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    Journal of Theoretical Biology 224 (2003) 483489

    Why do some thorny plants resemble green zebras?

    Simcha Lev-Yadun*

    Department of Biology, Faculty of Science and Science Education, University of Haifa, Oranim, Tivon 36006, Israel

    Received 28 April 2002; received in revised form 1 May 2003; accepted 7 May 2003

    Abstract

    The rosette and cauline leaves of the highly thorny winter annual plant species of the Asteraceae in Israel ( Silybum marianum)

    resemble green zebras. The widths of typical variegation bands were measured and found to be highly correlated with leaf length,

    length of the longest spines at leaf margins and the number of spines along leaf circumference. Thus, there is a significant correlationbetween the spinyness and strength of variegation. I propose that this is a special case of aposematic (warning) coloration.

    r 2003 Elsevier Ltd. All rights reserved.

    Keywords: Aposematic coloration; Herbivory; Silybum marianum; Thorns; Zebra

    1. Introduction

    Aposematic coloration in animals is well known.

    Until recently (Lev-Yadun, 2001), aposematic colora-

    tion in plants has received only marginal, scant

    attention, and only a handful of studies have discussedit (Hinton, 1973;Harper, 1977;Wiens, 1978;Rothschild,

    1980; Williamson, 1982; Knight and Siegfried, 1983;

    Smith, 1986; Lee et al., 1987; Givnish, 1990; Archetti,

    2000). Several of these authors (Knight and Siegfried,

    1983; Smith, 1986; Lee et al., 1987; Archetti, 2000)

    rejected the idea that this phenomenon could occur in

    plants. Hinton (1973) briefly proposed that the bright

    colors of flowers are aposematic. Because flowers of

    some species are known to be poisonous to animals, the

    poisonous species are probably aposematic, whereas the

    others perform Batesian mimicry (Hinton, 1973).

    Flowers, however, are usually colored as advertisements

    for pollinators, and it is difficult to distinguish between

    two cooccurring functions of the same coloration.

    Harper (1977)in his seminal essay proposed in a single

    sentence that the association of unpalatability with

    visual signals might have selected much of the large

    variation in leaf form, variegation, and other characters.

    Harper (1977)also indicated that what we know about

    warning coloration comes from predatorprey inter-

    actions in which the prey are animals and that botanists

    have been reluctant to accept adaptations that are

    commonplace for zoologists.Wiens (1978)briefly raised

    the question of whether the variegated or mottled

    patterns of coloration that characterize plants, particu-

    larly leaves, are aposematic, and gave several examplesof poisonous plant parts with bright colors. Moreover,

    Wiens (1978) proposed that unprotected plants might

    mimic the variegated patterns. Rothschild (1980) pro-

    posed that in certain poisonous plant species carote-

    noids might serve in aposematic coloration.Williamson

    (1982) proposed that brightly colored (red or red and

    black) seeds lacking an arillate or fleshy reward (e.g.

    Erythrina, Ormosiaand Abrus) might be aposematically

    colored to warn seed eaters of their toxicity.Knight and

    Siegfried (1983) raised the question of whether green

    fruit signals unpalatability and proposed that green does

    not provide enough contrast to be aposematic. Smith

    (1986) hypothesized that leaf variegation may be

    aposematic but concluded that, for the vine species

    (Byttneria aculeata) he studied, the variegation was

    related to herbivory, mimicking leaf mining damage.

    AlthoughSmith (1986) rejected the aposematic hypoth-

    esis, he gave a clear and detailed formulation of the

    aposematic hypothesis for plants: The benefits to

    the plant of chemical defense against herbivores would

    be greater if herbivores avoided such plants altogether,

    rather than testing leaves for palatability, and so causing

    some damage. A distinct leaf color pattern linked

    with chemical defense might function in this way.

    ARTICLE IN PRESS

    *Corresponding author. Tel.: +972-4-983-8827; fax: +972-4-983-

    2167.

    E-mail address: [email protected] (S. Lev-Yadun).

