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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ENVIVA INC COM 29415B103   82,446,004 7,598,710 SH   SOLE   7,598,710 0 0
EXXON MOBIL CORP COM 30231G102   126,233,250 1,177,000 SH   SOLE   1,177,000 0 0
INGEVITY CORP COM 45688C107   139,665,715 2,401,405 SH   SOLE   2,401,405 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   209,198,000 1,850,000 SH   SOLE   1,850,000 0 0
POTLATCHDELTIC CORPORATION COM 737630103   166,260,392 3,145,892 SH   SOLE   3,145,892 0 0
STRATEGIC ED INC COM 86272C103   128,710,118 1,897,260 SH   SOLE   1,897,260 0 0
UNIFI INC COM NEW 904677200   15,470,626 1,917,054 SH   SOLE   1,917,054 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   205,070,548 10,399,115 SH   SOLE   10,399,115 0 0