Instuitional Investor - Shelter Rock Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	28,059	$8,068,568	8.56%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	23,590	$7,984,858	8.47%
3.	O Reilly Automotive Inc	ORLY	80,343	$7,416,464	7.86%
4.	Nvidia Corp	NVDA	41,756	$7,282,528	7.72%
5.	Transdigm Group Inc	TDG	6,070	$7,032,924	7.46%