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0001659997-20-000003.txt : 20200717 0001659997-20-000003.hdr.sgml : 20200717 20200717090415 ACCESSION NUMBER: 0001659997-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 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: 201032845 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 06-30-2020 06-30-2020 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 07-17-2020 0 117 482193 false INFORMATION TABLE 2 Handelsinvest_13F_30062020.xml Abbott Laboratories Common Stock 002824100 741 8110 SH SOLE 8110 0 0 Aerie Pharmaceuticals Inc Common Stock 00771V108 1328 90000 SH SOLE 90000 0 0 Embotelladora Andina SA ADR 29081P303 118 7774 SH SOLE 7774 0 0 Akoustis Technologies Inc Common Stock 00973N102 2280 275000 SH SOLE 275000 0 0 Albemarle Corp Common Stock 012653101 497 6439 SH SOLE 6439 0 0 Allegion plc Common Stock G0176J109 8178 80000 SH SOLE 80000 0 0 Allakos Inc Common Stock 01671P100 1437 20000 SH SOLE 20000 0 0 Alarm.com Holdings Inc Common Stock 011642105 7777 120000 SH SOLE 120000 0 0 Ameresco Inc Common Stock 02361E108 5567 200419 SH SOLE 200419 0 0 Amazon.com Inc Common Stock 023135106 1302 472 SH SOLE 472 0 0 ANSYS Inc Common Stock 03662Q105 330 1132 SH SOLE 1132 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 5580 300000 SH SOLE 300000 0 0 Ashland Global Holdings Inc Common Stock 044186104 6219 90000 SH SOLE 90000 0 0 Autohome Inc ADR 05278C107 1133 15000 SH SOLE 15000 0 0 Activision Blizzard Inc Common Stock 00507V109 808 10643 SH SOLE 10643 0 0 Alteryx Inc Common Stock 02156B103 1643 10000 SH SOLE 10000 0 0 Alibaba Group Holding Ltd ADR 01609W102 15683 72708 SH SOLE 72708 0 0 Bandwidth Inc Common Stock 05988J103 1270 10000 SH SOLE 10000 0 0 Baxter International Inc Common Stock 071813109 439 5100 SH SOLE 5100 0 0 Bright Horizons Family Solutio Common Stock 109194100 7894 67358 SH SOLE 67358 0 0 Biohaven Pharmaceutical Holdin Common Stock G11196105 2924 40000 SH SOLE 40000 0 0 Baidu Inc ADR 056752108 2398 20000 SH SOLE 20000 0 0 Cognex Corp Common Stock 192422103 2389 40000 SH SOLE 40000 0 0 Check Point Software Technolog Common Stock M22465104 830 7722 SH SOLE 7722 0 0 Colony Capital Inc REIT 19626G108 4080 1700000 SH SOLE 1700000 0 0 Cooper Cos Inc/The Common Stock 216648402 7805 27518 SH SOLE 27518 0 0 Cree Inc Common Stock 225447101 2960 50000 SH SOLE 50000 0 0 Cerence Inc Common Stock 156727109 12252 300000 SH SOLE 300000 0 0 Citrix Systems Inc Common Stock 177376100 459 3100 SH SOLE 3100 0 0 Cavco Industries Inc Common Stock 149568107 8678 45000 SH SOLE 45000 0 0 CryoPort Inc Common Stock 229050307 3328 110000 SH SOLE 110000 0 0 Darling Ingredients Inc Common Stock 237266101 12926 525000 SH SOLE 525000 0 0 Walt Disney Co/The Common Stock 254687106 192 1719 SH SOLE 1719 0 0 Digimarc Corp Common Stock 25381B101 1199 75000 SH SOLE 75000 0 0 New Oriental Education & Techn ADR 647581107 1231 9450 SH SOLE 9450 0 0 eHealth Inc Common Stock 28238P109 2456 25000 SH SOLE 25000 0 0 Everbridge Inc Common Stock 29978A104 4843 35000 SH SOLE 35000 0 0 East West Bancorp Inc Common Stock 27579R104 9826 271129 SH SOLE 271129 0 0 Exact Sciences Corp Common Stock 30063P105 6955 80000 SH SOLE 80000 0 0 First Horizon National Corp Common Stock 320517105 6972 700000 SH SOLE 700000 0 0 Fair Isaac Corp Common Stock 303250104 14631 35000 SH SOLE 35000 0 0 Fidelity National Information Common Stock 31620M106 819 6108 SH SOLE 6108 0 0 First Republic Bank/CA Common Stock 33616C100 749 7066 SH SOLE 7066 0 0 Glu Mobile Inc Common Stock 379890106 4172 450000 SH SOLE 450000 0 0 Alphabet Inc Common Stock 02079K107 1115 789 SH SOLE 789 0 0 Graphic Packaging Holding Co Common Stock 388689101 11193 800000 SH SOLE 800000 0 0 Gates Industrial Corp PLC Common Stock G39108108 1028 100000 SH SOLE 100000 0 0 Global Water Resources Inc Common Stock 379463102 3794 360000 SH SOLE 360000 0 0 Home Depot Inc/The Common Stock 437076102 855 3413 SH SOLE 3413 0 0 HDFC Bank Ltd ADR 40415F101 2525 55560 SH SOLE 55560 0 0 IAA Inc Common Stock 449253103 4628 120000 SH SOLE 120000 0 0 JD.com Inc ADR 47215P106 9027 150000 SH SOLE 150000 0 0 Kadant Inc Common Stock 48282T104 13952 140000 SH SOLE 140000 0 0 LCI Industries Common Stock 50189K103 8624 75000 SH SOLE 75000 0 0 Eli Lilly and Co Common Stock 532457108 867 5283 SH SOLE 5283 0 0 Loop Industries Inc Common Stock 543518104 450 50000 SH SOLE 50000 0 0 Grand Canyon Education Inc Common Stock 38526M106 16325 180321 SH SOLE 180321 0 0 Live Nation Entertainment Inc Common Stock 538034109 1552 35000 SH SOLE 35000 0 0 Mastercard Inc Common Stock 57636Q104 1264 4273 SH SOLE 4273 0 0 Masimo Corp Common Stock 574795100 5700 25000 SH SOLE 25000 0 0 MAXIMUS Inc Common Stock 577933104 8102 115000 SH SOLE 115000 0 0 Momenta Pharmaceuticals Inc Common Stock 60877T100 998 30000 SH SOLE 30000 0 0 Momo Inc ADR 60879B107 524 30000 SH SOLE 30000 0 0 MSA Safety Inc Common Stock 553498106 5722 50000 SH SOLE 50000 0 0 Microsoft Corp Common Stock 594918104 1482 7282 SH SOLE 7282 0 0 Vail Resorts Inc Common Stock 91879Q109 3643 20000 SH SOLE 20000 0 0 MasTec Inc Common Stock 576323109 8974 200000 SH SOLE 200000 0 0 Mueller Water Products Inc Common Stock 624758108 3301 350000 SH SOLE 350000 0 0 National Bank Holdings Corp Common Stock 633707104 3780 140000 SH SOLE 140000 0 0 Neurocrine Biosciences Inc Common Stock 64125C109 4270 35000 SH SOLE 35000 0 0 Nasdaq Inc Common Stock 631103108 711 5951 SH SOLE 5951 0 0 Sunnova Energy International I Common Stock 86745K104 632 37000 SH SOLE 37000 0 0 Napco Security Technologies In Common Stock 630402105 3041 130000 SH SOLE 130000 0 0 NetEase Inc ADR 64110W102 1417 3300 SH SOLE 3300 0 0 Nuance Communications Inc Common Stock 67020Y100 13736 542805 SH SOLE 542805 0 0 NVIDIA Corp