Q2 2021 Holdings
Filed 2021-08-16 | 10 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $299.5K | 5,713,987 | 27.7% |
| Nikola Corp | COM | 654110105 | $185.6K | 10,275,437 | 17.2% |
| Appharvest Inc(APPHEUR) | COM | 03783T103 | $140.8K | 8,798,704 | 13.0% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $115.6K | 1,519,349 | 10.7% |
| Verra Mobility Corp(VRRM) | COM | 92511U102 | $109.1K | 7,100,000 | 10.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $105.8K | 1,677,000 | 9.8% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $56.3K | 691,743 | 5.2% |
| Unifi Inc(UFI) | COM NEW | 904677200 | $34.5K | 1,417,054 | 3.2% |
| Hawaiian Elec Industries(HE) | COM | 419870100 | $21.8K | 516,668 | 2.0% |
| Potlatchdeltic Corporation(PCH) | COM | 737630103 | $10.7K | 201,800 | 1.0% |