Instuitional Investor - Rheos Capital Works Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ferrari N.v.	RACE	215,200	$104,419	5.84%
2.	Boeing Co	BA	436,400	$94,188	5.27%
3.	Amazon Com Inc	AMZN	412,800	$90,638	5.07%
4.	Horton D R Inc	DHI	410,000	$69,483	3.89%
5.	Nvidia Corp	NVDA	366,300	$68,344	3.82%