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0001659997-20-000004.txt : 20201026 0001659997-20-000004.hdr.sgml : 20201026 20201026105409 ACCESSION NUMBER: 0001659997-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201026 DATE AS OF CHANGE: 20201026 EFFECTIVENESS DATE: 20201026 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: 201259488 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 true 0001659997 XXXXXXXX 09-30-2020 09-30-2020 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 10-26-2020 0 123 526669 false INFORMATION TABLE 2 Handelsinvest_13F_30092020.xml Abbott Laboratories Common Stock 002824100 991 9110 SH SOLE 9110 0 0 Embotelladora Andina SA ADR 29081P303 101 7774 SH SOLE 7774 0 0 Akoustis Technologies Inc Common Stock 00973N102 2448 300000 SH SOLE 300000 0 0 Albemarle Corp Common Stock 012653101 575 6439 SH SOLE 6439 0 0 Allegion plc Common Stock G0176J109 6924 70000 SH SOLE 70000 0 0 Allakos Inc Common Stock 01671P100 2444 30000 SH SOLE 30000 0 0 Alarm.com Holdings Inc Common Stock 011642105 6078 110000 SH SOLE 110000 0 0 Ameresco Inc Common Stock 02361E108 6694 200419 SH SOLE 200419 0 0 Amazon.com Inc Common Stock 023135106 1313 417 SH SOLE 417 0 0 ANSYS Inc Common Stock 03662Q105 370 1132 SH SOLE 1132 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 6366 300000 SH SOLE 300000 0 0 Ashland Global Holdings Inc Common Stock 044186104 7092 100000 SH SOLE 100000 0 0 Autohome Inc ADR 05278C107 2208 23000 SH SOLE 23000 0 0 Activision Blizzard Inc Common Stock 00507V109 862 10643 SH SOLE 10643 0 0 Alteryx Inc Common Stock 02156B103 1136 10000 SH SOLE 10000 0 0 Alibaba Group Holding Ltd ADR 01609W102 18964 64508 SH SOLE 64508 0 0 Bandwidth Inc Common Stock 05988J103 1746 10000 SH SOLE 10000 0 0 Baxter International Inc Common Stock 071813109 531 6600 SH SOLE 6600 0 0 Bright Horizons Family Solutio Common Stock 109194100 10362 68158 SH SOLE 68158 0 0 Biohaven Pharmaceutical Holdin Common Stock G11196105 2600 40000 SH SOLE 40000 0 0 Baidu Inc ADR 056752108 2532 20000 SH SOLE 20000 0 0 Cognex Corp Common Stock 192422103 2604 40000 SH SOLE 40000 0 0 Check Point Software Technolog Common Stock M22465104 809 6722 SH SOLE 6722 0 0 Colony Capital Inc REIT 19626G108 5733 2100000 SH SOLE 2100000 0 0 Cooper Cos Inc/The Common Stock 216648402 6917 20518 SH SOLE 20518 0 0 Cree Inc Common Stock 225447101 2550 40000 SH SOLE 40000 0 0 Cerence Inc Common Stock 156727109 9774 200000 SH SOLE 200000 0 0 Citrix Systems Inc Common Stock 177376100 427 3100 SH SOLE 3100 0 0 Cavco Industries Inc Common Stock 149568107 7663 42500 SH SOLE 42500 0 0 CryoPort Inc Common Stock 229050307 4622 97500 SH SOLE 97500 0 0 Darling Ingredients Inc Common Stock 237266101 16934 470000 SH SOLE 470000 0 0 Digimarc Corp Common Stock 25381B101 1675 75000 SH SOLE 75000 0 0 New Oriental Education & Techn ADR 647581107 1114 7450 SH SOLE 7450 0 0 eHealth Inc Common Stock 28238P109 3950 50000 SH SOLE 50000 0 0 Everbridge Inc Common Stock 29978A104 4401 35000 SH SOLE 35000 0 0 East West Bancorp Inc Common Stock 27579R104 7830 239129 