CONSOLIDATED SCHEDULE OF INVESTMENTS - USD ($) $ in Thousands |
Mar. 31, 2025 |
Mar. 31, 2024 |
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
$ 939,066
|
[1] |
$ 854,290
|
[2] |
Fair Value |
|
979,320
|
[1] |
920,504
|
[2] |
Aerospace and Defense |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
107,869
|
|
29,064
|
|
Diversified/Conglomerate Services |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
170,360
|
|
264,535
|
|
Electronics |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
71,573
|
|
0
|
|
Home and Office Furnishings, Housewares, and Durable Consumer Products |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
159,236
|
|
160,038
|
|
Leisure, Amusement, Motion Pictures, and Entertainment |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
78,460
|
|
39,350
|
|
Hotels, Motels, Inns, and Gaming |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
0
|
|
77,366
|
|
Oil and Gas |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
69,589
|
|
51,171
|
|
Printing and Publishing |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Fair Value |
|
11,681
|
|
14,238
|
|
Secured First Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
584,026
|
|
513,425
|
|
Fair Value |
|
514,334
|
|
474,856
|
|
Secured Second Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
103,956
|
|
144,958
|
|
Fair Value |
|
103,580
|
|
138,703
|
|
Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
201,487
|
|
145,070
|
|
Fair Value |
|
302,163
|
|
213,480
|
|
Common Equity/ Equivalents |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
49,597
|
|
50,837
|
|
Fair Value |
|
59,243
|
|
93,465
|
|
Non-Control/Non-Affiliate investments |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
562,371
|
[3] |
544,799
|
[4] |
Fair Value |
|
648,589
|
[3] |
622,233
|
[4] |
Non-Control/Non-Affiliate investments | Secured First Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
331,536
|
[3] |
324,731
|
[4] |
Fair Value |
|
300,751
|
[3] |
324,348
|
[4] |
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Diversified/Conglomerate Manufacturing |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
6,150
|
[3] |
5,950
|
[4] |
Fair Value |
|
6,150
|
[3] |
5,567
|
[4] |
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Diversified/Conglomerate Services |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
82,950
|
[3] |
82,950
|
[4] |
Fair Value |
|
54,884
|
[3] |
82,950
|
[4] |
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Home and Office Furnishings, Housewares, and Durable Consumer Products |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
36,750
|
[3] |
36,750
|
[4] |
Fair Value |
|
36,750
|
[3] |
36,750
|
[4] |
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Hotels, Motels, Inns, and Gaming |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
[4] |
|
|
65,100
|
|
Fair Value |
[4] |
|
|
65,100
|
|
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Oil and Gas |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
[4] |
|
|
34,750
|
|
Fair Value |
[4] |
|
|
34,750
|
|
Non-Control/Non-Affiliate investments | Secured First Lien Debt | Printing and Publishing |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
14,400
|
[3] |
13,000
|
[4] |
Fair Value |
|
11,681
|
[3] |
13,000
|
[4] |
Non-Control/Non-Affiliate investments | Secured Second Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