    0022-5193/03/$ - see front matter r 2003 Elsevier Ltd. All rights reserved.

    doi:10.1016/S0022-5193(03)00196-6

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    Polymorphism for leaf color should then coincide with

    polymorphisms for chemical defense. M.ullerian and

    Batesian mimicry could result in evolution of similar

    patterns of variegation, with or without associated

    toxicity, among other species which have herbivore

    species in common with the model species (Smith,

    1986, p. 284).Givnish (1990)noted thatSmiths (1986)rejected hypothesis regarding the aposematic value of

    leaf variegation should also be considered. Lee et al.

    (1987)concluded that anthocyanins in developing leaves

    of mango and cacao are not aposematic. Olfactory

    aposematism in poisonous plants was also proposed

    (Eisner and Grant, 1981; Launchbaugh and Provenza,

    1993).

    White variegation is known in many plant species. It

    was proposed that variegation has several functions that

    can compensate for the reduced photosynthetic ability

    of white tissues (Allen and Knill, 1991).Morgan (1971)

    showed that variegated leaves appeared in Hydro-

    phyllum appendiculatum under open spring canopy,

    whereas under closed canopy, when light is low, solid-

    colored leaves are formed. Cahn and Harper (1976a)

    showed that the frequency of variegated leaves in

    Trifolium repens decreased with increasing grass length

    and concluded that this was related to grazing. More-

    over, in a field experiment with rumen fistulated sheep

    that enabled sampling of what was grazed, they found

    that unmarked leaves were clearly preferred over

    marked ones (Cahn and Harper, 1976b). Smith (1977)

    gave evidence that albino seedlings of Phyllostachys

    bambusoides can confer a competitive advantage to

    green siblings over inter-specific competitors. Niemelet al. (1984) showed that in variegated leaves of Acer

    pseudoplatanus insect herbivores had favored white

    areas over mixed and green areas. This preference

    correlated well with the chemical properties of white

    areas that contained more nutrients and less phenolics.

    Smith (1986)showed that in B. aculeata the variegated

    morph is more common in open habitats. Givnish

    (1990), who has published the most comprehensive

    study on the possible benefits of leaf mottling, proposed

    that camouflage from color-blind vertebrate herbivores

    was the major selective agent for variegated leaves in

    short forest herbs that grow as understory in the flora of

    the north-eastern USA

    Recently,Lev-Yadun (2001)showed that two types of

    conspicuousness of thorns are typical of many plant

    species originating from several continents and belong-

    ing to various families: (1) colorful thorns and (2) white

    spots and stripes associated with thorns in leaves and

    stems. Both phenomena predominate the spine system

    of the spiniest taxonthe Cactaceae in which about

    90% of the species have white markings associated with

    the colorful thorns. Similarly, most spines in Agave are

    colored and in about 25% of the species there are stripes

    along the margins that mark the spines. Dozens ofAloe

    species also have colorful thorns and many Aloespecies

    have both colorful thorns and white markings. In the

    genus Euphorbia, colorful thorns and white or whitish

    variegation or white markings associated with thorns

    also predominate. It was also proposed that multi-

    colored spines have a specific value as they provide more

    possibilities that some will be visible to herbivores thatare color blind to a certain sector of the spectrum. A

    white signal has a distinct advantage over a colorful one:

    color-blind animals can see it, and it is more visible to all

    under low illumination. Thus, vegetal aposematic

    coloration that communicates between plants and

    herbivores about being thorny has been proposed

    (Lev-Yadun, 2001).

    Here, I show that a very thorny annual rosette species

    of the Asteraceae in Israel have white markings that

    resemble a zebra. Such a unique and conspicuous

    appearance should have a function, which I tried to

    determine. The significant correlation between the

    conspicuousness of the white variegation and spinyness

    enabled the proposition that this is a special case of

    vegetal aposematic (warning) coloration that commu-

    nicates between plants and herbivores about being

    spiny.

