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0001659997-19-000003.txt : 20190808 0001659997-19-000003.hdr.sgml : 20190808 20190808074830 ACCESSION NUMBER: 0001659997-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190808 DATE AS OF CHANGE: 20190808 EFFECTIVENESS DATE: 20190808 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: 191007497 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 06-30-2019 06-30-2019 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 08-08-2019 0 119 475149 false INFORMATION TABLE 2 Handelsinvest_13F_30062019.xml Abbott Laboratories Common Stock 002824100 750 8917 SH SOLE 8917 0 0 Aerie Pharmaceuticals Inc Common Stock 00771V108 1773 60000 SH SOLE 60000 0 0 Agios Pharmaceuticals Inc Common Stock 00847X104 1447 29000 SH SOLE 29000 0 0 Embotelladora Andina SA ADR 29081P303 296 13774 SH SOLE 13774 0 0 Albemarle Corp Common Stock 012653101 574 8153 SH SOLE 8153 0 0 Allegion PLC Common Stock G0176J109 20452 185000 SH SOLE 185000 0 0 Alarm.com Holdings Inc Common Stock 011642105 3478 65000 SH SOLE 65000 0 0 Amazon.com Inc Common Stock 023135106 812 429 SH SOLE 429 0 0 ANSYS Inc Common Stock 03662Q105 355 1732 SH SOLE 1732 0 0 AO Smith Corp Common Stock 831865209 183 3870 SH SOLE 3870 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 3607 253270 SH SOLE 253270 0 0 ArQule Inc Common Stock 04269E107 881 80000 SH SOLE 80000 0 0 Array BioPharma Inc Common Stock 04269X105 10171 219535 SH SOLE 219535 0 0 Ashland Global Holdings Inc Common Stock 044186104 6247 78114 SH SOLE 78114 0 0 Grupo Aeroportuario del Surest ADR 40051E202 725 4471 SH SOLE 4471 0 0 Autohome Inc ADR 05278C107 942 11000 SH SOLE 11000 0 0 Activision Blizzard Inc Common Stock 00507V109 285 6043 SH SOLE 6043 0 0 Alibaba Group Holding Ltd ADR 01609W102 14546 85840 SH SOLE 85840 0 0 Bloom Energy Corp Common Stock 093712107 982 80000 SH SOLE 80000 0 0 Bright Horizons Family Solutio Common Stock 109194100 15534 102962 SH SOLE 102962 0 0 Biohaven Pharmaceutical Holdin Common Stock G11196105 876 20000 SH SOLE 20000 0 0 Baidu Inc ADR 056752108 704 6000 SH SOLE 6000 0 0 Booking Holdings Inc Common Stock 09857L108 793 423 SH SOLE 423 0 0 Cognex Corp Common Stock 192422103 3359 70000 SH SOLE 70000 0 0 Check Point Software Technolog Common Stock M22465104 812 7022 SH SOLE 7022 0 0 Clarus Corp Common Stock 18270P109 144 10000 SH SOLE 10000 0 0 Columbia Sportswear Co Common Stock 198516106 3005 30000 SH SOLE 30000 0 0 Cooper Cos Inc/The Common Stock 216648402 10947 32494 SH SOLE 32494 0 0 Cavco Industries Inc Common Stock 149568107 5041 32000 SH SOLE 32000 0 0 CryoPort Inc Common Stock 229050307 183 10000 SH SOLE 10000 0 0 Walt Disney Co/The Common Stock 254687106 952 6819 SH SOLE 6819 0 0 Digimarc Corp Common Stock 25381B101 666 15000 SH SOLE 15000 0 0 New Oriental Education & Techn ADR 647581107 913 9450 SH SOLE 9450 0 0 Everbridge Inc Common Stock 29978A104 3307 36988 SH SOLE 36988 0 0 Evolent Health