93,340
|
[3] |
93,340
|
[4] |
Fair Value |
|
92,964
|
[3] |
93,340
|
[4] |
Non-Control/Non-Affiliate investments | Secured Second Lien Debt | Aerospace and Defense |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
25,696
|
[3] |
25,696
|
[4] |
Fair Value |
|
25,696
|
[3] |
25,696
|
[4] |
Non-Control/Non-Affiliate investments | Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
92,898
|
[3] |
82,110
|
[4] |
Fair Value |
|
200,606
|
[3] |
162,522
|
[4] |
Non-Control/Non-Affiliate investments | Preferred Equity | Diversified/Conglomerate Services |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
11,206
|
[3] |
11,206
|
[4] |
Fair Value |
|
13,262
|
[3] |
19,759
|
[4] |
Non-Control/Non-Affiliate investments | Preferred Equity | Home and Office Furnishings, Housewares, and Durable Consumer Products |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
16,236
|
[3] |
16,236
|
[4] |
Fair Value |
|
60,947
|
[3] |
49,650
|
[4] |
Non-Control/Non-Affiliate investments | Common Equity/ Equivalents |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
44,597
|
[3] |
44,618
|
[4] |
Fair Value |
|
54,268
|
[3] |
42,023
|
[4] |
Affiliate investments |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
359,286
|
[5] |
292,082
|
[6] |
Fair Value |
|
330,388
|
[5] |
295,366
|
[6] |
Affiliate investments | Secured First Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
243,280
|
[5] |
179,484
|
[6] |
Fair Value |
|
213,240
|
[5] |
147,603
|
[6] |
Affiliate investments | Secured First Lien Debt | Diversified/Conglomerate Services |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
100,498
|
[5] |
100,498
|
[6] |
Fair Value |
|
80,883
|
[5] |
77,351
|
[6] |
Affiliate investments | Secured First Lien Debt | Electronics |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
[5] |
49,152
|
|
|
|
Fair Value |
[5] |
49,152
|
|
|
|
Affiliate investments | Secured First Lien Debt | Leisure, Amusement, Motion Pictures, and Entertainment |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
[5] |
22,620
|
|
|
|
Fair Value |
[5] |
22,620
|
|
|
|
Affiliate investments | Secured First Lien Debt | Telecommunications |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
18,010
|
[5] |
17,736
|
[6] |
Fair Value |
|
7,585
|
[5] |
9,002
|
[6] |
Affiliate investments | Secured Second Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
10,616
|
[5] |
51,618
|
[6] |
Fair Value |
|
10,616
|
[5] |
45,363
|
[6] |
Affiliate investments | Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
100,390
|
[5] |
54,761
|
[6] |
Fair Value |
|
101,557
|
[5] |
50,958
|
[6] |
Affiliate investments | Preferred Equity | Diversified/Conglomerate Services |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
24,309
|
[5] |
24,309
|
[6] |
Fair Value |
|
21,331
|
[5] |
8,033
|
[6] |
Affiliate investments | Common Equity/ Equivalents |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
5,000
|
[5] |
6,219
|
[6] |
Fair Value |
|
4,975
|
[5] |
51,442
|
[6] |
Control investments |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
17,409
|
[7] |
17,409
|
[8] |
Fair Value |
|
343
|
[7] |
2,905
|
[8] |
Control investments | Secured First Lien Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
9,210
|
[7] |
9,210
|
[8] |
Fair Value |
|
343
|
[7] |
2,905
|
[8] |
Control investments | Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Cost |
|
8,199
