Q2 2022 Holdings
Filed 2022-08-15 | 10 holdings | $895.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Inc(EVAUSD) | COM | 29415B103 | $298.2K | 5,212,296 | 33.3% |
| Verra Mobility Corp(VRRM) | CL A COM STK | 92511U102 | $163.4K | 10,399,115 | 18.2% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $135.8K | 2,151,405 | 15.2% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $107.2K | 1,519,349 | 12.0% |
| Azek Co Inc(AZEK) | CL A | 05478C105 | $68.7K | 4,102,200 | 7.7% |
| Nikola Corp | COM | 654110105 | $35.6K | 7,474,130 | 4.0% |
| Unifi Inc(UFI) | COM NEW | 904677200 | $27.0K | 1,917,054 | 3.0% |
| Potlatchdeltic Corporation(PCH) | COM | 737630103 | $24.1K | 545,291 | 2.7% |
| Appharvest Inc(APPHEUR) | COM | 03783T103 | $20.2K | 5,798,704 | 2.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $15.2K | 177,000 | 1.7% |