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0001659997-18-000004.txt : 20181023 0001659997-18-000004.hdr.sgml : 20181023 20181023083255 ACCESSION NUMBER: 0001659997-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181023 DATE AS OF CHANGE: 20181023 EFFECTIVENESS DATE: 20181023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Handelsinvest Investeringsforvaltning CENTRAL INDEX KEY: 0001659997 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17159 FILM NUMBER: 181133293 BUSINESS ADDRESS: STREET 1: ?STERGADE 2 CITY: HERNING STATE: G7 ZIP: 7400 BUSINESS PHONE: 004597123355 MAIL ADDRESS: STREET 1: ?STERGADE 2 CITY: HERNING STATE: G7 ZIP: 7400 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001659997 XXXXXXXX 09-30-2018 09-30-2018 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 09-30-2018 0 106 488337 false INFORMATION TABLE 2 Handelsinvest_13F_30092018.xml AbbVie Inc Common Stock 00287Y109 515 5445 SH SOLE 5445 0 0 Alliance Data Systems Corp Common Stock 018581108 583 2467 SH SOLE 2467 0 0 Aerie Pharmaceuticals Inc Common Stock 00771V108 2788 45300 SH SOLE 45300 0 0 Agios Pharmaceuticals Inc Common Stock 00847X104 2236 29000 SH SOLE 29000 0 0 Embotelladora Andina SA ADR 29081P303 420 18313 SH SOLE 18313 0 0 Albemarle Corp Common Stock 012653101 631 6326 SH SOLE 6326 0 0 Allegion PLC Common Stock G0176J109 18587 205219 SH SOLE 205219 0 0 Amazon.com Inc Common Stock 023135106 945 472 SH SOLE 472 0 0 ANSYS Inc Common Stock 03662Q105 440 2355 SH SOLE 2355 0 0 AO Smith Corp Common Stock 831865209 452 8468 SH SOLE 8468 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 3614 203270 SH SOLE 203270 0 0 Array BioPharma Inc Common Stock 04269X105 3040 200000 SH SOLE 200000 0 0 Grupo Aeroportuario del Surest ADR 40051E202 804 3921 SH SOLE 3921 0 0 Autohome Inc ADR 05278C107 1161 15000 SH SOLE 15000 0 0 Activision Blizzard Inc Common Stock 00507V109 776 9326 SH SOLE 9326 0 0 Alibaba Group Holding Ltd ADR 01609W102 10621 64458 SH SOLE 64458 0 0 Bright Horizons Family Solutio Common Stock 109194100 17511 148596 SH SOLE 148596 0 0 Baidu Inc ADR 056752108 2973 13000 SH SOLE 13000 0 0 Booking Holdings Inc Common Stock 09857L108 1010 509 SH SOLE 509 0 0 Celgene Corp Common Stock 151020104 760 8498 SH SOLE 8498 0 0 Cognex Corp Common Stock 192422103 6140 110000 SH SOLE 110000 0 0 Check Point Software Technolog Common Stock M22465104 944 8025 SH SOLE 8025 0 0 Cinemark Holdings Inc Common Stock 17243V102 4020 100000 SH SOLE 100000 0 0 Cooper Cos Inc/The Common Stock 216648402 14327 51696 SH SOLE 51696 0 0 Cavco Industries Inc Common Stock 149568107 8096 32000 SH SOLE 32000 0 0 Walt Disney Co/The Common Stock 254687106 1033 8830 SH SOLE 8830 0 0 Digimarc Corp Common Stock 25381B101 315 10000 SH SOLE 10000 0 0 New Oriental Education & Techn ADR 647581107 732 9900 SH SOLE 9900 0 0 East West Bancorp Inc Common Stock 27579R104 16733 277165 SH SOLE 277165 0 0 Exact Sciences Corp Common Stock 30063P105 4427 56100 SH SOLE 56100 0 0 National Vision Holdings Inc Common Stock 63845R107 903 20000 SH SOLE 20000 0 0 Facebook Inc Common Stock 30303M102 316 1923 SH SOLE 1923 0 0 FibroGen Inc Common Stock 31572Q808 4338 71400 SH SOLE 71400 0 0 First Horizon National Corp Common Stock 320517105 6386 370000 SH SOLE 370000 0 0 Fair Isaac Corp Common Stock 303250104 14856 65000 SH SOLE 65000 0 0 First Republic Bank/CA Common Stock 33616C100 904 9414 SH SOLE 9414 0 0 Glaukos Corp Common Stock 377322102 2596 40000 SH SOLE 40000 0 0 Glu Mobile Inc Common Stock 379890106 2980 400000 SH SOLE 400000 0 0 Alphabet Inc Common Stock 02079K107 1096 918 SH SOLE 918 0 0 Home Depot Inc/The Common Stock 437076102 1265 6109 SH SOLE 6109 0 0 HDFC Bank Ltd ADR 40415F101 753 8000 SH SOLE 8000 0 0 IAC/InterActiveCorp Common Stock 44919P508 16327 75338 SH SOLE 75338 0 0 Infosys Ltd ADR 456788108 1151 113200 SH SOLE 113200 0 0 IPG Photonics Corp Common Stock 44980X109 5394 34565 SH SOLE 34565 0 0 JD.com Inc ADR 47215P106 360 13800 SH SOLE 13800 0 0 Johnson & Johnson Common Stock 478160104 674 4875 SH SOLE 4875 0 0 Kadant Inc Common Stock 48282T104 