The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AES CORP | COM | 00130H105 | 125,643 | 5,346,500 | SH | SOLE | 5,346,500 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 60,985 | 2,972,000 | SH | SOLE | 2,972,000 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 219,600 | 4,834,867 | SH | SOLE | 4,834,867 | 0 | 0 | ||
| HAWAIIAN ELEC INDUSTRIES | COM | 419870100 | 114,900 | 3,246,668 | SH | SOLE | 3,246,668 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 34,534 | 456,010 | SH | SOLE | 456,010 | 0 | 0 | ||
| LINDBLAD EXPEDITIONS HLDGS I | COM | 535219109 | 34,210 | 1,998,247 | SH | SOLE | 1,998,247 | 0 | 0 | ||
| NIKOLA CORP | COM | 654110105 | 156,803 | 10,275,437 | SH | SOLE | 10,275,437 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 132,277 | 1,387,565 | SH | SOLE | 1,387,565 | 0 | 0 | ||
| UNIFI INC | COM NEW | 904677200 | 25,139 | 1,417,054 | SH | SOLE | 1,417,054 | 0 | 0 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 82,359 | 6,137,000 | SH | SOLE | 6,137,000 | 0 | 0 | ||