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0001659997-22-000002.txt : 20220426 0001659997-22-000002.hdr.sgml : 20220426 20220426091503 ACCESSION NUMBER: 0001659997-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220426 EFFECTIVENESS DATE: 20220426 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: 22851990 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 03-31-2022 03-31-2022 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 0045 Henrik Baernholdt Herning G7 03-31-2022 0 110 825822 false INFORMATION TABLE 2 Handelsinvest_13F_31032022.xml Abbott Laboratories Common Stock 002824100 4028 34029 SH SOLE 34029 0 0 Akoustis Technologies Inc Common Stock 00973N102 4550 700000 SH SOLE 700000 0 0 Albemarle Corp Common Stock 012653101 3741 16916 SH SOLE 16916 0 0 Allegion plc Common Stock G0176J109 8782 80000 SH SOLE 80000 0 0 Alarm.com Holdings Inc Common Stock 011642105 10634 160000 SH SOLE 160000 0 0 Ameresco Inc Common Stock 02361E108 9763 122801 SH SOLE 122801 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 14095 300000 SH SOLE 300000 0 0 Ashland Global Holdings Inc Common Stock 044186104 12793 130000 SH SOLE 130000 0 0 Alibaba Group Holding Ltd ADR 01609W102 5277 48508 SH SOLE 48508 0 0 Bandwidth Inc Common Stock 05988J103 5182 160000 SH SOLE 160000 0 0 Bright Horizons Family Solutio Common Stock 109194100 12374 93258 SH SOLE 93258 0 0 Biohaven Pharmaceutical Holdin Common Stock G11196105 5336 45000 SH SOLE 45000 0 0 Baidu Inc ADR 056752108 662 5000 SH SOLE 5000 0 0 Cognex Corp Common Stock 192422103 4629 60000 SH SOLE 60000 0 0 Cooper Cos Inc/The Common Stock 216648402 18507 44318 SH SOLE 44318 0 0 Cerence Inc Common Stock 156727109 4332 120000 SH SOLE 120000 0 0 Cavco Industries Inc Common Stock 149568107 15174 63000 SH SOLE 63000 0 0 CryoPort Inc Common Stock 229050307 642 18400 SH SOLE 18400 0 0 Darling Ingredients Inc Common Stock 237266101 28133 350000 SH SOLE 350000 0 0 Everbridge Inc Common Stock 29978A104 2618 60000 SH SOLE 60000 0 0 East West Bancorp Inc Common Stock 27579R104 24835 314288 SH SOLE 314288 0 0 Fair Isaac Corp Common Stock 303250104 19125 41000 SH SOLE 41000 0 0 Fidelity National Information Common Stock 31620M106 3668 36524 SH SOLE 36524 0 0 First Republic Bank/CA Common Stock 33616C100 4638 28609 SH SOLE 28609 0 0 Alphabet Inc Common Stock 02079K107 7653 2740 SH SOLE 2740 0 0 Graphic Packaging Holding Co Common Stock 388689101 29907 1492353 SH SOLE 1492353 0 0 Gates Industrial Corp PLC Common Stock G39108108 11295 750000 SH SOLE 750000 0 0 Global Water Resources Inc Common Stock 379463102 5990 360000 SH SOLE 360000 0 0 Home Depot Inc/The Common Stock 437076102 3646 12180 SH SOLE 12180 0 0 HDFC Bank Ltd ADR 40415F101 4279 69760 SH SOLE 69760 0 0 IAC/InterActiveCorp Common Stock 44891N208 5014 50000 SH SOLE 50000 0 0 IAA Inc Common Stock 449253103 3825 100000 SH SOLE 100000 0 0 JD.com Inc ADR 47215P106 5208 90000 SH SOLE 90000 0 0 Kadant Inc Common Stock 48282T104 11846 61000 SH SOLE 61000 0 0 LCI Industries Common Stock 50189K103 12457 120000 SH SOLE 120000 0 0 Eli Lilly & Co Common Stock 532457108 4107 14340 SH SOLE 14340 0 0 Loop Industries Inc Common Stock 543518104 3113 350000 SH SOLE 350000 0 0 Grand Canyon Education Inc Common Stock 38526M106 9888 101821 SH SOLE 101821 0 0 Live Nation Entertainment Inc Common Stock 538034109 5294 45000 SH SOLE 45000 0 0 Mastercard Inc Common Stock 57636Q104 4296 12022 SH SOLE 12022 0 0 Masimo Corp Common Stock 574795100 6549 45000 SH SOLE 45000 0 0 Maximus Inc Common Stock 577933104 17239 230000 SH SOLE 230000 0 0 MSA Safety Inc Common Stock 553498106 3981 30000 SH SOLE 30000 0 0 Microsoft Corp Common Stock 594918104 9250 30003 SH SOLE 30003 0 0 Vail Resorts Inc Common Stock 91879Q109 7027 27000 SH SOLE 27000 0 0 MasTec Inc Common Stock 576323109 14807 170000 SH SOLE 170000 0 0 Mueller Water Products Inc Common Stock 624758108 3876 300000 SH SOLE 300000 0 0 National Bank Holdings Corp Common Stock 633707104 11480 285000 SH SOLE 285000 0 0 Nasdaq Inc Common Stock 631103108 4206 23605 SH SOLE 23605 0 0 Sunnova Energy International I Common Stock 86745K104 2156 93500 SH SOLE 93500 0 0 Napco Security