    2. Materials and methods

    Silybum marianum (L.) Gaertner (=Carduus maria-

    nus) is a medicinal plant widely used in traditional

    European medicine. The information concerning this

    plant has recently been reviewed (Morazzoni andBombardelli, 1995) and summarized as follows. The

    plant grows in the Mediterranean region, Central

    Europe, Central and East Asia, North and South

    America and Southern Australia. It is a typical ruderal

    plant. Many of the plants form a large rosette in the

    early winter, and later, slender stems 20250 cm high

    grow from the apex of the rosette. All parts of the plant

    are very thorny and the inflorescences have a crown of

    thick, strong, ca. 46 cm long and very sharp thorns. Its

    name comes from the conspicuous zebra-like appear-

    ance of its leaves. According to an old legend, the white

    marks on its leaves were formed when Mary nursed

    baby Jesus while sitting under this plant and some of her

    milk dripped on the leaves and since then the plant has

    been variegated. The genus name Silybum derives from

    the ancient Greek word sillybon (a pendant) that was

    used by Dioscorides almost 2000 years ago. The species

    S. marianum is also known as Holy thistle, Marys

    thistle or milk thistle (Morazzoni and Bombardelli,

    1995). In Israel, the plant grows all over the humid

    Mediterranean district and parts of the Negev desert

    (Feinbrun-Dothan, 1978) and is eaten by Arab villagers.

    The inner parts of young stems and young leaves are

    used as green salad. Roots, young leaves and stems are

    ARTICLE IN PRESS

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    eaten cooked after they have been immersed in water for

    several hours, the young inflorescence is cooked like

    artichoke and eaten, tea substitution is made of dry

    leaves and roasted seeds are also eaten (Dafni, 1984).

    However, its uses as a food plant are limited, and its

    major importance is its uses as a medicinal plant. A

    purified extract of the fruits (silymarin) and its majorconstituent (silybin) are used to treat liver diseases

    (Morazzoni and Bombardelli, 1995).

    The typical width of the white stripes, the length of

    zebra-like rosette leaves, the total number of marginal

    thorns in a leaf and the length of the largest thorns were

    measured in the most common zebra-like plant S.

    marianum (L.) Gaertner. Many fully developed cotyle-

    dons and 100 fully developed rosette leaves ranging in

    length from 2.8 cm (the first rosette leaves in young

    rosettes) to 92 cm, each one from a different rosette,

    were collected from plants of all sizes from young

    seedlings to rosettes that were more than a meter in

    diameter. In each leaf, its length, the width of a typical

    variegation band and the length of the longest spine

    were measured and the total number of spines along its

    margins was counted. The continuity of the majority of

    variegation was also determined. For statistical analysis

    a non-parametric Spearmans correlation (StatMost for

    Windows) was used.

    3. Results

    In the field, the white, large and zebra-like marking

    on the upper surface of the rosette leaves (Fig. 1) isconspicuous from several up to dozens of meters

    according to leaf size and number of rosettes in a group.

    In S. marianum, a very common zebra-like plant, the

    ontogeny of the leaves shows a clear positive correlation

    between the number and length of thorns along the

    margins and the extent of white variegation. The

    well-developed green cotyledons have no spines and no

    variegation (Fig. 2). The young rosette leaves are flat

    and form a two-dimensional thorn system (Figs. 2 and3). When the rosettes grow, the leaves become wavy,

    forming a three-dimensional spine system, with a much

    more developed variegation (Fig. 4). The wavy large

    leaves are much better protected because there are spines

    that capture a space, in contrast to the flat spine layer of

    the small rosettes. In small, 2.84.0 cm long, rosette

    leaves, the white stripes are ca. 1 mm wide and a

    considerable proportion of the zebra-like variegation is

    not continuous (Fig. 3). There is considerable variability

    in the thickness of the white stripes (Figs. 4 and 5), but

    in most large, mature plants the white stripes are wider

    ARTICLE IN PRESS

    Fig. 1. A typical rosette ofS. marianum at mid season, two months

    before flowering about 60 cm in diameter, ca. half of its final size. The

    white network of stripes on the upper surface gives it a zebra-like

    appearance. The larger rosette leaves are not flat and form a three-

    dimensional thorn system. Such appearance characterizes three highly

    thorny annual rosette species of the Asteraceae common in Israel:

    Silybum marianum, N. syriaca and Seolymus maculatus.

