium foils The optimalgermination temperature was used in light water andsaline stresses experiments

The light experiment included six RFR irradiance treat-ments 00 02 04 06 08 and 10 Zero irradiancetreatment was produced by wrapping the Petri dishes intwo aluminium foils The greatest RFR treatment (10)was obtained by leaving the Petri dishes free of filtersSpectrum was provided by two fluorescent 22 W whitelamps and one incandescent 15 W lamps totalling 10RFR which is close to the 119 RFR of full sunlight (Smith2000) The four remaining RFR irradiance treatmentswere achieved by wrapping the Petri dishes with differentcolours of LEE filters The RFR irradiance was measuredwith sensors SKR 110 and SKP 215 coupled toSpectroSense (Skye Instruments Inc)

The effect of water and salt stresses in the germina-tion was tested with PEG 8000 and NaCl solutions re-spectively The osmotic potentials used were 00025 05 075 10 125 and 15 MPa Thesedifferent potentials were found in the restinga (Martinset al 2012) PEG 8000 and NaCl solutions were pre-pared according to Villela and Beckert (2001) andSalisbury and Ross (1992) respectively To minimizewater potential variation seeds were transferred to anew Petri dish with the solution every 7 days After30 days in a recovery treatment the ungerminatedseeds from PEG 8000 and NaCl solutions were washedwith distilled water The seeds were then transferred toPetri dishes with distilled water to evaluate the germi-nation potential

In all experiments the positions of Petri dishes insidegermination chambers were randomly changed everyday A seed was considered to have germinated when itsradicle emerged to a length of 1 mm Germination wasrecorded daily for 30 days and germinated seeds wereremoved from Petri dishes In the light experiment thegermination was evaluated in a dark and closed roomwith a green safelight Five replicates of 40 seeds wereused in all experiments Seeds that did not germinatewere subjected to the application of pressure with twee-zers and were either empty or had been colonized byfungi

Survival and growth

To minimize genetic variation all seeds used in this ex-periment came from a single tree so the seedlings werehalf-siblings Seeds were germinated in germinationchambers (30 C 8 h photoperiod) and after 2 monthsseedlings were transplanted to individual plastic bags(2L) and transferred to the greenhouse of the Rio deJaneiro Botanic Garden Soil substrate consisted of 111volume homogenized mixture of soil of the area with Cequisetifolia invasion sand collected inside the patchesand bare sand This mixture was used to provide a sub-strate with macro and micronutrients found in therestinga

After 4 months the height and stem diameter of theyoung plants of C equisetifolia were measured Theseplants were submitted to a factorial experiment to simu-late the light intensity and water availability found inthree microsites of the restinga (inside vegetationpatches edge and open area) and in the C equisetifoliastands This experiment had eight treatments with fourlight levels and two watering regimes The plants wereseparated in eight groups and there were no significantdifferences in initial height of the individuals betweengroups (Plt005) Distinct conditions of light were estab-lished with shade cages of wood (1 m1 m1 m) cov-ered with cloth layers of different colours andthicknesses The photosynthetic photon-flux density(PPFD) and RFR (mol mol 1) inside each shade cagewere2 029 mol mol 1 (inside vegetation patches)15 048 mol mol 1 (edge) 70 105 mol mol 1

(C equisetifolia stand) and 100 112 mol mol 1

(open area) At each light intensity half of the youngplants were grown under high water (gt10 of soil watercontent) and other half at low water conditions (lt2 ofsoil water content) Soil water content was monitoredweekly from four soil samples per treatment and wasdetermined by gravimetric method (24 h103 C) Thesoil was irrigated once or twice a week by applying 30 (2 low water) to 150 ml (100 high water) of water

The values of PPFD RFR and watering regimes insidepatches edge and open area in the restinga were ob-tained by Matos (2014) Data of PPFD and RFR of Cequisetifolia stands were measured at 20 random points(685 6 112 PPFD 105 6 010 mmol m 2 s 1) Thevalues of PPFD were calculated taking as reference themean full sunlight (100 PPFDfrac1423053 mmol m 2 s 1)All measurements were made at midday on sunnycloud-free days with a radiometer SKR-100 linked to aSpectroSense 2 SKL 904 (Skye Instruments LlandrindodWells UK) To minimize experimental error due to lightvariability inside the shade cages positions of the youngplants were rotated once a week For survival analysis 15

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 500

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

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water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 4: Experimental assessment of factors mediating the ...

after 1950 especially in the restingas of southern south-eastern and northeastern Brazil (I3N Brazil 2015) Thereare no records of the species being invasive in Brazil al-though it is widely naturalized (Zenni and Ziller 2011Potgieter et al 2014a)

Study area

The study was conducted in a naturalized population ofC equisetifolia (sea level 22 580S 42 010W) in the rest-inga of the State Park of Costa do Sol in the municipalityof Arraial do Cabo State of Rio de Janeiro Brazil (Fig 1)This is one of the largest Casuarina stands (22 ha) in thepark and has 031 individuals m 2 (3048 ind ha 1) av-erage height of 727 6 386 m and diameter at breastheight of 577 6 518 cm (nfrac14450) In the state of Rio deJaneiro at least 42 of restingas are degraded (Rochaet al 2007) but this percentage is now probably substan-tially higher as disturbance in this ecosystem has in-creased markedly in recent years (Cosendey et al 2016)The remaining restingas comprise fragments mostly ofsmall size with few areas occurring within officialConservation Units (Rocha et al 2007) One of the rest-ingas with the most critical situations in terms of degra-dation is in the State Park of Costa do Sol (Rocha et al2007) This restinga is located between the AtlanticOcean and the Araruama lagoon the largest hypersalinelagoon in the world This region is characterized by a hotsemiarid climate with 800 mm of annual precipitationoccurring predominantly during the summer (Novemberto February) (Barbiere 1984) The mean annual

temperature is 25 C with minimum and maximum tem-peratures of 12 and 36 C respectively (Scarano 2002)

Seed collection

Approximately 8000 seeds of C equisetifolia were ran-domly collected from 20 trees sampled with a minimaldistance of 10 m from each other in August 2012Mature seeds from opened dry dehiscent fruits weredried (18 C 18 relative humidity) for 3ndash5 days andhermetically stored in sealed plastic bags at20 C(Bonner 2008)

Seed longevity in the soil

To evaluate the longevity of C equisetifolia seeds in thesoil the seeds were packed in nylon mesh bags with ster-ilized (autoclaved at 121 C for 05 h) sandy soil collectedin the restinga (open area) Seventy bags (40 seeds perbag) were buried at a depth of 5 cm in the same area asthe seeds were collected Groups of 10 bags were dug upafter 1 3 6 9 12 18 and 24 months and the viability ofthe seeds buried in the soil was evaluated in a laboratoryby germination tests To test the effect of the light in ger-mination of buried seeds germination tests were carriedout under light (photoperiod of 816 h) and dark condi-tions To compare the viability of the seeds (nfrac142800)buried in the soil with optimal storage conditions 1500seeds were stored at 18 C (control group) over thesame period that they were buried Seed germinationtests of the control group were carried out under lightconditions Seeds were germinated in Petri dishes (9 cmdiameter) lined with two filter paper discs moistenedwith 5 mL of distilled water The germination tests had arandomized design with five replicates of 40 seeds theseeds in each bag constituted a replication

Seed traits and germination tests

Dry weight and moisture content of the seeds (five repli-cates of five seeds) were determined according to thelow-constant-temperature-oven method (103 C17 hISTA 1999) Length and width were measured with a dig-ital calliper for 50 samaras (whole winged fruit includingthe seed)

Germination tests were carried out to evaluate the ef-fects of temperature redfar-red light ratio (RFR) waterand salt stresses The seeds were germinated inPetri dishes (9 cm diameter) lined with two filter paperdiscs moistened with 5 mL of distilled water or specificosmotic solutions (sodium chloride (NaCl) or polyethyl-ene glycol 8000 (PEG 8000)) The temperature of thegermination chamber was determined by the temper-ature experiment Unless light was an intended variablea regime of 8 h light16 h darkness was applied

Figure 1 Study area (sea level 22 580S 42 010W) in the restingaof the State Park of Costa do Sol in the municipality of Arraial doCabo State of Rio de Janeiro Brazil

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

004 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

(420 W white fluorescent lamps total flux rate of90 mmolm2s)

