Instuitional Investor - Dorsey Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	A S M L Holding N V	ASML	140,295	$185,305,845	14.76%
2.	Aercap Holdings N.v.	AER	1,123,489	$154,120,221	12.27%
3.	Sunbelt Rentals Holdings Inc		2,204,996	$143,523,190	11.43%
4.	Applovin Corp	APP	316,952	$126,146,896	10.04%
5.	Danaher Corp	DHR	580,240	$110,013,504	8.76%