Instuitional Investor - Shelter Rock Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	23,474	$11,210,299	10.87%
2.	Alphabet Inc.	GOOGL	28,243	$10,093,367	9.79%
3.	Transdigm Group Inc	TDG	6,089	$8,111,206	7.87%
4.	Hilton Worldwide Holdings Inc.	HLT	23,052	$7,617,764	7.39%
5.	O Reilly Automotive Inc	ORLY	80,272	$7,392,248	7.17%