Instuitional Investor - Zuckerman Investment Group, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vertiv Holdings Co	VRT	1,299,434	$62,411,815	8.05%
2.	Ulta Beauty Inc.	ULTA	71,165	$34,870,138	4.5%
3.	Mckesson Corp	MCK	59,265	$27,438,510	3.54%
4.	Dick's Sporting Goods Inc.	DKS	183,052	$26,899,491	3.47%
5.	Pentair Plc	PNR	361,516	$26,285,828	3.39%