The temperature experiment was represented byconstant temperatures of 15 20 25 30 35 and 40 C(6 10 C) and by alternating regimes of 2520 30203520 and 4020 C (816 h respectively the alternatingtemperature treatment was 8 h in the light at the highertemperature and 16 h in the dark at the lower tempera-ture) In the temperatures of 25 30 and 3020 C the ger-mination was also evaluated in the dark and the Petridishes were wrapped in two aluminium foils The optimalgermination temperature was used in light water andsaline stresses experiments

The light experiment included six RFR irradiance treat-ments 00 02 04 06 08 and 10 Zero irradiancetreatment was produced by wrapping the Petri dishes intwo aluminium foils The greatest RFR treatment (10)was obtained by leaving the Petri dishes free of filtersSpectrum was provided by two fluorescent 22 W whitelamps and one incandescent 15 W lamps totalling 10RFR which is close to the 119 RFR of full sunlight (Smith2000) The four remaining RFR irradiance treatmentswere achieved by wrapping the Petri dishes with differentcolours of LEE filters The RFR irradiance was measuredwith sensors SKR 110 and SKP 215 coupled toSpectroSense (Skye Instruments Inc)

The effect of water and salt stresses in the germina-tion was tested with PEG 8000 and NaCl solutions re-spectively The osmotic potentials used were 00025 05 075 10 125 and 15 MPa Thesedifferent potentials were found in the restinga (Martinset al 2012) PEG 8000 and NaCl solutions were pre-pared according to Villela and Beckert (2001) andSalisbury and Ross (1992) respectively To minimizewater potential variation seeds were transferred to anew Petri dish with the solution every 7 days After30 days in a recovery treatment the ungerminatedseeds from PEG 8000 and NaCl solutions were washedwith distilled water The seeds were then transferred toPetri dishes with distilled water to evaluate the germi-nation potential

In all experiments the positions of Petri dishes insidegermination chambers were randomly changed everyday A seed was considered to have germinated when itsradicle emerged to a length of 1 mm Germination wasrecorded daily for 30 days and germinated seeds wereremoved from Petri dishes In the light experiment thegermination was evaluated in a dark and closed roomwith a green safelight Five replicates of 40 seeds wereused in all experiments Seeds that did not germinatewere subjected to the application of pressure with twee-zers and were either empty or had been colonized byfungi

Survival and growth

To minimize genetic variation all seeds used in this ex-periment came from a single tree so the seedlings werehalf-siblings Seeds were germinated in germinationchambers (30 C 8 h photoperiod) and after 2 monthsseedlings were transplanted to individual plastic bags(2L) and transferred to the greenhouse of the Rio deJaneiro Botanic Garden Soil substrate consisted of 111volume homogenized mixture of soil of the area with Cequisetifolia invasion sand collected inside the patchesand bare sand This mixture was used to provide a sub-strate with macro and micronutrients found in therestinga

After 4 months the height and stem diameter of theyoung plants of C equisetifolia were measured Theseplants were submitted to a factorial experiment to simu-late the light intensity and water availability found inthree microsites of the restinga (inside vegetationpatches edge and open area) and in the C equisetifoliastands This experiment had eight treatments with fourlight levels and two watering regimes The plants wereseparated in eight groups and there were no significantdifferences in initial height of the individuals betweengroups (Plt005) Distinct conditions of light were estab-lished with shade cages of wood (1 m1 m1 m) cov-ered with cloth layers of different colours andthicknesses The photosynthetic photon-flux density(PPFD) and RFR (mol mol 1) inside each shade cagewere2 029 mol mol 1 (inside vegetation patches)15 048 mol mol 1 (edge) 70 105 mol mol 1

(C equisetifolia stand) and 100 112 mol mol 1

(open area) At each light intensity half of the youngplants were grown under high water (gt10 of soil watercontent) and other half at low water conditions (lt2 ofsoil water content) Soil water content was monitoredweekly from four soil samples per treatment and wasdetermined by gravimetric method (24 h103 C) Thesoil was irrigated once or twice a week by applying 30 (2 low water) to 150 ml (100 high water) of water

The values of PPFD RFR and watering regimes insidepatches edge and open area in the restinga were ob-tained by Matos (2014) Data of PPFD and RFR of Cequisetifolia stands were measured at 20 random points(685 6 112 PPFD 105 6 010 mmol m 2 s 1) Thevalues of PPFD were calculated taking as reference themean full sunlight (100 PPFDfrac1423053 mmol m 2 s 1)All measurements were made at midday on sunnycloud-free days with a radiometer SKR-100 linked to aSpectroSense 2 SKL 904 (Skye Instruments LlandrindodWells UK) To minimize experimental error due to lightvariability inside the shade cages positions of the youngplants were rotated once a week For survival analysis 15

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 500

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

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Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

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water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 5: Experimental assessment of factors mediating the ...

(420 W white fluorescent lamps total flux rate of90 mmolm2s)

The temperature experiment was represented byconstant temperatures of 15 20 25 30 35 and 40 C(6 10 C) and by alternating regimes of 2520 30203520 and 4020 C (816 h respectively the alternatingtemperature treatment was 8 h in the light at the highertemperature and 16 h in the dark at the lower tempera-ture) In the temperatures of 25 30 and 3020 C the ger-mination was also evaluated in the dark and the Petridishes were wrapped in two aluminium foils The optimalgermination temperature was used in light water andsaline stresses experiments

The light experiment included six RFR irradiance treat-ments 00 02 04 06 08 and 10 Zero irradiancetreatment was produced by wrapping the Petri dishes intwo aluminium foils The greatest RFR treatment (10)was obtained by leaving the Petri dishes free of filtersSpectrum was provided by two fluorescent 22 W whitelamps and one incandescent 15 W lamps totalling 10RFR which is close to the 119 RFR of full sunlight (Smith2000) The four remaining RFR irradiance treatmentswere achieved by wrapping the Petri dishes with differentcolours of LEE filters The RFR irradiance was measuredwith sensors SKR 110 and SKP 215 coupled toSpectroSense (Skye Instruments Inc)

The effect of water and salt stresses in the germina-tion was tested with PEG 8000 and NaCl solutions re-spectively The osmotic potentials used were 00025 05 075 10 125 and 15 MPa Thesedifferent potentials were found in the restinga (Martinset al 2012) PEG 8000 and NaCl solutions were pre-pared according to Villela and Beckert (2001) andSalisbury and Ross (1992) respectively To minimizewater potential variation seeds were transferred to anew Petri dish with the solution every 7 days After30 days in a recovery treatment the ungerminatedseeds from PEG 8000 and NaCl solutions were washedwith distilled water The seeds were then transferred toPetri dishes with distilled water to evaluate the germi-nation potential

In all experiments the positions of Petri dishes insidegermination chambers were randomly changed everyday A seed was considered to have germinated when itsradicle emerged to a length of 1 mm Germination wasrecorded daily for 30 days and germinated seeds wereremoved from Petri dishes In the light experiment thegermination was evaluated in a dark and closed roomwith a green safelight Five replicates of 40 seeds wereused in all experiments Seeds that did not germinatewere subjected to the application of pressure with twee-zers and were either empty or had been colonized byfungi

Survival and growth

To minimize genetic variation all seeds used in this ex-periment came from a single tree so the seedlings werehalf-siblings Seeds were germinated in germinationchambers (30 C 8 h photoperiod) and after 2 monthsseedlings were transplanted to individual plastic bags(2L) and transferred to the greenhouse of the Rio deJaneiro Botanic Garden Soil substrate consisted of 111volume homogenized mixture of soil of the area with Cequisetifolia invasion sand collected inside the patchesand bare sand This mixture was used to provide a sub-strate with macro and micronutrients found in therestinga

After 4 months the height and stem diameter of theyoung plants of C equisetifolia were measured Theseplants were submitted to a factorial experiment to simu-late the light intensity and water availability found inthree microsites of the restinga (inside vegetationpatches edge and open area) and in the C equisetifoliastands This experiment had eight treatments with fourlight levels and two watering regimes The plants wereseparated in eight groups and there were no significantdifferences in initial height of the individuals betweengroups (Plt005) Distinct conditions of light were estab-lished with shade cages of wood (1 m1 m1 m) cov-ered with cloth layers of different colours andthicknesses The photosynthetic photon-flux density(PPFD) and RFR (mol mol 1) inside each shade cagewere2 029 mol mol 1 (inside vegetation patches)15 048 mol mol 1 (edge) 70 105 mol mol 1

(C equisetifolia stand) and 100 112 mol mol 1

(open area) At each light intensity half of the youngplants were grown under high water (gt10 of soil watercontent) and other half at low water conditions (lt2 ofsoil water content) Soil water content was monitoredweekly from four soil samples per treatment and wasdetermined by gravimetric method (24 h103 C) Thesoil was irrigated once or twice a week by applying 30 (2 low water) to 150 ml (100 high water) of water

