0001735445-20-000003.txt : 20200420 0001735445-20-000003.hdr.sgml : 20200420 20200420112515 ACCESSION NUMBER: 0001735445-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rheos Capital Works Inc. CENTRAL INDEX KEY: 0001735445 IRS NUMBER: 000000000 STATE OF INCORPORATION: M0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18723 FILM NUMBER: 20801762 BUSINESS ADDRESS: STREET 1: 1-11-1, MARUNOUCHI CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 100-6227 BUSINESS PHONE: 81-3-6266-0124 MAIL ADDRESS: STREET 1: 1-11-1, MARUNOUCHI CHIYODA-KU CITY: TOKYO STATE: M0 ZIP: 100-6227 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001735445 XXXXXXXX 03-31-2020 03-31-2020 Rheos Capital Works Inc.

1-11-1, MARUNOUCHI CHIYODA-KU TOKYO M0 100-6227

13F HOLDINGS REPORT 028-18723 N Hiroki Mizuno 81-3-6266-0124 Hiroki Mizuno Tokyo M0 04-20-2020 0 61 942941 false INFORMATION TABLE 2 infotbl1q20.xml INFORMATION TABLE 1Q2020 DOMINOS PIZZA INC. COM 25754A201 117508 362600 SH SOLE 362600 0 0 ACCENTURE PLC. CL A G1151C101 72732 445500 SH SOLE 445500 0 0 ZOOM VIDEO COMMUNICATIONS INC. CL A 98980L101 68033 465600 SH SOLE 465600 0 0 NETFLIX INC. COM 64110L106 66313 176600 SH SOLE 176600 0 0 VEEVA SYSTEMS INC. CL A 922475108 60625 387700 SH SOLE 387700 0 0 AMERICAN TOWER CORP. COM 03027X100 58771 269900 SH SOLE 269900 0 0 NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC. SPONSORED ADR 647581107 48556 448600 SH SOLE 448600 0 0 OLLIE'S BARGAIN OUTLET HOLDINGS INC. COM 681116109 44283 955600 SH SOLE 955600 0 0 MICROSOFT CORP. COM 594918104 39491 250400 SH SOLE 250400 0 0 SALESFORCE.COM INC. COM 79466L302 33735 234300 SH SOLE 234300 0 0 QUALCOMM INC. COM 747525103 28054 414700 SH SOLE 414700 0 0 VISA INC. CL A 92826C839 22444 139300 SH SOLE 139300 0 0 BILIBILI INC. SPONSORED ADR 090040106 19762 843800 SH SOLE 843800 0 0 SKECHERS USA INC. CL A 830566105 11974 504400 SH SOLE 504400 0 0 TAKE-TWO INTERACTIVE SOFTWARE, INC. COM 874054109 11126 93800 SH SOLE 93800 0 0 INTUITIVE SURGICAL INC. COM 46120E602 10251 20700 SH SOLE 20700 0 0 BJ'S WHOLESALE CLUB HOLDINGS INC. COM 05550J101 9903 388800 SH SOLE 388800 0 0 TEXAS INSTRUMENTS INC. COM 882508104 9333 93400 SH SOLE 93400 0 0 TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR 874039100 8803 184200 SH SOLE 184200 0 0 SITEONE LANDSCAPE SUPPLY INC. COM 82982L103 7869 106892 SH SOLE 106892 0 0 GENERAC HOLDINGS INC. COM 368736104 7836 84100 SH SOLE 84100 0 0 ALPHABET INC. CL C 02079K107 7558 6500 SH SOLE 6500 0 0 MOTOROLA SOLUTIONS INC. COM 620076307 7444 56000 SH SOLE 56000 0 0 EDWARDS LIFESCIENCES CORP. COM 28176E108 7404 39255 SH SOLE 39255 0 0 BROOKFIELD ASSET MANAGEMENT INC. CL A 112585104 7107 160600 SH SOLE 160600 0 0 WASTE MANAGEMENT, INC. COM 94106L109 7025 75900 SH SOLE 75900 0 0 SNAP-ON, INC. COM 833034101 6823 62700 SH SOLE 62700 0 0 CADENCE DESIGN SYSTEMS INC. COM 127387108 6584 99700 SH SOLE 99700 0 0 INTUIT INC. COM 461202103 6210 27000 SH SOLE 27000 0 0 MERCADOLIBRE INC. COM 58733R102 5765 11800 SH SOLE 11800 0 0 RINGCENTRAL INC. CL A 76680R206 5764 27200 SH SOLE 27200 0 0 AMAZON.COM INC. COM 023135106 5520 2831 SH SOLE 2831 0 0 DOW INC. COM 260557103 5488 187700 SH SOLE 187700 0 0 MSCI INC. COM 55354G100 5461 18900 SH SOLE 18900 0 0 NICE LTD. SPONSORED ADR 653656108 5412 37700 SH SOLE 37700 0 0 CHEGG INC. COM 163092109 5399 150900 SH SOLE 150900 0 0 AKAMAI TECHNOLOGIES INC. COM 00971T101 5288 57800 SH SOLE 57800 0 0 XILINX, INC. COM 983919101 5199 66700 SH SOLE 66700 0 0 DOCUSIGN INC. COM 256163106 5082 55000 SH SOLE 55000 0 0 PAYPAL HOLDINGS INC. COM 70450Y103 4787 50000 SH SOLE 50000 0 0 EQUINIX INC. COM 29444U700 4247 6800 SH SOLE 6800 0 0 CAPITAL ONE FINANCIAL CORP. COM 14040H105 4235 84000 SH SOLE 84000 0 0 ARCO PLATFORM LTD. CL A G04553106 4213 99700 SH SOLE 99700 0 0 PALO ALTO NETWORKS, INC. COM 697435105 4181 25500 SH SOLE 25500 0 0 FIRST REPUBLIC BANK COM 33616C100 4114 50000 SH SOLE 50000 0 0 S&P GLOBAL INC. COM 78409V104 3970 16200 SH SOLE 16200 0 0 CROWN CASTLE INTERNATIONAL CORP. COM 22822V101 3754 26000 SH SOLE 26000 0 0 EMERSON ELECTRIC CO. COM 291011104 3702 77700 SH SOLE 77700 0 0 NVIDIA CORP. COM 67066G104 3559 13500 SH SOLE 13500 0 0 COOPER COMPANIES, INC. COM 216648402 3418 12400 SH SOLE 12400 0 0 SQUARE INC. CL A 852234103 3389 64700 SH SOLE 64700 0 0 GOLDMAN SACHS GROUP, INC. COM 38141G104 3370 21800 SH SOLE 21800 0 0 LIONS GATE ENTERTAINMENT CORP. CL A 535919401 3368 553900 SH SOLE 553900 0 0 NATIONAL VISION HOLDINGS INC. COM 63845R107 3134 161400 SH SOLE 161400 0 0 AGILENT TECHNOLOGIES, INC. COM 00846U101 2707 37800 SH SOLE 37800 0 0 DISCOVER FINANCIAL SERVICES COM 254709108 2700 75700 SH SOLE 75700 0 0 WORLD WRESTLING ENTERTAINMENT INC. CL A 98156Q108 2555 75300 SH SOLE 75300 0 0 SPOTIFY TECHNOLOGY S.A. COM L8681T102 2429 20000 SH SOLE 20000 0 0 WHEATON PRECIOUS METALS CORP. COM 962879102 2412 87600 SH SOLE 87600 0 0 ALLEGIANT TRAVEL CO. COM 01748X102 2389 29200 SH SOLE 29200 0 0 TYSON FOODS INC. CL A 902494103 2373 41000 SH SOLE 41000 0 0