Item 4 — Purpose of Transaction
Item 4 of the Schedule 13D is hereby amended to add the following: On June 10, 2026, the Issuer announced concurrent underwritten public offerings (collectively, the "Offerings") of $145.0 million of shares of Common Stock (the "Common Stock Offering") and $250.0 million aggregate principal amount of convertible senior notes due 2032 (the "Notes Offering"), each subject to customary over-allotment options. In connection with the Offerings, the Reporting Persons (or certain Affiliated Investment Entities) entered into the Eleventh Amendment and the Repurchase Agreement described below. None of the Reporting Persons or the Affiliated Investment Entities is purchasing any securities in the Offerings. Eleventh Amendment to Revolving Credit Agreement On June 10, 2026, Sylebra Capital Partners Master Fund, Ltd., Sylebra Capital Parc Master Fund, and Sylebra Capital Menlo Master Fund (collectively, in such capacity, the "Lenders") entered into a Limited Consent and Eleventh Amendment to Credit Agreement (the "Eleventh Amendment") with the Issuer, the guarantors party thereto, and Kroll Trustee Services (HK) Limited, as Administrative Agent and Security Agent, amending the existing Credit Agreement dated as of March 15, 2023. The Eleventh Amendment amends the Credit Agreement to, among other things, (i) permit the Issuer to consummate the Offerings and (ii) remove as secured obligations under the Credit Agreement certain obligations in respect of the Issuer's Series A Preferred Stock, par value $0.001 per share, the Series C Warrants and the Pre-Funded Warrants, in each case held by Sylebra Capital Management and/or its affiliates. The Lenders did not receive any consideration in respect of the Eleventh Amendment. Repurchase of 7.25% Green Convertible Senior Notes due 2030 On June 10, 2026, Sylebra Capital Partners Master Fund, Ltd., Sylebra Capital Menlo Master Fund and Blackwell Partners LLC-Series A (each an Affiliated Investment Entity, with Blackwell Partners LLC-Series A being among the other advisory clients comprising the Affiliated Investment Entities) entered into a Repurchase Agreement with the Issuer (the "Repurchase Agreement"), pursuant to which they agreed to sell to the Issuer for cash an aggregate of $50,000,000 in principal amount of the Issuer's 7.25% Green Convertible Senior Notes due 2030 for aggregate cash consideration of $52,500,000, plus accrued and unpaid interest. The closing of the repurchase is conditioned upon the prior or contemporaneous closing of the Offerings The foregoing descriptions of the Eleventh Amendment and the Repurchase Agreement are summaries only and are qualified in their entirety by reference to the full text of such agreements, copies of which are filed as exhibits to this Amendment and incorporated by reference herein. The Reporting Persons' rights under the Sylebra Stockholders Agreement, the Board Representation Agreement dated March 7, 2022, and the Sylebra Letter Agreement dated September 27, 2022, including their rights to nominate directors to the Issuer's board of directors, are not modified by the foregoing transactions. General Subject to applicable legal requirements, one or more of the Reporting Persons may purchase additional securities of the Issuer from time to time in open market or private transactions, depending on their evaluation of the Issuer's business, prospects and financial condition, the market for the Issuer's securities, other developments concerning the Issuer, the reaction of the Issuer to the Reporting Persons' ownership of the Issuer's securities, other opportunities available to the Reporting Persons, and general economic, money market and stock market conditions. In addition, depending upon the factors referred to above, the Reporting Persons may dispose of all or a portion of their securities of the Issuer at any time. Each of the Reporting Persons reserves the right to increase or decrease its holdings on such terms and at such times as each may decide. Other than as described above in this Item 4, none of the Reporting Persons have any plan or proposal relating to or that would result in: (a) the acquisition by any person of additional securities of the Issuer or the disposition of securities of the Issuer; (b) an extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the Issuer or any of its subsidiaries; (c) a sale or transfer of a material amount of assets of the Issuer or any of its subsidiaries; (d) any change in the present board of directors or management of the Issuer, including any plans or proposals to change the number or terms of directors or to fill any existing vacancies on the Board of Directors of the Issuer; (e) any material change in the present capitalization or dividend policy of the Issuer; (f) any other material change in the Issuer's business or corporate structure; (g) any changes in the Issuer's charter, by-laws or instruments corresponding thereto or other actions