AND FESTUCA ALOHA M0L0KA1ENS1S (POACEAE: LOLIINAE), F. TWO NEW FROM HAWAFI SPECIES Robert Soreng and Paul M. Peterson Catalan Pilar J. While revising specimens of Festuca deposited at the United States National Herbarium (US) the first author However, found two specimens fme-leaved individuals from Kaua'i that were identified as rubra L. of F. F these individuals exhibit several characters that separate them from holarctic red fescues of the rubra and complex, including: leaf blades flat with involute margins, sheaths open, relatively long ligules, ovaries specimens from Molokai'i deposited the Bishop with densely hairy apices. After reviewing of Festuca at Museum (BISH) we noticed an additional taxon. Previously, the only species of Festuca and relatives re- (Hitchcock robust corded from Hawai'i and the Pacific include the endemic, F. hawaiiensis Hitchc. 1922), a & broad-leaved species placed in subg. Drymanthele V.I. Krecz. Bobrov sect. Banksia E.B. Alexeev (Alexeev F. and Aulaxyper Dumort.); 1980), and three Eurasian species: the fine-leaved F. rubra L. (F subg. Festuca sect. the broad-leaved F. arundinacea Schreb. and F. pratensis Huds. [F subg. Schedonorus (P. Beauv.) Peterm. sect. Schedonorus Beauv.) Endl]. The taxonomy of Festuca si, the largest genus of monophyletic subtribe (P. Loliinae Dumort., is in a state of flux. Much additional research is needed to properly align the taxa, although DNA two major preliminary data from sequencing (Catalan et al. 2007; Inda et al. 2008) suggest that clades may two have been within the As elements of the "broad-leaved" clade, the latter species classified exist. Dumort separate genus Schedonorus Beauv., as Schedonorus arundinaceus (Schreb.) and S. pratensis (Huds.) P. Snow Drymanthele sometimes recognized Beauv. (Soreng 2003; 2008). In addition, Festuca subg. is et P. al. F as the genus Drymochloa Holub. The "fine-leaved" clade of fescues, including rubra, are placed in Festuca However, equivocal concerning the resolution of the division at the (Soreng 2003). results are et still s.s. al. two major base of the clades. Specimens were examined from the Bishop Museum (BISH), National Tropical Botanic Garden (PTBG), Herbarium Missouri Botanical Garden (MO), and the United States National (US). & nov Festuca aloha Catalan, Soreng P.M. Peterson, sp. (Figs. 1A-J, 2). Type: U.S.A. Hawaii: kaua'i, Hanalei district, isolated hanging side-valley of lowland diverse mesic forest t, fwt^ & Festuca aloha Catalan, Soreng P.M. Peterson (isotype, US-3252239). A. Habit. B. Sheath, ligule, and blade. C. Spikelet. D. Floret f with rachilla. E. Lemma, ventral view. F. Palea, dorsal view. G. Palea with ovary, ventral view. H. Palea with immature ovary and mature stamens, ventral view. Lodicules, mature ovary, and basal remnant of filaments. I. J. L< BISH-728771).K. Spikelet. Culms Plants perennial, cespitose, with extravaginal innovations; cataphylls conspicuous, brownish. mm cm 45-70 slender diam.), nodes 2-3, smooth and glabrous. Leaf sheath margins fused tall, erect, (ca. 1 mm when for 1-2 at base, overlapping more than Mi the length below, sparsely villose abaxially young, becoming glabrous maturity, purple-brownish the base, greenish above, becoming fibrous in age at at at mm base; auricles absent; collars glabrous; ligules 1-1.5 long, scarious, glabrous, brownish, apex obtuse, cm mm, dentate-erose; leaf blades of vegetative shoots 22-33 x (1-)1. 5-1.7 erect to pendant, flat with and smooth up involute margins, glabrous abaxially, hirsute along protruding ribs adaxially, the hairs to mm mm 0.1 long, cross section (Fig. 2) about 1 bearing 13-16(-20) larger vascular traces or veins, each with prominent ribs adaxially alternating with smaller ribs on the secondary and tertiary veins, scleren- chyma cm mm, strands forming trabeculae or girders on most veins; leaf blades of culms about 22 x 2.4 erect to pendant. Panicles 8-11 x 2.5-4 cm, erect, axis and peduncle smooth; loosely contracted with 34-66 4-6 cm spikelets, spikelets mostly at branch tips; panicle branches 2(3) per node, basal branches and smooth ca. 1/2 the length of panicle, angled, erect or ascending, proximally to scabrous, angled dis- mm mm, Spikelets 8.2-13 x 3.5-6.0 4-6-flowered, broadly lanceolate, pale green, sometimes tinged tally. mm mm glumes with purple; pedicels (l-)1.5-3.5(-5) long; rachilla internodes 0.8-1.2 long, scabrous; lanceolate, green, margins very narrowly scarious (<0.5 mm), apex acute; lower glumes (3.6-)3.9-4.2(-4.5) mm mm mm lemmas upper glumes long, 1-veined; 5.2-5. 