Q3 2021 Holdings
Filed 2021-11-15 | 9 holdings | $915.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $309.1K | 5,713,987 | 33.8% |
| Verra Mobility Corp(VRRM) | COM | 92511U102 | $134.1K | 8,895,815 | 14.6% |
| Nikola Corp | COM | 654110105 | $109.6K | 10,275,437 | 12.0% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $107.1K | 1,519,349 | 11.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $98.6K | 1,677,000 | 10.8% |
| Appharvest Inc(APPHEUR) | COM | 03783T103 | $57.4K | 8,798,704 | 6.3% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $55.3K | 775,299 | 6.0% |
| Unifi Inc(UFI) | COM NEW | 904677200 | $31.1K | 1,417,054 | 3.4% |
| Potlatchdeltic Corporation(PCH) | COM | 737630103 | $13.4K | 259,846 | 1.5% |