The values of PPFD RFR and watering regimes insidepatches edge and open area in the restinga were ob-tained by Matos (2014) Data of PPFD and RFR of Cequisetifolia stands were measured at 20 random points(685 6 112 PPFD 105 6 010 mmol m 2 s 1) Thevalues of PPFD were calculated taking as reference themean full sunlight (100 PPFDfrac1423053 mmol m 2 s 1)All measurements were made at midday on sunnycloud-free days with a radiometer SKR-100 linked to aSpectroSense 2 SKL 904 (Skye Instruments LlandrindodWells UK) To minimize experimental error due to lightvariability inside the shade cages positions of the youngplants were rotated once a week For survival analysis 15

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 500

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

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sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

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Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 6: Experimental assessment of factors mediating the ...

individuals per treatment were monitored weekly for16 weeks Plants that lost all their aerial structure and didnot have any photosynthetic active leaf were recordedas dead

At the end of the experiment samples of all youngplants that survived were harvested to measure stemlength main root length and collar diameter Thereafterthey were separated into leaves stems and roots andeach fraction was dried (80 C48 h) and weighted Totaldry mass (TDM) Leaf mass fraction (LMFfrac14 leaf dry massplant dry mass) stem mass fraction (SMFfrac14 stem drymassplant dry mass) root mass fraction (RMFfrac14 root drymassplant dry mass) shoot root ratio (RSfrac14 shoot drymassroot dry mass) slenderness index (SIfrac14 stemheightcollar diameter) specific stem length (SSLfrac14 stemlengthstem dry mass) specific root length (SRLfrac14 rootlengthroot dry mass) total leaf mass (TLM) total leafarea (TLA) specific leaf area (SLAfrac14 leaf areatotal leafmass) and leaf area ratio (LARfrac14 leaf areatotal plant drymass) Leaf area and SLA were calculated following theprotocol proposed by Gomez-Aparicio et al (2006) forpines needles Relative growth rates were calculated fortotal biomass (RGRb) and total leaf area (RGRa) using thepairing method (Evans 1972) RGR was calculated asRGRfrac14 (lnx2lnx1)(t2t1) where x1 is the trait measuredin time 1 (t1) and x2 is the trait measured in time 2 (t2)

Phenotypic plasticity and phenotypic integration

Phenotypic plasticity in response to light for each traitwas calculated as the relative distance plasticity index(RDPIfrac14

P(dij i0j0(xi0j0 thorn xij))n) where n is the total

number of distances and j and j0 are two individuals be-longing to different treatments (i and i0) This indexranges from 0 (no plasticity) to 1 (maximal plasticity)Overall RDPI was calculated by summing all relative dis-tances obtained and dividing by the total number of dis-tances (Valladares et al 2006) It was not possible tocalculate RDPI in relation to water regime because al-most all young plants died under low water conditions

Phenotypic integration was estimated as the numberof significant correlations (Plt005 Spearmanrsquos rank cor-relation coefficient) with the other traits (pairwise com-parison) for 15 of light (shady condition) and 100 oflight (sunny condition) (Gianoli and Palacio-Lopez 2009)Phenotypic integration index in each light condition wascalculated based on the variance of the eigenvalues ofthe correlation matrix between phenotypic traits(Wagner 1984)

Data analysis

In the experiments to determine seed longevity in thesoil and the effect of temperature PEG 8000 and NaCl

solutions germination was evaluated by germinationpercentage and germination rate (vfrac14Rni(Rniti)) wherelsquonirsquo is the number of seeds germinated per day and lsquotirsquo isthe incubation time (days) (Labouriau and Pacheco1978) In the light experiment only the final germinationpercentage was evaluated

The longevity of C equisetifolia seeds in the soil andcold conditions was analysed through germination per-centage and germination rate parameters by linear re-gression An analysis of covariance (ANCOVA) was usedto compare the slopes of regression lines between thetwo storage conditions of the seeds (cold storage X soilstorage) and the effect of the light conditions on germi-nation of the buried seeds in the soil (light X dark) TheANCOVA was used with germination percentage and ger-mination rate as dependent variables storage and lightconditions as factors and storage time (1 3 24 months) as covariate The interaction between theconditions and time in the germination process was eval-uated Homogeneity of slopes was confirmed beforeconducting each ANCOVA The differences in ANCOVAwere in relation to the inclination

The recovery germination percentage in the PEG 8000and NaCl solutions was calculated by adding the germi-nation values of each iso-osmotic solution and their re-spective germination value after transferal to distilledwater In the experiments of temperature PEG 8000 andNaCl solutions data were analysed for normality usingthe KolmogorovndashSmirnov test and for homogeneity ofvariance using Levenersquos test For data that did not shownormality andor variance homogeneity germinationpercentage was arcsine transformed and germinationrate transformed to log(xthorn1) (Zar 1999) Germinationpercentage and germination rate were tested in a facto-rial ANOVA followed by a post hoc Tukeyrsquos test(Plt005) In the experiment of light the relationship be-tween germination percentage (y) and RFR (x) was de-termined using a logistic function (Pearson et al 2003)and described by the following equation yfrac14a1thorn exp[((xx0)b)] where a is a coefficient describing themaximum germination percentage x0 is a coefficient es-timating the RFR at 50 of maximum germination andb is a coefficient of the slope of the germination responsecalculated from estimates of RFR

For survival analysis the KaplanndashMeier product limitmethod was used to estimate the survival function andthe log-rank test was used to assess for significant differ-ences in survival curves among treatments Cox regres-sion was used to evaluate the effects of light water andtheir interactions on probability of the death of youngplants

Growth analyses were performed only in treatmentsof 15 70 and 100 of light under high water conditions

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

006 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

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AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 7: Experimental assessment of factors mediating the ...

due to high mortality rates under low water conditionsand in deep shade (2 ) To test the effect of light for allmorphological and biomass allocation traits togetherMultivariate analysis of variance (MANOVA) was usedTraits that showed a significant effect in the MANOVA re-sults were tested separately by one-way ANOVA fol-lowed by a post hoc Tukeyrsquos test (Plt005) Before theanalyses normality of the data was tested by ShapirondashWilkrsquos W test and homoscedasticity by Levenersquos test Tocheck the homogeneity of covariance matrices Box Mtest and the Bartletrsquos test was used to check for spheric-ity Where necessary data were ln-transformed to cor-rect for deviations from these assumptions Differencesin RGR were submitted to a one-way ANOVA usingTukeyrsquos post hoc test (Plt005) To minimize the influ-ence of outliers and reduce the within-harvest-variationprior to growth analysis data were trimmed by the re-moving the smallest and the largest plant from eachtreatment (Barnett and Lewis 1978)

Regression analysis was used to determine whetherphenotypic plasticity in response to light (dependent var-iable) and phenotypic integration of traits in shady andsunny conditions (independent variable) are inversely re-lated in C equisetifolia Values of RDPI were log-transformed before analysis [log(xthorn1)] To test the sta-tistical significance between phenotypic integration indi-ces across light conditions 95 confidence intervals forthe overall R obtained in each environment were calcu-lated by bootstrapping 1000 times (Garcıa-Verdugo et al2009)

Survival analysis was done using the lsquosurvivalrsquo package(Therneau 2015) and phenotypic integration index andpercentage of maximum possible integration were cal-culated using the lsquoPHENIXrsquo package (Torices and Mu~noz-Pajares 2015) in R version 303 (R Development CoreTeam 2014) The other analyses were done in Statistica(version 70 Statsoft Inc Tulsa OK) Graphical displaywas performed with R and Origin (version 80 OriginLabMA Cary NC)

Results

Seed longevity in the soil

Casuarina equisetifolia seeds remained viable in the soilfor at least 24 months germinated under light and underdark (Fig 2A) and had a predicted seed viability of511 months (yfrac147153140x) The interaction betweenstorage condition and storage time was significant forgermination rate (ANCOVA Ffrac149019 Plt0001) but notfor germination percentage (ANCOVA Ffrac14118 Pfrac14028)There were no significant interactions between light con-ditions and storage time for germination percentage

(ANCOVA Ffrac14672 Pfrac14012) and rate (ANCOVA Ffrac14289Pfrac14009) [see Supporting InformationmdashTable S2]