|
[7] |
8,199
|
[8] |
Fair Value |
|
$ 0
|
[7] |
$ 0
|
[8] |
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Common Stock Warrants |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Units |
|
3.50%
|
[9],[10],[11],[12],[13] |
3.50%
|
[14],[15],[16],[17],[18] |
Cost |
|
$ 0
|
[9],[11],[13] |
$ 0
|
[14],[16],[18] |
Fair Value |
|
0
|
[9],[11],[13] |
0
|
[14],[16],[18] |
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[14],[15],[17],[18] |
|
|
3,080
|
|
Cost |
[14],[18] |
|
|
3,080
|
|
Fair Value |
[14],[18] |
|
|
3,080
|
|
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Line of Credit 1 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13],[19] |
3,080
|
|
|
|
Cost |
[9],[13],[19] |
3,080
|
|
|
|
Fair Value |
[9],[13],[19] |
3,080
|
|
|
|
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Line of Credit 2 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
930
|
[9],[10],[12],[13],[19] |
656
|
[14],[15],[17],[18] |
Cost |
|
930
|
[9],[13],[19] |
656
|
[14],[18] |
Fair Value |
|
$ 930
|
[9],[13],[19] |
656
|
[14],[18] |
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[9],[10],[11],[12],[13] |
14,304
|
|
|
|
Cost |
[9],[11],[13] |
$ 4,722
|
|
|
|
Fair Value |
[9],[11],[13] |
0
|
|
|
|
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[14],[15],[17],[18] |
|
|
14,000
|
|
Cost |
[14],[18] |
|
|
14,000
|
|
Fair Value |
[14],[18] |
|
|
$ 5,266
|
|
Investment, Identifier [Axis]: B+T Group Acquisition, Inc. – Term Debt 1 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13],[19] |
14,000
|
|
|
|
Cost |
[9],[13],[19] |
14,000
|
|
|
|
Fair Value |
[9],[13],[19] |
$ 3,575
|
|
|
|
Investment, Identifier [Axis]: B+T Group Acquisition, Inc.– Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[14],[15],[16],[17],[18] |
|
|
14,304
|
|
Cost |
[14],[16],[18] |
|
|
$ 4,722
|
|
Fair Value |
[14],[16],[18] |
|
|
$ 0
|
|
Investment, Identifier [Axis]: Brunswick Bowling Products, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
6,653
|
[10],[11],[12],[13] |
6,653
|
[15],[16],[17],[18] |
Cost |
|
$ 6,653
|
[11],[13] |
$ 6,653
|
[16],[18] |
Fair Value |
|
51,877
|
[11],[13] |
48,759
|
[16],[18] |
Investment, Identifier [Axis]: Brunswick Bowling Products, Inc. – Term Debt 1 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
17,700
|
[10],[12],[13] |
17,700
|
[15],[17],[18] |
Cost |
|
17,700
|
[13] |
17,700
|
[18] |
Fair Value |
|
17,700
|
[13] |
17,700
|
[18] |
Investment, Identifier [Axis]: Brunswick Bowling Products, Inc. – Term Debt 2 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
6,850
|
[10],[12],[13] |
6,850
|
[15],[17],[18] |
Cost |
|
6,850
|
[13] |
6,850
|
[18] |
Fair Value |
|
$ 6,850
|
[13] |
$ 6,850
|
[18] |
Investment, Identifier [Axis]: Dema/Mai Holdings, Inc. - Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[10],[11],[12],[13] |
21,000
|
|
|
|
Cost |
[11],[13] |
$ 21,000
|
|
|
|
Fair Value |
[11],[13] |
31,070
|
|
|
|
Investment, Identifier [Axis]: Dema/Mai Holdings, Inc. – Preferred Equity |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[15],[16],[17],[18] |
|
|
21,000
|
|
Cost |
[16],[18] |
|
|
$ 21,000
|
|
Fair Value |
[16],[18] |
|
|
22,181
|
|
Investment, Identifier [Axis]: Dema/Mai Holdings, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
38,250
|
[10],[12],[13] |
38,250
|
[15],[17],[18] |
Cost |
|
38,250
|
[13] |
38,250
|
[18] |
Fair Value |
|
$ 38,250
|
[13] |