    Fig. 2. Well-developed green cotyledons that have no spines and no

    variegation. The first pair of young rosette leaves, with their typical

    thin and non-continuous variegation are also seen. They are flat and

    form a two-dimensional thorn system.

    Fig. 3. In the first whorls of rosette leaves, when the plants are small,

    the white stripes are usually only about 1 mm wide and a considerable

    proportion of the variegation is not continuous.

    S. Lev-Yadun / Journal of Theoretical Biology 224 (2003) 483489 485

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    than 4mm (Fig. 5). In the small rosette leaves, the

    longest marginal spines are not longer than 1 mm and

    their number per leaf ranges between ca. 25 and 40

    (Table 1). These values gradually increase and in the

    large rosette leaves of mature plants their length ranges

    between ca. 70 and 92 cm, the white stripes are usually

    about 56 mm (range 37 mm) wide, and the zebra-like

    variegation is continuous (Table 1). The marginal spines

    in rosette leaves of all sizes are of various lengths. The

    shorter ones are about 1 mm long, whereas the longestmarginal spines are 37 mm long and their length

    correlates with the width of the white stripes (Table 1).

    The total number of marginal spines in a large leaf

    ranges between ca. 1060 and 2225. Although the white

    markings are wider when plants are larger, the size of

    the leaves increases more than the size of the white

    stripes. Still, large variegated rosettes are conspicuous

    from a distance of over 10m and are much more

    conspicuous than small ones.

    There was a strong correlation between rosette leaf

    lengths and the widths of the stripes of white variegation

    (r 0:81; n 100 p50:001), rosette leaf lengths and

    maximal lengths of the spines along the margins

    (r 0:83; n 100 p50:001) and rosette leaf lengths

    and the number of spines along the margins (r 0:97;

    n 100 p50:001). Similarly, the signal (widths of the

    stripes of white variegation) and the maximal lengths of

    the spines along the margins (r 0:80; n 100

    p50:001) and the number of spines along the margins

    (r 0:81;n 100p50:001) were also highly correlated.

    4. Discussion

    Here, I show that thorny leaves in a rosette plantspecies of the Asteraceae are conspicuous because they

    have zebra-like white markings. The regular appearance

    of white variegation on the rosette leaves of this species

    and two other common rosette species of the Asteraceae

    (Notobasis syriaca (L.) Cass. and Scolymus maculatus

    L.) indicates that such morphology should have an

    advantage.

    The white marking should have some cost in

    resources, in addition to the burden of being conspic-

    uous to herbivores. The large white areas on the leaves

    should reduce their photosynthetic potential. As the

    plants are winter annuals, reducing heat load or excess

    solar radiation does not seem to be the selective

    advantage for this phenomenon. We must therefore

    look for another explanation for this phenomenon.

    The fact that in the field, the zebra-like marking of the

    annual rosettes is conspicuous from several up to dozens

    of meters according to leaf size and number of rosettes

    in a group seems on first view to opposeGivnishs (1990)

    conclusion that white leaf mottling serves as camouflage.

    Givnish (1990), however, studied understory species that

    grow in a habitat characterized by a mixture of dark and

    light spots, and here, I studied a species of open, well-

    illuminated areas, thus there is no contradiction.

    ARTICLE IN PRESS

    Fig. 4. Wavy, lobed leaves, forming a three-dimensional thorn system

    develop when the rosettes continue to grow. The white variegation is

    gradually becoming more conspicuous and continuous. Length of leaf

    part in figure is 16 cm.