Germination percentage decreased over time(R2frac14055 Plt0001) but germination rate was not af-fected by the storage time (R2lt0001 Pfrac14095) In rela-tion to the two storage conditions there was nosignificant difference in germination percentage(ANCOVA Ffrac14198 Pfrac14016 Fig 2C) Nevertheless ger-mination rate was significantly higher in seeds stored inthe soil than at 18 C (ANCOVA Ffrac1410434 Plt0001Fig 2D) For seeds buried in the soil germination percent-age and rate were significantly higher under light thanunder dark conditions (ANCOVA Ffrac142562 Plt0001Ffrac145508 Plt0001 respectively Fig 2A and B) [seeSupporting InformationmdashTable S2]

Seed traits and germination tests

Casuarina equisetifolia samaras had a dry weight of075 6 012 mg moisture content of 108 6 17 lengthof 59 6 05 mm and width of 31 6 03 mm Under lightthere were no significant differences in relation to con-stant and alternating temperature regimes except forthe constant temperature of 40 C which completely in-hibited germination The conditions that promoted thehighest values of germination rates were 30 and 35 C(Fig 3) Thus 30 C was chosen as optimal germinationtemperature for C equisetifolia and was used in the othergermination experiments Germination percentage at 25and 30 C was significantly reduced under dark com-pared to the light conditions (Table 1) Nevertheless analternating temperature of 3020 C did not have signifi-cant differences between the two regimes of light Theabsence of luminosity reduced germination rate at alltemperatures

Casuarina equisetifolia seeds responded significantlyto the treatments involving exposure to the various RFRratios (Fig 4) Seeds were considered neutral photoblas-tic and showed higher germination percentages in lightthan in dark conditions Seed germination increasedslightly up to the higher RFR as indicated by the good fitto the data (R2frac140981 Plt001) provided by the regres-sion analysis Germination was also sensitive to waterand salt stresses but the decrease in germination per-centage and rate was higher in PEG 8000 than in NaCl so-lution (Table 2) Significant decreases in germinationpercentages were observed from the water and salt po-tential of 05 and 075 MPa respectively In both os-motic solutions germination was null from 10 MPaGermination rate dropped as water and salt potentialsdecreased After the seeds were transferred to distilledwater (recovery treatment) total germination percent-age in all treatments showed no significant differencesfrom the control (Table 2)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 700

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

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sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

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Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

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Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

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  • plw042-TF2
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Page 8: Experimental assessment of factors mediating the ...

Survival and growth

Survival rates of the young plants had a different re-sponse to the combined effect of light and water stress(Fig 5) Survival was improved under high water condi-tions [see Supporting InformationmdashFig S3A] and theprobability of death was46 times higher under low wa-ter than under high water conditions (Hazard Ratiofrac144597 Waldrsquos P valuelt0001) Similarly 2 light condi-tions had a negative effect on survival rates Deep shadeincreased the risk of mortality almost 4 times (HazardRatiofrac14370 Waldrsquos P valuefrac14003) There were no signif-icant differences between survival rates at 15 70 and

100 of light [see Supporting InformationmdashFig S3B]Under high water regime survival was significantly lowerat 2 light while there were no significant differencesin survival between the light regimes under dry condi-tions (Fig 5) The interaction between light and waterwas significant (Waldrsquos P valuefrac140008) because the ef-fect of drought was higher under high light (70 and 100 of light) than under low light (2 and 15 of light) [seeSupporting InformationmdashFig S3C and D]

Light intensity had a significant effect in all morpho-logical and biomass allocation traits that were measured(Table 3) Shade conditions (15 of light) led to

Figure 2 Relationships between storage period (months) and germination percentage (A and C) or germination rate (B and D) for Casuarinaequisetifolia L seeds (A and B) Germination percentage and rate of the seeds buried in the soil under light (photoperiod of 816 h grey circles)and under dark (black squares) conditions (C and D) germination percentage and rate of the seeds stored in cold conditions (black squares)and buried in the soil (grey circles) under light conditions Data points were fitted with a linear regression function Germination percentagelightfrac14 soil storage (yfrac14150xthorn7211 R2frac14052 Plt0001) dark (yfrac14263xthorn6817 R2frac14067 Plt 0001) cold storage (yfrac14171xthorn7187R2frac14077 Plt0001) Germination rate lightfrac14 soil storage (yfrac1400009xthorn025 R2frac140005 Pfrac14029) dark (yfrac140002xthorn020 R2frac14003Pfrac14020) and cold storage (yfrac140005xthorn020 R2frac14084 Plt0001) Different letters denote significant differences between the curves withANCOVA (Plt005) [see Supporting InformationmdashTable S2]

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

008 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
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Page 9: Experimental assessment of factors mediating the ...

significantly lower values of relative growth rates in totalbiomass and total leaf area and root mass fraction Athigh light (70 and 100 of light) leaf and shoot massfraction shoot root fraction and slenderness index weresignificantly lower than under shade Young plants grow-ing under shady conditions had higher values of specificleaf area and leaf area ratio than plants under sunnyconditions The only trait that differed significantly be-tween 70 and 100 light was specific stem length(Table 3)

Phenotypic plasticity and phenotypic integration

The overall value of RDPI was 032 Phenotypic plasticityin response to light changed in relation to the trait Thevalue of RDPI ranged between 008 (LMF) until 059 (SRL)(Fig 6) Trait plasticity could be ranked as SRLgt SSLgtTDM gt TLM gt SI gt LAR gt SR gt SLA gt TLA gtRMF gt SMFgt LMF

The phenotypic integration index and 95 confidenceintervals overlap between light conditions (15 frac14278 6 197 70 frac14253 6 183 100 frac14220 6 140)The magnitude of individual correlations between the

Table 1 Light and temperature effects on seed germination(mean 6 SD) of Casuarina equisetifolia

Temperature

(C)

Germination () Germination rate (d21)

Light Dark Light Dark

25 865686 a 165665 b 171612 a 127609 b

30 920627 a 540655 b 224608 a 116603 b

3020 885622 a 925640 a 164617 a 141606 b

Letters denote significant differences between the treatments

(Studentrsquos t-test Plt005)

15 20 25 30 35 40 2520 3020 3520 40200

20

40

60

80

100

Temperature (degC)

Ger

min

atio

n (

)

00

01

02

03

04

Germ

ination rate (d-1)

A A A A A A A A A

B

a a

b b

c c

e

f

d

e

Figure 3 Seed germination (mean 6 SD) of Casuarina equisetifoliaat constant and alternating temperatures Different upper case let-ters indicate significant differences in germination percentage(bars left y-axis) and different lower case letters indicate signifi-cant differences between germination rate (line right y-axis)ANOVA post hoc Tukeyrsquos test (Plt005)

00 02 04 06 08 10

0

20

40

60

80

100

Ger

min

atio

n (

)

RFR ratioDark

Figure 4 Effect of redfar-red light (RFR) ratios on mean final ger-mination percentage (6SD) of Casuarina equisetifolia L Data pointswere fitted with a sigmoidal regression function (solid lineR2frac140983 Plt005)

Table 2 Mean (6 SD) germination percentage and germinationrate of Casuarina equisetifolia seeds in response to osmotic (sodiumchloridemdashNaCl) and water (polyethylene glycol 8000mdashPEG 8000)potential and recovery treatments

Treatment Potentials

(MPa)

Germination

()

Germination

rate (1022)

Recovery

germination

()

NaCl 000 915642 a 203618 a 915642 ns

025 885645 a 137626 b 885645

050 865614 a 80603 c 920641

075 435652 b 63603 c 860628

100 0 c 0 d 840658

125 0 c 0 d 940629

150 0 c 0 d 850673

PEG 8000 000 915642 a 203618 a 915642 ns

025 845678 a 99612 b 845678

050 570669 b 53602 c 935658

075 30611 c 43603 c 900650

100 0 c 0 d 925647

125 0 c 0 d 930621

150 0 c 0 d 905641

The letter codes indicate homogeneous groups among treatments

ns not significant (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 900

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 10: Experimental assessment of factors mediating the ...

traits changed from one environment to another [seeSupporting InformationmdashTable S4] Phenotypic plastic-ity was positively associated with phenotypic integrationunder shade (R2frac14051 Pfrac140006) (Fig 7) Under sunnyconditions plasticity and integration of the traits showedno significant relationship (R2frac140011 Pfrac14074)