$ 38,250
|
[18] |
Investment, Identifier [Axis]: Diligent Delivery Systems – Common Stock Warrants |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Units |
|
8.00%
|
[10],[11],[12],[13] |
8.00%
|
[15],[16],[17],[20] |
Cost |
|
$ 500
|
[11],[13] |
$ 500
|
[16],[20] |
Fair Value |
|
0
|
[11],[13] |
500
|
[16],[20] |
Investment, Identifier [Axis]: Diligent Delivery Systems – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
13,000
|
[10],[12],[19],[21] |
13,000
|
[15],[17],[20] |
Cost |
|
13,000
|
[19],[21] |
13,000
|
[20] |
Fair Value |
|
$ 12,624
|
[19],[21] |
$ 13,000
|
[20] |
Investment, Identifier [Axis]: Edge Adhesives Holdings, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
8,199
|
[9],[10],[11],[12],[13] |
8,199
|
[14],[15],[16],[17],[18] |
Cost |
|
$ 8,199
|
[9],[11],[13] |
$ 8,199
|
[14],[16],[18] |
Fair Value |
|
0
|
[9],[11],[13] |
0
|
[14],[16],[18] |
Investment, Identifier [Axis]: Edge Adhesives Holdings, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13],[19] |
9,210
|
|
|
|
Cost |
[9],[13],[19] |
9,210
|
|
|
|
Fair Value |
[9],[13],[19] |
$ 343
|
|
|
|
Investment, Identifier [Axis]: Edge Adhesives Holdings, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[14],[15],[17],[18],[22] |
|
|
9,210
|
|
Cost |
[14],[18],[22] |
|
|
9,210
|
|
Fair Value |
[14],[18],[22] |
|
|
$ 2,905
|
|
Investment, Identifier [Axis]: Educators Resource, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
8,560
|
[10],[11],[12],[13] |
8,560
|
[15],[16],[17],[18] |
Cost |
|
$ 8,560
|
[11],[13] |
$ 8,560
|
[16],[18] |
Fair Value |
|
21,501
|
[11],[13] |
29,638
|
[16],[18] |
Investment, Identifier [Axis]: Educators Resource, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
30,000
|
[10],[12],[13] |
20,000
|
[15],[17],[18] |
Cost |
|
30,000
|
[13] |
20,000
|
[18] |
Fair Value |
|
$ 30,000
|
[13] |
$ 20,000
|
[18] |
Investment, Identifier [Axis]: Funko Acquisition Holdings, LLC – Common Units |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[14],[15],[16],[17],[23] |
|
|
4,239
|
|
Cost |
[14],[16],[23] |
|
|
$ 21
|
|
Fair Value |
[14],[16],[23] |
|
|
$ 18
|
|
Investment, Identifier [Axis]: Galaxy Technologies Holdings, Inc. – Common Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
16,957
|
[10],[11],[12],[13] |
16,957
|
[15],[16],[17],[18] |
Cost |
|
$ 11,513
|
[11],[13] |
$ 11,513
|
[16],[18] |
Fair Value |
|
3,480
|
[11],[13] |
3,368
|
[16],[18] |
Investment, Identifier [Axis]: Galaxy Technologies Holdings, Inc. – Term Debt 1 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
6,900
|
[10],[12],[13] |
6,900
|
[15],[17],[18] |
Cost |
|
6,900
|
[13] |
6,900
|
[18] |
Fair Value |
|
6,900
|
[13] |
6,900
|
[18] |
Investment, Identifier [Axis]: Galaxy Technologies Holdings, Inc. – Term Debt 2 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
18,796
|
[10],[12],[13] |
18,796
|
[15],[17],[18] |
Cost |
|
18,796
|
[13] |
18,796
|
[18] |
Fair Value |
|
$ 18,796
|
[13] |
$ 18,796
|
[18] |
Investment, Identifier [Axis]: Ginsey Home Solutions, Inc. – Common Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
63,747
|
[10],[11],[12],[13] |
63,747
|
[15],[16],[17],[18] |
Cost |
|
$ 8
|
[11],[13] |
$ 8
|
[16],[18] |
Fair Value |
|
$ 0
|
[11],[13] |
$ 0
|
[16],[18] |
Investment, Identifier [Axis]: Ginsey Home Solutions, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
19,280
|
[10],[11],[12],[13] |
19,280