    Fig. 5. The typical, several millimeter wide white stripes in a large

    rosette leaf of a large plant. Length of leaf part in figure is 16 cm.

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    I propose that concerning this issue, white mottling

    may act as camouflage in undergrowth in the forest as

    proposed by Givnish (1990) and as conspicuous apo-

    sematic coloration in open, well-illuminated areas.

    Recently, it has been proposed (Lev-Yadun, 2001)

    that aposematic (warning) coloration is common in four

    thorny taxa (cacti,Agave,AloeandEuphorbia) that have

    colorful thorns and white or other marking that

    highlights them. I propose that such white markings

    have a specific value. When a certain herbivore is color

    blind to a certain sector of the spectrum, is color blind

    altogether, or when illumination is not strong, white

    marking increases the possibility that the aposematic

    signal will still be visible. There are good indications that

    although many mammalian herbivores have only

    ARTICLE IN PRESS

    Table 1

    Thorns and variegation in the rosette leaves ofS. marianum(each leaf

    originated from a different plant

    Leaf

    number

    Length

    (mm)

    Width (mm) of

    typical

    variegation line

    Length of

    largest spines

    (mm)

    Total number of

    spines in leaf

    margins

    1 28 1* 1 322 28 1* 1 33

    3 32 1* 1 37

    4 32 1* 1 42

    5 37 1* 1 30

    6 37 1* 2 34

    7 41 1* 2 26

    8 42 1* 1 24

    9 42 1* 1 42

    10 43 1* 2 32

    11 43 1* 1 41

    12 46 1* 2 33

    13 46 1* 1 36

    14 47 1* 2 51

    15 48 1* 2 36

    16 50 1* 2 4617 51 1* 2 35

    18 54 1* 2 45

    19 62 1* 1 93

    20 67 1* 3 59

    21 68 2* 2 48

    22 70 1* 1 51

    23 70 2* 2 65

    24 71 1* 1 43

    25 74 1* 2 84

    26 75 1* 2 40

    27 76 2* 2 70

    28 84 1* 2 86

    29 86 2* 2 80

    30 88 2* 2 129

    31 90 1* 2 7532 92 2 2 74

    33 100 1* 2 90

    34 102 1* 2 111

    35 103 1* 2 87

    36 107 1* 2 111

    37 111 1* 3 95

    38 115 1* 3 94

    39 117 2* 2 117

    40 144 3* 2 131

    41 152 2* 3 127

    42 183 3* 3 149

    43 192 3 3 262

    44 196 3 3 170

    45 200 3 3 146

    46 210 2 3 22547 210 4 3 286

    48 223 4 3 226

    49 230 2* 4 491

    50 265 4 4 580

    51 266 3 4 310

    52 287 5 4 406

    53 300 5 3 624

    54 317 6 4 557

    55 345 3 3 600

    56 350 4 2 927

    57 360 5 3 574

    58 360 3 3 580

    59 367 3 3 764

    60 370 3 3 840

    Table 1 (continued)

    Leaf

    number

    Length

    (mm)

    Width (mm) of

    typical

    variegation line

    Length of

    largest spines

    (mm)

    Total number of

    spines in leaf

    margins

    61 380 5 3 461

    62 391 3* 3 549

    63 396 3 3 67264 398 5 3 646

    65 403 5 3 715

    66 410 3 3 778

    67 420 3 3 705

    68 434 3* 3 565

    69 436 4 3 592

    70 446 3 3 526

    71 455 3 4 720

    72 460 3 3 946

    73 480 3 3 770

    74 485 2* 2 610

    75 510 6 4 869

    76 522 3* 4 935

    77 523 4 3 704

    78 535 4 3 111179 547 4 3 985

    80 560 2* 3 855

    81 564 3 3 783

    82 570 5 5 1051

    83 574 2 3 1333

    84 604 4 3 886

    85 610 5 4 775

    86 620 3 3 1175

    87 625 2 3 862

    88 657 4 3 870

    89 660 4 4 926

    90 673 3 4 1360

    91 675 6 4 1360

    92 690 4 3 937

    93 710 5 5 144594 755 5 3 1062

    95 760 5 4 1685

    96 815 5 5 1300

    97 853 6 4 1218

    98 865 3 4 1890

    99 885 7 7 2140

    100 920 4 4 2225

    *Non-continuous line.