Inc Common Stock 30050B101 994 125000 SH SOLE 125000 0 0 East West Bancorp Inc Common Stock 27579R104 14963 319943 SH SOLE 319943 0 0 Exact Sciences Corp Common Stock 30063P105 6622 56100 SH SOLE 56100 0 0 FibroGen Inc Common Stock 31572Q808 3226 71400 SH SOLE 71400 0 0 First Horizon National Corp Common Stock 320517105 4479 300000 SH SOLE 300000 0 0 Fair Isaac Corp Common Stock 303250104 15701 50000 SH SOLE 50000 0 0 First Republic Bank/CA Common Stock 33616C100 911 9330 SH SOLE 9330 0 0 Gilead Sciences Inc Common Stock 375558103 137 2023 SH SOLE 2023 0 0 Glu Mobile Inc Common Stock 379890106 2872 400000 SH SOLE 400000 0 0 Alphabet Inc Common Stock 02079K107 856 792 SH SOLE 792 0 0 Gates Industrial Corp PLC Common Stock G39108108 1141 100000 SH SOLE 100000 0 0 Global Water Resources Inc Common Stock 379463102 917 87849 SH SOLE 87849 0 0 Home Depot Inc/The Common Stock 437076102 889 4276 SH SOLE 4276 0 0 HDFC Bank Ltd ADR 40415F101 1821 14000 SH SOLE 14000 0 0 IAC/InterActiveCorp Common Stock 44919P508 9484 43598 SH SOLE 43598 0 0 Infosys Ltd ADR 456788108 847 79200 SH SOLE 79200 0 0 IPG Photonics Corp Common Stock 44980X109 3481 22565 SH SOLE 22565 0 0 IAA Inc Common Stock 449253103 4654 120000 SH SOLE 120000 0 0 JD.com Inc ADR 47215P106 1212 40000 SH SOLE 40000 0 0 Kadant Inc Common Stock 48282T104 17254 190000 SH SOLE 190000 0 0 KAR Auction Services Inc Common Stock 48238T109 3000 120000 SH SOLE 120000 0 0 LCI Industries Common Stock 50189K103 8100 90000 SH SOLE 90000 0 0 Eli Lilly & Co Common Stock 532457108 607 5483 SH SOLE 5483 0 0 Loop Industries Inc Common Stock 543518104 297 30000 SH SOLE 30000 0 0 Grand Canyon Education Inc Common Stock 38526M106 20875 178391 SH SOLE 178391 0 0 Mastercard Inc Common Stock 57636Q104 1491 5637 SH SOLE 5637 0 0 Masimo Corp Common Stock 574795100 2976 20000 SH SOLE 20000 0 0 Mellanox Technologies Ltd Common Stock M51363113 3320 30000 SH SOLE 30000 0 0 MAXIMUS Inc Common Stock 577933104 5029 69331 SH SOLE 69331 0 0 Momo Inc ADR 60879B107 2649 74000 SH SOLE 74000 0 0 Everspin Technologies Inc Common Stock 30041T104 1043 160000 SH SOLE 160000 0 0 MSA Safety Inc Common Stock 553498106 7167 68000 SH SOLE 68000 0 0 Microsoft Corp Common Stock 594918104 1006 7510 SH SOLE 7510 0 0 Vail Resorts Inc Common Stock 91879Q109 11159 50000 SH SOLE 50000 0 0 MasTec Inc Common Stock 576323109 9275 180000 SH SOLE 180000 0 0 National Bank Holdings Corp Common Stock 633707104 3630 100000 SH SOLE 100000 0 0 Neurocrine Biosciences Inc Common Stock 64125C109 3749 44400 SH SOLE 44400 0 0 Nasdaq Inc Common Stock 631103108 933 9703 SH SOLE 9703 0 0 Napco Security Technologies In Common Stock 630402105 594 20000 SH SOLE 20000 0 0 NetEase Inc ADR 64110W102 2444 9556 SH SOLE 9556 0 0 Nuance Communications Inc Common Stock 67020Y100 4964 310844 SH SOLE 310844 0 0 Nu Skin Enterprises Inc Common Stock 67018T105 2318 47000 SH SOLE 47000 0 0 NVIDIA Corp Common Stock 67066G104 286 1743 