|
[15],[16],[17],[18] |
Cost |
|
$ 9,583
|
[11],[13] |
$ 9,583
|
[16],[18] |
Fair Value |
|
9,070
|
[11],[13] |
891
|
[16],[18] |
Investment, Identifier [Axis]: Ginsey Home Solutions, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
12,200
|
[10],[12],[13] |
12,200
|
[15],[17],[18] |
Cost |
|
12,200
|
[13] |
12,200
|
[18] |
Fair Value |
|
12,200
|
[13] |
12,200
|
[18] |
Investment, Identifier [Axis]: Home Concepts Acquisition, Inc. – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
2,000
|
[10],[12],[13] |
1,000
|
[15],[17],[18] |
Cost |
|
2,000
|
[13] |
1,000
|
[18] |
Fair Value |
|
2,000
|
[13] |
$ 1,000
|
[18] |
Investment, Identifier [Axis]: Home Concepts Acquisition, Inc. – Line of Credit Two |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
400
|
|
|
|
Cost |
[13] |
400
|
|
|
|
Fair Value |
[13] |
$ 400
|
|
|
|
Investment, Identifier [Axis]: Home Concepts Acquisition, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
3,275,000
|
[10],[11],[12],[13] |
3,275,000
|
[15],[16],[17],[18] |
Cost |
|
$ 3,275
|
[11],[13] |
$ 3,275
|
[16],[18] |
Fair Value |
|
0
|
[11],[13] |
1,238
|
[16],[18] |
Investment, Identifier [Axis]: Home Concepts Acquisition, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
12,000
|
[10],[12],[13] |
12,000
|
[15],[17],[18] |
Cost |
|
12,000
|
[13] |
12,000
|
[18] |
Fair Value |
|
$ 9,281
|
[13] |
$ 12,000
|
[18] |
Investment, Identifier [Axis]: Horizon Facilities Services, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
10,080
|
[10],[11],[12],[13] |
10,080
|
[15],[16],[17],[18] |
Cost |
|
$ 0
|
[11],[13] |
$ 0
|
[16],[18] |
Fair Value |
|
0
|
[11],[13] |
0
|
[16],[18] |
Investment, Identifier [Axis]: Horizon Facilities Services, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
57,700
|
[10],[12],[13] |
57,700
|
[15],[17],[18] |
Cost |
|
57,700
|
[13] |
57,700
|
[18] |
Fair Value |
|
$ 29,634
|
[13] |
$ 57,700
|
[18] |
Investment, Identifier [Axis]: ImageWorks Display and Marketing Group, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
67,490
|
[10],[11],[12],[13] |
67,490
|
[15],[16],[17],[18] |
Cost |
|
$ 6,749
|
[11],[13] |
$ 6,749
|
[16],[18] |
Fair Value |
|
12,921
|
[11],[13] |
2,607
|
[16],[18] |
Investment, Identifier [Axis]: ImageWorks Display and Marketing Group, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
22,000
|
|
Cost |
[18] |
|
|
22,000
|
|
Fair Value |
[18] |
|
|
22,000
|
|
Investment, Identifier [Axis]: ImageWorks Display and Marketing Group, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
22,000
|
|
|
|
Cost |
[13] |
22,000
|
|
|
|
Fair Value |
[13] |
22,000
|
|
|
|
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC - Term Debt 1 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
16,500
|
[10],[12],[13],[19] |
16,500
|
[15],[17],[18],[22] |
Cost |
|
16,500
|
[13],[19] |
16,500
|
[18],[22] |
Fair Value |
|
10,019
|
[13],[19] |
8,852
|
[18],[22] |
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC - Term Debt 2 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13],[19] |
26,000
|
|
|
|
Cost |
[13],[19] |
26,000
|
|
|
|
Fair Value |
[13],[19] |
15,788
|
|
|
|
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC - Term Debt 3 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13],[19] |
2,438
|
|
|
|
Cost |
[13],[19] |
2,438
|
|
|
|
Fair Value |
[13],[19] |
1,480
|
|
|
|
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
