Instuitional Investor - New South Capital Management Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	751,364	$251,571,694	11.03%
2.	Wesco International Inc	WCC	512,074	$176,885,722	7.75%
3.	Enersys	ENS	733,708	$171,555,604	7.52%
4.	Royalty Pharma Plc	RPRX	2,385,943	$133,779,824	5.87%
5.	Autozone Inc	AZO	38,015	$121,493,659	5.33%