Discussion

Although Casuarina equisetifolia invades mainly coastalregions (Wheeler et al 2011) abiotic conditions in therestingas can limit the naturalization of introduced popu-lations of this species High temperatures prevent seedgermination and low light affects the survival andgrowth of young plants As the impact of drought nega-tively affects the performance of both seeds and seed-lings water stress is the main environmental factor thatlimits its naturalization in open scrub vegetation whichcovers large areas of sandy coastal plains in many partsof the world (Araujo and Pereira 2002) The different for-mations of the restingas along the Brazilian coast havedifferent percentage of cover and variation in the wateravailability (Lacerda et al 1993) As high light conditionsand high water availability increase its seed germinationand young plants survival C equisetifolia naturalizationmay be favoured in the formations of the restingas thathas mainly open areas near water bodies

Persistent soil seed bank may favour invasion

Seed longevity under both storage (buried in the soil andcolddry laboratory) conditions over 24 months was

similar These results together with the small seed massand the low moisture content at maturity suggest thatits seeds exhibit long-lived (orthodox) storage behaviourThe capacity to form a persistent soil seed bank for po-tentially up to 50 months are likely due to the dry climateand low rainfall in the restinga of State Park of Costa doSol (Barbiere 1984) these conditions inhibit seed deterio-ration soil microbial activity and decomposition pro-cesses (Cuneo et al 2010) As C equisetifolia seeds canremain viable in the soil for almost 4 years they may ger-minate whenever environmental conditions are favour-able for germination (Baskin and Baskin 2014) All thesefeatures increase the overall probability of recruitmentand further naturalization of this species on sandycoastal plains of Brazil

Seeds can germinate across a broad range oftemperatures and light conditions

Casuarina equisetifolia seeds had a fast physiological re-sponse when in contact with water and germinationstarted in 3ndash4 days after water uptake in optimal germi-nation temperatures (30 and 35 C) For small-seededspecies high germination rate is crucial for the recruit-ment of new individuals mainly in environments with

Figure 5 Survival curves of young plants of Casuarina equisetifolia(nfrac1415) under combined effects of light (2 15 70 and 100 ) andwater regimes (HWmdashhigh water LWmdashlow water) over 16 weeksSurvival analysis was performed with the KaplanndashMeier productlimit method The letter codes indicate homogeneous groups (log-rank test Plt005)

Table 3 Mean 6 SD F and P values (one-way ANOVA) on data for12 morphological and biomass allocation traits of young plants ofCasuarina equisetifolia in response to three light levels (15 70 and100 of photosynthetic photon-flux density) after 16 weeks

Traits 15 70 100 F P

RGRb 0026000 b 0046000 a 0046000 a 16888 lt001

RGRa 0026002 b 0036000 a 0036000 a 2485 lt0001

LMF 0586002 a 0486002 b 0486004 b 6215 lt0001

SMF 0206001 a 0146001 b 0166002 b 3527 lt0001

RMF 0226002 b 0386003 a 0366005 a 7668 lt0001

SR 0886011 a 0396005 b 0456012 b 9540 lt0001

SI 1708561907 a 69016677 b 63026544 b 38502 lt001

SSL 1290962133 a 33976396 b 28956312 c 48098 lt001

SRL 997862046 a 13216346 b 13676339 b 2879 lt0001

SLA 2276562093 a 1166262096 b 1130761508 b 15326 lt001

LAR 1327761443 a 565661157 b 54236788 b 19587 lt001

The traits shown are relative growth rate in total biomass (RGRb)

and total leaf area (RGRa) leaf mass fraction (LMF) stem mass

fraction (SMF) root mass fraction (RMF) shoot root ratio (SR) slen-

derness index (SI) specific stem length (SSL) specific root length

(SRL) specific leaf area (SLA) and leaf area ratio (LAR) the letter

codes indicate homogeneous groups among treatments for light

intensities (Tukeyrsquos test Plt005)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

010 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

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Page 11: Experimental assessment of factors mediating the ...

water restrictions as is the case in the restingas (Martinset al 2012) The capacity to germinate under a widerange of temperature conditions including low (15 C)and high alternating temperatures (4020 C) althoughwith decrease in the germination rate is also an impor-tant factor for a population to become naturalized in therestinga where the temperatures can range from 21 to31 C (mean of 25 C) inside the patches and from 19 to44 C (mean of 30 C) in open areas (Matos 2014)

Nonetheless the bare sand of the restinga may reachtemperatures as high as 70 C at the peak of radiationduring mid-summer in which the recruitment via seedsis restricted to a few species (Scarano 2002) In relationto the light conditions small seeds of some species oftenrequire light for germination (Milberg et al 2000) how-ever C equisetifolia seeds are negatively photoblasticand darkness only partially prevents its germination al-though it depends on the interaction of the light with thetemperature (Baskin and Baskin 2014)

The high germination percentage of C equisetifoliaseeds across a wide range of temperature and light con-ditions was evidence of its robustness (ie the constantexpression of a particular phenotype despite genotypicand environmental variation Waddington 1942) This in-creases its capacity to become naturalized in a high het-erogeneous environment of temperature and lightconditions such as the restinga (Scarano 2002 Matos2014) In addition germination rate increased in re-sponse to favourable conditions of temperature and wa-ter availability indicating that this species displaysgermination plasticity A potential advantage of germi-nation plasticity is the opportunistic germination re-sponse to favourable environmental conditions (Richardset al 2006) Germination plasticity may have adaptivevalue if it enables a species to establish in variable envi-ronments where resource levels fluctuate (Wainwrightand Cleland 2013) as occurs in the restingas (Matos2014) Both robustness of germination to a range of con-ditions and plastic fitness response to the environmentmay enhance the ability of alien species to invade newecosystems (Richards et al 2006 Wainwright andCleland 2013)

Figure 7 Regression analysis between Mean Relative distance plasticity index (RDPI) in response to light and Phenotypic Integration (PI) inresponse to shady (15 of light A) and sunny conditions (100 of light B) among 12 morphological traits of young plants of Casuarinaequisetifolia Each point in the regression analysis corresponds to a single trait

Figure 6 Relative Distance Plasticity Index (RDPI) for 12 allocationtraits of young plants of Casuarina equisetifolia in response tothree levels of light (15 70 and 100 of photosynthetic photon-flux density) after 16 weeks The traits shown are specific rootlength (SRL) specific stem length (SSL) total dry mass (TDM) totalleaf mass (TLM) slenderness index (SI) leaf area ratio (LAR) shootroot ratio (SR) specific leaf area (SLA) total leaf area (TLA) rootmass fraction (RMF) stem mass fraction (SMF) and leaf mass frac-tion (LMF) The RDPI values range from 0 (no plasticity) to 1 (maxi-mal plasticity)

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 110

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 12: Experimental assessment of factors mediating the ...

Salinity and drought reduce seed germination

Salinity and drought tolerance are also two importantenvironmental determinants for plant recruitment onsandy coastal plains (Martins et al 2012 Lai et al 2015)Although C equisetifolia colonizes extensive sandy areas(Morton 1980) its germinability (percentage and rate)was very sensitive to both salt and water stressesGermination sensitivity to salt stress has been reportedpreviously for this species (Tani and Sasakawa 2003) andfor other 10 Casuarina species (Clemens et al 1983) Thegermination pattern of this species is typical of halo-phyte species (sensu Woodell 1985) where seeds retainviability under saline soils and germinate in favourableconditions (eg after a rainy period when the salt isleached from the substrate) In addition to halophyteseed behaviour C equisetifolia seedlings show salt stresstolerance related to physiological and biochemicalmechanisms (Clemens et al 1983 Tani and Sasakawa2003) Therefore the halophyte behaviour allows C equi-setifolia seeds to become quiescent in response to saltndashwater stresses and ensure a fast and high germinationwhen these limiting factors are overcome This may beanother important adaptive strategy for C equisetifoliato become naturalized in the restingas

Drought and shade reduce survival and growth ofyoung plants

Young plants showed lower tolerance to shade and wa-ter stress than seed germination Although its seedshave the capacity to germinate in environments with lowlevels of light young plants are shade-intolerant and willnot survive Thus even if C equisetifolia seeds germinateinside vegetation patches seedlings will not establish(TG Zimmermann et al unpubl data) In areas with highavailability of water young plants of C equisetifolia cansurvive in a broad range of light conditions except underdeep shade (lt2 of light) a condition that is oftenfound inside vegetation patches (Matos 2014) Mainly inthe restinga tolerance of high light intensities may en-hance plant survival As for germination water availabil-ity is crucial for the survival of young plants of Cequisetifolia This species can tolerate dry climates only ifthe roots can grow down to the water table (Whistlerand Elevitch 2006) Therefore this tree has the capacityto become naturalized mainly in areas adjacent to wa-tercourses As in C equisetifolia distance to water bodieswas also one of the main determinants of naturalizationof C cunninghamiana in South Africa (Potgieter et al2014b)