5,000
|
[10],[12],[13],[19] |
5,000
|
[15],[17],[18],[22] |
Cost |
|
5,000
|
[13],[19] |
5,000
|
[18],[22] |
Fair Value |
|
$ 3,036
|
[13],[19] |
2,682
|
[18],[22] |
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC – Term Debt 2 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18],[22] |
|
|
26,000
|
|
Cost |
[18],[22] |
|
|
26,000
|
|
Fair Value |
[18],[22] |
|
|
13,949
|
|
Investment, Identifier [Axis]: J.R. Hobbs Co. - Atlanta, LLC – Term Debt 3 |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18],[22] |
|
|
2,438
|
|
Cost |
[18],[22] |
|
|
2,438
|
|
Fair Value |
[18],[22] |
|
|
$ 1,308
|
|
Investment, Identifier [Axis]: J.R. Hobbs Co. – Atlanta, LLC – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
10,920
|
[10],[11],[12],[13] |
10,920
|
[15],[16],[17],[18] |
Cost |
|
$ 10,920
|
[11],[13] |
$ 10,920
|
[16],[18] |
Fair Value |
|
$ 0
|
[11],[13] |
$ 0
|
[16],[18] |
Investment, Identifier [Axis]: Mason West, LLC – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
11,206
|
[10],[11],[12],[13] |
11,206
|
[15],[16],[17],[18] |
Cost |
|
$ 11,206
|
[11],[13] |
$ 11,206
|
[16],[18] |
Fair Value |
|
13,262
|
[11],[13] |
19,759
|
[16],[18] |
Investment, Identifier [Axis]: Mason West, LLC – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
25,250
|
[10],[12],[13] |
25,250
|
[15],[17],[18] |
Cost |
|
25,250
|
[13] |
25,250
|
[18] |
Fair Value |
|
25,250
|
[13] |
25,250
|
[18] |
Investment, Identifier [Axis]: Nielsen-Kellerman Acquisition Corp. Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13] |
1,070
|
|
|
|
Cost |
[9],[13] |
1,070
|
|
|
|
Fair Value |
[9],[13] |
1,070
|
|
|
|
Investment, Identifier [Axis]: Nielsen-Kellerman Acquisition Corp. TL - Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13] |
48,082
|
|
|
|
Cost |
[9],[13] |
48,082
|
|
|
|
Fair Value |
[9],[13] |
$ 48,082
|
|
|
|
Investment, Identifier [Axis]: Nielsen-Kellerman Acquisition Corp. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[9],[10],[11],[12],[13] |
22,169
|
|
|
|
Cost |
[9],[11],[13] |
$ 22,169
|
|
|
|
Fair Value |
[9],[11],[13] |
$ 22,421
|
|
|
|
Investment, Identifier [Axis]: Nocturne Luxury Villas, Inc. – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
4,000
|
|
Cost |
[18] |
|
|
4,000
|
|
Fair Value |
[18] |
|
|
$ 4,000
|
|
Investment, Identifier [Axis]: Nocturne Luxury Villas, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[15],[16],[17],[18] |
|
|
6,600
|
|
Cost |
[16],[18] |
|
|
$ 6,600
|
|
Fair Value |
[16],[18] |
|
|
12,266
|
|
Investment, Identifier [Axis]: Nocturne Luxury Villas, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18],[24] |
|
|
61,100
|
|
Cost |
[18],[24] |
|
|
61,100
|
|
Fair Value |
[18],[24] |
|
|
$ 61,100
|
|
Investment, Identifier [Axis]: Nth Degree Investment Group, LLC – Common Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
500,000
|
[10],[11],[12],[25] |
17,216,976
|
[15],[16],[17],[18] |
Cost |
|
$ 5,000
|
[11],[25] |
$ 6,219
|
[16],[18] |
Fair Value |
|
$ 4,975
|
[11],[25] |
51,442
|
[16],[18] |
Investment, Identifier [Axis]: Nth Degree Investment Group, LLC – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[26] |
|
|
25,000
|
|
Cost |
[26] |
|
|
25,000
|
|
Fair Value |
[26] |
|
|
$ 25,000
|
|
Investment, Identifier [Axis]: Old World Christmas, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
6,180
|
[10],[11],[12],[13] |
6,180
|
