Instuitional Investor - Rheos Capital Works Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	484,400	$182,154	10.05%
2.	Nvidia Corp	NVDA	195,800	$96,964	5.35%
3.	Qualcomm Inc	QCOM	577,900	$83,582	4.61%
4.	Ferrari N.v.	RACE	228,200	$77,230	4.26%
5.	Cameco Corp	CCJ	1,421,000	$61,245	3.38%