Instuitional Investor - Shelter Rock Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	45,370	$8,461,746	8.5%
2.	Alphabet Inc.	GOOGL	25,457	$7,967,424	8%
3.	O Reilly Automotive Inc	ORLY	77,729	$7,089,621	7.12%
4.	Transdigm Group Inc	TDG	4,951	$6,581,841	6.61%
5.	Taiwan Semiconductor Mfg Co Ltd	TSM	20,977	$6,375,082	6.4%