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 |
| APPHARVEST INC | COM | 03783T103 | 57,368 | 8,798,704 | SH | SOLE | 8,798,704 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 309,070 | 5,713,987 | SH | SOLE | 5,713,987 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 98,641 | 1,677,000 | SH | SOLE | 1,677,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 55,333 | 775,299 | SH | SOLE | 775,299 | 0 | 0 | ||
| NIKOLA CORP | COM | 654110105 | 109,639 | 10,275,437 | SH | SOLE | 10,275,437 | 0 | 0 | ||
| POTLATCHDELTIC CORPORATION | COM | 737630103 | 13,403 | 259,846 | SH | SOLE | 259,846 | 0 | 0 | ||
| STRATEGIC ED INC | COM | 86272C103 | 107,114 | 1,519,349 | SH | SOLE | 1,519,349 | 0 | 0 | ||
| UNIFI INC | COM NEW | 904677200 | 31,076 | 1,417,054 | SH | SOLE | 1,417,054 | 0 | 0 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 134,060 | 8,895,815 | SH | SOLE | 8,895,815 | 0 | 0 | ||