Rheos Capital Works 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ALIBABA GROUP HD	SPONSORED ADR	01609W102	51,086	280,000	SH		SOLE		280,000	0	0
AMAZON.COM INC	COM	023135106	65,887	37,000	SH		SOLE		37,000	0	0
FIRST REPUBLIC BANK/	COM	33616C100	50,230	500,000	SH		SOLE		500,000	0	0
INTUIT INC	COM	461202103	94,107	360,000	SH		SOLE		360,000	0	0
MICROSOFT CORP	COM	594918104	73,122	620,000	SH		SOLE		620,000	0	0
NATIONAL VISION HD	COM	63845R107	11,000	350,000	SH		SOLE		350,000	0	0
NETFLIX INC	COM	64110L106	60,615	170,000	SH		SOLE		170,000	0	0
NEW ORIENTAL ADR	SPONSORED ADR	647581107	45,045	500,000	SH		SOLE		500,000	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS	COM	681116109	119,462	1,400,000	SH		SOLE		1,400,000	0	0
SALESFORCE.COM INC	COM	79466L302	60,180	380,000	SH		SOLE		380,000	0	0
SKECHERS USA	CL A	830566105	33,610	1,000,000	SH		SOLE		1,000,000	0	0
TAKE-TWO INT SOFTWRE	COM	874054109	24,536	260,000	SH		SOLE		260,000	0	0
TENCENT HD	UNSPONSORED ADR	88032Q109	55,176	1,200,000	SH		SOLE		1,200,000	0	0
VISA INC	CL A	92826C839	78,095	500,000	SH		SOLE		500,000	0	0