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

OMB APPROVAL

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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
Microsoft Corp.	COM	594918104	114,198	370,400	SH		SOLE		370,400	0	0
EOG Resources, Inc.	COM	26875P101	78,429	657,800	SH		SOLE		657,800	0	0
Accenture plc.	CL A	G1151C101	64,209	190,400	SH		SOLE		190,400	0	0
Salesforce.Com Inc.	COM	79466L302	60,256	283,800	SH		SOLE		283,800	0	0
The Walt Disney Co.	COM	254687106	37,911	276,400	SH		SOLE		276,400	0	0
Qualcomm Inc.	COM	747525103	37,502	245,400	SH		SOLE		245,400	0	0
Alphabet Inc.	CL C	02079K107	33,516	12,000	SH		SOLE		12,000	0	0
Tesla Inc.	COM	88160R101	32,328	30,000	SH		SOLE		30,000	0	0
Wheaton Precious Metals Corp.	COM	962879102	31,622	664,600	SH		SOLE		664,600	0	0
Pioneer Natural Resources Co.	COM	723787107	30,879	123,500	SH		SOLE		123,500	0	0
Visa Inc.	CL A	92826C839	30,205	136,200	SH		SOLE		136,200	0	0
Take-Two Interactive Software, Inc.	COM	874054109	27,781	180,700	SH		SOLE		180,700	0	0
Cadence Design Systems Inc.	COM	127387108	27,728	168,600	SH		SOLE		168,600	0	0
Tetra Tech Inc.	COM	88162G103	27,693	167,900	SH		SOLE		167,900	0	0
Brookfield Asset Management Inc.	CL A	112585104	27,040	478,000	SH		SOLE		478,000	0	0
Tyson Foods Inc.	CL A	902494103	26,611	296,900	SH		SOLE		296,900	0	0
Ball Corp.	COM	058498106	25,812	286,800	SH		SOLE		286,800	0	0
The Hershey Co.	COM	427866108	25,541	117,900	SH		SOLE		117,900	0	0
Oracle Corp.	COM	68389X105	25,398	307,000	SH		SOLE		307,000	0	0
American Tower Corp.	COM	03027X100	25,147	100,100	SH		SOLE		100,100	0	0
Texas Instruments Inc.	COM	882508104	24,953	136,000	SH		SOLE		136,000	0	0
Advanced Micro Devices Inc.	COM	007903107	23,574	215,600	SH		SOLE		215,600	0	0
Bill.Com Holdings, Inc.	COM	090043100	23,495	103,600	SH		SOLE		103,600	0	0
BJ's Wholesale Club Holdings Inc.	COM	05550J101	23,461	347,000	SH		SOLE		347,000	0	0
Veeva Systems Inc.	CL A	922475108	23,349	109,900	SH		SOLE		109,900	0	0
Five Below Inc.	COM	33829M101	23,201	146,500	SH		SOLE		146,500	0	0
The Boeing Co.	COM	097023105	22,980	120,000	SH		SOLE		120,000	0	0
Surgery Partners Inc.	COM	86881A100	22,791	414,000	SH		SOLE		414,000	0	0
ASML Holding N.V.	COM	N07059210	22,376	33,500	SH		SOLE		33,500	0	0
TJX Companies, Inc.	COM	872540109	22,112	365,000	SH		SOLE		365,000	0	0
Generac Holdings Inc.	COM	368736104	21,819	73,400	SH		SOLE		73,400	0	0
Applied Materials, Inc.	COM	038222105	21,352	162,000	SH		SOLE		162,000	0	0
Edwards Lifesciences Corp.	COM	28176E108	21,209	180,165	SH		SOLE		180,165	0	0
Intel Corp.	COM	458140100	20,151	406,600	SH		SOLE		406,600	0	0
Ross Stores Inc.	COM	778296103	20,091	222,100	SH		SOLE		222,100	0	0
Capital One Financial Corp.	COM	14040H105	19,667	149,800	SH		SOLE		149,800	0	0
SiteOne Landscape Supply Inc.	COM	82982L103	18,625	115,192	SH		SOLE		115,192	0	0
Otis Worldwide Corp.	COM	68902V107	18,622	242,000	SH		SOLE		242,000	0	0
Waste Management, Inc.	COM	94106L109	18,323	115,600	SH		SOLE		115,600	0	0
Carrier Global Corp.	COM	14448C104	18,004	392,500	SH		SOLE		392,500	0	0
Amazon.com Inc.	COM	023135106	17,930	5,500	SH		SOLE		5,500	0	0
Workday, Inc.	CL A	98138H101	17,720	74,000	SH		SOLE		74,000	0	0
Ameresco Inc.	CL A	02361E108	17,466	219,700	SH		SOLE		219,700	0	0
