Instuitional Investor - Zuckerman Investment Group, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	401,492	$100,605,931	9.43%
2.	Alphabet Inc.	GOOGL	162,531	$46,737,305	4.38%
3.	Ulta Beauty Inc.	ULTA	87,240	$45,601,220	4.28%
4.	Mckesson Corp	MCK	41,632	$36,026,460	3.38%
5.	Salesforce Inc.	CRM	191,833	$35,809,519	3.36%