SH SOLE 239129 0 0 Exact Sciences Corp Common Stock 30063P105 7646 75000 SH SOLE 75000 0 0 First Horizon National Corp Common Stock 320517105 7544 800000 SH SOLE 800000 0 0 Fair Isaac Corp Common Stock 303250104 13825 32500 SH SOLE 32500 0 0 Fidelity National Information Common Stock 31620M106 899 6108 SH SOLE 6108 0 0 First Republic Bank/CA Common Stock 33616C100 771 7066 SH SOLE 7066 0 0 Glu Mobile Inc Common Stock 379890106 4221 550000 SH SOLE 550000 0 0 Alphabet Inc Common Stock 02079K107 888 604 SH SOLE 604 0 0 Graphic Packaging Holding Co Common Stock 388689101 16443 1167000 SH SOLE 1167000 0 0 Gates Industrial Corp PLC Common Stock G39108108 2502 225000 SH SOLE 225000 0 0 Global Water Resources Inc Common Stock 379463102 3881 360000 SH SOLE 360000 0 0 Home Depot Inc/The Common Stock 437076102 1059 3813 SH SOLE 3813 0 0 HDFC Bank Ltd ADR 40415F101 2775 55560 SH SOLE 55560 0 0 IAC/InterActiveCorp Common Stock 44891N109 5390 45000 SH SOLE 45000 0 0 IAA Inc Common Stock 449253103 6248 120000 SH SOLE 120000 0 0 JD.com Inc ADR 47215P106 10865 140000 SH SOLE 140000 0 0 Kadant Inc Common Stock 48282T104 12606 115000 SH SOLE 115000 0 0 LCI Industries Common Stock 50189K103 6909 65000 SH SOLE 65000 0 0 Eli Lilly and Co Common Stock 532457108 930 6283 SH SOLE 6283 0 0 Loop Industries Inc Common Stock 543518104 1639 120000 SH SOLE 120000 0 0 Grand Canyon Education Inc Common Stock 38526M106 11217 140321 SH SOLE 140321 0 0 Live Nation Entertainment Inc Common Stock 538034109 1886 35000 SH SOLE 35000 0 0 Mastercard Inc Common Stock 57636Q104 1310 3873 SH SOLE 3873 0 0 Masimo Corp Common Stock 574795100 5902 25000 SH SOLE 25000 0 0 MAXIMUS Inc Common Stock 577933104 10262 150000 SH SOLE 150000 0 0 Momo Inc ADR 60879B107 413 30000 SH SOLE 30000 0 0 MSA Safety Inc Common Stock 553498106 5367 40000 SH SOLE 40000 0 0 Microsoft Corp Common Stock 594918104 1363 6482 SH SOLE 6482 0 0 Vail Resorts Inc Common Stock 91879Q109 4279 20000 SH SOLE 20000 0 0 MasTec Inc Common Stock 576323109 8440 200000 SH SOLE 200000 0 0 Mueller Water Products Inc Common Stock 624758108 3637 350000 SH SOLE 350000 0 0 National Bank Holdings Corp Common Stock 633707104 4200 160000 SH SOLE 160000 0 0 Neurocrine Biosciences Inc Common Stock 64125C109 4327 45000 SH SOLE 45000 0 0 Nasdaq Inc Common Stock 631103108 1000 8151 SH SOLE 8151 0 0 Sunnova Energy International I Common Stock 86745K104 1125 37000 SH SOLE 37000 0 0 Napco Security Technologies In Common Stock 630402105 3055 130000 SH SOLE 130000 0 0 NetEase Inc ADR 64110W102 1500 3300 SH SOLE 3300 0 0 Nuance Communications Inc Common Stock 67020Y100 13867 417805 SH SOLE 417805 0 0 NVIDIA Corp Common Stock 67066G104 1025 1894 SH SOLE 1894 0 0 Prosperity Bancshares Inc Common Stock 743606105 9848 190000 SH SOLE 190000 0 0 Park City Group Inc Common Stock 700215304 2021 410000 SH SOLE 410000 0 0 Proofpoint Inc Common Stock 743424103 5278 50000 SH SOLE 50000 0 0 Planet Fitness Inc Common Stock 72703H101 3697 60000 SH SOLE 60000 0 0 Insulet Corp Common Stock 45784P101 3549 15000 SH SOLE 15000 0 0 Pool