The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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