[15],[16],[17],[18] |
Cost |
|
$ 0
|
[11],[13] |
$ 0
|
[16],[18] |
Fair Value |
|
23,539
|
[11],[13] |
30,638
|
[16],[18] |
Investment, Identifier [Axis]: Old World Christmas, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
38,000
|
[10],[12],[13] |
43,000
|
[15],[17],[18] |
Cost |
|
38,000
|
[13] |
43,000
|
[18] |
Fair Value |
|
$ 38,000
|
[13] |
$ 43,000
|
[18] |
Investment, Identifier [Axis]: PSI Molded Plastics, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
322,598
|
[10],[11],[12],[13] |
158,598
|
[15],[16],[17],[18] |
Cost |
|
$ 36,130
|
[11],[13] |
$ 19,730
|
[16],[18] |
Fair Value |
|
996
|
[11],[13] |
0
|
[16],[18] |
Investment, Identifier [Axis]: PSI Molded Plastics, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
10,616
|
[10],[12],[13] |
26,618
|
[15],[17],[18] |
Cost |
|
10,616
|
[13] |
26,618
|
[18] |
Fair Value |
|
$ 10,616
|
[13] |
20,363
|
[18] |
Investment, Identifier [Axis]: Phoenix Door Systems, Inc – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
2,750
|
|
Cost |
[18] |
|
|
2,750
|
|
Fair Value |
[18] |
|
|
$ 2,750
|
|
Investment, Identifier [Axis]: Phoenix Door Systems, Inc. – Common Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
4,221
|
[10],[11],[12],[13] |
4,221
|
[15],[16],[17],[18] |
Cost |
|
$ 1,830
|
[11],[13] |
$ 1,830
|
[16],[18] |
Fair Value |
|
0
|
[11],[13] |
0
|
[16],[18] |
Investment, Identifier [Axis]: Phoenix Door Systems, Inc. – Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
2,950
|
|
|
|
Cost |
[13] |
2,950
|
|
|
|
Fair Value |
[13] |
2,950
|
|
|
|
Investment, Identifier [Axis]: Phoenix Door Systems, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
3,200
|
[10],[12],[13] |
3,200
|
[15],[17],[18] |
Cost |
|
3,200
|
[13] |
3,200
|
[18] |
Fair Value |
|
3,200
|
[13] |
$ 2,817
|
[18] |
Investment, Identifier [Axis]: Pyrotek Special Effects, Inc. - Line of Credit |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13],[27] |
2,500
|
|
|
|
Cost |
[13],[27] |
2,500
|
|
|
|
Fair Value |
[13],[27] |
2,500
|
|
|
|
Investment, Identifier [Axis]: Pyrotek Special Effects, Inc. - Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13],[27] |
20,120
|
|
|
|
Cost |
[13],[27] |
20,120
|
|
|
|
Fair Value |
[13],[27] |
$ 20,120
|
|
|
|
Investment, Identifier [Axis]: Pyrotek Special Effects, Inc.. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[10],[11],[12],[13],[27] |
7,060,000
|
|
|
|
Cost |
[11],[13],[27] |
$ 7,060
|
|
|
|
Fair Value |
[11],[13],[27] |
$ 7,260
|
|
|
|
Investment, Identifier [Axis]: Ricardo Defense, Inc. - Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[9],[10],[11],[12],[13] |
17,388
|
|
|
|
Cost |
[9],[11],[13] |
$ 17,388
|
|
|
|
Fair Value |
[9],[11],[13] |
17,388
|
|
|
|
Investment, Identifier [Axis]: Ricardo Defense, Inc. – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[9],[10],[12],[13] |
61,305
|
|
|
|
Cost |
[9],[13] |
61,305
|
|
|
|
Fair Value |
[9],[13] |
$ 61,305
|
|
|
|
Investment, Identifier [Axis]: SFEG Holdings, Inc. – Common Stock |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
18,721
|
[10],[11],[12],[13] |
18,721
|
[15],[16],[17],[18] |
Cost |
|
$ 30,746
|
[11],[13] |
$ 30,746
|
[16],[18] |
Fair Value |
|
50,788
|
[11],[13] |
38,137
|
[16],[18] |
Investment, Identifier [Axis]: SFEG Holdings, Inc. – Term Debt |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
54,644
|
|
|
|
Cost |
[13] |
54,644
|
|
|
|