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    dichromatic vision, which is a much weaker color vision

    ability than human color vision, they can see colors to a

    certain extent (Jacobs, 1993;Kelber et al., 2003). In the

    last several millennia, the vegetation of the Near East

    suffered a continuous impact of grazing. Under such

    conditions, thorny plants, which were grazed less than

    non-thorny ones became very common (Zohary, 1962,1983). Sheep, goats and cattle are the major grazers,

    while horses, donkeys and camels were of secondary

    importance (Sasson, 1998). In the past, before the

    spread of agriculture and massive human-related im-

    pact, wild grazers, such as gazelles, deer, goats, rabbits

    and cattle, were probably the common grazers.

    The question of honest signaling is important for the

    evaluation of the evolutionary consequences of the

    conspicuous spines, but determining honesty in biologi-

    cal signaling is difficult. The honesty is maintained by

    the herbivores that taste the plants. The strong

    association of the size of white marking with the size

    and number of thorns in the species examined makes it

    clear that this plant species is so thorny that it can afford

    its consciousness, i.e. the strong signal is honest. My

    painful field experience clearly showed me the honesty of

    the signal. Every time I sampled large wavy leaves for

    measurements I was wounded. Only an insect or a snail

    that can move between the spines (or a very hungry large

    herbivore) would eat them, but when and where they

    grow there are enough non-spiny plants to graze on.

    When the rosette leaves dry up in the summer and the

    markings are not seen any more, some of the dry

    rosettes are eaten by the herds. I propose that grazers

    learn to identify these plants. As the season progresses,they become larger, spinier, more conspicuous and

    probably suffer less damage if at all. Since most of the

    poisonous materials in the plants accumulate in the

    seeds, at the end of the life cycle, there seems to be no

    chemical aposematism in this case.

    When in a certain habitat there is an increase in the

    proportion of conspicuous thorny plants, because they

    are associated with white marking, for a period long

    enough for an evolutionary change, M .ullerian mimicry

    may lead to the establishment of defense guilds (see

    Waldbauer, 1988). Because there are three zebra-like

    plant species in the East Mediterranean region, I

    propose that such a defense guild evolved in these

    winter annual thorny rosette plants of the Asteraceae

    that have white markings that give them the appearance

    of green zebras.

    The last issue that I wish to discuss is the possibility

    that the variegation evolved as a protective mechanism

    against insect herbivores. There are two related relevant

    hypotheses concerning this issue. The first hypothesis is

    that the variegation serves as mimicry of tunnels of flies

    belonging to the Agromyzidae. The larvae of flies of

    this group eat the photosynthetic tissues in the leaves,

    which results in white variegation resembling that of

    S. marianum. Thus, the variegation might serve as

    mimicry of an already infected leaf to deter female

    Agromyzidae flies from laying eggs. The second, related

    hypothesis is that such stripes reduce insect landing on

    the leaves in general, as was proposed for the evolution

    of zebra stripes as defense against tsetse flies (Waage,

    1981;Brady and Shereni, 1988;Doku and Brady, 1989;Gibson, 1992). Although the significant correlations of

    variegation with thorn number and length presented

    here seem to be the major explanation for the evolution

    of variegation, some role of protection against insects of

    the white variegation should not be ruled out. If the

    insect protection hypothesis is also true, the evolution-

    ary advantage of zebra-resembling leaf variegation was

    two-fold and selected for by both vertebrate and

    invertebrate herbivores.

    Acknowledgements

    I thank Gidi Neeman, Gadi Katzir, Moshe Inbar,

    John R.G. Turner and an anonymous reviewer for their

    helpful comments on the manuscript.

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