Q4 2020 Holdings
Filed 2021-02-16 | 10 holdings | $986.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $219.6K | 4,834,867 | 22.3% |
| Nikola Corp | COM | 654110105 | $156.8K | 10,275,437 | 15.9% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $132.3K | 1,387,565 | 13.4% |
| AES Corp(AES) | COM | 00130H105 | $125.6K | 5,346,500 | 12.7% |
| Hawaiian Elec Industries(HE) | COM | 419870100 | $114.9K | 3,246,668 | 11.6% |
| Verra Mobility Corp(VRRM) | COM | 92511U102 | $82.4K | 6,137,000 | 8.3% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $61.0K | 2,972,000 | 6.2% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $34.5K | 456,010 | 3.5% |
| Lindblad Expeditions Hldgs I(LIND) | COM | 535219109 | $34.2K | 1,998,247 | 3.5% |
| Unifi Inc(UFI) | COM NEW | 904677200 | $25.1K | 1,417,054 | 2.5% |