Instuitional Investor - Bernzott Capital Advisors

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mp Materials Corp. / De	MP	414,501	$10,117,969	4.98%
2.	Hci Group Inc.	HCI	53,820	$8,031,573	3.95%
3.	American Tower Corp	AMT	36,593	$7,962,637	3.92%
4.	Potlatchdeltic Corp	PCH	169,570	$7,651,020	3.77%
5.	Nv5 Global Inc.	NVEE	391,649	$7,547,076	3.72%