In contrast to C equisetifolia shaded microsites be-neath the canopy in vegetation patches is the mostfavourable niche for regeneration for many restinga

species (Matos 2014) As fluctuation in resource avail-ability is a key factor controlling invasibility (Davis et al2000) alien species will be more successful at invadingcommunities if they do not encounter intense competi-tion from resident species for available resources such aslight Therefore following a disturbance a light incre-ment followed by a rainy event will increase the suscepti-bility of the restinga to the invasion of C equisetifolia

Casuarina equisetifolia showed differences in growthrate and biomass allocation in response to changes inlight intensity Although plant survival was high at 15 light levels under high water conditions shading de-creased growth and the young plants exhibited shadeavoidance responses such as high shoot root ratio slen-derness index stem mass fraction and specific stemlength (Ryser and Eek 2000) Under high water C equise-tifolia exhibits similar growth between conditions of 100 of light and in the Casuarina stand (70 of light)which improves its potential to become naturalized inopen areas In attempt to minimize evaporative demand(Bloor and Grubb 2004) C equisetifolia showed changesin leaf morphological traits under high light conditionswhich results in lower specific leaf area and leaf area ra-tio This adaptation is important for an alien species tobecome naturalized in habitats with low water availabil-ity such as the restinga In addition specific leaf area isa plant trait that has shown to be associated with inva-sive success across a broad range of species (vanKleunen et al 2010 Leishman et al 2014)

Low phenotypic plasticity and high phenotypicintegration of traits

Although C equisetifolia showed germination plasticityyoung plants exhibited low morphological plasticity in re-sponse to light Low phenotypic plasticity has also beenreported in other invasive species in habitats with multi-ple stress factors such as in Acacia longifolia inMediterranean dunes (Peperkorn et al 2005) indicatingthat morphological plasticity may be advantageous infavourable environments whereas stability is more ben-eficial under adverse conditions (eg Valladares et al2000 2007)

Several studies have shown that phenotypic integra-tion tends to increase with environmental stress and thehigher levels of integration observed in these habitatsshould constrain the plastic responses of plants (Gianoli2004 Garcıa-Verdugo et al 2009 Gianoli and Palacio-Lopez 2009) Nevertheless in the stressful environment(shade) occurred a positive effect of phenotypic integra-tion on the plastic expression of C equisetifolia morpho-logical traits As long as environmental conditionsameliorate it is likely that this alien species does not

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

012 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 13: Experimental assessment of factors mediating the ...

need to coordinate the phenotype to exhibit plasticityTherefore phenotypic integration may not constrainphenotypic plasticity of plants in adverse conditions Thevalues of phenotypic integration index for C equisetifoliawas similar between shady (220) and sunny (278) con-ditions even though the magnitude of individual correla-tions often changed from one environment to anotherThese values may be considered high since studiesshowed that ranges from 077 to 163 (Waitt and Levin1993 Boucher et al 2013) A high degree of phenotypicintegration may thus be a facilitator of adaptation be-cause it can reduce maladaptive variation (Armbrusteret al 2014) which is an important factor in the evolu-tionary ecology of this species This appears to be an im-portant strategy for an alien species to becomenaturalized in environments with multiple stress condi-tions Nonetheless the role of phenotypic integration ininvasiveness remains poorly understood (Godoy et al2012) and more work is needed to elucidate the func-tion of the trait correlations along the naturalizationndashin-vasion continuum

The large production of small seeds (Apfelbaum et al1983) associated with anemochory and hydrochory dis-persal syndromes (Morton 1980 Renterıa 2007 Wheeleret al 2011) the long-term persistence of seeds in thesoil high germination survival and growth under highlight higher efficiency in allocating biomass on struc-tures for water absorption (low shoot root ratio) andlight-capturing (high leaf mass fraction) together withthe low phenotypic plasticity and high phenotypic inte-gration are crucial factors that allow C equisetifolia toovercome barriers to reproduction and survival and tobecome naturalized on sandy coastal plains These traitscoupled with the salt tolerance and symbiotic associa-tions (Zhong et al 1995 Diagne et al 2013) enable thisspecies to invade mainly open sandy habitat adjacentto watercourses especially along coastlines where dis-turbances have occurred

Management strategies

To limit further naturalization of C equisetifolia and toprevent it from becoming invasive in the restingas plant-ing of the species should be avoided especially in openareas near water bodies Removal of C equisetifolia is dif-ficult because of its capacity for vigorous regrowth(Morton 1980) and seeds can remain viable in the soilfor almost 4 years Thus we recommend the periodic re-moval of cones and seeds especially at the edge of theCasuarina stands to prevent recruitment and further in-vasion in the restinga As C equisetifolia does not toler-ate shade and drought and invades mainly degradedareas one of the best ways of hampering its

naturalization in the restinga is to conserve the remain-ing fragments Therefore habitat disturbance should beminimized to reduce opportunities for the colonization ofthis species Where habitats are disturbed immediate re-planting with native vegetation is required Neverthelessrestingas have been severely threatened mainly by an-thropogenic disturbances which altering the key pro-cesses that naturally make restingas resistant to Cequisetifolia invasion Further degradation is sure to leadto the status of this species changing from naturalized toinvasive in large areas in Brazil

Conclusions

The long-term persistence of seeds in the soil the capac-ity to germinate across a wide range of temperature andlight conditions and the high survival rate of the youngplants in conditions with moderate and high irradiancewith high soil moisture are key factors that favour thenaturalization of C equisetifolia Thus areas in the rest-ingas and on sandy coastal plains that present high-lightconditions and are near water bodies are prone to natu-ralization of the introduced population of this species Asyoung plants showed lower tolerance to shade and wa-ter stress than seed germination even if the seeds cangerminate young plants will not survive under low light(eg vegetation patches) Although this species exhibitedhigh germination plasticity young plants showed lowphenotypic plasticity which is important in habitats withmultiple stress factors (Valladares et al 2000 2007) Thehigh phenotypic integration is an important factor in theevolutionary ecology of this species because can facili-tate adaptation thereby improving the chances of thisspecies becoming naturalized in environments withharsh conditions As C equisetifolia does not tolerateshade and drought and invades mainly degraded areasconservation of the restingas is crucial to limit invasionof this species

Sources of Funding

This study was supported by the Rio de Janeiro BotanicGarden Research Institute (JBRJ) Coordenac~ao deAperfeicoamento de Pessoal de Nıvel Superior (CAPES)and Fundac~ao de Amparo a Pesquisa do Estado do Riode Janeiro (FAPERJ)

Contributions by the Authors

TGZ and ACSA conceived the idea TGZ conductedthe experiments and ran the statistics TGZ and ACSAled the writing with assistance of DMR

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 130

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 14: Experimental assessment of factors mediating the ...

Conflict of Interest Statement

None declared

Acknowledgements

We thank F Silva for his field assistance APM Cruz andM Fernandes for help with the laboratory experimentsLL Leal for her assistance in the nursery IS Matos forconstructive advice and RD Zenni and O Godoy for dis-cussion and comments on parts of the article We thankthe guest editor Heidi Hirsch and two anonymous re-viewers for comments that improved the quality of thisarticle DMR acknowledges funding from the DST-NRFCentre of Excellence for Invasion Biology and theNational Research Foundation South Africa (grant85417) This article is part of the first authorrsquos PhD thesis

Supporting Information

The following additional information is available in theonline version of this article mdash

Figure S1 Patchy structure of the restinga (patchyshrub vegetation)

Table S2 F-test of significance for main effects and in-teractions in an analysis of covariance (ANCOVA) for theeffects of storage and light conditions in germination ofCasuarina equisetifolia seeds

Figure S3 Survival curves of young plants of Casuarinaequisetifolia in response to light (A) water stress (B)drought under high light (C) and drought under low light(D)

Table S4 Spearmanrsquos rank correlation matricesamong 12 morphological traits of young plants ofCasuarina equisetifolia

Literature CitedApfelbaum SI Ludwig JP Ludwig CE 1983 Ecological problems as-

sociated with disruption of dune vegetation dynamics byCasuarina equisetifolia L at Sand Island Midway Atoll AtollResearch Bulletin 2611ndash19

Araujo DSD 1992 Vegetation types of sandy coastal plains of tropi-cal Brazil a first approximation In Seeliger U ed Coastal plantcommunities of Latin America San Diego Academic Press337ndash347