Global Payments Inc.	COM	37940X102	17,351	126,800	SH		SOLE		126,800	0	0
Akamai Technologies Inc.	COM	00971T101	17,168	143,800	SH		SOLE		143,800	0	0
VMware Inc.	CL A	928563402	17,081	150,000	SH		SOLE		150,000	0	0
Chevron Corp.	COM	166764100	16,723	102,700	SH		SOLE		102,700	0	0
Motorola Solutions Inc.	COM	620076307	16,276	67,200	SH		SOLE		67,200	0	0
Lamb Weston Holdings Inc.	COM	513272104	16,236	271,000	SH		SOLE		271,000	0	0
Service Corp. International	COM	817565104	16,126	245,000	SH		SOLE		245,000	0	0
Discover Financial Services	COM	254709108	15,956	144,800	SH		SOLE		144,800	0	0
Live Oak Bancshares, Inc.	COM	53803X105	15,521	305,000	SH		SOLE		305,000	0	0
W.W. Grainger, Inc.	COM	384802104	15,267	29,600	SH		SOLE		29,600	0	0
THE Goodyear Tire & Rubber Co.	COM	382550101	15,243	1,066,700	SH		SOLE		1,066,700	0	0
Option Care Health Inc.	COM	68404L201	14,537	509,000	SH		SOLE		509,000	0	0
Ferrari NV	COM	N3167Y103	14,525	66,600	SH		SOLE		66,600	0	0
HealthEquity, Inc.	COM	42226A107	14,513	215,200	SH		SOLE		215,200	0	0
Schlumberger N.V.	COM	806857108	14,475	350,400	SH		SOLE		350,400	0	0
Roper Technologies Inc.	COM	776696106	14,403	30,500	SH		SOLE		30,500	0	0
Arista Networks Inc.	COM	040413106	14,232	102,400	SH		SOLE		102,400	0	0
Wolfspeed, Inc.	COM	977852102	13,481	118,400	SH		SOLE		118,400	0	0
Lam Research Corp.	COM	512807108	12,473	23,200	SH		SOLE		23,200	0	0
Skechers USA Inc.	CL A	830566105	12,041	295,400	SH		SOLE		295,400	0	0
Dow Inc.	COM	260557103	11,960	187,700	SH		SOLE		187,700	0	0
Spotify Technology S.A.	COM	L8681T102	11,900	78,800	SH		SOLE		78,800	0	0
NVIDIA Corp.	COM	67066G104	11,897	43,600	SH		SOLE		43,600	0	0
Yeti Holdings Inc.	COM	98585X104	11,870	197,900	SH		SOLE		197,900	0	0
Micron Technology, Inc.	COM	595112103	11,761	151,000	SH		SOLE		151,000	0	0
Goldman Sachs Group, Inc.	COM	38141G104	11,653	35,300	SH		SOLE		35,300	0	0
American Express Co.	COM	025816109	11,201	59,900	SH		SOLE		59,900	0	0
ServiceNow, Inc.	COM	81762P102	11,138	20,000	SH		SOLE		20,000	0	0
Emerson Electric Co.	COM	291011104	10,570	107,800	SH		SOLE		107,800	0	0
Cooper Companies, Inc.	COM	216648402	10,189	24,400	SH		SOLE		24,400	0	0
Crown Castle International Corp.	COM	22822V101	10,135	54,900	SH		SOLE		54,900	0	0
Zoom Video Communications Inc.	CL A	98980L101	10,129	86,400	SH		SOLE		86,400	0	0
National Vision Holdings Inc.	COM	63845R107	10,082	231,400	SH		SOLE		231,400	0	0
NextEra Energy Inc.	COM	65339F101	10,080	119,000	SH		SOLE		119,000	0	0
BorgWarner, Inc.	COM	099724106	10,040	258,100	SH		SOLE		258,100	0	0
Delta Air Lines, Inc.	COM	247361702	9,699	245,100	SH		SOLE		245,100	0	0
Equinix Inc.	COM	29444U700	9,641	13,000	SH		SOLE		13,000	0	0
United Rentals Inc.	COM	911363109	9,626	27,100	SH		SOLE		27,100	0	0
CrowdStrike Holdings Inc.	CL A	22788C105	9,310	41,000	SH		SOLE		41,000	0	0
Ally Financial Inc.	COM	02005N100	9,305	214,000	SH		SOLE		214,000	0	0
Exponent Inc.	COM	30214U102	9,303	86,100	SH		SOLE		86,100	0	0
World Wrestling Entertainment, Inc.	CL A	98156Q108	9,166	146,800	SH		SOLE		146,800	0	0
Baker Hughes Co.	COM	05722G100	9,117	250,400	SH		SOLE		250,400	0	0
Halliburton Co.	COM	406216101	9,028	238,400	SH		SOLE		238,400	0	0
MasTec Inc.	COM	576323109	8,710	100,000	SH		SOLE		100,000	0	0
Hyatt Hotels Corp.	CL A	448579102	8,610	90,200	SH		SOLE		90,200	0	0
