Item 4 — Purpose of Transaction
The Reporting Persons filed an initial Schedule 13G on February 10, 2023, which was amended on February 12, 2024; August 14, 2024; November 13, 2024 and February 12, 2025 (together, the "Schedule 13G"), with respect to the Issuer. All of the Common Stock of the Issuer reported on this Schedule 13D was acquired in the ordinary course of business for investment purposes by the Reporting Persons. Voting Agreement On October 4, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement"), by and among the Issuer, C.H. Robinson Worldwide, Inc., a Delaware Corporation ("Parent"), Rover Merger Sub Inc., a Delaware corporation ("Merger Sub 1") and Viking Logistics LLC, a Delaware limited liability company ("NewCo"), pursuant to which pursuant to which (among other things and subject to the terms and conditions set forth therein) (i) Merger Sub 1 will be merged with and into the Issuer (the "First Merger"), with the Issuer surviving the First Merger as a wholly owned Subsidiary of Parent, (ii) immediately following the First Merger, the surviving corporation of the First Merger will be merged with and into NewCo (the "Second Merger"), with NewCo surviving the Second Merger as a wholly owned Subsidiary of Parent. In connection with the transactions contemplated by the Merger Agreement, on October 4, 2026, the Partnership, in its capacity as a stockholder of the Issuer, entered into a voting and support agreement (the "Voting Agreement") with Parent. Under the Voting Agreement, the Partnership committed to agreed to, among other things, vote or execute consents with respect all of its shares of Common Stock that it is entitled to vote in favor of the adoption of the Merger Agreement and against any Acquisition Proposal (as defined in the Voting Agreement), subject to certain terms and conditions contained therein. As of October 5, 2026, Reporting Persons beneficially owned 32,687,269 shares of Common Stock, including 4,577,327 shares of Common Stock issuable upon exercise of Warrants. In addition, the Partnership agreed that during the term of the Voting Agreement (as set forth in the Voting Agreement) it will not (and will cause its controlled affiliates not to) directly or indirectly transfer any shares of Common Stock beneficially owned by the Partnership, subject to certain exceptions as set forth in the Voting Agreement. The Partnership also agreed to certain non-solicitation provisions as set forth in the Voting Agreement. The Voting Agreement terminates in certain circumstances, including in connection with the termination of the Merger Agreement. The foregoing description of the Voting Agreement and the transactions and documents contemplated thereby does not purport to be complete and are qualified in their entirety by reference to the form of Voting Agreement which is filed as Exhibit 2 hereto and are incorporated by reference herein. As a result of the foregoing, the Partnership expects to review, consider and evaluate on an ongoing basis all of its alternatives with respect to its investment in the Issuer and intends, subject to the terms of the Voting Agreement, to take any and all actions that it deems appropriate with respect to the performance of its investment. This may include selling or purchasing securities in the future, including merger-arbitrage activity, depending on market conditions and portfolio-management concerns, including liquidity and exposure preferences, and subject to regulatory and other approvals. Any acquisitions or dispositions will depend upon (i) the price and availability of the Issuer's securities; (ii) subsequent developments concerning the Issuer's business and prospects and the industry in which the Issuer operates; (iii) the Reporting Persons' general investment policies with respect to the applicable accounts; (iv) other investment and business opportunities available to the Reporting Persons; (v) general market and economic conditions; (vi) tax considerations; and (vii) such other factors as the Partnership and the Reporting Persons may consider relevant. Any such acquisitions or dispositions may be made, subject to applicable law, in open market transactions or privately negotiated transactions. Further, the Reporting Persons may engage in discussions with representatives of the Issuer or Parent or their respective affiliates regarding the transaction contemplated by the Merger Agreement. Except as set forth in this Schedule 13D and in the Voting Agreement, the activities described herein will not restrict the Partnership's exercise of investment or voting power with respect to the Common Stock to which this Schedule 13D relates. Except as set forth in this Schedule 13D, the Partnership has no present plans or proposals that relate to or would result in any of the actions described in Item 4(a) through (j) of Schedule 13D.