5(-6.0) long, 3-veined; 5.8-8.0 long, 5-veined, glabrous below, scabrous near the apex, green or tinged with purple at the apex, mucronate to awned, the mm awn mucro smooth or 0.5-1.1 long, scabrous; callus rounded, obliquely angled 45°), to dorsally (to minutely scabrous at the apex; paleas longer or shorter than lemma, scabrous on and between keels; stamens mm anthers 3.1-4.2 long; ovary densely hairy on upper 1/3. Caryopsis not seen. 3, abilis, Carex meyenti, ca. 3000 17 Jun 1994, K.R Wood 3245 (PTBG-20438); Pohakuao, hanging valley between Kalalau and Hanakoa, ft, below Puu Ki and Kaaalahine Ridge, 2000 4 Jan 1992, K.R. Wood 1761, Perlman Lou (BISH-621 133, PTBG-12875, US-3250261); ft, S. &J. & Waimea district, with Panicum lineale and P. beecheyi, 2000 ft, 30 Mar 1993, K.R. Wood 2470, S. Perlman (PTBG-18788), K.R. Wood 2471 & N Perlman (PTBG-18779); Awaawapuhi facing slopes above stream, 0.5 mi along growin S. valley, trail, — cm Comments. Festuca aloha has panicles 8-11 long, narrow, branches erect and ascending; lemmas mm mm cm 30-40 5.8-8 long; and leaf blades 1.5-2.4 wide; in contrast hawaiiensis has panicles long, F. mm mm lemmas and 2-3 widely open, branches patent or patent-erect; 9 long; leaf blades wide. The illustrator Alice Tangerini noticed that all florets with mature anthers of F. aloha contained small, undeveloped ovaries (Fig. 1H). Mature ovaries with well-developed styles were found only in florets that had already shed their anthers (filaments were still present) [Fig. II]. Therefore, F. aloha is apparently protandrous. — name Etymology. The specific epithet aloha derives from the Kalalau mountains of Kaua'i. F. — Conservation status. Festuca aloha has been found in at least six different localities of Kauaii, covering km a distribution area of approximately 700 2 The number of individuals varies among populations but . new usually there are less than 1000 individuals per population. Based on these preliminary data, the spe- IUCN cies clearly falls within Vulnerable (VU) category as defined by the (2001). The major threats to in- F dividuals of aloha are the allochthonous plants, such Cyperus meyenianus Kunth, Erigeron Kalan- as: sp., choe pinnata (Lam.) Pers., Lantana camara L., Melia sp., Passiflora mollissima (Kunth) L.H. Bailey, Ruhus = & le cross section of vegetative shoots of Festuca aloha Catalan, Soreng P.M. Peterson (US-3252239). Scale bar 0.1 it Culms up Dwnish. Plants perennial, cespitose, cm 60-70 scabrous below panicle. Lc base, overlapping to tall, it more than lh the length below, purple-brov fibrous at base in I mish, apex obtuse, age; auricles absent; collars glabrous; ligult pendant, dentate-erose; leaf blades of vegetative si r less flat and smootl with involute margins, glabrous 25 gins and apex, dull green, cross section sim iring larger vas- each with prominent cular traces or veins, ri bulliform between adaxial sclerenchyma strands present forming trabeculae or tertiary veins, cells ribs, and on most sclerenchyma strands with thin walls (adaxially) thick cell walls (abaxially); girders veins, cell cm mm, Panicles leaf blades of culms about 21 x 2 with involute margins, densely scabrous adaxially. flat 8.5-13 x 4 cm, loosely contracted with approximately 75 spikelets, spikelets located at the ends of the branches, branches on basal node, 2(3) branches in other nodes, axis and branches strongly scabrous; 3(4) branches long 7 cm, more than 1/2 the length of the panicle, angled, suberect to ascending. basal as as mm mm, Spikelets 7-9 x 3-4 5-6-flowered, broadly lanceolate, pale green; pedicels (2-) 4 (-9) long; ra- internodes scabrous; glumes lanceolate, green, margins very narrow, scarious, apex acute; lower chilla mm mm glumes upper glumes (6.0-)6.2-6.8(-7.0) long, 3-veined; (5.0-)5.2-5.5(-5.7) long, 1-veined; mm mm awn lemmas (5.0-)5. 