Agilent Technologies, Inc.	COM	00846U101	8,310	62,800	SH		SOLE		62,800	0	0
Deere & Co.	COM	244199105	8,309	20,000	SH		SOLE		20,000	0	0
ConocoPhillips	COM	20825C104	8,210	82,100	SH		SOLE		82,100	0	0
Diamondback Energy, Inc.	COM	25278X109	8,074	58,900	SH		SOLE		58,900	0	0
Keysight Technologies Inc.	COM	49338L103	8,056	51,000	SH		SOLE		51,000	0	0
Progyny Inc.	COM	74340E103	8,018	156,000	SH		SOLE		156,000	0	0
Xylem, Inc.	COM	98419M100	7,673	90,000	SH		SOLE		90,000	0	0
Doximity, Inc.	CL A	26622P107	7,652	146,900	SH		SOLE		146,900	0	0
Eaton Corp plc	COM	G29183103	7,558	49,800	SH		SOLE		49,800	0	0
Houlihan Lokey, Inc.	CL A	441593100	7,156	81,500	SH		SOLE		81,500	0	0
Meta Platforms, Inc.	CL A	30303M102	6,671	30,000	SH		SOLE		30,000	0	0
Qorvo Inc.	COM	74736K101	6,205	50,000	SH		SOLE		50,000	0	0
MercadoLibre Inc.	COM	58733R102	6,185	5,200	SH		SOLE		5,200	0	0
Chart Industries, Inc.	COM	16115Q308	6,012	35,000	SH		SOLE		35,000	0	0
Allegiant Travel Co.	COM	01748X102	5,716	35,200	SH		SOLE		35,200	0	0
Simply Good Foods Corp.	COM	82900L102	5,655	149,000	SH		SOLE		149,000	0	0
Dana Inc.	COM	235825205	5,596	318,500	SH		SOLE		318,500	0	0
Colfax Corp.	COM	194014106	5,571	140,000	SH		SOLE		140,000	0	0
Darling Ingredients Inc.	COM	237266101	5,546	69,000	SH		SOLE		69,000	0	0
CryoPort, Inc.	COM	229050307	5,411	155,000	SH		SOLE		155,000	0	0
Ollie's Bargain Outlet Holdings Inc.	COM	681116109	5,396	125,600	SH		SOLE		125,600	0	0
SentinelOne, Inc.	CL A	81730H109	5,385	139,000	SH		SOLE		139,000	0	0
Netflix Inc.	COM	64110L106	5,319	14,200	SH		SOLE		14,200	0	0
S&P Global Inc.	COM	78409V104	5,086	12,400	SH		SOLE		12,400	0	0
Beauty Health Co/The	COM	88331L108	5,064	300,000	SH		SOLE		300,000	0	0
MSCI Inc.	COM	55354G100	4,928	9,800	SH		SOLE		9,800	0	0
Zscaler Inc.	COM	98980G102	4,777	19,800	SH		SOLE		19,800	0	0
Square Inc.	CL A	852234103	4,515	33,300	SH		SOLE		33,300	0	0
Intuit Inc.	COM	461202103	4,376	9,100	SH		SOLE		9,100	0	0
The Duckhorn Portfolio, Inc.	COM	26414D106	4,366	240,000	SH		SOLE		240,000	0	0
DigitalOcean Holdings, Inc.	COM	25402D102	4,339	75,000	SH		SOLE		75,000	0	0
Arco Platform Ltd.	CL A	G04553106	4,277	202,700	SH		SOLE		202,700	0	0
NICE Ltd.	SPONSORED ADR	653656108	4,205	19,200	SH		SOLE		19,200	0	0
DocuSign Inc.	COM	256163106	4,199	39,200	SH		SOLE		39,200	0	0
Vertiv Holdings Co.	COM	92537N108	3,710	265,000	SH		SOLE		265,000	0	0
Microchip Technology Inc.	COM	595017104	3,607	48,000	SH		SOLE		48,000	0	0
AMN Healthcare Services, Inc.	COM	001744101	3,547	34,000	SH		SOLE		34,000	0	0
RingCentral Inc.	CL A	76680R206	3,493	29,800	SH		SOLE		29,800	0	0
Oak Street Health Inc.	COM	67181A107	3,376	125,600	SH		SOLE		125,600	0	0
Thor Industries, Inc.	COM	885160101	2,967	37,700	SH		SOLE		37,700	0	0
BlackLine, Inc.	COM	09239B109	2,050	28,000	SH		SOLE		28,000	0	0
Torrid Holdings Inc.	COM	89142B107	1,951	322,000	SH		SOLE		322,000	0	0
Procore Technologies, Inc.	COM	74275K108	1,739	30,000	SH		SOLE		30,000	0	0
Olo Inc.	CL A	68134L109	1,685	127,200	SH		SOLE		127,200	0	0
TuSimple Holdings Inc.	CL A	90089L108	1,480	121,300	SH		SOLE		121,300	0	0
Atlas Corp.	COM	Y0436Q109	1,218	83,000	SH		SOLE		83,000	0	0
Alkami Technology, Inc.	COM	01644J108	894	62,500	SH		SOLE		62,500	0	0
Brookfield Asset Management Reinsurance Partners Ltd.	CL A	G16169107	189	3,296	SH		SOLE		3,296	0	0