0001735445-20-000006.txt : 20201013 0001735445-20-000006.hdr.sgml : 20201013 20201013162430 ACCESSION NUMBER: 0001735445-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 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: 201236594 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 09-30-2020 09-30-2020 Rheos Capital Works Inc.

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

13F HOLDINGS REPORT 028-18723 N Keiko Kamikanda 81-3-6266-0124 Keiko Kamikanda Tokyo M0 10-13-2020 0 71 1223901 true INFORMATION TABLE 2 rheos.xml New Oriental Education & Technology Group Inc. SPONSORED ADR 647581107 68067 455300 SH SOLE 455300 0 0 Bilibili Inc. SPONSORED ADR 090040106 66993 1610400 SH SOLE 1610400 0 0 American Tower Corp. COM 03027X100 65243 269900 SH SOLE 269900 0 0 Microsoft Corp. COM 594918104 65055 309300 SH SOLE 309300 0 0 Zoom Video Communications Inc. CL A 98980L101 64452 137100 SH SOLE 137100 0 0 Domino's Pizza Inc. COM 25754A201 63792 150000 SH SOLE 150000 0 0 Accenture plc. CL A G1151C101 59594 263700 SH SOLE 263700 0 0 Salesforce.Com Inc. COM 79466L302 58884 234300 SH SOLE 234300 0 0 Ollie's Bargain Outlet Holdings Inc. COM 681116109 57267 655600 SH SOLE 655600 0 0 Netflix Inc. COM 64110L106 57103 114200 SH SOLE 114200 0 0 Veeva Systems Inc. CL A 922475108 54101 192400 SH SOLE 192400 0 0 Qualcomm Inc. COM 747525103 48884 415400 SH SOLE 415400 0 0 Visa Inc. CL A 92826C839 32635 163200 SH SOLE 163200 0 0 Skechers USA Inc. CL A 830566105 18987 628300 SH SOLE 628300 0 0 Texas Instruments Inc. COM 882508104 15336 107400 SH SOLE 107400 0 0 BJ's Wholesale Club Holdings Inc. COM 05550J101 14418 347000 SH SOLE 347000 0 0 NVIDIA Corp. COM 67066G104 13963 25800 SH SOLE 25800 0 0 Amazon.com Inc. COM 023135106 13225 4200 SH SOLE 4200 0 0 Xilinx, Inc. COM 983919101 13134 126000 SH SOLE 126000 0 0 SiteOne Landscape Supply Inc. COM 82982L103 13035 106892 SH SOLE 106892 0 0 Intuitive Surgical Inc. COM 46120E602 12417 17500 SH SOLE 17500 0 0 Costco Wholesale Corp. COM 22160K105 11715 33000 SH SOLE 33000 0 0 MSCI Inc. COM 55354G100 11702 32800 SH SOLE 32800 0 0 Generac Holdings Inc. COM 368736104 11502 59400 SH SOLE 59400 0 0 Edwards Lifesciences Corp. COM 28176E108 10789 135165 SH SOLE 135165 0 0 Cadence Design Systems Inc. COM 127387108 10759 100900 SH SOLE 100900 0 0 General Motors Co. COM 37045V100 10741 363000 SH SOLE 363000 0 0 Motorola Solutions Inc. COM 620076307 10538 67200 SH SOLE 67200 0 0 Waste Management, Inc. COM 94106L109 10310 91100 SH SOLE 91100 0 0 Alphabet Inc. CL C 02079K107 10287 7000 SH SOLE 7000 0 0 Spotify Technology S.A. COM L8681T102 10188 42000 SH SOLE 42000 0 0 Roper Technologies Inc. COM 776696106 10075 25500 SH SOLE 25500 0 0 First Republic Bank COM 33616C100 10034 92000 SH SOLE 92000 0 0 Tyson Foods Inc. CL A 902494103 9291 156200 SH SOLE 156200 0 0 Snap-On, Inc. COM 833034101 9225 62700 SH SOLE 62700 0 0 Brookfield Asset Management Inc. CL A 112585104 9158 277000 SH SOLE 277000 0 0 Akamai Technologies Inc. COM 00971T101 8887 80400 SH SOLE 80400 0 0 Dow Inc. COM 260557103 8831 187700 SH SOLE 187700 0 0 NICE Ltd. SPONSORED ADR 653656108 8559 37700 SH SOLE 37700 0 0 S&P Global Inc. COM 78409V104 8402 23300 SH SOLE 23300 0 0 PayPal Holdings Inc. COM 70450Y103 8374 42500 SH SOLE 42500 0 0 TJX Companies, Inc. COM 872540109 8247 148200 SH SOLE 148200 0 0 Ross Stores Inc. COM 778296103 8072 86500 SH SOLE 86500 0 0 CarMax, Inc. COM 143130102 7950 86500 SH SOLE 86500 0 0 RingCentral Inc. CL A 76680R206 7469 27200 SH SOLE 27200 0 0 Lamb Weston Holdings Inc. COM 513272104 7257 109500 SH SOLE 109500 0 0 Capital One Financial Corp. COM 14040H105 7243 100800 SH SOLE 100800 0 0 Emerson Electric Co. COM 291011104 7068 107800 SH SOLE 107800 0 0 National Vision Holdings Inc. COM 63845R107 6172 161400 SH SOLE 161400 0 0 Take-Two Interactive Software, Inc. COM 874054109 5898 35700 SH SOLE 35700 0 0 General Mills Inc. COM 370334104 5736 93000 SH SOLE 93000 0 0 Square Inc. CL A 852234103 5234 32200 SH SOLE 32200 0 0 Equinix Inc. COM 29444U700 5169 6800 SH SOLE 6800 0 0 EOG Resources, Inc. COM 26875P101 5121 142500 SH SOLE 142500 0 0 Goldman Sachs Group, Inc. COM 38141G104 4381 21800 SH SOLE 21800 0 0 Discover Financial Services COM 254709108 4374 75700 SH SOLE 75700 0 0 Crown Castle International Corp. COM 22822V101 4329 26000 SH SOLE 26000 0 0 Wheaton Precious Metals Corp. COM 962879102 4299 87600 SH SOLE 87600 0 0 Cooper Companies, Inc. COM 216648402 4180 12400 SH SOLE 12400 0 0 Arco Platform Ltd. CL A G04553106 4072 99700 SH SOLE 99700 0 0 Intuit Inc. COM 461202103 3915 12000 SH SOLE 12000 0 0 DocuSign Inc. COM 256163106 3874 18000 SH SOLE 18000 0 0 Agilent Technologies, Inc. COM 00846U101 3816 37800 SH SOLE 37800 0 0 Chegg Inc. COM 163092109 3779 52900 SH SOLE 52900 0 0 Ally Financial Inc. COM 02005N100 3761 150000 SH SOLE 150000 0 0 Allegiant Travel Co. COM 01748X102 3498 29200 SH SOLE 29200 0 0 MercadoLibre Inc. COM 58733R102 3247 3000 SH SOLE 3000 0 0 World Wrestling Entertainment, Inc. CL A 98156Q108 3047 75300 SH SOLE 75300 0 0 Lions Gate Entertainment Corp. CL A 535919401 2597 273900 SH SOLE 273900 0 0 Zscaler Inc. COM 98980G102 2153 15300 SH SOLE 15300 0 0 Lam Research Corp. COM 512807108 1991 6000 SH SOLE 6000 0 0