Technologies In Common Stock 630402105 6772 330000 SH SOLE 330000 0 0 NetEase Inc ADR 64110W102 5426 60500 SH SOLE 60500 0 0 NVIDIA Corp Common Stock 67066G104 2623 9612 SH SOLE 9612 0 0 Prosperity Bancshares Inc Common Stock 743606105 18039 260000 SH SOLE 260000 0 0 Park City Group Inc Common Stock 700215304 2323 440000 SH SOLE 440000 0 0 Planet Fitness Inc Common Stock 72703H101 8870 105000 SH SOLE 105000 0 0 Insulet Corp Common Stock 45784P101 3996 15000 SH SOLE 15000 0 0 Pool Corp Common Stock 73278L105 18524 43806 SH SOLE 43806 0 0 PTC Therapeutics Inc Common Stock 69366J200 2798 75000 SH SOLE 75000 0 0 PayPal Holdings Inc Common Stock 70450Y103 578 5000 SH SOLE 5000 0 0 Rollins Inc Common Stock 775711104 4557 130000 SH SOLE 130000 0 0 Service Corp International/US Common Stock 817565104 25988 394841 SH SOLE 394841 0 0 SolarEdge Technologies Inc Common Stock 83417M104 3739 11600 SH SOLE 11600 0 0 Sprouts Farmers Market Inc Common Stock 85208M102 11458 358300 SH SOLE 358300 0 0 SVB Financial Group Common Stock 78486Q101 7819 13976 SH SOLE 13976 0 0 Simply Good Foods Co/The Common Stock 82900L102 6641 175000 SH SOLE 175000 0 0 ShotSpotter Inc Common Stock 82536T107 670 24181 SH SOLE 24181 0 0 Trip.com Group Ltd ADR 89677Q107 231 10000 SH SOLE 10000 0 0 Teradyne Inc Common Stock 880770102 8867 75000 SH SOLE 75000 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 3721 6300 SH SOLE 6300 0 0 Trex Co Inc Common Stock 89531P105 6843 104738 SH SOLE 104738 0 0 Trupanion Inc Common Stock 898202106 5347 60000 SH SOLE 60000 0 0 TSMC ADR 874039100 5455 52322 SH SOLE 52322 0 0 Tyler Technologies Inc Common Stock 902252105 8898 20000 SH SOLE 20000 0 0 UnitedHealth Group Inc Common Stock 91324P102 7324 14361 SH SOLE 14361 0 0 Veeva Systems Inc Common Stock 922475108 2125 10000 SH SOLE 10000 0 0 Western Alliance Bancorp Common Stock 957638109 9938 120000 SH SOLE 120000 0 0 Willdan Group Inc Common Stock 96924N100 2455 80000 SH SOLE 80000 0 0 Watsco Inc Common Stock 942622200 13709 45000 SH SOLE 45000 0 0 Xylem Inc/NY Common Stock 98419M100 2723 31936 SH SOLE 31936 0 0 YETI Holdings Inc Common Stock 98585X104 9999 166700 SH SOLE 166700 0 0 Apple Inc Common Stock 037833100 7164 41031 SH SOLE 41031 0 0 LHC Group Inc Common Stock 50187A107 15041 89213 SH SOLE 89213 0 0 Infosys Ltd ADR 456788108 2489 100000 SH SOLE 100000 0 0 OptimizeRx Corp Common Stock 68401U204 4148 110000 SH SOLE 110000 0 0 LivePerson Inc Common Stock 538146101 2808 115000 SH SOLE 115000 0 0 Advanced Drainage Systems Inc Common Stock 00790R104 5346 45000 SH SOLE 45000 0 0 Pinduoduo Inc ADR 722304102 321 8000 SH SOLE 8000 0 0 ZTO Express Cayman Inc ADR 98980A105 625 25000 SH SOLE 25000 0 0 Energy Recovery Inc Common Stock 29270J100 7049 350000 SH SOLE 350000 0 0 Veritone Inc Common Stock 92347M100 5118 280000 SH SOLE 280000 0 0 Crown Holdings Inc Common Stock 228368106 18764 150000 SH SOLE 150000 0 0 Dynatrace Inc Common Stock 268150109 3297 70000 SH SOLE 70000 0 0 Overstock.com Inc Common Stock 690370101 4401 100000 SH SOLE 100000 0 0 Paya Holdings Inc Common Stock 70434P103 7618 1300000 SH SOLE 1300000 0 0 TripAdvisor Inc Common Stock 896945201 4068 150000 SH SOLE 150000 0 0 Clean Harbors Inc Common Stock 184496107 16188 145000 SH SOLE 145000 0 0 Axon Enterprise Inc Common Stock 05464C101 6887 50000 SH SOLE 50000 0 0 Brunswick Corp/DE Common Stock 117043109 13751 170000 SH SOLE 170000 0 0 Heska Corp Common Stock 42805E306 4356 31500 SH SOLE 31500 0 0 Ping Identity Holding Corp Common Stock 72341T103 6035 220000 SH SOLE 220000 0 0 Regeneron Pharmaceuticals Inc Common Stock 75886F107 5098 7300 SH SOLE 7300 0 0 Freshpet Inc Common Stock 358039105 4619 45000 SH SOLE 45000 0 0 Verra Mobility Corp Common Stock 92511U102 8153 500803 SH SOLE 500803 0 0 GXO Logistics Inc Common Stock 36262G101 8775 123000 SH SOLE 123000 0 0 Intuit Inc Common Stock 461202103 1298 2700 SH SOLE 2700 0 0 Bilibili Inc ADR 090040106 128 5000 SH SOLE 5000 0 0 Open Lending Corp Common Stock 68373J104 4728 250000 SH SOLE 250000 0 0 Wolfspeed Inc Common Stock 977852102 4554 40000 SH SOLE 40000 0 0 Quanta Services Inc Common Stock 74762E102 2632 20000 SH SOLE 20000 0 0