5-6.0 long, 5-veined, scabrous dorsally and near apex, green, 1.5-2.5 long, scabrous; callus rounded, obliquely angled (to 45°), scabrous; paleas slightly shorter than lemma, bidentate mm at apex, keels scabrous, between keels scabrous; stamens 3, anthers 2.8-3.0 long; ovary densely hairy on upper Caryopsis not seen. 1/3. — Comments. Festuca molokaiensis differs from F aloha by having more delicate and thinner, more nu- merous and lax branches; scabrous panicles and spikelets; lemmas scabrous throughout, awns longer mm; mm; 1.5-2.8 mm; anthers shorter 2-3 lower glumes (5.0-)5.2-5.5(-5.7) and upper glumes (6.0-)6.2- cm mm. In comparison to F aloha, culms are scabrous on the nodes; panicles 8.5-13 long, more 6.8C-7.0) more and peduncles scabrous, branches densely scabrous, angled; spikelets delicate; rachilla delicate, axis mm mm more slender; lower glumes (5.0-)5.2-5.5(-5.7) long; upper glumes (6.0-)6.2-6.8(-7.0) long; lem- mm mas 5-6 long, evenly scabrous across the back from the base to the apex, 3-veined or infrequently mm mm awn and 2-3 5-veined veins obsolete or obscure), awned, the 1.5-2.8 long; anthers faintly (lateral long. Two new Catalan et species of Festuca from Hawaii 55 al., — F The from Etymology. specific epithet of molokaiensis derives the island of Moloka'i. — known Conservation status. Festuca molokaiensis is only from the type locality where it has been re- Due corded as occasional (Oppenheimer, on herbarium label). to the scarcity of available data on the po- F tential distribution, demography, and population status of molokaiensis, we consider to be a Data Deficient (IUCN (DD) taxon 2001). TAXONOMY AND PHYLOGENY F F Festuca aloha and molokaiensis art morphologically similar to the Hawaiian endemic, hawaiiensis in ligule size and shape, ovary hairiness, and leaf-blade anatomy (Hitchcock 1922). However, hawaiiensis a more F. is cm robust plant up to 150 tall with longer (30-40 cm) and wider panicles that are open with 3-5 spreading mm and drooping branches at the nodes, and larger lemmas up to 9 long. Festuca hawaiiensis grows at higher elevations, at ca. 2000 m, in rich soil on moist wooded hills on the island of Hawaii. F F Festuca aloha and molokaiensis resemble the western North American, calijornica ssp. hitchcockiana & and (E.B. Alexeev) Darbysh. [Darbyshire Pavlick 2007] in leaf blade cross section, panicle features, hairy F new ovary apices. However, calijornica ssp. hitchcockiana differs from the species by having a more robust and cespitose habit, possession of a continuous sclerenchyma layer on the abaxial side of the leaf blade, a and with partially hairy collar, longer ligules ciliate apices. F The new Festuca taxa also show similarities with Macaronesian volcanic cliff dwellers: agustinii Lind- & ing., F.jubata Lowe, and F.francoi Fern.Prieto, C.Aguiar, E. Dias M.I. Gut. (Saint-Yves 1922; Fernandez and Prieto et al. 2008) because all share extravaginal innovations flat to inrolled (or conduplicate) leaf-blades with some complete sclerenchyma trabeculae. However, the latter species all differ from the new species by mm) having glabrous ovary apices and short (< 1.5 ligules. We analyzed the ITS and trnL-F sequences of two samples of Festuca aloha from different populations from Kauai US-3252239 GenBank GQ162205 and GQ162208 [F aloha Kalalau, (isotype), (ITS) (trnLF) 1: accessions; F aloha Pohakuao, US-3250261, GenBank GQ162206 (ITS) and GQ162209 (trnLF) accessions] 2: F known and one sample of molokaiensis from the only population from Molokai [F molokaiensis Kupai 1: We Gulch, BISH-728771 (holotype), GenBank GQ162207 (ITS) and GQ162210 (trnLF) accessions]. then random conducted heuristic parsimony analyses for the combined ITS and trnL-F dataset (10,000 entry trees, TBR, mulpars off, saving no more than 10 trees of length <10 per replicate; 1000 bootstrap replicates with the same parameters as in the original search) using these three samples and combined them with our previous data for Festuca on a worldwide level (Catalan et al. 2007; Inda et al. 2008). All three samples grouped together within the broad-leaved Festuca clade nested within the (Fig.3), F well supported clade Subulatae + Leucopoa [92% bootstrap(BS)], which were separated from p.p. calijor- and Macaronesian Aulaxyper was monophyletic (99% nica, F. rubra, the Festuca sect. s.l. species. Festuca aloha F BS) and sister to molokaiensis (98% BS). & F F The two aloha specimens from different populations on Kauai (F aloha 1 aloha 2) had similar F sequences (99% BS; trnL-F nucleotide substitution difference); however, the sample of molokaiensis from 1 Molokai showed several nucleotide differences in both the ITS substitutions) and trnL-F (two substitu- (five tions) regions with respect to aloha. These molecular differences also support the taxonomic separation F. F of the two species. Despite the limited infraspecific sampling, the ITS variation found between aloha and F molokaiensis, from the same Hawaiian archipelago, remarkable as these species show more nucleotide is F Ramond differentiation than that found between other closely related species the Pyrenean eskia ex [e.g. F DC., and gautieri (Hack.) K. Richt. with only two ITS nucleotide substitutions], and between species from F different Macaronesian archipelagos Madeiran F.jubata and Azorean petraea Guthn. ex Seub. with (e.g., F three ITS nucleotide substitutions). Unfortunately, hawaiiensis could not be included in the molecular we analysis because extremely rare and have no material other than the type. it is F F The closest relative of F. aloha and molokaiensis in our analyses (Fig. 3) was the eastern Asian F parvigluma Steud. (88% BS), followed by the northwestern North American subulata Trin. (77% BS), both F F belonging to subg. Subulatae, and then by the Siberian-North American altaica Trin. (92% BS), placed Journal of the Botanical Research Institute of Texas 3(1) -Og: ^hlr _Castellia_ "_^--^:-^-_L , -^ iff x excluding uninformative characters 0.400; within subg. Leucopoa sect. Breviaristatae. In a separate ITS F. s F ensis clade fell within the broad-leaved clade, and was closely related to the Asian parvigluma and F. modesta Steud. [sometimes treated as Drymochloa modesta (Nees ex Steud.) Holub]. In contrast to the ITS F data, a trnL-F strict consensus tree placed aloha/F. molokaiensis in a polytomy at the base of the fine-leaved among clade, fine-leaved taxa and taxa intermediate between fine- and broad-leaved forms of Festuca. DNA Given the different resolutions between separate nuclear and plastid sequence topologies for our On species, possible that aloha and molokaiensis are of allopolyploid origin. morphological grounds it is F. F. common and same aloha, molokaiensis, hawaiiensis art part of the complex, representing a pattern F. F. F. all of morphological speciation in upland habitats of different islands along the Hawaiian archipelago. 2. Auricles ciliate on margin; lemmas awned (awn 2-3 mm), more or less scabrous distally_ Auricles not on margin; lemmas muticous, smooth or only spars 2. ciliate mm All leaf blades without auricles; leaf blades 0.3-5 wide, involute to flat but whei . mm Ligules 0.1-0.5 long; ovary apices glabrous; leaf blades conduplicate; 3. le below (open < 14 their length); leaf blades of vegetative shoots in cross sectii mm Ligules 1-2.5 long; ovary apices densely hairy; leaf blades flat with involute margins; l< . mm generally open 16 their length [they are fused only for 1-2 at the base]; leaf blades ofvegeta in cross section with sclerenchyma girders. mm cm 30-40 3-5 4. Panicles long, open, the branches spreading or drooping; leaf blades wi iwaii Festuca aloha . Lemmas mm; awns evenly scabrous throughout, intermediate veins absent or obscure, 1.5-2.8 anthers 5. mm mm mm 2-3 long; iigules 1.5-2.5 iong; lower glumes (5.0-)5.2-5.5(-5.7) long; upper giumes mm known (6.0-)6.2-6.8(-7.0) long; only from Moloka'i Festuca molokaiensis ACKNOWLEDGMENTS This work has been subsidized by the Spanish Ministry of Science and Technology Grant Project CGL2006- We 00319/BOS and Sabbatical Research Stay Grant PR2008-0020 to Pilar Catalan. thank Stephen Darbyshire and Neil Snow for their critical review of an earlier version of the manuscript; Napua Harbottle, Tim Flynn, PTBG and Gerrit Davidse, for facilitating for us the study of Hawaiian Festuca materials deposited at BISH, and MO, respectively; Hank Oppenheimer, Neil Snow, and Cliff Morden for valuable information on the F F ecology and distribution of aloha and molokaiensis in Kauai'i and Molokai'i; Sasha Savytskyy, Dai Tsuchiya, and Juan Viruel for helping us with figure preparation; Alain Touwaide for correcting the Latin and diagnoses; Alice R. 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