Q1 2021 Holdings
Filed 2021-05-17 | 12 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $233.7K | 4,834,867 | 17.4% |
| Appharvest Inc(APPHEUR) | COM | 03783T103 | $215.9K | 11,798,704 | 16.0% |
| Hawaiian Elec Industries(HE) | COM | 419870100 | $144.2K | 3,246,668 | 10.7% |
| AES Corp(AES) | COM | 00130H105 | $143.3K | 5,346,500 | 10.7% |
| Nikola Corp | COM | 654110105 | $142.7K | 10,275,437 | 10.6% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $139.6K | 1,519,349 | 10.4% |
| Verra Mobility Corp(VRRM) | COM | 92511U102 | $96.1K | 7,100,000 | 7.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $93.6K | 1,677,000 | 7.0% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $51.1K | 676,743 | 3.8% |
| Unifi Inc(UFI) | COM NEW | 904677200 | $39.1K | 1,417,054 | 2.9% |
| Lindblad Expeditions Hldgs I(LIND) | COM | 535219109 | $33.6K | 1,778,247 | 2.5% |
| Nutrien LTD(NTR) | COM | 67077M108 | $12.6K | 234,000 | 0.9% |