17908 166045 SH SOLE 166045 0 0 KAR Auction Services Inc Common Stock 48238T109 6566 110000 SH SOLE 110000 0 0 LCI Industries Common Stock 50189K103 8901 107500 SH SOLE 107500 0 0 Grand Canyon Education Inc Common Stock 38526M106 20123 178397 SH SOLE 178397 0 0 Las Vegas Sands Corp Common Stock 517834107 433 7300 SH SOLE 7300 0 0 Mastercard Inc Common Stock 57636Q104 1650 7414 SH SOLE 7414 0 0 Middleby Corp/The Common Stock 596278101 5174 40000 SH SOLE 40000 0 0 Mellanox Technologies Ltd Common Stock M51363113 7593 103373 SH SOLE 103373 0 0 MAXIMUS Inc Common Stock 577933104 5524 84900 SH SOLE 84900 0 0 Momo Inc ADR 60879B107 2287 52200 SH SOLE 52200 0 0 Everspin Technologies Inc Common Stock 30041T104 1075 140000 SH SOLE 140000 0 0 MSA Safety Inc Common Stock 553498106 5741 53941 SH SOLE 53941 0 0 Microsoft Corp Common Stock 594918104 541 4727 SH SOLE 4727 0 0 Vail Resorts Inc Common Stock 91879Q109 12074 44000 SH SOLE 44000 0 0 MasTec Inc Common Stock 576323109 10448 234000 SH SOLE 234000 0 0 Neurocrine Biosciences Inc Common Stock 64125C109 5459 44400 SH SOLE 44400 0 0 NCI Building Systems Inc Common Stock 628852204 2273 150000 SH SOLE 150000 0 0 Nasdaq Inc Common Stock 631103108 922 10746 SH SOLE 10746 0 0 NetEase Inc ADR 64110W102 1481 6486 SH SOLE 6486 0 0 Nuance Communications Inc Common Stock 67020Y100 6859 396000 SH SOLE 396000 0 0 NVIDIA Corp Common Stock 67066G104 641 2281 SH SOLE 2281 0 0 Owens Corning Common Stock 690742101 3256 60000 SH SOLE 60000 0 0 Bank OZK Common Stock 06417N103 8731 230000 SH SOLE 230000 0 0 Prosperity Bancshares Inc Common Stock 743606105 8502 122600 SH SOLE 122600 0 0 Proofpoint Inc Common Stock 743424103 3658 34400 SH SOLE 34400 0 0 Progressive Corp/The Common Stock 743315103 1198 16861 SH SOLE 16861 0 0 Pool Corp Common Stock 73278L105 20026 120000 SH SOLE 120000 0 0 Power Integrations Inc Common Stock 739276103 4298 68000 SH SOLE 68000 0 0 Proto Labs Inc Common Stock 743713109 8733 53990 SH SOLE 53990 0 0 PayPal Holdings Inc Common Stock 70450Y103 1031 11734 SH SOLE 11734 0 0 Qudian Inc ADR 747798106 36 7000 SH SOLE 7000 0 0 Royal Caribbean Cruises Ltd Common Stock V7780T103 1077 8290 SH SOLE 8290 0 0 Redfin Corp Common Stock 75737F108 1533 82000 SH SOLE 82000 0 0 Rollins Inc Common Stock 775711104 7890 130000 SH SOLE 130000 0 0 Retrophin Inc Common Stock 761299106 1437 50000 SH SOLE 50000 0 0 Southside Bancshares Inc Common Stock 84470P109 5491 157787 SH SOLE 157787 0 0 Service Corp International/US Common Stock 817565104 24251 548648 SH SOLE 548648 0 0 Sangamo Therapeutics Inc Common Stock 800677106 2119 125000 SH SOLE 125000 0 0 SINA Corp/China Common Stock G81477104 56 800 SH SOLE 800 0 0 SVB Financial Group Common Stock 78486Q101 914 2940 SH SOLE 2940 0 0 Strategic Education Inc Common Stock 86272C103 9119 66550 SH SOLE 66550 0 0 Sensient Technologies Corp Common Stock 81725T100 9564 125000 SH SOLE 125000 0 0 TAL Education Group ADR 874080104 648 25200 SH SOLE 25200 0 0 Teladoc Health Inc Common Stock 87918A105 1727 20000 SH SOLE 20000 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 879 3600 SH SOLE 3600 0 0 TPI Composites Inc Common Stock 87266J104 9993 350000 SH SOLE 350000 0 0 Trupanion Inc Common Stock 898202106 5717 160000 SH SOLE 160000 0 0 TSMC ADR 874039100 1034 23426 SH SOLE 23426 0 0 Umpqua Holdings Corp Common Stock 904214103 1040 50000 SH SOLE 50000 0 0 UnitedHealth Group Inc Common Stock 91324P102 1573 5914 SH SOLE 5914 0 0 Visteon Corp Common Stock 92839U206 3716 40000 SH SOLE 40000 0 0 Western Alliance Bancorp Common Stock 957638109 8566 150569 SH SOLE 150569 0 0 Weibo Corp ADR 948596101 1185 16200 SH SOLE 16200 0 0 Welbilt Inc Common Stock 949090104 4119 197274 SH SOLE 197274 0 0 Worldpay Inc Common Stock 981558109 855 8446 SH SOLE 8446 0 0 Watsco Inc Common Stock 942622200 8371 47000 SH SOLE 47000 0 0 58.com Inc ADR 31680Q104 1224 16623 SH SOLE 16623 0 0 Wynn Resorts Ltd Common Stock 983134107 1898 14940 SH SOLE 14940 0 0 Xylem Inc/NY Common Stock 98419M100 856 10721 SH SOLE 10721 0 0 Apple Inc Common Stock 037833100 1410 6247 SH SOLE 6247 0 0