Araujo DSD Pereira MCA 2002 Sandy coastal vegetationInternational commission on tropical biology and natural re-sources Oxford Eolss Publishers

Araujo DSD Sa CFC Fontella-Pereira J Garcia DS Ferreira MVPaix~ao RJ Schneider SM Fonseca-Kruel VS 2009 Area deprotec~ao ambiental de Massambaba Rio de Janeirocaracterizac~ao fitofisionomica e florıstica Rodriguesia 6067ndash96

Armbruster WS Pelabon C Bolstad GH Hansen TF 2014 Integratedphenotypes understanding trait covariation in plants and ani-mals Philosophical Transactions of the Royal Society B 3691ndash16

Barbiere EB 1984 Cabo Frio e Iguaba Grande dois microclimas dis-tintos a um curto intervalo espacial In Lacerda LD Araujo DDDCerqueira R Turcq B eds Restingas origem estrutura proces-sos Niteroi CEUFF 3ndash13

Barnett V Lewis T 1978 Outliers in statistical data New York JohnWiley amp Sons

Baskin CC Baskin JM 2014 Seeds ecology biogeography and evo-lution of dormancy and germination 2nd edn San DiegoElsevierAcademic Press

Blackburn TM Pysek P Bacher S Carlton JT Duncan RP Jarosık VWilson JRU Richardson DM 2011 A proposed unified frameworkfor biological invasions Trends in Ecology amp Evolution 26333ndash339

Bloor JMG Grubb PJ 2004 Morphological plasticity of shade-tolerant tropical rainforest tree seedlings exposed to lightchanges Functional Ecology 18337ndash348

Bonner FT 2008 Storage of seeds In Bonner FT Karrfalt RP ed Thewoody plant seed manual Agriculture handbook 727Washington Department of Agriculture 85ndash95

Boucher FC Thuiller W Arnoldi C Albert CH Lavergne S 2013Unravelling the architecture of functional variability in wild pop-ulations of Polygonum viviparum L Functional Ecology 27382ndash391

Callaway RM Walker LR 1997 Competition and facilitation a syn-thetic approach to interactions in plant communities Ecology781958ndash1965

Clemens J Campbell LC Nurisjah S 1983 Germination growth andmineral ion concentrations of Casuarina species under salineconditions Australian Journal of Botany 311ndash9

Cosendey BN Rocha CFD Menezes VA 2016 Population densityand conservation status of the teiid lizard Cnemidophorus littor-alis an endangered species endemic to the sandy coastal plains(restinga habitats) of Rio de Janeiro state Brazil Journal ofCoastal Conservation doi101007s11852-016-0421-4

Cuneo P Offord CA Leishman MR 2010 Seed ecology of the inva-sive woody plant African Olive (Olea europaea subsp cuspidata)implications for management and restoration AustralianJournal of Botany 58342ndash348

Davis MA Grime JP Thompson K 2000 Fluctuating resources inplant communities a general theory of invasibility Journal ofEcology 88528ndash534

Diagne N Diouf D Svistoonoff S Kane A Noba K Franche C BoguszD Duponnois R 2013 Casuarina in Africa distribution role andimportance of carbuncular mycorrhizal ectomycorrhizal fungiand Frankia on plant development Journal of EnvironmentalManagement 128204ndash209

Evans GC 1972 The quantitative analysis of plant growth BerkleyUniversity of California Press

Ferriter A Doren B Winston R Thayer D Miller B Thomas B BarrettM Pernas T Hardin S Lane J Kobza M Schmitz D Bodle M TothL Rodgers L Pratt P Snow S Goodyear C 2007 The status ofnonindigenous species in the south Florida environment SouthFlorida Environmental Report Vol I 1ndash9

Flores-Moreno H Garcıa-Trevino ES Letten AD Moles AT 2015 Thebeginning phenotypic change in three invasive species throughtheir first two centuries since introduction Biological Invasions171215ndash1225

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

014 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3
Page 15: Experimental assessment of factors mediating the ...

Funk JL 2008 Differences in plasticity between invasive and nativeplants from a low resource environment Journal of Ecology 961162ndash1173

Garcıa-Verdugo C Granado-Yela C Manrique E Casas RR BalaguerL 2009 Phenotypic plasticity and integration across the canopyof Olea europaea subsp guanchica (Oleaceae) in populationswith different wind exposures American Journal of Botany 961454ndash1461

Gianoli E 2004 Plasticity of traits and correlations in two popula-tions of Convolvulus arvensis (Convolvulaceae) differing in envi-ronmental heterogeneity International Journal of Plant Science165825ndash832

Gianoli E Palacio-Lopez K 2009 Phenotypic integration may con-strain phenotypic plasticity in plants Oikos 1181924ndash1928

Godoy O Valladares F Castro-Dıez P 2011 Multispecies compari-son reveals that invasive and native plants differ in their traitsbut not in their plasticity Functional Ecology 251248ndash1259

Godoy O Valladares F Castro-Dıez P 2012 The relative importancefor plant invasiveness of trait means and their plasticity and in-tegration in a multivariate framework New Phytologist 195912ndash922

Gomez-Aparicio L Valladares F Zamora R Quero JL 2005Response of tree seedlings to the abiotic heterogeneity gener-ated by nurse shrubs an experimental approach at differentscales Ecography 28757ndash768

Gomez-Aparicio L Valladares F Zamora R 2006 Differential lightresponses of Mediterranean tree saplings linking ecophysiologywith regeneration niche in four co-occurring species TreePhysiology 26947ndash958

Hamilton MA Murray BR Cadotte MW Hose GC Baker AC Harris CJLicari D 2005 Life-history correlates of plant invasiveness at re-gional and continental scales Ecology Letters 81066ndash1074

Hastwell GT Facelli JM 2003 Differing effects of shade-induced fa-cilitation on growth and survival during the establishment of achenopod shrub Journal of Ecology 91941ndash950

Hata K Kato H Kachi N 2010 Litter of an alien tree Casuarina equi-setifolia inhibits seed germination and initial growth of a nativetree on the Ogasawara Islands (subtropical oceanic islands)Journal of Forest Research 15384ndash390

Hesp PA Martınez ML 2007 Disturbance processes and dynamicsin coastal dunes In Johnson EA Miyanishi K eds Plant distur-bance ecology The process and the response CambridgeElsevier 215ndash247

I3N Brazil 2015 Base de dados nacional de especies exoticas invaso-ras I3N Brasil Instituto Horus de desenvolvimento e Conservac~aoAmbiental httpi3ninstitutohorusorgbr (20 May 2015)

ISTA 1999 International rules for seed testing Zurich Seed ScienceTechnology ISTA

Kueffer C Pysek P Richardson DM 2013 Integrative invasion sci-ence model systems multi-site studies focused meta-analysisand invasion syndromes New Phytologist 200615ndash633

Labouriau LG Pacheco A 1978 On the frequency of isothermal ger-mination in seeds of Dolichos biflorus L Plant and Cell Physiology19507ndash512

Lacerda LD Araujo DSD Maciel NC 1993 Dry coastal ecosystems ofthe tropical Brazilian coast In Van der Maarel E ed Dry coastalecosystems Africa America Asia Oceania Amsterdam Elsevier477ndash493

Lai L Tian Y Wang Y Zhao X Jiang L Baskin JM Baskin CC Zheng Y2015 Distribution of three congeneric shrub species along anaridity gradient is related to seed germination and seedlingemergence AoB PLANTS 7plv071 doi101093aobplaplv071

Leishman LR Cooke J Richardson DM 2014 Evidence for shifts tofaster growth strategies in novel ranges of invasive alien plantsJournal of Ecology 1021451ndash1461

Martins LST Pereira TS Carvalho ASR Barros CF Andrade ACS 2012Seed germination of Pilosocereus arrabidae (Cactaceae) from asemiarid region of south-east Brazil Plant Species Biology 27191ndash200

Matos IS 2014 Crescimento sobrevivencia e plasticidade fenotıpicade plantulas de especies de restinga sob gradientes experimen-tais de intensidade de luz e de disponibilidade hıdrica Mastersdissertation Rio de Janeiro Botanical Garden Research InstituteBrazil

Maun MA 1994 Adaptations enhancing survival and establishmentof seedlings on coastal dune systems Vegetatio 159ndash70

Milberg P Anderson L Thompson K 2000 Large seeded species areless dependent on light for germination than small seededones Seed Science Research 1099ndash104