Fair Value |
[13] |
$ 54,644
|
|
|
|
Investment, Identifier [Axis]: SFEG Holdings, Inc. – Term Debt 1 |
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|
|
|
|
Schedule of Investments [Line Items] |
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|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
54,644
|
|
Cost |
[18] |
|
|
54,644
|
|
Fair Value |
[18] |
|
|
$ 54,644
|
|
Investment, Identifier [Axis]: Schylling, Inc. – Preferred Stock |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
4,000
|
[10],[11],[12],[13] |
4,000
|
[15],[16],[17],[18] |
Cost |
|
$ 4,000
|
[11],[13] |
$ 4,000
|
[16],[18] |
Fair Value |
|
20,599
|
[11],[13] |
11,369
|
[16],[18] |
Investment, Identifier [Axis]: Schylling, Inc. – Term Debt |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
27,981
|
[10],[12],[13] |
27,981
|
[15],[17],[18] |
Cost |
|
27,981
|
[13] |
27,981
|
[18] |
Fair Value |
|
$ 27,981
|
[13] |
27,981
|
[18] |
Investment, Identifier [Axis]: The E3 Company, LLC – Line of Credit |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
1,000
|
|
Cost |
[18] |
|
|
1,000
|
|
Fair Value |
[18] |
|
|
$ 1,000
|
|
Investment, Identifier [Axis]: The E3 Company, LLC – Preferred Stock |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
11,233
|
[10],[11],[12],[13] |
11,233,000
|
[15],[16],[17],[18] |
Cost |
|
$ 11,233
|
[11],[13] |
$ 11,233
|
[16],[18] |
Fair Value |
|
35,839
|
[11],[13] |
16,421
|
[16],[18] |
Investment, Identifier [Axis]: The E3 Company, LLC – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
33,750
|
|
|
|
Cost |
[13] |
33,750
|
|
|
|
Fair Value |
[13] |
$ 33,750
|
|
|
|
Investment, Identifier [Axis]: The E3 Company, LLC – Term Debt |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
33,750
|
|
Cost |
[18] |
|
|
33,750
|
|
Fair Value |
[18] |
|
|
$ 33,750
|
|
Investment, Identifier [Axis]: The Maids International, LLC – Preferred Stock |
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|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
|
6,640
|
[10],[11],[12],[13] |
6,640
|
[15],[16],[17],[18] |
Cost |
|
$ 6,640
|
[11],[13] |
$ 6,640
|
[16],[18] |
Fair Value |
|
8,410
|
[11],[13] |
5,426
|
[16],[18] |
Investment, Identifier [Axis]: The Maids International, LLC – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[10],[12],[13] |
28,560
|
|
|
|
Cost |
[13] |
28,560
|
|
|
|
Fair Value |
[13] |
$ 28,560
|
|
|
|
Investment, Identifier [Axis]: The Maids International, LLC – Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
[15],[17],[18] |
|
|
28,560
|
|
Cost |
[18] |
|
|
28,560
|
|
Fair Value |
[18] |
|
|
$ 28,560
|
|
Investment, Identifier [Axis]: UPB Acquisition, Inc. – Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[10],[11],[12],[13] |
6,000
|
|
|
|
Cost |
[11],[13] |
$ 6,000
|
|
|
|
Fair Value |
[11],[13] |
26,010
|
|
|
|
Investment, Identifier [Axis]: Utah Pacific Bridge & Steel, Ltd. - Preferred Stock |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Shares |
[15],[16],[17],[18] |
|
|
6,000
|
|
Cost |
[16],[18] |
|
|
$ 6,000
|
|
Fair Value |
[16],[18] |
|
|
12,287
|
|
Investment, Identifier [Axis]: Utah Pacific Bridge & Steel, Ltd. - Term Debt |
|
|
|
|
|
Schedule of Investments [Line Items] |
|
|
|
|
|
Principal amount |
|
15,000
|
[10],[12],[13] |
18,250
|
[15],[17],[18] |
Cost |
|
15,000
|
[13] |
18,250
|
[18] |
Fair Value |
|
$ 15,000
|
[13] |
$ 18,250
|
[18] |
|
|