Instuitional Investor - Rheos Capital Works Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ferrari N.v.	RACE	230,200	$77,911	5.2%
2.	Amazon Com Inc	AMZN	272,800	$56,816	3.79%
3.	Bj's Wholesale Club Holdings Inc.	BJ	550,000	$54,131	3.61%
4.	Caterpillar Inc	CAT	70,000	$49,592	3.31%
5.	Nvidia Corp	NVDA	281,300	$49,059	3.27%