SH SOLE 1743 0 0 Prosperity Bancshares Inc Common Stock 743606105 8098 122600 SH SOLE 122600 0 0 Park City Group Inc Common Stock 700215304 1093 204000 SH SOLE 204000 0 0 Proofpoint Inc Common Stock 743424103 4209 35000 SH SOLE 35000 0 0 Progressive Corp/The Common Stock 743315103 1198 14987 SH SOLE 14987 0 0 Planet Fitness Inc Common Stock 72703H101 3932 54280 SH SOLE 54280 0 0 Pool Corp Common Stock 73278L105 20027 104855 SH SOLE 104855 0 0 Proto Labs Inc Common Stock 743713109 4072 35090 SH SOLE 35090 0 0 Pluralsight Inc Common Stock 72941B106 1516 50000 SH SOLE 50000 0 0 PTC Therapeutics Inc Common Stock 69366J200 900 20000 SH SOLE 20000 0 0 PayPal Holdings Inc Common Stock 70450Y103 1109 9690 SH SOLE 9690 0 0 Royal Caribbean Cruises Ltd Common Stock V7780T103 638 5262 SH SOLE 5262 0 0 Redfin Corp Common Stock 75737F108 2697 150000 SH SOLE 150000 0 0 Reed's Inc Common Stock 758338107 76 20000 SH SOLE 20000 0 0 Rollins Inc Common Stock 775711104 4304 120000 SH SOLE 120000 0 0 Retrophin Inc Common Stock 761299106 1607 80000 SH SOLE 80000 0 0 Southside Bancshares Inc Common Stock 84470P109 5822 179787 SH SOLE 179787 0 0 Service Corp International/US Common Stock 817565104 24343 520365 SH SOLE 520365 0 0 SVB Financial Group Common Stock 78486Q101 441 1963 SH SOLE 1963 0 0 Strategic Education Inc Common Stock 86272C103 8900 50000 SH SOLE 50000 0 0 Sensient Technologies Corp Common Stock 81725T100 2939 40000 SH SOLE 40000 0 0 TAL Education Group ADR 874080104 861 22600 SH SOLE 22600 0 0 Teladoc Health Inc Common Stock 87918A105 3372 50775 SH SOLE 50775 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 813 2770 SH SOLE 2770 0 0 TPI Composites Inc Common Stock 87266J104 9511 384745 SH SOLE 384745 0 0 Trex Co Inc Common Stock 89531P105 2421 33769 SH SOLE 33769 0 0 Tabula Rasa HealthCare Inc Common Stock 873379101 999 20000 SH SOLE 20000 0 0 Trupanion Inc Common Stock 898202106 5781 160000 SH SOLE 160000 0 0 TSMC ADR 874039100 893 22799 SH SOLE 22799 0 0 Tivity Health Inc Common Stock 88870R102 4603 280000 SH SOLE 280000 0 0 Tyler Technologies Inc Common Stock 902252105 3240 15000 SH SOLE 15000 0 0 Umpqua Holdings Corp Common Stock 904214103 4148 250000 SH SOLE 250000 0 0 UnitedHealth Group Inc Common Stock 91324P102 949 3890 SH SOLE 3890 0 0 Visteon Corp Common Stock 92839U206 2929 50000 SH SOLE 50000 0 0 Western Alliance Bancorp Common Stock 957638109 7774 173842 SH SOLE 173842 0 0 Welbilt Inc Common Stock 949090104 4893 293022 SH SOLE 293022 0 0 Boingo Wireless Inc Common Stock 09739C102 5571 310000 SH SOLE 310000 0 0 Worldpay Inc Common Stock 981558109 806 6578 SH SOLE 6578 0 0 Watsco Inc Common Stock 942622200 6541 40000 SH SOLE 40000 0 0 58.com Inc ADR 31680Q104 1189 19123 SH SOLE 19123 0 0 AquaVenture Holdings Ltd Common Stock G0443N107 3295 165000 SH SOLE 165000 0 0 Xylem Inc/NY Common Stock 98419M100 844 10094 SH SOLE 10094 0 0 Apple Inc Common Stock 037833100 680 3437 SH SOLE 3437 0 0