Corp Common Stock 73278L105 12631 37755 SH SOLE 37755 0 0 Pluralsight Inc Common Stock 72941B106 1713 100000 SH SOLE 100000 0 0 PTC Therapeutics Inc Common Stock 69366J200 2805 60000 SH SOLE 60000 0 0 PayPal Holdings Inc Common Stock 70450Y103 1060 5378 SH SOLE 5378 0 0 Redfin Corp Common Stock 75737F108 4993 100000 SH SOLE 100000 0 0 Reed's Inc Common Stock 758338107 836 900000 SH SOLE 900000 0 0 Rollins Inc Common Stock 775711104 5419 100000 SH SOLE 100000 0 0 Service Corp International/US Common Stock 817565104 15153 359240 SH SOLE 359240 0 0 SolarEdge Technologies Inc Common Stock 83417M104 5244 22000 SH SOLE 22000 0 0 Sprouts Farmers Market Inc Common Stock 85208M102 6991 334000 SH SOLE 334000 0 0 SVB Financial Group Common Stock 78486Q101 5435 22591 SH SOLE 22591 0 0 Simply Good Foods Co/The Common Stock 82900L102 2205 100000 SH SOLE 100000 0 0 ShotSpotter Inc Common Stock 82536T107 2328 75000 SH SOLE 75000 0 0 TAL Education Group ADR 874080104 1186 15600 SH SOLE 15600 0 0 Trip.com Group Ltd ADR 89677Q107 934 30000 SH SOLE 30000 0 0 Teladoc Health Inc Common Stock 87918A105 5481 25000 SH SOLE 25000 0 0 Teradyne Inc Common Stock 880770102 3973 50000 SH SOLE 50000 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 883 2000 SH SOLE 2000 0 0 TPI Composites Inc Common Stock 87266J104 6516 225000 SH SOLE 225000 0 0 Trex Co Inc Common Stock 89531P105 7986 111538 SH SOLE 111538 0 0 Trupanion Inc Common Stock 898202106 6312 80000 SH SOLE 80000 0 0 TSMC ADR 874039100 1328 16384 SH SOLE 16384 0 0 Tyler Technologies Inc Common Stock 902252105 2091 6000 SH SOLE 6000 0 0 UnitedHealth Group Inc Common Stock 91324P102 1079 3461 SH SOLE 3461 0 0 Veeva Systems Inc Common Stock 922475108 506 1800 SH SOLE 1800 0 0 Western Alliance Bancorp Common Stock 957638109 4111 130000 SH SOLE 130000 0 0 Boingo Wireless Inc Common Stock 09739C102 5098 500000 SH SOLE 500000 0 0 Willdan Group Inc Common Stock 96924N100 2296 90000 SH SOLE 90000 0 0 Watsco Inc Common Stock 942622200 8151 35000 SH SOLE 35000 0 0 Xylem Inc/NY Common Stock 98419M100 726 8636 SH SOLE 8636 0 0 YETI Holdings Inc Common Stock 98585X104 2357 52000 SH SOLE 52000 0 0 Apple Inc Common Stock 037833100 957 8264 SH SOLE 8264 0 0 LHC Group Inc Common Stock 50187A107 3677 17300 SH SOLE 17300 0 0 Infosys Ltd ADR 456788108 1381 100000 SH SOLE 100000 0 0 Axon Enterprise Inc Common Stock 05464C101 2721 30000 SH SOLE 30000 0 0 Turning Point Therapeutics Inc Common Stock 90041T108 2184 25000 SH SOLE 25000 0 0 Acceleron Pharma Inc Common Stock 00434H108 1688 15000 SH SOLE 15000 0 0 Mirati Therapeutics Inc Common Stock 60468T105 2076 12500 SH SOLE 12500 0 0 Arena Pharmaceuticals Inc Common Stock 040047607 2244 30000 SH SOLE 30000 0 0 TherapeuticsMD Inc Common Stock 88338N107 1413 900000 SH SOLE 900000 0 0 OptimizeRx Corp Common Stock 68401U204 1668 80000 SH SOLE 80000 0 0 LivePerson Inc Common Stock 538146101 1300 25000 SH SOLE 25000 0 0 EverQuote Inc Common Stock 30041R108 1546 40000 SH SOLE 40000 0 0 Advanced Drainage Systems Inc Common Stock 00790R104 1038 16625 SH SOLE 16625 0 0