The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPHARVEST INC | COM | 03783T103 | 20,237 | 5,798,704 | SH | SOLE | 5,798,704 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 68,671 | 4,102,200 | SH | SOLE | 4,102,200 | 0 | 0 | ||
ENVIVA INC | COM | 29415B103 | 298,248 | 5,212,296 | SH | SOLE | 5,212,296 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 15,158 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
INGEVITY CORP | COM | 45688C107 | 135,840 | 2,151,405 | SH | SOLE | 2,151,405 | 0 | 0 | ||
NIKOLA CORP | COM | 654110105 | 35,577 | 7,474,130 | SH | SOLE | 7,474,130 | 0 | 0 | ||
POTLATCHDELTIC CORPORATION | COM | 737630103 | 24,096 | 545,291 | SH | SOLE | 545,291 | 0 | 0 | ||
STRATEGIC ED INC | COM | 86272C103 | 107,236 | 1,519,349 | SH | SOLE | 1,519,349 | 0 | 0 | ||
UNIFI INC | COM NEW | 904677200 | 26,954 | 1,917,054 | SH | SOLE | 1,917,054 | 0 | 0 | ||
VERRA MOBILITY CORP | CL A COM STK | 92511U102 | 163,370 | 10,399,115 | SH | SOLE | 10,399,115 | 0 | 0 |