Molina-Montenegro MA Pe~nuelas J Munne-Bosch S Sardans J2012 Higher plasticity in ecophysiological traits enhances theperformance and invasion success of Taraxacum officinale (dan-delion) in alpine environments Biological Invasions 1421ndash33

Morton JF 1980 The Australian pine or beefwood (Casuarina equi-setifolia L) an invasive ldquoweedrdquo tree in Florida Proceedings of theFlorida State Horticultural Society 9387ndash95

Palacio-Lopez K Gianoli E 2011 Invasive plants do not displaygreater phenotypic plasticity than their native or non-invasivecounterparts a meta-analysis Oikos 1201393ndash1401

Parrotta JA 1993 Casuarina equisetifolia L ex JR amp G Forst SO-ITF-SM-46 In US Department of agriculture forest serviceInternational Institute of Tropical Forestry Puerto Rico RıoPiedras 1ndash11

Pearson TRH Burslem DFRP Mullins CE Dalling JW 2003Functional significance of photoblastic germination in neotropi-cal pioneer trees a seedrsquos eye view Functional Ecology 17394ndash402

Peperkorn R Werner C Beyschlag W 2005 Phenotypic plasticity ofan invasive acacia versus two native Mediterranean speciesFunctional Plant Biology 32933ndash944

Pigliucci M 2003 Phenotypic integration studying the ecologyand evolution of complex phenotypes Ecology Letters 6265ndash272

Potgieter LJ Richardson DM Wilson JRU 2014a Casuarina bioge-ography and ecology of an important tree genus in a changingworld Biological Invasions 16609ndash633

Potgieter LJ Richardson DM Wilson JRU 2014b Casuarina cunning-hamiana in the Western Cape South Africa determinants ofnaturalisation and invasion and options for managementSouth African Journal of Botany 92134ndash146

Potgieter LJ Wilson JRU Strasberg D Richardson DM 2014cCasuarina invasion alters primary succession on lava flows on LaReunion Island Biotropica 4268ndash275

Pysek P Richardson DM 2007 Traits associated with invasivenessin alien plants where do we stand In Nentwig W ed Biologicalinvasions ecological studies Berlin Springer-Verlag 97ndash125

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016 150

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

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Page 16: Experimental assessment of factors mediating the ...

Pysek P Richardson DM Pergl J Jarosık V Sixtova Z Weber E 2008Geographical and taxonomic biases in invasion ecology Trendsin Ecology amp Evolution 23237ndash244

R Core Team 2014 R a language and environment for statisticalcomputing R Foundation for Statistical Computing ViennahttpwwwR-projectorg (19 Jul 2015)

Reinert F Roberts A Wilson JM Ribas L Cardinot G Griffiths H 1997Gradation in nutrient composition and photosynthetic pathwaysacross the restinga vegetation of Brazil Botanica Acta 110135ndash142

Rejmanek M Richardson DM 2013 Trees and shrubs as invasivealien species ndash 2013 update of the global database Diversityand Distributions 191093ndash1094

Renterıa JL 2007 Plan de manejo para la erradicacion de Casuarinaequisetifolia L (Casuarinaceae) especie invasora de limitada dis-tribucion en la isla Santa Cruz Galapagos Estacion CientıficaCharles Darwin Galapagos Ecuador Estacion Cientıfica CharlesDarwin

Ribeiro MC Metzger JP Martensen AC Ponzoni F Hirota MM 2009Brazilian Atlantic forest how much is left and how is the remain-ing forest distributed Implications for conservation BiologicalConservation 1421141ndash1153

Richards CL Bossdorf O Muth NZ Gurevitch J Pigliucci M 2006Jack of all trades master of some On the role of phenotypicplasticity in plant invasions Ecology Letters 9981ndash993

Richardson DM Pysek P 2012 Naturalization of introduced plantsecological drivers of biogeographical patterns New Phytologist196383ndash396

Rocha CFD Van Sluys M Alves MS Jamel CE 2007 The remnants ofrestinga habitats in the Brazilian Atlantic Forest of Rio de Janeirostate Brazil habitat loss and risk of disappearance BrazilianJournal of Biology 67263ndash273

Rouget M Robertson MP Wilson JRU Hui C Essl F Renteria JRichardson DM 2016 Invasion debt ndash quantifying future biologi-cal invasions Diversity and Distributions 22445ndash456

Ryser P Eek L 2000 Consequences of phenotypic plasticity vs in-terspecific differences in leaf and root traits for acquisition ofabove-ground and below-ground resources American Journalof Botany 87402ndash411

Salisbury FB Ross CW 1992 Plant physiology Belmont WadsworthPublishing Company Inc

Scarano FR 2002 Structure function and floristic relationships ofplant communities in stressful habitats marginal to the BrazilianAtlantic Rainforest Annals of Botany 90517ndash524

Scarano FR 2009 Plant communities at the periphery of theAtlantic rain forest rare-species bias and its risks for conserva-tion Biological Conservation 1421201ndash1208

Schlichting CD 1989 Phenotypic plasticity in Phlox II Plasticity ofcharacter correlations Oecologia 78496ndash501

Smith H 2000 Phytochromes and light signal perception by plantsndash an emerging synthesis Nature 407585ndash591

Tani C Sasakawa H 2003 Salt tolerance of Casuarina equisetifoliaand Frankia Ceq1 strain isolated from the root nodules of Cequisetifolia Soil Science amp Plant Nutrition 49215ndash222

Therneau T 2015 A package for survival analysis in S R packagehttpCRAN R-project orgpackagefrac14survival (25 Jul 2015)

Torices R Mu~noz-Pajares AJ 2015 PHENIX an R package to esti-mate a size-controlled phenotypic integration indexApplications in Plant Sciences 31ndash4

US Research Council 1984 Casuarinas nitrogen-fixing trees for ad-verse sites Washington National Academy Press

Valladares F Gianoli E Gomez JM 2007 Ecological limits to plantphenotypic plasticity New Phytologist 176749ndash763

Valladares F Sanchez-Gomez D Zavala MA 2006 Quantitative esti-mation of phenotypic plasticity bridging the gap between theevolutionary concept and its ecological applications Journal ofEcology 941103ndash1116

Valladares F Wright SJ Lasso E Kitajima K Robert WP 2000 Plasticphenotypic response to light of 16 congeneric shrubs from aPanamanian rainforest Ecology 811925ndash1936

van Kleunen M Weber E Fischer M 2010 A meta-analysis of traitdifferences between invasive and non-invasive plant speciesEcology Letters 13235ndash245

Villela FA Beckert OP 2001 Potencial osmotico de soluc~oes aquo-sas de polietileno glicol 8000 Revista Brasileira De Sementes 23267ndash275

Waddington CH 1942 Canalization of development and the inheri-tance of acquired characters Nature 150563ndash565

Wagner GP 1984 On the eigenvalue distribution of genetic andphenotypic dispersion matrices evidence for a nonrandom or-ganization of quantitative character variation Journal ofMathematical Biology 2177ndash95

Wainwright CE Cleland EE 2013 Exotic species display greater ger-mination plasticity and higher germination rates than nativespecies across multiple cues Biological Invasions 152253ndash2264

Waitt DE Levin DA 1993 Phenotypic integration and plastic corre-lations in Phlox drumondii (Polemoniaceae) American Journal ofBotany 801224ndash1233

Wheeler GS Taylor GS Gaskin JF Purcell MF 2011 Ecologyand management of sheoak (Casuarina spp) an invaderof coastal Florida USA Journal of Coastal Research 27485ndash492

Whistler WA Elevitch CR 2006 Casuarina equisetifolia (reach she-oak) and C cunninghamiana (river she-oak) In Elevitch CR edSpecies profiles for pacific island agroforestry Holualoa HawaiiPermanent Agriculture Resources (PAR)

Woodell SRJ 1985 Salinity and seed germination patterns incoastal plants Vegetatio 61223ndash229

Zar JH 1999 Biostatistical analysis 4th edn Upper Saddle RiverPrentice Hall

Zenni RD Ziller SR 2011 An overview of invasive plants in BrazilRevista Brasileira De Botanica 34431ndash446

Zhong C Gong M Chen Y Wang F 1995 Inoculation of Casuarinawith mycorrhizal fungi and Frankia In Brundrett M Dell BMalajczuk N Gong M eds Mycorrhizas for plantation forests inAsia Canberra CSIRO 122ndash126

Zimmermann et al mdash Factors mediating the naturalization of a globally invasive tree

016 AoB PLANTS wwwaobplantsoxfordjournalsorg VC The Authors 2016

  • plw042-TF1
  • plw042-TF2
  • plw042-TF3