Common Stock 67066G104 606 1594 SH SOLE 1594 0 0 Prosperity Bancshares Inc Common Stock 743606105 11282 190000 SH SOLE 190000 0 0 Park City Group Inc Common Stock 700215304 1734 410000 SH SOLE 410000 0 0 Proofpoint Inc Common Stock 743424103 4445 40000 SH SOLE 40000 0 0 Progressive Corp/The Common Stock 743315103 641 8000 SH SOLE 8000 0 0 Planet Fitness Inc Common Stock 72703H101 3634 60000 SH SOLE 60000 0 0 Insulet Corp Common Stock 45784P101 1943 10000 SH SOLE 10000 0 0 Pool Corp Common Stock 73278L105 16464 60555 SH SOLE 60555 0 0 Pluralsight Inc Common Stock 72941B106 2527 140000 SH SOLE 140000 0 0 PTC Therapeutics Inc Common Stock 69366J200 2537 50000 SH SOLE 50000 0 0 PayPal Holdings Inc Common Stock 70450Y103 1111 6378 SH SOLE 6378 0 0 Redfin Corp Common Stock 75737F108 5239 125000 SH SOLE 125000 0 0 Reed's Inc Common Stock 758338107 862 900000 SH SOLE 900000 0 0 Rollins Inc Common Stock 775711104 4239 100000 SH SOLE 100000 0 0 Service Corp International/US Common Stock 817565104 16693 429240 SH SOLE 429240 0 0 SolarEdge Technologies Inc Common Stock 83417M104 4441 32000 SH SOLE 32000 0 0 Sprouts Farmers Market Inc Common Stock 85208M102 2149 84000 SH SOLE 84000 0 0 SVB Financial Group Common Stock 78486Q101 1529 7091 SH SOLE 7091 0 0 Simply Good Foods Co/The Common Stock 82900L102 743 40000 SH SOLE 40000 0 0 ShotSpotter Inc Common Stock 82536T107 1890 75000 SH SOLE 75000 0 0 Strategic Education Inc Common Stock 86272C103 5762 37500 SH SOLE 37500 0 0 TAL Education Group ADR 874080104 1067 15600 SH SOLE 15600 0 0 Trip.com Group Ltd ADR 89677Q107 518 20000 SH SOLE 20000 0 0 Teladoc Health Inc Common Stock 87918A105 4198 22000 SH SOLE 22000 0 0 Teradyne Inc Common Stock 880770102 3380 40000 SH SOLE 40000 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 725 2000 SH SOLE 2000 0 0 TPI Composites Inc Common Stock 87266J104 6427 275000 SH SOLE 275000 0 0 Trex Co Inc Common Stock 89531P105 7332 56369 SH SOLE 56369 0 0 Tabula Rasa HealthCare Inc Common Stock 873379101 3010 55000 SH SOLE 55000 0 0 Trupanion Inc Common Stock 898202106 6404 150000 SH SOLE 150000 0 0 TSMC ADR 874039100 1044 18384 SH SOLE 18384 0 0 Tyler Technologies Inc Common Stock 902252105 2081 6000 SH SOLE 6000 0 0 UnitedHealth Group Inc Common Stock 91324P102 1109 3761 SH SOLE 3761 0 0 Veeva Systems Inc Common Stock 922475108 234 1000 SH SOLE 1000 0 0 Western Alliance Bancorp Common Stock 957638109 5681 150000 SH SOLE 150000 0 0 Boingo Wireless Inc Common Stock 09739C102 6660 500000 SH SOLE 500000 0 0 Willdan Group Inc Common Stock 96924N100 2251 90000 SH SOLE 90000 0 0 Watsco Inc Common Stock 942622200 6664 37500 SH SOLE 37500 0 0 58.com Inc ADR 31680Q104 870 16123 SH SOLE 16123 0 0 Xylem Inc/NY Common Stock 98419M100 561 8636 SH SOLE 8636 0 0 YETI Holdings Inc Common Stock 98585X104 2222 52000 SH SOLE 52000 0 0 Apple Inc Common Stock 037833100 754 2066 SH SOLE 2066 0 0